# Aspen Private Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2143677. Source: https://holderbook.com/funds/2143677-aspen-private-advisors-llc/

- Reported value: $99.7M
- Positions: 7
- Weight of the ten largest: 100.0%
- Filed: 2026-07-31

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $35.4M | 276,168 | 35.5% | 1 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $28.2M | 764,320 | 28.2% | 1 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $17.0M | 176,422 | 17.1% | 1 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $14.7M | 351,240 | 14.7% | 1 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $3.4M | 67,888 | 3.4% | 1 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $793.8K | 1,060 | 0.8% | 1 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $261.2K | 706 | 0.3% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $99.7M | 7 |

