Aspen Private Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Aspen Private Advisors, LLC reported 7 stock positions worth $99.7 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 35.5% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 28.2%) and iShares MSCI USA Min Vol Fac (USMV, 17.1%).
- Most Recent 13F
- Q2 2026
- Location
- SIOUX FALLS, SD
- CIK
- 0002143677
- Portfolio Value
- $99.7M (Q2 2026)
- SEC Filing
- 0001172661-26-002978 ↗ filed Jul 31, 2026
Holdings 7 stocks · $99.7M
| AVUS Avantis U.S. Equity ETF | 35.48% | 276,168 | $35.4M | — |
| DFAX Dimensional World Ex US Core | 28.25% | 764,320 | $28.2M | — |
| USMV iShares MSCI USA Min Vol Fac | 17.07% | 176,422 | $17.0M | — |
| DUHP Dimensional US High Profi Et | 14.70% | 351,240 | $14.7M | — |
| JAAA Janus Henderson Aaa Clo ETF | 3.44% | 67,888 | $3.4M | — |
| IVV iShares Core S&P 500 ETF | 0.80% | 1,060 | $794K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 706 | $261K | — |
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $99.7M | AVUS, DFAX, USMV, DUHP, JAAA |