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Aspen Private Advisors

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

Top 5 stock holdings are AVUS, DFAX, USMV, DUHP, JAAA, and represent 96.46% of Aspen Private Advisors's stock portfolio.
Added to shares of these 10 stocks: DUHP (+$14M), JAAA, IBMP, IBTI, IBMQ, IBTH, IBMS, IBTJ, IBTL, IBMR.
Started 11 new stock positions in IBMR, DUHP, IBMS, IBTL, IBTI, IBMQ, IBTH, IBTJ, IBTK, IBMP. IBMT.
Reduced shares in these 4 stocks: Dimensional Etf Trust (-$15M), AVUS, DFAX, USMV.
Sold out of its position in Dimensional Etf Trust.
Aspen Private Advisors was a net buyer of stock by $875k.
Aspen Private Advisors has $101M in assets under management (AUM), dropping by 1.21%.
Central Index Key (CIK): 0002143677

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Portfolio Holdings for Aspen Private Advisors

Aspen Private Advisors holds 17 positions in its portfolio as reported in the September 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)	34.2	$35M	-2%	269k	128.09	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	27.4	$28M	-2%	747k	37.02	View chart
Ishares Tr Msci Usa Min Etf (USMV)	16.7	$17M		173k	97.44	View chart
Dfa Invt Dimensions Group In U.s. High Relati (DUHP)	14.2	$14M	NEW	343k	41.91	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.9	$3.9M	+15%	78k	50.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$812k		1.1k	765.85	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$264k		706.00	374.24	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.3	$252k	NEW	10k	25.24	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.2	$252k	NEW	12k	21.91	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.2	$251k	NEW	10k	25.14	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$251k	NEW	11k	22.32	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.2	$250k	NEW	10k	25.00	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.2	$249k	NEW	12k	21.23	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.2	$248k	NEW	13k	19.47	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.2	$247k	NEW	10k	24.73	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.2	$247k	NEW	13k	18.99	View chart
Ishares Tr Ibonds Dec 2031 (IBMT)	0.2	$247k	NEW	10k	24.66	View chart

Past Filings by Aspen Private Advisors

SEC 13F filings are viewable for Aspen Private Advisors going back to 2026

Aspen Private Advisors 2026 Q3 filed Oct. 27, 2026
Aspen Private Advisors 2026 Q2 filed July 31, 2026

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