Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aspen Investment Management Inc (CIK 1541596) reported $326.5M across 171 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($23.4M, 7.16%), RSP ($12.6M, 3.86%), IWM ($9.6M, 2.93%), IEFA ($9.4M, 2.88%), AAPL ($8.6M, 2.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $23.4M | 7.16% | 35,925 | Added |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $12.6M | 3.86% | 65,707 | Added |
| 3 | IWM | ISHARES TR | $9.6M | 2.93% | 38,605 | Added |
| 4 | IEFA | ISHARES TR | $9.4M | 2.88% | 103,955 | Added |
| 5 | AAPL | APPLE INC | $8.6M | 2.62% | 33,767 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $8.4M | 2.58% | 22,781 | Trimmed |
| 7 | IGIB | ISHARES TR | $8.4M | 2.57% | 157,470 | Added |
| 8 | IGSB | ISHARES TR | $8.0M | 2.45% | 152,004 | Added |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $6.3M | 1.92% | 29,220 | Trimmed |
| 10 | GS | GOLDMAN SACHS GROUP INC | $6.1M | 1.86% | 7,175 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $6.0M | 1.85% | 20,504 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $6.0M | 1.83% | 20,793 | Trimmed |
| 13 | WMT | WALMART INC | $5.4M | 1.64% | 43,192 | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $4.6M | 1.42% | 14,424 | Trimmed |
| 15 | GLW | CORNING INC | $4.5M | 1.38% | 33,030 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $4.4M | 1.36% | 18,156 | Trimmed |
| 17 | FPE | FIRST TR EXCH TRADED FD III | $4.4M | 1.34% | 247,198 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $4.0M | 1.22% | 19,198 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $3.8M | 1.15% | 21,590 | Trimmed |
| 20 | BSCR | INVESCO EXCH TRD SLF IDX FD | $3.7M | 1.15% | 190,643 | Trimmed |
| 21 | IVV | ISHARES TR | $3.7M | 1.13% | 5,660 | Added |
| 22 | XLE | SELECT SECTOR SPDR TR | $3.6M | 1.11% | 59,233 | Trimmed |
| 23 | BSCS | INVESCO EXCH TRD SLF IDX FD | $3.3M | 1.02% | 163,291 | Trimmed |
| 24 | FTSL | FIRST TR EXCHANGE-TRADED FD | $3.3M | 1.00% | 73,204 | Trimmed |
| 25 | LLY | ELI LILLY & CO | $3.0M | 0.92% | 3,249 | Added |
Source: SEC Form 13F filings · as of 2026-03-31