Institutional Manager · CIK 0001541596
Aspen Investment Management Inc
GRAND RAPIDS, MI · File #028-14711
Latest AUM
$331,761
Positions
177
Top-10 Concentration
46.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025177 pos · $331,761
- 13F HOLDINGS REPORTQ/E Sep 2025149 pos · $258,810
- 13F HOLDINGS REPORTQ/E Jun 2025148 pos · $237,769
- 13F HOLDINGS REPORTQ/E Mar 2025146 pos · $216,897
- 13F HOLDINGS REPORTQ/E Dec 2024141 pos · $215,382
- 13F HOLDINGS REPORTQ/E Sep 2024147 pos · $214,382
- 13F HOLDINGS REPORTQ/E Jun 2024148 pos · $200,369
- 13F HOLDINGS REPORTQ/E Mar 2024153 pos · $196,894
- 13F HOLDINGS REPORTQ/E Dec 2023138 pos · $165,039
- 13F HOLDINGS REPORTQ/E Sep 2023140 pos · $168,257
- 13F HOLDINGS REPORTQ/E Jun 2023128 pos · $156,348
- 13F HOLDINGS REPORTQ/E Mar 2023125 pos · $152,952
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 35,654 | $24,314 | 10.55% |
| 2 | INVESCO EXCHANGE TRADED FD T | IVZ | 62,970 | $12,062 | 5.23% |
| 3 | APPLE INC | AAPL | 43,375 | $11,792 | 5.12% |
| 4 | MICROSOFT CORP | MSFT | 23,944 | $11,580 | 5.03% |
| 5 | ISHARES TR | 464287655 | 38,329 | $9,435 | 4.09% |
| 6 | ISHARES TR | 46432F842 | 102,468 | $9,167 | 3.98% |
| 7 | ISHARES TR | 464288638 | 150,454 | $8,106 | 3.52% |
| 8 | ISHARES TR | 464288646 | 144,548 | $7,644 | 3.32% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 20,670 | $6,660 | 2.89% |
| 10 | ALPHABET INC | GOOG | 20,890 | $6,538 | 2.84% |
| 11 | VANGUARD SPECIALIZED FUNDS | 921908844 | 29,415 | $6,465 | 2.81% |
| 12 | GOLDMAN SACHS GROUP INC | GSCE | 7,171 | $6,303 | 2.74% |
| 13 | VANGUARD INDEX FDS | 922908769 | 14,562 | $4,882 | 2.12% |
| 14 | WALMART INC | WMT | 43,700 | $4,869 | 2.11% |
| 15 | FIRST TR EXCH TRADED FD III | 33739E108 | 247,954 | $4,518 | 1.96% |
| 16 | NVIDIA CORPORATION | NVDA | 22,497 | $4,196 | 1.82% |
| 17 | AMAZON COM INC | AMZN | 17,863 | $4,123 | 1.79% |
| 18 | INVESCO EXCH TRD SLF IDX FD | IVZ | 192,045 | $3,791 | 1.65% |
| 19 | ISHARES TR | 464287200 | 5,527 | $3,786 | 1.64% |
| 20 | JOHNSON & JOHNSON | JNJ | 18,170 | $3,760 | 1.63% |