Notify me when Aspen Wealth Strategies, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 83 | $182,750,472 | +$18,636,287 | -$18,721,910 | -$85,623 | VTV, IVV, SCHG, IEFA, MOAT | 13F-HR | 28 Jan 2026, 16:34 |
| Q3 2025 | 84 | $178,619,459 | +$6,537,500 | -$5,870,472 | +$667,028 | IVV, SCHG, VTV, MOAT, IEFA | 13F-HR | 10 Nov 2025, 17:27 |
| Q2 2025 | 82 | $165,862,533 | +$12,957,230 | -$9,539,620 | +$3,417,610 | IVV, SCHG, VTV, MOAT, IEFA | 13F-HR | 07 Aug 2025, 15:34 |
| Q1 2025 | 83 | $152,561,876 | +$19,512,217 | -$18,004,037 | +$1,508,180 | IVV, VTV, MOAT, SCHG, IEFA | 13F-HR | 30 Apr 2025, 11:41 |
| Q4 2024 | 80 | $156,352,430 | +$27,231,650 | -$6,222,311 | +$21,009,339 | SCHG, MOAT, IVV, VTV, XMHQ | 13F-HR | 10 Feb 2025, 16:58 |
| Q3 2024 | 81 | $155,217,390 | +$10,428,109 | -$3,495,496 | +$6,932,613 | MOAT, SCHG, IVV, VTV, XMHQ | 13F-HR | 28 Oct 2024, 16:45 |
| Q2 2024 | 73 | $141,551,669 | +$1,694,079 | -$5,151,332 | -$3,457,253 | MOAT, SCHG, IVV, VTV, XMHQ | 13F-HR | 19 Jul 2024, 19:27 |
| Q1 2024 | 76 | $144,799,169 | +$11,000,659 | -$13,715,256 | -$2,714,597 | MOAT, SCHG, IVV, VTV, XMHQ | 13F-HR | 13 May 2024, 09:39 |
| Q4 2023 | 78 | $137,537,299 | +$52,434,678 | -$54,663,094 | -$2,228,416 | SCHG, MOAT, VTV, IVV, XMHQ | 13F-HR | 30 Jan 2024, 10:53 |
| Q3 2023 | 75 | $128,214,138 | +$7,056,242 | -$6,932,027 | +$124,215 | SCHG, VIGI, VYMI, SCHD, DGRO | 13F-HR | 01 Nov 2023, 09:26 |
| Q2 2023 | 75 | $131,669,509 | +$9,825,475 | -$13,190,511 | -$3,365,036 | SCHG, VIGI, DGRO, VYMI, VIG | 13F-HR | 02 Aug 2023, 17:04 |
| Q1 2023 | 78 | $128,947,730 | +$4,796,144 | -$5,658,605 | -$862,461 | SCHG, VIGI, DGRO, VYMI, VIG | 13F-HR | 11 May 2023, 18:08 |
| Q4 2022 | 76 | $124,916,232 | $0 | $0 | $0 | SCHG, SCHD, DGRO, VIGI, VIG | 13F-HR | 15 May 2023, 16:37 |