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 Private Advisors, LLC (CIK 2143677) reported $99.7M across 7 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVUS ($35.4M, 35.48%), DFAX ($28.2M, 28.25%), USMV ($17.0M, 17.07%), DUHP ($14.7M, 14.70%), JAAA ($3.4M, 3.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $35.4M | 35.48% | 276,168 | New |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $28.2M | 28.25% | 764,320 | New |
| 3 | USMV | ISHARES TR | $17.0M | 17.07% | 176,422 | New |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $14.7M | 14.70% | 351,240 | New |
| 5 | JAAA | JANUS DETROIT STR TR | $3.4M | 3.44% | 67,888 | New |
| 6 | IVV | ISHARES TR | $793,823 | 0.80% | 1,060 | New |
| 7 | VTI | VANGUARD INDEX FDS | $261,248 | 0.26% | 706 | New |
Source: SEC Form 13F filings · as of 2026-06-30