account_balance
Investment manager · 13F filer · SEC CIK 2143677
Aspen Private Advisors, LLC
Reported value$101Mas of Sep 30, 2026
Positions17 10 new, 0 sold out
Top 10 weight98.3%AVUS alone is 34%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVUSAmerican Centy ETF Tr
34.2%Trimmed −2%
DFAXDimensional ETF Trust
27.4%Trimmed −2%
USMViShares Tr
16.7%
DUHPDfa Invt Dimensions Group In
14.2%Trimmed −2%
JAAAJanus Detroit STR Tr
3.9%
IVV0.8%
AVUSAmerican Centy ETF Tr
34.2%Trimmed −2%
DFAXDimensional ETF Trust
27.4%Trimmed −2%
USMViShares Tr
16.7%
DUHPDfa Invt Dimensions Group In
14.2%−2%
JAAA
IVV
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
AVUS American Centy ETF Tr 34.2% Trimmed −2%
DFAX Dimensional ETF Trust 27.4% Trimmed −2%
USMV iShares Tr 16.7% Held
DUHP Dfa Invt Dimensions Group In 14.2% Trimmed −2%
JAAA Janus Detroit STR Tr 3.9% Added +15%
IVV iShares Tr 0.8% Held
VTI Vanguard Index FDS 0.3% Held
IBMP iShares Tr 0.3% New
IBTI iShares Tr 0.2% New
IBMQ iShares Tr 0.2% New
IBTH iShares Tr 0.2% New
IBMS iShares Tr 0.2% New
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- IBMP $252K
- IBTI $252K
- IBMQ $251K
- IBTH $251K
arrow_upwardAdded
- JAAA +15%
arrow_downwardTrimmed
- AVUS −2%
- DUHP −2%
- DFAX −2%
remove_circleSold out
None
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.