Aspen Grove Capital, LLC
All 13F Filings
- Location
- Avon, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 694,476
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 214 | 694,476 | 13F-HR | Aspen Grove Capital, LLC |
| Q1 2026 | 5/14/2026 | 200 | 514,146 | 13F-HR | Aspen Grove Capital, LLC |
| Q4 2025 | 2/17/2026 | 204 | 576,658 | 13F-HR | Aspen Grove Capital, LLC |
| Q3 2025 | 11/14/2025 | 205 | 594,302 | 13F-HR | Aspen Grove Capital, LLC |
| Q2 2025 | 8/14/2025 | 235 | 588,338 | 13F-HR | Aspen Grove Capital, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 426.7 K | 61.4% | 151.6 K | 0 | 151.6 K |
| ETFs | 267.7 K | 38.6% | 28.68 K | 0 | 28.68 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
694,476
Holdings
214
QoQ value change ($000)
180,330
(35.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.