Aspen Wealth Management Q2 2026 Portfolio Changes: Focus on Growth ETFs

Aspen Wealth Management LLC has released its investment activity report for the period ending June 30th, 2026. This filing provides insights into significant changes made to their portfolio holdings during this quarter.

The investor's primary action in Q2 appears to be focused on acquiring substantial positions in exchange-traded funds (ETFs). The most prominent purchase was the Vanguard Information Technology ETF (symbol VUG), which experienced a remarkable 504.45% increase in shares held by Aspen during this quarter alone.

Alongside the significant addition of VUG, Aspen also increased its stake in several other funds:

• BlackRock ETF Trust II (HYMU), a relatively small position but showing strong interest.
• DIMENSIONAL ETF TRUST holdings saw overall increases, including the popular Dimensional Universe Selection Small Cap ex-US ETF (DFUS) and Dimensional Fund Advisors International Index ETF (DFIC).
• The Vanguard Total Stock Market ETF (VTSMX), represented by its symbol IUSG in this filing, also showed significant growth.

These purchases suggest a continued interest from Aspen Wealth Management in broad-based exposure to the U.S. stock market and specific sectors like Technology, as well as small-cap stocks globally and within the United States.

In contrast to the buying activity, there were no disclosed large sell-offs during this quarter according to the filing data. While some holdings decreased slightly or were removed entirely (like DFNM), these changes do not appear to fit the definition of "large sells" as indicated by the portfolio indicators section.

Furthermore, Aspen initiated new positions with several ETFs that previously held no allocation:

• iShares Core MSCI USA Small Cap ETF
• iShares Core MSCI World Small Cap ETF
• iShares Core MSCI Emerging Markets ETF
• BlackRock ETF Trust II (HYMU)

The initiation of these small-cap focused ETFs, even though they represent minor allocations in the overall portfolio (<0.23%), indicates a strategic diversification into smaller market capitalization stocks.