Aspen Grove Capital, LLC - Portfolio Stock Holdings
Aspen Grove Capital, LLC disclosed 219 stock positions in a recent SEC 13F filing. $480,431,878 of stock holdings were filed, with the largest holdings including SPY, IVV, and META. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.We estimate the fund has a total AUM of $6,669,946,419 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
March 31, 2026No. of Stocks:
219Est. Stock Holding Value:
$480,431,878Top Stock Holdings By Sector
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Portfolio Stock Holdings - Aspen Grove Capital, LLC
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% of Portfolio
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