Aspen Wealth Management LLC
All 13F Filings
- Location
- Fort Worth, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 627,233
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 134 | 627,233 | 13F-HR | Aspen Wealth Management LLC |
| Q2 2026 | 7/31/2026 | 132 | 588,746 | 13F-HR | Aspen Wealth Management LLC |
| Q1 2026 | 4/1/2026 | 124 | 501,214 | 13F-HR | Aspen Wealth Management LLC |
| Q4 2025 | 1/5/2026 | 118 | 476,152 | 13F-HR | Aspen Wealth Management LLC |
| Q3 2025 | 10/2/2025 | 107 | 450,375 | 13F-HR | Helen Stephens Group, LLC |
| Q2 2025 | 7/2/2025 | 88 | 403,068 | 13F-HR | Helen Stephens Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 57.02 K | 9.1% | 15.69 K | 0 | 15.69 K |
| ETFs | 554.1 K | 88.3% | 21.43 K | 0 | 21.43 K |
| Debt | 16.15 K | 2.6% | 1.368 K | 0 | 1.368 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
627,233
Holdings
134
QoQ value change ($000)
38,487
(6.5%)
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.