Aspen Wealth Management LLC: 13F holdings
CIK 18952522026Q2
| Positions | 132 |
|---|
| Reported value | $588.7m |
|---|
| Filed | 2026-07-31 |
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Change since last quarter
| Positions | 132 (+8 vs prior quarter) |
|---|
| Reported value | $588.7m (+17.5%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DFUS DIMENSIONAL ETF TRUST | 827,733 | $67.8m | 11.5% |
| DFIC DIMENSIONAL ETF TRUST | 1,520,708 | $56.7m | 9.6% |
| QUAL ISHARES TR | 244,746 | $53.7m | 9.1% |
| DIMENSIONAL ETF TRUST | 584,682 | $40.9m | 6.9% |
| JCPB J P MORGAN EXCHANGE TRADED F | 852,446 | $40.0m | 6.8% |
| IUSG ISHARES TR | 211,338 | $39.8m | 6.8% |
| DIMENSIONAL ETF TRUST | 778,572 | $34.5m | 5.9% |
| VWO VANGUARD INTL EQUITY INDEX F | 374,483 | $22.4m | 3.8% |
| JMUB J P MORGAN EXCHANGE TRADED F | 304,147 | $15.4m | 2.6% |
| JPST J P MORGAN EXCHANGE TRADED F | 262,094 | $13.3m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1895252")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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