account_balance
Investment manager · 13F filer · SEC CIK 1972517
Aspen Wealth Strategies, LLC
Reported value$207Mas of Sep 30, 2026
Positions88 3 new, 4 sold out
Top 10 weight61.9%IVV alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
11.9%
VTVVanguard Index FDS
11.3%Trimmed −2%
SCHGSchwab Strategic Tr
8.8%
IEFAiShares Tr
8.0%Added +2%
MOATVaneck ETF Trust
4.6%Trimmed −4%
DBMFIm Global Partner Funds
3.9%New
FMDEFidelity Covington Trust
3.8%
AVGOBroadcom Inc.
3.6%Trimmed −2%
SMLFiShares Tr
3.1%
XMHQInvesco Exchange Traded Fd T
2.8%−3%
VBRVanguard Index FDS
2.0%
AIQ1.9%
IVViShares Tr
11.9%
VTVVanguard Index FDS
11.3%Trimmed −2%
SCHGSchwab Strategic Tr
8.8%
IEFAiShares Tr
8.0%+2%
MOATVaneck ETF Trust
4.6%
DBMFIm Global Partner Funds
3.9%
FMDEFidelity Covington Trust
3.8%
AVGOBroadcom Inc.
3.6%
SMLF3.1%
XMHQ
VBR
AIQ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 11.9% Held
VTV Vanguard Index FDS 11.3% Trimmed −2%
SCHG Schwab Strategic Tr 8.8% Held
IEFA iShares Tr 8.0% Added +2%
MOAT Vaneck ETF Trust 4.6% Trimmed −4%
DBMF Im Global Partner Funds 3.9% New
FMDE Fidelity Covington Trust 3.8% Held
AVGO Broadcom Inc. 3.6% Trimmed −2%SMLF iShares Tr 3.1% Held
XMHQ Invesco Exchange Traded Fd T 2.8% Trimmed −3%
VBR Vanguard Index FDS 2.0% Trimmed −3%
AIQ Global X FDS 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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