Aspen Grove Capital, LLC - Portfolio overview

Aspen Grove Capital, LLC has 230 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Communication Services and Technology.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 9.89%
2. META - META PLATFORMS INC, 5.06%
3. IVV - ISHARES TR, 5.05%

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

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