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Aspen Wealth Management LLC

All holdings · as of Dec 31, 2025

118 positions

CompanyClassValueShares% of portfolio
Sabre Corp—$59.2K43,5340.0%
ISHARES TR—$201.7K4,4370.0%
Walt Disney Co—$201.7K1,7730.0%
MercadoLibre, Inc.—$203.4K1010.0%
ISHARES TR—$211.4K2,1170.0%
CISCO SYSTEMS, INC.—$218.0K2,8300.0%
DIMENSIONAL ETF TRUST—$218.4K4,1490.0%
INVESCO EXCHANGE TRADED FD T—$218.8K1,1420.0%
VANGUARD SCOTTSDALE FDS—$222.0K2,7850.0%
ISHARES TR—$225.2K3,4120.0%
Alphabet Inc.—$230.0K7350.0%
ISHARES TR—$237.2K9640.0%
INTERNATIONAL BUSINESS MACHINES CORP—$241.1K8140.1%
HOME DEPOT, INC.—$247.3K7190.1%
SPDR INDEX SHS FDS—$249.5K5,6190.1%
ISHARES TR—$252.7K2,0500.1%
PROSHARES TR—$253.3K2,4340.1%
SPDR SERIES TRUST—$257.2K5,4890.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$265.9K8750.1%
ISHARES TR—$268.1K2,6140.1%
VANGUARD MUN BD FDS—$268.6K5,3420.1%
Mastercard Inc—$275.7K4830.1%
DIMENSIONAL ETF TRUST—$276.5K6,4960.1%
INVESCO EXCH TRADED FD TR II—$282.5K1,1170.1%
MARTIN MARIETTA MATERIALS INC—$282.9K4540.1%
SPDR SERIES TRUST—$290.0K3,5150.1%
ISHARES TR—$299.5K11,5860.1%
ISHARES TR—$300.5K11,2920.1%
ISHARES INC—$308.4K4,8160.1%
ISHARES TR—$317.8K2,6440.1%
LOWES COMPANIES INC—$325.5K1,3500.1%
ELI LILLY & Co—$337.6K3140.1%
CrowdStrike Holdings, Inc.—$338.4K7220.1%
Arista Networks, Inc.ANETCommon Stock$345.9K2,6400.1%
SPROTT ASSET MANAGEMENT LP—$357.1K15,1000.1%
Broadcom Inc.—$382.9K1,1060.1%
FIRST FINANCIAL BANKSHARES INC—$387.2K12,9620.1%
VANGUARD WORLD FD—$403.2K9770.1%
SHOPIFY INC—$404.5K2,5130.1%
ISHARES TR—$408.1K3,5820.1%
ISHARES TR—$410.1K17,3530.1%
PROCTER & GAMBLE Co—$417.1K2,9110.1%
Tesla Inc—$424.1K9430.1%
AbbVie Inc.—$427.4K1,8710.1%
ISHARES TR—$456.3K19,7690.1%
ISHARES TR—$456.5K20,4510.1%
ISHARES TR—$459.3K19,4020.1%
ISHARES TR—$466.2K4,9400.1%
CULLEN/FROST BANKERS, INC.—$467.8K3,6940.1%
Parker-Hannifin Corp—$473.8K5390.1%
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