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Aspen Wealth Management LLC

All holdings · as of Dec 31, 2025

118 positions

CompanyClassValueShares% of portfolio
Regions Financial Corp$474.1K17,4930.1%
LOCKHEED MARTIN CORP$535.7K1,1070.1%
VANGUARD WHITEHALL FDS$542.0K3,7770.1%
NOVARTIS AG$543.3K3,9410.1%
CHEVRON CORP$557.3K3,6570.1%
ISHARES SILVER TR$562.8K8,7370.1%
J P MORGAN EXCHANGE TRADED F$590.9K12,7650.1%
Alphabet Inc.$680.3K2,1680.1%
SPDR GOLD TR$688.0K1,7360.1%
JOHNSON & JOHNSON$709.1K3,4260.1%
ISHARES TR$713.4K14,2660.1%
ISHARES TR$763.5K10,9980.2%
ISHARES TR$792.6K13,9160.2%
Grifols SA$808.5K86,4660.2%
ISHARES TR$812.5K8,4610.2%
Amazon.com Inc$851.7K3,6900.2%
ISHARES TR$872.8K9,7570.2%
J P MORGAN EXCHANGE TRADED F$878.8K13,9090.2%
NVIDIA Corp$992.7K5,3230.2%
iShares MSCI UAE ETF$997.7K11,7870.2%
ISHARES TR$1.10M43,2090.2%
ISHARES TR$1.10M42,8310.2%
ISHARES TR$1.10M42,9600.2%
ISHARES TR$1.10M43,2330.2%
ISHARES TR$1.11M42,4210.2%
ISHARES TR$1.11M42,7730.2%
VANGUARD INDEX FDS$1.13M5,8900.2%
COSTCO WHOLESALE CORP /NEW$1.14M1,3200.2%
VANGUARD INDEX FDS$1.17M3,7230.2%
ISHARES TR$1.18M1,7160.2%
VANGUARD CHARLOTTE FDS$1.35M27,8620.3%
PROSPERITY BANCSHARES INC$1.38M20,0000.3%
DIMENSIONAL ETF TRUST$1.53M32,7550.3%
JPMORGAN CHASE & CO$1.55M4,8030.3%
VANGUARD INDEX FDS$1.57M4,6700.3%
ISHARES TR$1.59M3,3590.3%
Warren E. Buffett$1.70M3,3780.4%
ISHARES TR$2.03M18,9120.4%
VANGUARD INDEX FDS$2.12M3,3770.4%
SPDR SERIES TRUST$2.18M27,2250.5%
iShares MSCI UAE ETF$2.22M20,8430.5%
MICROSOFT CORP$2.35M4,8600.5%
DIMENSIONAL ETF TRUST$3.20M45,9690.7%
DIMENSIONAL ETF TRUST$3.23M97,7400.7%
Apple Inc.$3.50M12,8650.7%
DIMENSIONAL ETF TRUST$3.52M72,9800.7%
BLACKROCK ETF TRUST II$4.24M190,8400.9%
EXXON MOBIL CORP$4.37M36,2900.9%
DIMENSIONAL ETF TRUST$4.39M115,5460.9%
iShares MSCI UAE ETF$4.44M29,8870.9%
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