§ 13F · FUND PROFILE
Aspen Wealth Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $165.9T (13F)Positions · 82Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 107K | $20.5T | 11.2% | +6% |
| 2 | IVV | ISHARES TR | 30K | $20.5T | 11.2% | −11% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 488K | $15.9T | 8.7% | −22% |
| 4 | IEFA | ISHARES TR | 156K | $14.0T | 7.7% | +36% |
| 5 | MOAT | VANECK ETF TRUST | 100K | $10.3T | 5.6% | −39% |
| 6 | AVGO | BROADCOM INC | 23K | $8.0T | 4.4% | ±0% |
| 7 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 257K | $7.0T | 3.8% | +29% |
| 8 | FMDE | FIDELITY COVINGTON TRUST | 191K | $6.9T | 3.8% | +7% |
| 9 | SMLF | ISHARES TR | 74K | $5.6T | 3.0% | +8% |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | 52K | $5.3T | 2.9% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ASPEN SIGNAL
AC read
Aspen Wealth Strategies, LLC is a Other fund managing $165862.5 trillion in assets. The fund runs a portfolio of 82 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed