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Amber Anderson

Aspen Wealth Strategies, Llc

Assets Managed
$187.357M
Holdings
89
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
2.53%(2Q avg: 2.03%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Aspen Wealth Strategies, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Aspen Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 187.357M in assets, with a quarterly growth rate of 2.53% and a 2-quarter average growth rate of 2.03%. The portfolio is managed by Amber Anderson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 1.09%
11.37%
$21.29M
108,514 shares@ $196.21 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.25%
10.77%
$20.167M
30,873 shares@ $653.22 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 3.17%
7.84%
$14.672M
503,670 shares@ $29.13 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 3.15%
7.8%
$14.595M
161,219 shares@ $90.53 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -1.35%
5.07%
$9.498M
98,218 shares@ $96.7 avg price
CTA
Simplify Managed Futures St
Recent Activity
Increased 2.02%
4.23%
$7.916M
261,936 shares@ $30.22 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.53%
3.75%
$7.014M
22,661 shares@ $309.52 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
Increased 1.13%
3.7%
$6.928M
192,645 shares@ $35.97 avg price
SMLF
Ishares Us Smallcap Equity F
Recent Activity
Increased 0.28%
3.01%
$5.63M
74,585 shares@ $75.49 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 0.58%
2.88%
$5.38M
52,043 shares@ $103.37 avg price

1-10 of 89