Aspen Wealth Strategies, LLC
•CIK: 1972517•Filing: Q4 2025
**Aspen Wealth Strategies, LLC** manages $183M across a diversified portfolio of 83 positions. The strategy exhibits significant concentration in core U.S. equity indices, notably allocating $20.5M each to VTV and IVV. Further notable allocations include $15.9M in SCHG and $14.0M in international exposure via IEFA. The remaining portfolio is tactically weighted across technology and industrial sectors, highlighted by $10.3M in MOAT and $8.0M in AVGO.
Total AUM
$182.8M
QoQ Performance
+2.3%
Positions
66
Top 10 Concentration
62.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VTV
IVV
SCHG
IEFA
MOAT
VTV11.2%
IVV11.2%
SCHG8.7%
IEFA7.7%
MOAT5.6%
AVGO4.4%
CTA3.8%
FMDE3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.6%
Technology11.5%
ETF11.2%
Financial3.4%
Consumer2.5%
Healthcare2.3%
Energy1.8%
Industrial1.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑41 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022