Aspen Investment Management Inc

Est. AUM

$324.6M

13F long equity, this entity only

Positions

170

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$23.4M	35925	7.20%	SOLE
2	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$12.6M	65707	3.88%	SOLE
3	ISHARES TR	RUSSELL 2000 ETF	$9.6M	38605	2.95%	SOLE
4	ISHARES TR	CORE MSCI EAFE	$9.4M	103955	2.90%	SOLE
5	APPLE INC	COM	$8.6M	33767	2.64%	SOLE
6	MICROSOFT CORP	COM	$8.4M	22781	2.60%	SOLE
7	ISHARES TR	ISHS 5-10YR INVT	$8.4M	157470	2.58%	SOLE
8	ISHARES TR	ISHS 1-5YR INVS	$8.0M	152004	2.46%	SOLE
9	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.3M	29220	1.94%	SOLE
10	GOLDMAN SACHS GROUP INC	COM	$6.1M	7175	1.87%	SOLE
11	JPMORGAN CHASE & CO	COM	$6.0M	20504	1.86%	SOLE
12	ALPHABET INC	CAP STK CL A	$6.0M	20793	1.84%	SOLE
13	WALMART INC	COM	$5.4M	43192	1.65%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$4.6M	14424	1.43%	SOLE
15	CORNING INC	COM	$4.5M	33030	1.38%	SOLE
16	JOHNSON & JOHNSON	COM	$4.4M	18156	1.37%	SOLE
17	FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$4.4M	247198	1.35%	SOLE
18	AMAZON COM INC	COM	$4.0M	19198	1.23%	SOLE
19	NVIDIA CORPORATION	COM	$3.8M	21590	1.16%	SOLE
20	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$3.7M	190643	1.15%	SOLE
21	ISHARES TR	CORE S&P500 ETF	$3.7M	5660	1.14%	SOLE
22	SELECT SECTOR SPDR TR	STATE STREET ENE	$3.6M	59233	1.12%	SOLE
23	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$3.3M	163291	1.03%	SOLE
24	FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$3.3M	73204	1.01%	SOLE
25	ELI LILLY & CO	COM	$3.0M	3249	0.92%	SOLE
26	ABBVIE INC	COM	$2.9M	13279	0.89%	SOLE
27	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.9M	93094	0.88%	SOLE
28	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$2.8M	151230	0.87%	SOLE
29	NEOS ETF TRUST	NEOS S&P 500 HI	$2.8M	56850	0.86%	SOLE
30	AMGEN INC	COM	$2.7M	7694	0.83%	SOLE
31	SELECT SECTOR SPDR TR	STATE STREET UTI	$2.6M	57459	0.81%	SOLE
32	PIMCO ETF TR	0-5 HIGH YIELD	$2.6M	28150	0.81%	SOLE
33	CHEVRON CORPORATION	COM	$2.6M	12426	0.79%	SOLE
34	EXXON MOBIL CORP	COM	$2.6M	15075	0.79%	SOLE
35	CATERPILLAR INC	COM	$2.5M	3544	0.77%	SOLE
36	PEPSICO INC	COM	$2.5M	16105	0.77%	SOLE
37	SCHWAB CHARLES CORP	COM	$2.4M	25277	0.73%	SOLE
38	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.3M	80640	0.72%	SOLE
39	PROCTER & GAMBLE CO	COM	$2.3M	15966	0.71%	SOLE
40	STRYKER CORPORATION	COM	$2.2M	6831	0.69%	SOLE
41	VISA INC	COM CL A	$2.2M	7366	0.69%	SOLE
42	TRANE TECHNOLOGIES PLC	SHS	$2.2M	5300	0.68%	SOLE
43	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.2M	85740	0.68%	SOLE
44	HOME DEPOT INC	COM	$2.1M	6422	0.65%	SOLE
45	INTERCONTINENTAL EXCHANGE IN	COM	$2.1M	13322	0.65%	SOLE
46	WISDOMTREE TR	US SMALLCAP DIVD	$2.1M	57776	0.64%	SOLE
47	SPDR GOLD TR	GOLD SHS	$2.1M	4816	0.64%	SOLE
48	COCA COLA CO	COM	$2.1M	27055	0.63%	SOLE
49	WASTE MGMT INC DEL	COM	$2.0M	8889	0.63%	SOLE
50	QUANTA SVCS INC	COM	$2.0M	3689	0.62%	SOLE

1–50 of 170

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.