Aspect Partners, LLC
RIA/Wealth
Aspect Partners, LLC is a RIA/Wealth based in Fairfax, VA led by Bard Daniel Malovany, reporting $351.9M in AUM as of Q3 2025 with 84% ETF concentration, 57% concentrated in top 10 holdings, and minimal technology exposure.
OwnerBard Daniel Malovany
- Portfolio Value
- $218.5M
- Positions
- 702
- Top Holding
- SPY at 9.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Aspect Partners, LLC's portfolio (57.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $20.6M | 9.41% | -$306.4K Sold | — 30.9K shares | |
ETF ETF | $20.2M | 9.26% | +$2.8M Bought | — 61.7K shares | |
ETF ETF | $17.8M | 8.15% | -$263.8K Sold | — 232.1K shares | |
ETF ETF | $12.1M | 5.53% | -$3.3M Sold | — 138.5K shares | |
ETF ETF | $11.6M | 5.29% | +$743.2K Bought | — 101.6K shares | |
ETF ETF | $10.1M | 4.61% | +$828.2K Bought | — 196.9K shares | |
Unknown Unknown | $10.0M | 4.57% | -$143.3K Sold | — 28.1K shares | |
ETF ETF | $8.5M | 3.89% | +$7.6M Bought | — 35.2K shares | |
ETF ETF | $7.4M | 3.40% | +$69.9K Bought | — 263.7K shares | |
ETF ETF | $6.8M | 3.09% | +$235.0K Bought | — 503.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Aspect Partners, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Aspect Partners, LLC
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