SEC Form 13F

Aspen Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-01
Reported value$588,745,616
Positions132

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$67,824,409827,733
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$56,661,5931,520,708
ISHARES TRQUALMSCI USA QLT FCT$53,704,668244,746
DIMENSIONAL ETF TRUSTDFATUS TARGETED VLU$40,869,286584,682
J P MORGAN EXCHANGE TRADED FJCPBCORE PLUS BD ETF$40,013,800852,446
ISHARES TRIUSGCORE S&P US GWT$39,750,578211,338
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$34,537,463778,572
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$22,352,892374,483
J P MORGAN EXCHANGE TRADED FJMUBMUNICIPAL ETF$15,406,548304,147
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$13,254,087262,094

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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