Aspen Wealth Strategies, LLC
Aspen Wealth Strategies, LLC reported 89 positions worth $206.7M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVV (11.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $24.2M | 11.70% | 32,300 | — | — | |
| ▸ 2 | VTV | SH | $24.1M | 11.67% | 110,634 | — | — | |
| ▸ 3 | SCHG | SH | $17.5M | 8.48% | 518,026 | — | — | |
| ▸ 4 | IEFA | SH | $16.1M | 7.80% | 166,874 | — | — | |
| ▸ 5 | MOAT | SH | $9.7M | 4.70% | 93,536 | — | — | |
| ▸ 6 | AVGO | SH | $8.3M | 4.01% | 21,938 | — | — | |
| ▸ 7 | FMDE | SH | $8.0M | 3.86% | 196,721 | — | — | |
| ▸ 8 | CTA | SH | $6.9M | 3.35% | 266,834 | — | — | |
| ▸ 9 | SMLF | SH | $6.8M | 3.27% | 75,838 | — | — | |
| ▸ 10 | XMHQ | SH | $6.0M | 2.92% | 53,417 | — | — |
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Frequently Asked Questions
What stocks does Aspen Wealth Strategies, LLC hold as of Q2 2026?
Aspen Wealth Strategies, LLC reported 89 positions worth $206.7M in its Q2 2026 13F filing. Largest positions: IVV (11.7%), VTV (11.7%), SCHG (8.5%), IEFA (7.8%) and MOAT (4.7%).
What did Aspen Wealth Strategies, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Aspen Wealth Strategies, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.