13F-HR filed by Aspen Private Advisors, LLC
Aspen Private Advisors, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-31, with 7 holding rows worth $99,686,951.
- Accession
- 0001172661-26-002978
- Filer
- CIK 2143677
- Filed
- 2026-07-31
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 7 entries on the cover page, a total value of $99,686,951 stated on the cover page (in dollars after the unit check, H1), rows summing to $99,686,951 with VALUE read as dollars as filed, 13F file number 028-27073. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Avantis US Equity ETF | 025072885 | SHS | 276,168 | $35,371,609 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 764,320 | $28,157,554 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 176,422 | $17,017,747 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 351,240 | $14,657,265 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 67,888 | $3,427,705 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,060 | $793,823 | dollars as filed | |
| VTI | 922908769 | COM | 706 | $261,248 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-002978 | this filing | 2026-07-31 | acceptance time not in the bulk data set |