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 Wealth Strategies, LLC (CIK 1972517) reported $187.4M across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($21.3M, 11.36%), IVV ($20.2M, 10.76%), SCHG ($14.7M, 7.83%), IEFA ($14.6M, 7.79%), MOAT ($9.5M, 5.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $21.3M | 11.36% | 108,514 | Added |
| 2 | IVV | ISHARES TR | $20.2M | 10.76% | 30,873 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $14.7M | 7.83% | 503,670 | Added |
| 4 | IEFA | ISHARES TR | $14.6M | 7.79% | 161,219 | Added |
| 5 | MOAT | VANECK ETF TRUST | $9.5M | 5.07% | 98,218 | Trimmed |
| 6 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $7.9M | 4.22% | 261,936 | Added |
| 7 | AVGO | BROADCOM INC | $7.0M | 3.74% | 22,661 | Trimmed |
| 8 | FMDE | FIDELITY COVINGTON TRUST | $6.9M | 3.70% | 192,645 | Added |
| 9 | SMLF | ISHARES TR | $5.6M | 3.01% | 74,585 | Added |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | $5.4M | 2.87% | 52,043 | Added |
| 11 | VBR | VANGUARD INDEX FDS | $4.0M | 2.12% | 18,296 | Added |
| 12 | GOOGL | ALPHABET INC | $3.8M | 2.04% | 13,299 | Trimmed |
| 13 | IYK | ISHARES TR | $3.5M | 1.85% | 49,438 | Added |
| 14 | VHT | VANGUARD WORLD FD | $3.0M | 1.60% | 10,979 | Added |
| 15 | AIQ | GLOBAL X FDS | $2.6M | 1.37% | 54,863 | Added |
| 16 | AAPL | APPLE INC | $2.5M | 1.33% | 9,817 | Added |
| 17 | SPLG | SPDR SERIES TRUST | $2.5M | 1.33% | 32,549 | Added |
| 18 | MSFT | MICROSOFT CORP | $2.4M | 1.29% | 6,512 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $2.4M | 1.26% | 8,055 | Trimmed |
| 20 | ABBV | ABBVIE INC | $2.1M | 1.14% | 9,812 | Trimmed |
| 21 | PNC | PNC FINL SVCS GROUP INC | $2.1M | 1.11% | 10,013 | New |
| 22 | JAAA | JANUS DETROIT STR TR | $1.9M | 0.99% | 36,755 | Added |
| 23 | CVX | CHEVRON CORPORATION | $1.8M | 0.94% | 8,534 | Added |
| 24 | DE | DEERE & CO | $1.6M | 0.87% | 2,888 | Trimmed |
| 25 | SKYY | FIRST TR EXCHANGE-TRADED FD | $1.6M | 0.84% | 45,098 | Added |
Source: SEC Form 13F filings · as of 2026-03-31