Aspen Wealth Management LLC - Portfolio Stock Holdings
Aspen Wealth Management LLC disclosed 135 stock positions in a recent SEC 13F filing. $583,305,666 of stock holdings were filed, with the largest holdings including DFUS, DFIC, and QUAL. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $657,825,724 and has 9 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:
135Est. Stock Holding Value:
$583,305,666Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Aspen Wealth Management LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...