Aspen Capital Management, LLC — 13F holdings

Aspen Capital Management, LLC reported 83 holdings worth $453M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

  1. DFIC DIMENSIONAL ETF TRUST — $88.7M (19.6%)
  2. DIMENSIONAL ETF TRUST — $70.0M (15.4%)
  3. DFCF DIMENSIONAL ETF TRUST — $34.8M (7.7%)
  4. SGOV ISHARES TR — $34.4M (7.6%)
  5. DFEM DIMENSIONAL ETF TRUST — $22.7M (5.0%)
  6. DIMENSIONAL ETF TRUST — $19.2M (4.2%)
  7. DUSB DIMENSNL ULTRASHRT FIXED — $17.8M (3.9%)
  8. DIMENSIONAL ETF TRUST — $17.6M (3.9%)
  9. DFGR DIMENSIONAL ETF TRUST — $16.0M (3.5%)
  10. USB US BANCORP DEL — $13.0M (2.9%)