13F Insight
DOSSIER · 13F-HR · Q2 2026

Aspen Wealth Strategies, LLC

$207M in tracked AUM across 89 positions as of Q2 2026.

AW
CIK 0001972517 · last filed Jun 30, 2026
Total AUM
$207M
as of Q2 2026
Holdings
89
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Aspen Wealth Strategies, 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
IVV
ISHARES TR
$24M32K11.7%02
VTV
VANGUARD INDEX FDS
$24M111K11.7%03
SCHG
SCHWAB STRATEGIC TR
$18M518K8.5%04
IEFA
ISHARES TR
$16M167K7.8%05
MOAT
VANECK ETF TRUST
$10M94K4.7%06
AVGO
BROADCOM INC
$8M22K4.0%07
FMDE
FIDELITY COVINGTON TRUST
$8M197K3.9%08
CTA
SIMPLIFY EXCHANGE TRADED FUN
$7M267K3.3%09
SMLF
ISHARES TR
$7M76K3.3%10
XMHQ
INVESCO EXCHANGE TRADED FD T
$6M53K2.9%

Filing history

2026Q2Jun 30
$207M▲ 10.3%
89 positionsView →2026Q1Mar 31
$187M▲ 2.5%
89 positionsView →2025Q4Dec 31
$183M▲ 1.5%
83 positionsView →2025Q3Sep 30
$180M▲ 8.5%
85 positionsView →2025Q2Jun 30
$166M▲ 8.7%
82 positionsLocked2025Q1Mar 31
$153M▼ 2.4%
83 positionsLocked2024Q4Dec 31
$156M▲ 0.7%
80 positionsLocked2024Q3Sep 30
$155M▲ 7.9%
81 positionsLocked2024Q2Jun 30
$144M▼ 0.7%
73 positionsLocked2024Q1Mar 31
$145M▲ 5.3%
76 positionsLocked2023Q4Dec 31
$138M▲ 7.3%
78 positionsLocked2023Q3Sep 30
$128M▼ 2.6%
75 positionsLocked
Showing 12 of 15