Aspetuck Financial Management LLC

DOSSIER · 13F-HR · Q4 2025

Aspetuck Financial Management LLC

$149M in tracked AUM across 74 positions as of Q4 2025.

AF

CIK 0002048608 · last filed Dec 31, 2025

Total AUM

$149M

as of Q4 2025

Holdings

74

—

positions

Whale Score

48

48

tracked

Activity

—

no data

changes this Q

AI Analysis · Q4 2025

Aspetuck Financial Management LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

01

NVDA

NVIDIA CORPORATION COM

$20M105K13.2%02

FLRN

STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF

$10M316K6.5%03

MSFT

MICROSOFT CORP COM

$7M14K4.4%04

GOOGL

ALPHABET INC CAP STK CL A

$6M20K4.1%05

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

$6M27K4.0%06

IJR

ISHARES CORE S&P SMALL CAP ETF

$5M44K3.6%07

AAPL

APPLE INC COM

$5M18K3.2%08

SPDW

SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF