Aspen Wealth Management LLC - Portfolio overview

Aspen Wealth Management LLC has 129 reported holdings in this dataset, with the latest filing dated 2026-04-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Energy.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 10.55%
2. DFIC - DIMENSIONAL ETF TRUST, 9.82%
3. QUAL - ISHARES TR, 8.65%

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

Explore securities or join Upside Invest to compare portfolios.