Aspen Private Advisors
Latest statistics and disclosures from Aspen Private Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002143677
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Positions held by Aspen Private Advisors consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Aspen Private Advisors
Aspen Private Advisors holds 7 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 | |
|---|---|---|---|---|---|---|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 35.5 | $35M | 276k | 128.08 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 28.2 | $28M | 764k | 36.84 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 17.1 | $17M | 176k | 96.46 |
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| Dimensional Etf Trust Us High Prof Etf (DUHP) | 14.7 | $15M | 351k | 41.73 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.4 | $3.4M | 68k | 50.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $794k | 1.1k | 748.89 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $261k | 706.00 | 370.04 |
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Past Filings by Aspen Private Advisors
SEC 13F filings are viewable for Aspen Private Advisors going back to 2026
- Aspen Private Advisors 2026 Q2 filed July 31, 2026