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Aspen Grove Capital, LLC

Q2 2026 13F filing

Updated 27 days ago

214 disclosed positions worth $694.5M

Portfolio value
$694.5M
Total holdings
214
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

F

LIBERTY MEDIA CORP DEL

Value
$64.3M
Shares
675.3K
% Port
9.25%
S
2.SPY

STATE STR SPDR S&P 500 ETF T

Value
$59.3M
Shares
79.4K
% Port
8.54%
F

LIBERTY MEDIA CORP DEL

Value
$30.7M
Shares
350.3K
% Port
4.42%
E

ISHARES TR

Value
$30.4M
Shares
40.6K
% Port
4.37%
G

ALPHABET INC

Value
$28.6M
Shares
80.2K
% Port
4.12%
A

AXON ENTERPRISE INC

Value
$27.6M
Shares
49.2K
% Port
3.97%
B

BOOKING HOLDINGS INC

Value
$26.6M
Shares
149.4K
% Port
3.83%
V

VANGUARD TAX-MANAGED FDS

Value
$26.2M
Shares
367.5K
% Port
3.77%
V

VANGUARD INDEX FDS

Value
$26.1M
Shares
70.6K
% Port
3.76%
M
10.META

META PLATFORMS INC

Value
$25.9M
Shares
46.0K
% Port
3.73%
G

ALPHABET INC

Value
$25M
Shares
70.8K
% Port
3.60%
A
12.AAPL

APPLE INC

Value
$19.7M
Shares
68.2K
% Port
2.84%
B
13.BX

VANGUARD SPECIALIZED FUNDS

Value
$17M
Shares
71.9K
% Port
2.45%
V
14.VGES

VANGUARD INDEX FDS

Value
$15.8M
Shares
23.0K
% Port
2.28%
A
15.AMZN

AMAZON COM INC

Value
$15.7M
Shares
65.7K
% Port
2.25%
V

VALLEY NATL BANCORP

Value
$15.3M
Shares
1.04M
% Port
2.21%
V
17.VGES

VANGUARD INTL EQUITY INDEX F

Value
$14M
Shares
88.9K
% Port
2.01%
E
18.ETHA

ISHARES INC

Value
$10.3M
Shares
137.1K
% Port
1.49%
L

LIBERTY BROADBAND CORP

Value
$9.6M
Shares
288.2K
% Port
1.38%
I
20.IBM

INTERNATIONAL BUSINESS MACHS

Value
$8.2M
Shares
29.0K
% Port
1.18%
E
21.ETHA

ISHARES TR

Value
$7.9M
Shares
159.4K
% Port
1.13%
S

SPDR SERIES TRUST

Value
$7.7M
Shares
50.3K
% Port
1.10%
M
23.MSFT

MICROSOFT CORP

Value
$6.3M
Shares
16.9K
% Port
0.91%
N
24.NVDA

NVIDIA CORPORATION

Value
$6.1M
Shares
30.3K
% Port
0.87%
A
25.AVGO

BROADCOM INC

Value
$5.7M
Shares
15.2K
% Port
0.83%
R

ROYAL BK CDA

Value
$5.5M
Shares
26.5K
% Port
0.79%
L
27.LLY

ELI LILLY & CO

Value
$5.2M
Shares
4.3K
% Port
0.74%
B

BANK OF NY MELLON CORP

Value
$5M
Shares
34.6K
% Port
0.72%
V
29.VGES

VANGUARD INTL EQUITY INDEX F

Value
$4.3M
Shares
71.6K
% Port
0.62%
H
30.HD

HOME DEPOT INC

Value
$4M
Shares
11.4K
% Port
0.58%
V
31.VGES

VANGUARD INDEX FDS

Value
$3.9M
Shares
45.7K
% Port
0.57%
V
32.VGES

VANGUARD SCOTTSDALE FDS

Value
$3.8M
Shares
31.2K
% Port
0.55%
V
33.VGES

VANGUARD INDEX FDS

Value
$3.4M
Shares
15.5K
% Port
0.49%
M

MORGAN STANLEY

Value
$3.3M
Shares
15.8K
% Port
0.47%
S

SCHWAB STRATEGIC TR

Value
$3.2M
Shares
100.4K
% Port
0.46%
W

WELLS FARGO & CO

Value
$3.1M
Shares
37.6K
% Port
0.45%
C
37.CCAP

CRESCENT CAP BDC INC

Value
$3M
Shares
319.1K
% Port
0.44%
S
38.SIRI

SIRIUSXM HOLDINGS INC

Value
$2.9M
Shares
98.6K
% Port
0.42%
B

BERKSHIRE HATHAWAY INC DEL

Value
$2.8M
Shares
5.6K
% Port
0.40%
S

SCHWAB STRATEGIC TR

Value
$2.6M
Shares
73.8K
% Port
0.37%
S

SCHWAB STRATEGIC TR

Value
$2.5M
Shares
68.9K
% Port
0.37%
S

SCHWAB STRATEGIC TR

Value
$2.5M
Shares
72.6K
% Port
0.35%
J

JPMORGAN CHASE & CO

Value
$2.2M
Shares
6.7K
% Port
0.31%
B

BANK OF AMER CORP

Value
$2.1M
Shares
37.4K
% Port
0.31%
Y
45.YOU

CLEAR SECURE INC

Value
$2.1M
Shares
37.2K
% Port
0.30%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$2M
Shares
4.3K
% Port
0.29%
L
47.LYV

LIVE NATION ENTERTAINMENT IN

Value
$2M
Shares
10.9K
% Port
0.29%
U
48.UNH

UNITEDHEALTH GROUP INC

Value
$1.8M
Shares
4.4K
% Port
0.26%
E
49.ETHA

ISHARES TR

Value
$1.8M
Shares
14.1K
% Port
0.25%
S

SCHWAB STRATEGIC TR

Value
$1.7M
Shares
46.6K
% Port
0.24%