Aspen Private Advisors, LLC 13F Holdings · Q2 2026
Aspen Private Advisors, LLC reported 7 securities worth $99.69M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AVUS (35.48%), DFAX (28.25%), USMV (17.07%). Among its top 25 positions this quarter: 7 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $35.4M | 35.48% | 276,168 | New |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $28.2M | 28.25% | 764,320 | New |
| 3 | USMV | ISHARES TR | $17.0M | 17.07% | 176,422 | New |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $14.7M | 14.70% | 351,240 | New |
| 5 | JAAA | JANUS DETROIT STR TR | $3.4M | 3.44% | 67,888 | New |
| 6 | IVV | ISHARES TR | $793,823 | 0.80% | 1,060 | New |
| 7 | VTI | VANGUARD INDEX FDS | $261,248 | 0.26% | 706 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR