Institutions / Aspen Wealth Management LLC
Aspen Wealth Management LLC
CIK 1895252 · Institution · as of Dec 31, 2025
Portfolio value
$476.15M
Positions
118
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 118 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $55.95M | 11.8% |
| Dimensional ETF Trust | $47.52M | 10.0% |
| iShares MSCI UAE ETF | $45.46M | 9.5% |
| J P Morgan Exchange Traded F | $33.46M | 7.0% |
| iShares Tr | $33.26M | 7.0% |
| Dimensional ETF Trust | $31.26M | 6.6% |
| Dimensional ETF Trust | $28.06M | 5.9% |
| Vanguard Intl Equity Index F | $18.95M | 4.0% |
| J P Morgan Exchange Traded F | $17.97M | 3.8% |
| J P Morgan Exchange Traded F | $11.01M | 2.3% |
| SPDR S&P 500 ETF Tr | $9.56M | 2.0% |
| Dimensional ETF Trust | $8.65M | 1.8% |
| Dimensional ETF Trust | $8.59M | 1.8% |
| Vanguard Index Fds | $8.26M | 1.7% |
| Dimensional ETF Trust | $6.99M | 1.5% |
| Vanguard Specialized Funds | $6.82M | 1.4% |
| Walmart Inc. | $5.72M | 1.2% |
| J P Morgan Exchange Traded F | $5.08M | 1.1% |
| iShares MSCI UAE ETF | $4.44M | 0.9% |
| Dimensional ETF Trust | $4.39M | 0.9% |
| Exxon Mobil Corp | $4.37M | 0.9% |
| BlackRock ETF Trust II | $4.24M | 0.9% |
| Dimensional ETF Trust | $3.52M | 0.7% |
| Apple Inc. | $3.50M | 0.7% |
| Dimensional ETF Trust | $3.23M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.