Aspen Investment Management
Aspen Investment Management reported 187 stocks worth $372K in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are SPY (6.7%), RSP (3.8%) and IWM (3.3%). Compared with Q1 2026, the fund added to RSP, IWM and IEFA, trimmed SPY, GLW and GS and sold out of XBI and CLX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $25K | 6.7% | 33K | −2,625 (−7%) | 8 of 8 | |
| 2 |  RSP Invesco Exchange Traded FD T | $14K | 3.8% | 67K | +1,070 (+2%) | 8 of 8 | |
| 3 |  IWM Ishares TR | $12K | 3.3% | 41K | +2,612 (+7%) | 8 of 8 | |
| 4 |  IEFA Ishares TR | $10K | 2.8% | 107K | +3,341 (+3%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $10K | 2.7% | 34K | +532 (+2%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $9K | 2.3% | 23K | +414 (+2%) | 8 of 8 | |
| 7 |  IGIB Ishares TR | $9K | 2.3% | 162K | +4,570 (+3%) | 8 of 8 | |
| 8 |  IGSB Ishares TR | $8K | 2.2% | 159K | +6,879 (+5%) | 8 of 8 | |
| 9 |  GLW Corning Inc | $8K | 2.1% | 30K | −3,053 (−9%) | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $7K | 2.0% | 21K | +57 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Aspen Investment Management 13F FAQ
What does Aspen Investment Management own?
Aspen Investment Management reported 187 stocks worth $372K in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are SPY (6.7%), RSP (3.8%) and IWM (3.3%). The table above lists every position in the filing (the top 10 without an account).
What did Aspen Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 18 new positions, 78 added to, 59 trimmed and 2 sold out. It sold all of XBI and CLX.
When will Aspen Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Aspen Investment Management's portfolio worth?
The Q2 2026 filing reports $372K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.