Aspen Private Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Todd Dathe, details a portfolio consisting of 17 positions.
The largest holding in the portfolio is the American Century ETF Trust U.S. Equity ETF, which comprises 269,281 shares. The firm also holds significant positions in Dimensional Fund Advisors U.S. High Relative Value ETF and the Dimensional ETF Trust World ex US Core ETF, with 342,933 and 747,259 shares, respectively.
A substantial portion of the portfolio is allocated to fixed-income exchange-traded funds managed by iShares. The firm holds multiple iShares Intermediate Bond ETFs across various maturity dates, including the iShares Core S&P 500 ETF with 1,060 shares. Additionally, the filing reports a position in the Janus Henderson Detroit Strategic Trust Henderson AAA Class.
