§ 13F · FUND PROFILE
Aspen Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $450.4T (13F)Positions · 107Turnover · — · Q3Filed · Apr 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED APR 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 728K | $52.7T | 11.7% | — |
| 2 | DFIC | DIMENSIONAL ETF TRUST | 1.33M | $43.6T | 9.7% | — |
| 3 | QUAL | ISHARES TR | 223K | $43.4T | 9.6% | — |
| 4 | IUSG | ISHARES TR | 201K | $33.1T | 7.4% | — |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | 625K | $29.7T | 6.6% | — |
| 6 | DFAT | DIMENSIONAL ETF TRUST | 509K | $29.6T | 6.6% | — |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 745K | $28.7T | 6.4% | — |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 345K | $18.7T | 4.2% | — |
| 9 | JMUB | J P MORGAN EXCHANGE TRADED F | 321K | $16.2T | 3.6% | — |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | 205K | $10.4T | 2.3% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ASPEN SIGNAL
AC read
Aspen Wealth Management LLC is a Other fund managing $450374.9 trillion in assets. The fund runs a portfolio of 107 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