Aspen Wealth Strategies, LLC - Portfolio overview

Aspen Wealth Strategies, LLC has 93 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 11.21%
2. IVV - ISHARES TR, 10.62%
3. SCHG - SCHWAB STRATEGIC TR, 7.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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