§ 13F · FUND PROFILE
Aspen Investment Management Inc.
AUM · $372K (13F)Positions · 187Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 33K | $25K | 6.7% | −7% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 67K | $14K | 3.8% | +2% |
| 3 | IWM | ISHARES TR | 41K | $12K | 3.3% | +7% |
| 4 | IEFA | ISHARES TR | 107K | $10K | 2.8% | +3% |
| 5 | AAPL | APPLE INC | 34K | $10K | 2.7% | +2% |
| 6 | MSFT | MICROSOFT CORP | 23K | $9K | 2.3% | +2% |
| 7 | IGIB | ISHARES TR | 162K | $9K | 2.3% | +3% |
| 8 | IGSB | ISHARES TR | 159K | $8K | 2.2% | +5% |
| 9 | GLW | CORNING INC | 30K | $8K | 2.1% | −9% |
| 10 | GOOGL | ALPHABET INC | 21K | $7K | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ASPEN SIGNAL
AC read
Aspen Investment Management Inc is a Other fund managing $372 thousand in assets. The fund runs a portfolio of 187 positions.
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