Aspen Wealth Strategies, LLC — 13F holdings

Aspen Wealth Strategies, LLC reported 89 holdings worth $207M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. IVV ISHARES TR — $24.2M (11.7%)
  2. VTV VANGUARD INDEX FDS — $24.1M (11.7%)
  3. SCHG SCHWAB STRATEGIC TR — $17.5M (8.5%)
  4. IEFA ISHARES TR — $16.1M (7.8%)
  5. MOAT VANECK ETF TRUST — $9.72M (4.7%)
  6. AVGO BROADCOM INC — $8.29M (4.0%)
  7. FMDE FIDELITY COVINGTON TRUST — $7.98M (3.9%)
  8. CTA SIMPLIFY EXCHANGE TRADED FUN — $6.92M (3.3%)
  9. SMLF ISHARES TR — $6.76M (3.3%)
  10. XMHQ INVESCO EXCHANGE TRADED FD T — $6.03M (2.9%)