Aspetuck Financial Management LLC Portfolio Holdings

Aspetuck Financial Management LLC

  • $146 Billion
  • Q3 2025

Aspetuck Financial Management LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $19.7B, Spdr Bloomberg Investment Grad with a value of $9.98B, Microsoft Corp with a value of $7.07B, Fidelity Covington Tr Msci Inf with a value of $5.88B, and Ishares Core S&P Sm Cap ETF with a value of $5.32B.

Examining the 13F form we can see an increase of $13.3B in the current position value, from $133B to 146B.

Aspetuck Financial Management LLC is based out at Westport, CT

Below you can find more details about Aspetuck Financial Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $146 Billion
ETFs: $66.9 Billion
Technology: $43.6 Billion
Communication Services: $7.08 Billion
Financial Services: $6.96 Billion
Energy: $4.57 Billion
Consumer Cyclical: $4.24 Billion
Healthcare: $2.62 Billion
Industrials: $2.16 Billion
Other: $3.55 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $146 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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