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CIK: 0001541596
Total reported value
$372.0M
$372.0M
176 檔
18.6%
During the Q4 2025 filing period, Aspen Investment Management Inc (CIK: 0001541596) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $372.0M across 176 reported positions.
In Q4 2025, Aspen Investment Management Inc displayed an active expansion posture, initiating 14 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.33% | -0.47% | +0.97% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.64% | -0.04% | -0.22% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.55% | +0.05% | +186.59% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.49% | -0.25% | +40.29% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.84% | +0.40% | +5.15% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.76% | -0.09% | +5.72% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.44% | -0.25% | +4.03% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.30% | -0.21% | +11.30% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.01% | -0.04% | +12.85% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.97% | +0.17% | +81.24% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.95% | -0.06% | +585.82% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.90% | +0.08% | +18.78% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.47% | +0.11% | +399.04% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.47% | -0.33% | -1.11% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.38% | +0.07% | +36.30% | |
| 16 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.36% | -0.15% | +1.46% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | +0.05% | +323.67% | |
| 18 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.14% | -0.14% | -0.16% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +0.16% | -4.71% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | -0.10% | +89.86% | |
| 21 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.03% | -0.13% | -11.23% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.16% | +149.01% | |
| 23 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.02% | -0.12% | — | |
| 24 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.88% | -0.03% | +133.29% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | +0.05% | +122.98% | |
| 26 | GLW | Corning Inc | Stock-Tech | 0.87% | +0.68% | +21.41% | |
| 27 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.86% | -0.10% | — | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.85% | -0.29% | +9.10% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.83% | -0.26% | +103.06% | |
| 30 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.81% | -0.36% | -1.08% | |
| 31 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.80% | -0.09% | +0.01% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | -0.13% | +0.68% | |
| 33 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.78% | -0.08% | -0.76% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | +0.01% | +0.79% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.74% | -0.16% | +1010.38% | |
| 36 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.74% | -0.09% | +1.47% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.74% | -0.10% | +101.30% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.74% | -0.09% | +30.51% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.72% | -0.12% | +30.71% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | -0.18% | +30.34% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.69% | +0.06% | +0.90% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.08% | +114.30% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.67% | +0.24% | +31.98% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.66% | -0.05% | +3.87% | |
| 45 | ICE | Intercontinental Exchange In | Stock-Financials | 0.65% | -0.20% | -0.37% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.64% | +0.04% | +2.87% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | — | +2.33% | |
| 48 | TT | Trane Technologies plc | Stock-Industrials | 0.62% | +0.03% | +0.69% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.61% | — | +56.48% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.59% | -0.13% | +1.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.1% | +186.59% | Add |
| 2 | VIG | Vanguard Dividend Apprec ETF | +1.6% | +585.82% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +1.1% | +399.04% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.9% | +81.24% | Add |
| 5 | NVDA | Nvidia CORP | +0.9% | +323.67% | Add |
| 6 | LLY | Eli Lilly & Co | +0.7% | +149.01% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.7% | +1010.38% | Add |
| 8 | JNJ | Johnson & Johnson | +0.4% | +89.86% | Add |
| 9 | SPYI | Neos S&p 500 High Income ETF | +0.4% | +133.29% | Add |
| 10 | ABBV | Abbvie Inc | +0.4% | +122.98% | Add |
| 11 | VYM | Vanguard High Dvd Yield ETF | +0.3% | +320.96% | Add |
| 12 | PG | Procter & Gamble Co/the | +0.3% | +114.30% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +58.28% | Add |
| 14 | ABT | Abbott Laboratories | +0.2% | +131.06% | Add |
| 15 | COST | Costco Wholesale CORP | +0.2% | +175.14% | Add |
| 16 | KO | Coca-cola Co/the | +0.2% | +116.31% | Add |
| 17 | VV | Vanguard Large-cap ETF | +0.2% | +121.18% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +36.30% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | +31.98% | Add |
| 20 | AMGN | Amgen Inc | +0.1% | +30.51% | Add |
| 21 | IWB | Ishares Russell 1000 ETF | +0.1% | +56.48% | Add |
| 22 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 23 | MSFT | Microsoft CORP | +0.1% | +40.29% | Add |
| 24 | GS | Goldman Sachs Group Inc | 0% | +18.78% | Add |
| 25 | PEP | Pepsico Inc | 0% | +30.34% | Add |
| 26 | GLW | Corning Inc | 0% | +21.41% | Add |
| 27 | SYK | Stryker CORP | 0% | +30.71% | Add |
| 28 | GLD | Spdr Gold Shares | -0.1% | +9.10% | Add |
| 29 | JPM | Jpmorgan Chase & Co | -0.2% | +12.85% | Add |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | -0.4% | +11.30% | Add |
| 31 | HOOD | Robinhood Markets Inc - A | -0.5% | -0.76% | Trim |
| 32 | IEFA | Ishares Core Msci Eafe ETF | -0.5% | +5.72% | Add |
| 33 | IWM | Ishares Russell 2000 ETF | -0.6% | +5.15% | Add |
| 34 | VNQ | Vanguard Real Estate ETF | -0.8% | -45.94% | Trim |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.8% | +0.97% | Add |
| 36 | VOX | Vanguard Communication Servi | — | NEW | New buy |
| 37 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 38 | TLTW | Ishares 20+ Bond Buywrite | — | NEW | New buy |
| 39 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 41 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 42 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 43 | QLTY | Gmo U.s. Quality ETF | — | NEW | New buy |
| 44 | UNM | Unum Group | — | NEW | New buy |
| 45 | IYW | Ishares Ustechnology ETF | — | NEW | New buy |
| 46 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 47 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 48 | EBAY | Ebay Inc | — | NEW | New buy |
| 49 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 50 | UBER | Uber Technologies Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Aspen Investment Management Inc reported a total U.S. public equity portfolio value of $372.0M across 176 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, RSP, AAPL) accounted for 18.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
VOX
市值: $1.6M
Top Position Liquidated / Trimmed
BSCP
前期市值: $1.5M
During Q4 2025, Aspen Investment Management Inc's top holdings by market value included SPY (7.3%)、RSP (3.6%)、AAPL (3.5%). The largest single position, SPY, represented 7.3% of total portfolio value.
In Q4 2025, Aspen Investment Management Inc made 49 total portfolio adjustments, initiating 14 new buys, adding to 32 positions, trimming 2 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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