Aspen Investment Management Inc

CIK 0001541596 · GRAND RAPIDS, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source

Aspen Investment Management Inc reported 187 positions worth $372.0K as of June 30, 2026 (13F filed July 17, 2026). Largest holding: SPY (6.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$372.0K
2026 Q2
Positions
187
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.2%
Est. Net Flow (Q)
2026 Q2
10 / 187 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYSTATE STR SPDR S&P 500 ETF TSH$24.9K6.69%33,300
2RSPINVESCO EXCHANGE TRADED FD TSH$14.2K3.82%66,777
3IWMISHARES TRSH$12.4K3.33%41,217
4IEFAISHARES TRSH$10.4K2.79%107,296
5AAPLAPPLE INCSH$9.9K2.67%34,299
6MSFTMICROSOFT CORPSH$8.7K2.33%23,195
7IGIBISHARES TRSH$8.6K2.32%162,040
8IGSBISHARES TRSH$8.3K2.24%158,883
9GLWCORNING INCSH$7.7K2.06%29,977
10GOOGLALPHABET INCSH$7.5K2.00%20,850

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Aspen Investment Management Inc hold as of Q2 2026?

Aspen Investment Management Inc reported 187 positions worth $372.0K in its Q2 2026 13F filing. Largest positions: SPY (6.7%), RSP (3.8%), IWM (3.3%), IEFA (2.8%) and AAPL (2.7%).

What did Aspen Investment Management Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Aspen Investment Management Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.