§ 13F · FUND PROFILE
Aspen Investment Management Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $259K (13F)Positions · 149Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 36K | $23K | 7.2% | +1% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 66K | $13K | 3.9% | +4% |
| 3 | IWM | ISHARES TR | 39K | $10K | 2.9% | +1% |
| 4 | IEFA | ISHARES TR | 104K | $9K | 2.9% | +1% |
| 5 | AAPL | APPLE INC | 34K | $9K | 2.6% | −22% |
| 6 | MSFT | MICROSOFT CORP | 23K | $8K | 2.6% | −5% |
| 7 | IGIB | ISHARES TR | 157K | $8K | 2.6% | +5% |
| 8 | IGSB | ISHARES TR | 152K | $8K | 2.4% | +5% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 29K | $6K | 1.9% | −1% |
| 10 | GS | GOLDMAN SACHS GROUP INC | 7K | $6K | 1.9% | ±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 $259 thousand in assets. The fund runs a portfolio of 149 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed