Aspen Wealth Strategies, LLC
All 13F Filings
- Location
- Arvada, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 182,750
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 83 | 182,750 | 13F-HR | Aspen Wealth Strategies, LLC |
| Q3 2025 | 11/10/2025 | 85 | 180,005 | 13F-HR | Aspen Wealth Strategies, LLC |
| Q2 2025 | 8/7/2025 | 82 | 165,863 | 13F-HR | Aspen Wealth Strategies, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 111.8 K | 61.2% | 6.085 K | 0 | 6.085 K |
| ETFs | 70.66 K | 38.7% | 0 | 1.965 K | -1.965 K |
| Debt | 333 | 0.2% | 9 | 0 | 9 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
182,750
Holdings
83
QoQ value change ($000)
2,745
(1.5%)
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.