Aspen Private Advisors, LLC
- SEC CIK
- 0002143677
- Latest filing
- Jul 31, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 31, 2026. Long positions only.
- Positions
- 7
- No filing for Q1 2026
- Portfolio value
- $99.7M
- No filing for Q1 2026
Aspen Private Advisors, LLC did not file a 13F for Q1 2026, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072885 | US EQT ETF | 276,168 | $35.4M | 35.5% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 764,320 | $28.2M | 28.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 176,422 | $17.0M | 17.1% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 351,240 | $14.7M | 14.7% | – | – | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 67,888 | $3.43M | 3.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,060 | $793.8K | 0.8% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 706 | $261.2K | 0.3% | – | – | – |