StockDriftsStockDriftsTop 7 Aspen Private Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 35.48% | 276.2K | $35.4M | new | $118.10(+11.33%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 28.25% | 764.3K | $28.2M | new | $34.90(+8.48%) | 2026-06-30 | |
| USMV | ISHARES TR | 17.07% | 176.4K | $17.0M | new | $94.08(+7.28%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 14.7% | 351.2K | $14.7M | new | $38.78(+9.95%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 3.44% | 67.9K | $3.4M | new | $50.50(+0.15%) | 2026-06-30 | |
| IVV | ISHARES TR | 0.8% | 1.1K | $794K | new | $691.91(+12.35%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 0.26% | 706 | $261K | new | $340.86(+12.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Aspen Private Advisors, LLC reports $99.69M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (35.5%), DFAX (28.3%) and USMV (17.1%). The top 20 holdings account for 100% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Aspen Private Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2143677). View Aspen Private Advisors, LLC’s 13F filings on SEC