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Aspen Grove Capital

Latest statistics and disclosures from Aspen Grove Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are FWONK, SPY, FWONA, IVV, GOOGL, and represent 30.71% of Aspen Grove Capital's stock portfolio.
Added to shares of these 10 stocks: FWONK (+$64M), FWONA (+$31M), BKNG (+$26M), AXON (+$22M), VUG, IWF, CBRS, AAPL, INTC, KLAC.
Started 26 new stock positions in OKTA, FWONK, LUV, HON, VBIL, COF, ANET, HONA, CBRS, SPCE.
Reduced shares in these 10 stocks: VOO, Honeywell International, PPH, , VLY, BBH, EUFN, ASX, SIMO, .
Sold out of its positions in T, BABA, COP, CRWV, Honeywell International, ISRG, MPC, CRM, SAP, VFH. ZTS, NBIS.
Aspen Grove Capital was a net buyer of stock by $151M.
Aspen Grove Capital has $695M in assets under management (AUM), dropping by 35.07%.
Central Index Key (CIK): 0001806027

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Portfolio Holdings for Aspen Grove Capital

Aspen Grove Capital holds 214 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Liberty Media Corp Del Com Lbty One S C (FWONK)	9.3	$64M	NEW	675k	95.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	8.5	$59M		79k	747.17	View chart
Liberty Media Corp Del Com Lbty One S A (FWONA)	4.4	$31M	NEW	350k	87.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.4	$30M		41k	748.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	4.1	$29M		80k	357.38	View chart
Axon Enterprise (AXON)	4.0	$28M	+433%	49k	560.61	View chart
Booking Holdings (BKNG)	3.8	$27M	+2401%	149k	178.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.8	$26M		368k	71.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.8	$26M		71k	370.11	View chart
Meta Platforms Cl A (META)	3.7	$26M		46k	563.29	View chart
Alphabet Cap Stk Cl C (GOOG)	3.6	$25M		71k	353.34	View chart
Apple (AAPL)	2.8	$20M	+3%	68k	289.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.5	$17M		72k	236.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$16M	-6%	23k	687.08	View chart
Amazon (AMZN)	2.3	$16M		66k	238.34	View chart
Valley National Ban (VLY)	2.2	$15M	-3%	1.0M	14.76	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.0	$14M	+2%	89k	156.99	View chart
Ishares Msci Mexico Etf (EWW)	1.5	$10M		137k	75.27	View chart
Liberty Broadband Corp Com Ser C (LBRDK)	1.4	$9.6M		288k	33.26	View chart
International Business Machines (IBM)	1.2	$8.2M		29k	281.22	View chart
Ishares Tr Msci India Etf (INDA)	1.1	$7.9M		159k	49.39	View chart
Spdr Series Trust St Str Sp Div (SDY)	1.1	$7.7M		50k	152.18	View chart
Microsoft Corporation (MSFT)	0.9	$6.3M		17k	373.06	View chart
NVIDIA Corporation (NVDA)	0.9	$6.1M		30k	200.10	View chart
Broadcom (AVGO)	0.8	$5.7M		15k	377.78	View chart
Rbc Cad (RY)	0.8	$5.5M		27k	206.97	View chart
Eli Lilly & Co. (LLY)	0.7	$5.2M		4.3k	1199.75	View chart
Bank of New York Mellon Corporation (BNY)	0.7	$5.0M		35k	144.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$4.3M		72k	59.70	View chart
Home Depot (HD)	0.6	$4.0M		11k	352.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$3.9M	+496%	46k	86.15	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.5	$3.8M	-4%	31k	121.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$3.4M		16k	217.96	View chart
Morgan Stanley Com New (MS)	0.5	$3.3M		16k	209.05	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$3.2M	+2%	100k	31.71	View chart
Wells Fargo & Company (WFC)	0.4	$3.1M		38k	82.64	View chart
Crescent Capital Bdc (CCAP)	0.4	$3.0M	+18%	319k	9.47	View chart
Siriusxm Holdings Common Stock (SIRI)	0.4	$2.9M		99k	29.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.8M		5.6k	500.39	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$2.6M		74k	34.81	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$2.5M		69k	36.87	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$2.5M		73k	33.84	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.2M		6.7k	327.44	View chart
Bank of America Corporation (BAC)	0.3	$2.1M		37k	56.98	View chart
Clear Secure Com Cl A (YOU)	0.3	$2.1M		37k	55.73	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$2.0M	-7%	4.3k	478.55	View chart
Live Nation Entertainment (LYV)	0.3	$2.0M		11k	183.11	View chart
UnitedHealth (UNH)	0.3	$1.8M		4.4k	415.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$1.8M	+300%	14k	124.17	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.7M		47k	36.13	View chart
Dell Technologies CL C (DELL)	0.2	$1.6M		3.8k	431.46	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.2	$1.6M	-22%	42k	38.99	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.5M		3.0k	513.70	View chart
Rocket Lab Corp (RKLB)	0.2	$1.5M		15k	101.65	View chart
Pfizer (PFE)	0.2	$1.5M		63k	24.08	View chart
Lululemon Athletica (LULU)	0.2	$1.4M		12k	114.18	View chart
Uber Technologies (UBER)	0.2	$1.4M		19k	72.16	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.4M		49k	27.70	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$1.3M		11k	117.70	View chart
Micron Technology (MU)	0.2	$1.3M	+10%	1.1k	1154.29	View chart
Tesla Motors (TSLA)	0.2	$1.3M		3.0k	420.60	View chart
Rocket Cos Com Cl A (RKT)	0.2	$1.3M		80k	15.75	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.3M		9.2k	136.77	View chart
Ishares Msci Japan Etf (EWJ)	0.2	$1.3M		13k	93.28	View chart
Elemental Rty Corp Com New (ELE)	0.2	$1.2M		71k	17.46	View chart
GSK Sponsored Adr (GSK)	0.2	$1.2M		23k	52.89	View chart
Cerebras Systems Com Cl A (CBRS)	0.2	$1.2M	NEW	5.3k	221.00	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.2	$1.2M		13k	88.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.2M		7.3k	158.03	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$1.2M	+73%	1.6k	705.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.1M	+3%	4.7k	242.44	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$1.1M		557.00	1994.58	View chart
Motorola Solutions Com New (MSI)	0.2	$1.1M		2.6k	416.55	View chart
Philip Morris International (PM)	0.2	$1.1M		5.9k	182.43	View chart
Amgen (AMGN)	0.2	$1.0M		2.9k	362.23	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.1	$1.0M	-49%	9.5k	109.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.0M	-3%	9.7k	103.90	View chart
Advanced Micro Devices (AMD)	0.1	$915k	+8%	1.6k	580.91	View chart
Caterpillar (CAT)	0.1	$847k		795.00	1064.90	View chart
Johnson & Johnson (JNJ)	0.1	$823k		3.2k	254.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$818k		2.7k	303.62	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$813k		8.1k	100.28	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$798k		5.1k	156.31	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$745k	+208%	15k	50.57	View chart
Visa Com Cl A (V)	0.1	$741k		2.2k	343.14	View chart
Danaher Corporation (DHR)	0.1	$727k	-4%	3.8k	190.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$723k		9.8k	73.41	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$705k		15k	46.92	View chart
Enterprise Products Partners (EPD)	0.1	$705k		19k	36.76	View chart
Costco Wholesale Corporation (COST)	0.1	$688k		734.00	936.74	View chart
Strata Critical Medical Cl A Com (SRTA)	0.1	$659k		125k	5.27	View chart
Kla Corp Com New (KLAC)	0.1	$655k	+904%	2.2k	301.71	View chart
Linde SHS (LIN)	0.1	$638k		1.2k	519.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$635k	+300%	7.9k	80.61	View chart
Cisco Systems (CSCO)	0.1	$629k		5.4k	117.46	View chart
Intel Corporation (INTC)	0.1	$603k	NEW	4.3k	139.63	View chart
Texas Instruments Incorporated (TXN)	0.1	$599k		2.0k	298.07	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$580k	-9%	601.00	965.74	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.1	$577k	NEW	7.6k	75.68	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$576k		13k	45.52	View chart
Gra (GGG)	0.1	$576k		7.6k	75.61	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$574k		30k	19.12	View chart
Abbvie (ABBV)	0.1	$567k		2.3k	251.65	View chart
Honeywell International (HON)	0.1	$548k	NEW	2.4k	223.98	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$547k		1.5k	365.79	View chart
Wal-Mart Stores (WMT)	0.1	$543k		4.8k	113.26	View chart
Honeywell Aerospace (HONA)	0.1	$541k	NEW	2.4k	221.16	View chart
Lam Research Corp Com New (LRCX)	0.1	$524k	+3%	1.2k	433.59	View chart
Vaneck Etf Trust Biotech Etf (BBH)	0.1	$513k	-48%	2.5k	203.27	View chart
Ge Vernova (GEV)	0.1	$498k		424.00	1175.48	View chart
Coinbase Global Com Cl A (COIN)	0.1	$486k	-3%	3.3k	146.19	View chart
Duke Energy Corp Com New (DUK)	0.1	$484k		3.8k	126.60	View chart
Merck & Co (MRK)	0.1	$476k	-2%	3.7k	129.35	View chart
Applied Materials (AMAT)	0.1	$472k		653.00	723.00	View chart
Palo Alto Networks (PANW)	0.1	$467k		1.4k	341.51	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$463k		8.9k	51.85	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$462k		1.9k	243.03	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.1	$457k	-47%	10k	45.12	View chart
DiamondRock Hospitality Company (DRH)	0.1	$448k		37k	12.18	View chart
Astrazeneca Ord (AZN)	0.1	$447k	-6%	2.4k	188.51	View chart
Netflix (NFLX)	0.1	$445k	-3%	6.2k	71.40	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$429k	-3%	16k	26.66	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$429k		1.9k	221.20	View chart
Spdr Series Trust St Str Sp Bank (KBE)	0.1	$405k		5.9k	68.22	View chart
Vistra Energy (VST)	0.1	$404k		2.5k	158.66	View chart
Mfs Active Exchange Traded F Intermedite Muni (MFSM)	0.1	$404k	NEW	16k	25.26	View chart
Coca-Cola Company (KO)	0.1	$400k		4.9k	81.81	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$399k		9.6k	41.73	View chart
Procter & Gamble Company (PG)	0.1	$399k	+8%	2.7k	146.71	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$393k		3.0k	131.13	View chart
Snap Cl A (SNAP)	0.1	$392k		88k	4.44	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$392k		2.0k	200.07	View chart
Nrg Energy Com New (NRG)	0.1	$384k	-2%	2.6k	146.11	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$384k		2.0k	190.52	View chart
Chevron Corporation (CVX)	0.1	$379k	+8%	2.3k	165.90	View chart
Novartis Sponsored Adr (NVS)	0.1	$376k	+10%	2.4k	156.79	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$371k		6.8k	54.63	View chart
Raytheon Technologies Corp (RTX)	0.1	$370k		2.0k	189.77	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$369k		6.5k	56.34	View chart
Haleon Spon Ads (HLN)	0.1	$366k		39k	9.33	View chart
Ge Aerospace Com New (GE)	0.1	$364k		974.00	373.78	View chart
Weave Communications (WEAV)	0.1	$360k		60k	5.99	View chart
Progressive Corporation (PGR)	0.1	$358k		1.6k	218.58	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$351k	NEW	5.1k	68.44	View chart
Eaton Corp SHS (ETN)	0.0	$339k		794.00	426.65	View chart
Sandisk Corp (SNDK)	0.0	$334k	NEW	147.00	2273.73	View chart
Sea Sponsord Ads (SE)	0.0	$331k	+3%	3.5k	95.86	View chart
Silicon Motion Technology Sponsored Adr (SIMO)	0.0	$329k	-50%	985.00	333.63	View chart
Parker-Hannifin Corporation (PH)	0.0	$328k		334.00	981.02	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$327k	-5%	3.8k	87.04	View chart
Spotify Technology S A SHS (SPOT)	0.0	$326k	+23%	709.00	459.78	View chart
Netease Sponsored Ads (NTES)	0.0	$325k	+39%	2.5k	128.19	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$321k		2.3k	141.90	View chart
Southern Company (SO)	0.0	$319k		3.3k	95.73	View chart
Unilever Spon Adr New (UL)	0.0	$317k	+28%	5.3k	60.14	View chart
Pepsi (PEP)	0.0	$313k		2.3k	135.40	View chart
Oracle Corporation (ORCL)	0.0	$312k		2.1k	146.55	View chart
Analog Devices (ADI)	0.0	$311k		783.00	397.17	View chart
Goldman Sachs (GS)	0.0	$308k		304.00	1011.37	View chart
Mfs Active Exchange Traded F Blend Intl Etf (BRIE)	0.0	$303k	NEW	10k	30.32	View chart
Kb Finl Group Sponsored Adr (KB)	0.0	$301k	+2%	2.9k	105.00	View chart
Shell Spon Ads (SHEL)	0.0	$297k		3.8k	77.56	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$290k	-12%	6.8k	42.67	View chart
Ubs Group SHS (UBS)	0.0	$287k	NEW	5.8k	49.57	View chart
Liberty Live Holdings Com Ser A (LLYVA)	0.0	$280k		2.8k	101.26	View chart
Nextera Energy (NEE)	0.0	$279k		3.2k	87.77	View chart
Okta Cl A (OKTA)	0.0	$278k	NEW	2.0k	136.45	View chart
Palantir Technologies Cl A (PLTR)	0.0	$277k		2.4k	116.67	View chart
Oneok (OKE)	0.0	$277k		3.2k	86.96	View chart
Apollo Global Mgmt (APO)	0.0	$276k		2.3k	118.33	View chart
Blackrock (BLK)	0.0	$269k		279.00	962.22	View chart
Applovin Corp Com Cl A (APP)	0.0	$267k	NEW	519.00	515.23	View chart
Diamondback Energy (FANG)	0.0	$265k		1.5k	175.81	View chart
Sweetgreen Com Cl A (SG)	0.0	$264k		30k	8.81	View chart
Shinhan Financial Group Co L Spn Adr Restrd (SHG)	0.0	$261k	+2%	4.1k	63.25	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$260k		9.0k	28.97	View chart
Thermo Fisher Scientific (TMO)	0.0	$259k	+3%	516.00	501.83	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$258k		631.00	409.50	View chart
Lowe's Companies (LOW)	0.0	$256k		1.2k	220.62	View chart
Arista Networks Com Shs (ANET)	0.0	$256k	NEW	1.5k	169.88	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.0	$256k		3.8k	68.22	View chart
Southwest Airlines (LUV)	0.0	$256k	NEW	5.0k	51.61	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$253k	-2%	2.8k	91.64	View chart
MGM Resorts International. (MGM)	0.0	$251k	NEW	5.3k	47.81	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$250k		5.2k	48.15	View chart
Baxter International (BAX)	0.0	$250k		12k	21.33	View chart
Union Pacific Corporation (UNP)	0.0	$250k		918.00	272.00	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$248k		7.4k	33.29	View chart
Aon Shs Cl A (AON)	0.0	$245k		738.00	331.69	View chart
Himax Technologies Sponsored Adr (HIMX)	0.0	$236k	+3%	15k	15.59	View chart
FedEx Corporation (FDX)	0.0	$232k		736.00	315.15	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$230k		39k	5.83	View chart
McDonald's Corporation (MCD)	0.0	$227k	+4%	838.00	270.55	View chart
Viatris (VTRS)	0.0	$223k		14k	15.88	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$222k	-3%	3.6k	61.78	View chart
Capital One Financial (COF)	0.0	$220k	NEW	1.1k	200.62	View chart
Citigroup Com New (C)	0.0	$217k	NEW	1.6k	139.96	View chart
3M Company (MMM)	0.0	$216k	NEW	1.3k	161.91	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.0	$213k	NEW	4.4k	48.49	View chart
TPG Com Cl A (TPG)	0.0	$212k		5.2k	40.55	View chart
Banco Santander Sa Adr (SAN)	0.0	$208k		15k	13.80	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.0	$207k	NEW	8.3k	25.06	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.0	$206k	NEW	2.2k	95.13	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$202k	NEW	265.00	763.14	View chart
Verizon Communications (VZ)	0.0	$201k		4.7k	42.34	View chart
Vale S A Sponsored Ads (VALE)	0.0	$186k		12k	15.04	View chart
Stubhub Hldgs Cl A (STUB)	0.0	$158k		12k	12.87	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$123k	+4%	11k	11.31	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$116k		12k	9.58	View chart
Infosys Sponsored Adr (INFY)	0.0	$112k	NEW	11k	10.49	View chart
Arcos Dorados Hldgs Shs Class -a - (ARCO)	0.0	$109k	+3%	14k	8.06	View chart
Barnwell Industries (BRN)	0.0	$91k	+12%	90k	1.01	View chart
Virgin Galactic Holdings Com New (SPCE)	0.0	$58k	NEW	20k	2.89	View chart

Past Filings by Aspen Grove Capital

SEC 13F filings are viewable for Aspen Grove Capital going back to 2022

Aspen Grove Capital 2026 Q2 filed Aug. 14, 2026
Aspen Grove Capital 2026 Q1 filed May 14, 2026
Aspen Grove Capital 2025 Q4 filed Feb. 17, 2026
Aspen Grove Capital 2025 Q3 filed Nov. 14, 2025
Aspen Grove Capital 2025 Q2 filed Aug. 14, 2025
Aspen Grove Capital 2025 Q1 filed May 14, 2025
Aspen Grove Capital 2024 Q4 filed Feb. 14, 2025
Aspen Grove Capital 2024 Q3 filed Nov. 13, 2024
Aspen Grove Capital 2024 Q2 filed Aug. 14, 2024
Aspen Grove Capital 2024 Q1 filed May 15, 2024
Aspen Grove Capital 2023 Q4 filed Feb. 14, 2024
Aspen Grove Capital 2023 Q3 filed Nov. 13, 2023
Aspen Grove Capital 2023 Q2 filed Aug. 14, 2023
Aspen Grove Capital 2023 Q1 filed May 15, 2023
Aspen Grove Capital 2022 Q4 filed Feb. 14, 2023

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