Aspen Wealth Strategies, LLC: 13F holdings
CIK 19725172026Q2
| Positions | 89 |
|---|
| Reported value | $206.7m |
|---|
| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 89 (+0 vs prior quarter) |
|---|
| Reported value | $206.7m (+10.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 32,300 | $24.2m | 11.7% |
| VTV VANGUARD INDEX FDS | 110,634 | $24.1m | 11.7% |
| SCHG SCHWAB STRATEGIC TR | 518,026 | $17.5m | 8.5% |
| IEFA ISHARES TR | 166,874 | $16.1m | 7.8% |
| MOAT VANECK ETF TRUST | 93,536 | $9.7m | 4.7% |
| AVGO BROADCOM INC | 21,938 | $8.3m | 4.0% |
| FMDE FIDELITY COVINGTON TRUST | 196,721 | $8.0m | 3.9% |
| CTA SIMPLIFY EXCHANGE TRADED FUN | 266,834 | $6.9m | 3.3% |
| SMLF ISHARES TR | 75,838 | $6.8m | 3.3% |
| XMHQ INVESCO EXCHANGE TRADED FD T | 53,417 | $6.0m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1972517")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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