Aspen Private Advisors, LLC current holdings: USA ETF
Aspen Private Advisors, LLC reported $0.10 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 7 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are AVUS, DFAX, USMV.
- AVUS: Country of operation —; Class US EQT ETF; Shares 276,168; Value $35,371,609.
- DFAX: Country of operation —; Class WORLD EX US CORE; Shares 764,320; Value $28,157,554.
- USMV: Country of operation —; Class MSCI USA MIN ETF; Shares 176,422; Value $17,017,747.
- DUHP: Country of operation —; Class US HIGH PROF ETF; Shares 351,240; Value $14,657,265.
Form 13F-HR as filed (SEC CIK 2143677): quarter ended 2026-06-30, filed 2026-07-31. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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