Aspen Private Advisors, LLC — 13F holdings
Aspen Private Advisors, LLC reported 7 holdings worth $99.7M in its 13F filing for Q2 2026, filed July 31, 2026.
Largest positions
- AVUS AMERICAN CENTY ETF TR — $35.4M (35.5%)
- DFAX DIMENSIONAL ETF TRUST — $28.2M (28.2%)
- USMV ISHARES TR — $17.0M (17.1%)
- DIMENSIONAL ETF TRUST — $14.7M (14.7%)
- JAAA JANUS DETROIT STR TR — $3.43M (3.4%)
- IVV ISHARES TR — $794K (0.8%)
- VTI VANGUARD INDEX FDS — $261K (0.3%)