DOSSIER · 13F-HR · Q2 2026

Aspen Private Advisors, LLC

$100M in tracked AUM across 7 positions as of Q2 2026.

AP
CIK 0002143677 · last filed Jun 30, 2026
Total AUM
$100M
as of Q2 2026
Holdings
7
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Aspen Private Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVUS
AMERICAN CENTY ETF TR
$35M276K35.5%
02
DFAX
DIMENSIONAL ETF TRUST
$28M764K28.2%
03
USMV
ISHARES TR
$17M176K17.1%
04
DUHP
DIMENSIONAL ETF TRUST
$15M351K14.7%
05
JAAA
JANUS DETROIT STR TR
$3M68K3.4%
06
IVV
ISHARES TR
$794K1K0.8%
07
VTI
VANGUARD INDEX FDS
$261K7060.3%

Filing history

2026Q2Jun 30
$100M
7 positionsView →