Aspen Wealth Strategies, LLC
All 13F Filings
- Location
- Arvada, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 187,357
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 89 | 187,357 | 13F-HR | Aspen Wealth Strategies, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.238 K
(0.7% of total reported value)
· QoQ Δ:
+1.238 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 62.77 K | 33.7% | 0 | 48.98 K | -48.98 K |
| ETFs | 122.9 K | 66.1% | 52.27 K | 0 | 52.27 K |
| Debt | 413 | 0.2% | 80 | 0 | 80 |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
187,357
Holdings
89
QoQ value change ($000)
4,607
(2.5%)
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.