Aspen Private Advisors, LLC
All 13F Filings
- Location
- Sioux Falls, SD
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 100,895
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/27/2026 | 17 | 100,895 | 13F-HR | Aspen Private Advisors, LLC |
| Q2 2026 | 7/31/2026 | 7 | 99,687 | 13F-HR | Aspen Private Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.32 K | 18.2% | 14.89 K | 0 | 14.89 K |
| ETFs | 80.08 K | 79.4% | 0 | 16.18 K | -16.18 K |
| Debt | 2.494 K | 2.5% | 2.494 K | 0 | 2.494 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
100,895
Holdings
17
QoQ value change ($000)
1,208
(1.2%)
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.