13F Filings History of Aspen Wealth Management LLC

Latest 13F report
Q4 2025 - 05 Jan 2026
Value $
$476,152,163
Signature - Title
Nancy Williamson - Director of Operations
Location
Fort Worth, TX
Summary
This page shows a list of all the recent 13F filings made by Aspen Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aspen Wealth Management LLC reported 118 stock holdings with total value $476,152,163 as of Q4 2025. Top holdings included DFUS, DFIC, QUAL, JCPB, and IUSG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 118 $476,152,163 +$24,405,943 -$7,478,217 +$16,927,726 DFUS, DFIC, QUAL, JCPB, IUSG 13F-HR 05 Jan 2026, 13:14
Q3 2025 107 $450,374,942 +$25,007,892 -$2,390,523 +$22,617,369 DFUS, DFIC, QUAL, IUSG, JCPB 13F-HR 02 Oct 2025, 14:29
Q2 2025 88 $403,067,616 +$35,870,443 -$11,644,974 +$24,225,469 DFUS, DFIC, QUAL, IUSG, DFAC 13F-HR 02 Jul 2025, 12:00
Q1 2025 86 $353,373,769 +$27,162,160 -$5,152,157 +$22,010,003 DFUS, QUAL, DFIC, JCPB, DFAC 13F-HR 23 Apr 2025, 09:14
Q4 2024 86 $337,404,746 +$78,976,019 -$66,245,836 +$12,730,183 QUAL, DFUS, DFIC, DFAC, IUSG 13F-HR 15 Jan 2025, 10:55
Q3 2024 89 $329,405,676 +$30,716,970 -$6,623,125 +$24,093,845 DFAC, QUAL, DFIC, IUSG, BNDX 13F-HR 08 Oct 2024, 16:02
Q2 2024 83 $289,221,800 +$29,661,076 -$3,408,032 +$26,253,044 DFAC, QUAL, DFIC, IUSG, BNDX 13F-HR 10 Jul 2024, 11:34
Q1 2024 73 $258,981,867 +$28,558,564 -$5,048,904 +$23,509,660 DFAC, QUAL, DFIC, BNDX, IUSG 13F-HR 17 Apr 2024, 11:42
Q4 2023 74 $223,179,176 +$16,656,692 -$1,721,550 +$14,935,142 DFAC, QUAL, BNDX, IUSG, DFIC 13F-HR 16 Jan 2024, 14:18
Q3 2023 66 $193,319,886 +$4,147,074 -$3,088,563 +$1,058,511 DFAC, QUAL, BNDX, IUSG, VIG 13F-HR 30 Oct 2023, 12:25
Q2 2023 67 $197,840,894 +$8,934,439 -$11,061,656 -$2,127,217 DFAC, QUAL, BNDX, IUSG, VIG 13F-HR 04 Aug 2023, 11:24
Q1 2023 72 $192,441,890 +$18,469,053 -$708,682 +$17,760,371 DFAC, QUAL, BNDX, IUSG, SUB 13F-HR 18 Apr 2023, 11:58
Q4 2022 69 $167,589,819 +$28,153,295 -$12,359,230 +$15,794,065 DFAC, QUAL, BNDX, SUB, VIG 13F-HR 14 Feb 2023, 15:51
Q3 2022 58 $142,666,000 +$20,196,986 -$11,953,382 +$8,243,604 DFAC, QUAL, SUB, BNDX, JPST 13F-HR 11 Oct 2022, 12:35
Q2 2022 59 $140,967,000 +$15,634,156 -$3,507,321 +$12,126,835 DFAC, QUAL, BNDX, SUB, VIG 13F-HR 26 Jul 2022, 12:02
Q1 2022 60 $145,035,000 +$31,660,025 -$6,133,759 +$25,526,266 QUAL, DFAC, BNDX, VIG, IUSG 13F-HR 27 Apr 2022, 11:54
Q4 2021 57 $124,740,000 $0 $0 $0 QUAL, DFAC, BNDX, VIG, MUB 13F-HR 26 Jan 2022, 12:41