13F Insight
DOSSIER · 13F-HR · Q1 2026

Aspen Investment Management Inc

$327M in tracked AUM across 171 positions as of Q1 2026.

AI
CIK 0001541596 · last filed Mar 31, 2026
Total AUM
$327M
as of Q1 2026
Holdings
171
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Aspen Investment Management Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$23M36K7.2%02
RSP
INVESCO EXCHANGE TRADED FD T
$13M66K3.9%03
IWM
ISHARES TR
$10M39K2.9%04
IEFA
ISHARES TR
$9M104K2.9%05
AAPL
APPLE INC
$9M34K2.6%06
MSFT
MICROSOFT CORP
$8M23K2.6%07
IGIB
ISHARES TR
$8M157K2.6%08
IGSB
ISHARES TR
$8M152K2.4%09
VIG
VANGUARD SPECIALIZED FUNDS
$6M29K1.9%10
GS
GOLDMAN SACHS GROUP INC
$6M7K1.9%

Filing history

2026Q1Mar 31
$327M▼ 1.6%
171 positionsView →2025Q4Dec 31
$332M▲ 28.2%
177 positionsView →2025Q3Sep 30
$259M▲ 8.8%
149 positionsView →2025Q2Jun 30
$238M▲ 9.6%
147 positionsLocked2025Q1Mar 31
$217M▲ 0.7%
146 positionsLocked2024Q4Dec 31
$215M▲ 0.5%
141 positionsLocked2024Q3Sep 30
$214M▲ 7.0%
147 positionsLocked2024Q2Jun 30
$200M▲ 1.8%
148 positionsLocked2024Q1Mar 31
$197M▲ 10.0%
153 positionsLocked2023Q4Dec 31
$179M▲ 8.4%
140 positionsLocked2023Q3Sep 30
$165M▼ 1.9%
138 positionsLocked2023Q2Jun 30
$168M▲ 7.6%
139 positionsLocked
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