Aspen Investment Management Inc - Portfolio Stock Holdings
Aspen Investment Management Inc disclosed 189 stock positions in a recent SEC 13F filing. $371,969,878 of stock holdings were filed, with the largest holdings including SPY, RSP, and IWM. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $452,463,427 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
189Est. Stock Holding Value:
$371,969,878Top Stock Holdings By Sector
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Portfolio Stock Holdings - Aspen Investment Management Inc
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