Aspen Grove Capital, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$594.3B

Holdings

205

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (205 positions)

#StockSharesValue% PortfolioType
1
BKNGBOOKING HOLDINGS INC
17,103$92.3B15.54%
2
SPYSPDR S&P 500 ETF TR
77,616$51.9B8.72%
3
METAMETA PLATFORMS INC
46,424$34.1B5.74%
4
IVVISHARES TR
43,029$28.8B4.85%
5
VEAVANGUARD TAX-MANAGED FDS
478,246$28.7B4.82%
6
VTIVANGUARD INDEX FDS
76,347$25.1B4.23%
7
GOOGLALPHABET INC
80,136$19.5B3.28%
8
GOOGALPHABET INC
73,497$17.9B3.01%
9
AAPLAPPLE INC
67,191$17.1B2.88%
10
VIGVANGUARD SPECIALIZED FUNDS
69,800$15.1B2.54%
11
AMZNAMAZON COM INC
65,922$14.5B2.44%
12
VOOVANGUARD INDEX FDS
22,194$13.6B2.29%
13
VLYVALLEY NATL BANCORP
1,110,391$11.9B2.00%
14
VTVANGUARD INTL EQUITY INDEX F
84,511$11.6B1.96%
15
EWWISHARES INC
134,801$9.2B1.55%
16
MSFTMICROSOFT CORP
16,553$8.6B1.44%
17
INDAISHARES TR
158,199$8.2B1.39%
18
IBMINTERNATIONAL BUSINESS MACHS
28,982$8.2B1.38%
19
SDYSPDR SERIES TRUST
50,323$7.0B1.19%
20
AXONAXON ENTERPRISE INC
9,222$6.6B1.11%
21
NVDANVIDIA CORPORATION
31,593$5.9B0.99%
22
AVGOBROADCOM INC
15,099$5.0B0.84%
23
EUFNISHARES TR
143,097$4.9B0.83%
24
HDHOME DEPOT INC
11,467$4.6B0.78%
25
RYROYAL BK CDA
26,437$3.9B0.66%
26
VWOVANGUARD INTL EQUITY INDEX F
70,074$3.8B0.64%
27
BKBANK NEW YORK MELLON CORP
34,790$3.8B0.64%
28
CCAPCRESCENT CAP BDC INC
268,404$3.8B0.63%
29
VUGVANGUARD INDEX FDS
7,726$3.7B0.62%
30
LLYELI LILLY & CO
4,253$3.2B0.55%
31
VTWOVANGUARD SCOTTSDALE FDS
32,722$3.2B0.54%
32
WFCWELLS FARGO CO NEW
37,675$3.2B0.53%
33
SCHDSCHWAB STRATEGIC TR
109,187$3.0B0.50%
34
VTVVANGUARD INDEX FDS
15,560$2.9B0.49%
35
BRK/BBERKSHIRE HATHAWAY INC DEL
5,618$2.8B0.48%
36
DWDMORGAN STANLEY
15,764$2.5B0.42%
37
PPHVANECK ETF TRUST
26,023$2.4B0.40%
38
SCHGSCHWAB STRATEGIC TR
72,680$2.3B0.39%
39
SCHVSCHWAB STRATEGIC TR
76,905$2.2B0.38%
40
LULULULULEMON ATHLETICA INC
12,336$2.2B0.37%
41
JPMJPMORGAN CHASE & CO.
6,739$2.1B0.36%
42
SCHMSCHWAB STRATEGIC TR
71,294$2.1B0.36%
43
BACBANK AMERICA CORP
39,623$2.0B0.34%
44
TSMTAIWAN SEMICONDUCTOR MFG LTD
7,218$2.0B0.34%
45
VFHVANGUARD WORLD FD
14,710$1.9B0.32%
46
EWJISHARES INC
23,619$1.9B0.32%
47
BXBLACKSTONE INC
10,963$1.9B0.32%
48
UBERUBER TECHNOLOGIES INC
18,933$1.9B0.31%
49
LYVLIVE NATION ENTERTAINMENT IN
10,878$1.8B0.30%
50
MAMASTERCARD INCORPORATED
2,987$1.7B0.29%
51
BBHVANECK ETF TRUST
9,978$1.7B0.28%
52
PFEPFIZER INC
62,306$1.6B0.27%
53
IWFISHARES TR
3,375$1.6B0.27%
54
RKTROCKET COS INC
80,000$1.6B0.26%
55
UNHUNITEDHEALTH GROUP INC
4,472$1.5B0.26%
56
KBESPDR SERIES TRUST
25,920$1.5B0.26%
57
TSLATESLA INC
3,259$1.4B0.24%
58
XESSPDR SERIES TRUST
20,010$1.4B0.24%
59
SCHASCHWAB STRATEGIC TR
48,951$1.4B0.23%
60
GSKGSK PLC
28,959$1.3B0.21%
61
YOUCLEAR SECURE INC
37,202$1.2B0.21%
62
MSIMOTOROLA SOLUTIONS INC
2,596$1.2B0.20%
63
COINCOINBASE GLOBAL INC
3,419$1.2B0.19%
64
SCHFSCHWAB STRATEGIC TR
48,935$1.1B0.19%
65
GBTCGRAYSCALE BITCOIN TRUST ETF
12,655$1.1B0.19%
66
HOODROBINHOOD MKTS INC
7,749$1.1B0.19%
67
HONHONEYWELL INTL INC
4,923$1.0B0.17%
68
VYMVANGUARD WHITEHALL FDS
7,346$1.0B0.17%
69
VGKVANGUARD INTL EQUITY INDEX F
12,826$1.0B0.17%
70
XOMEXXON MOBIL CORP
9,046$1.0B0.17%
71
4I1PHILIP MORRIS INTL INC
6,110$991.0M0.17%
72
EFAISHARES TR
9,653$901.4M0.15%
73
IWDISHARES TR
4,058$826.2M0.14%
74
AMGNAMGEN INC
2,880$812.7M0.14%
75
DHRDANAHER CORPORATION
3,968$788.0M0.13%
76
BRK-BBERKSHIRE HATHAWAY INC DEL
1$754.2M0.13%
77
NFLXNETFLIX INC
607$727.7M0.12%
78
AQLTISHARES TR
4,969$706.2M0.12%
79
6RJ0ROCKET LAB CORP
14,700$704.3M0.12%
80
COSTCOSTCO WHSL CORP NEW
742$686.8M0.12%
81
VBVANGUARD INDEX FDS
2,683$685.3M0.12%
82
SNAPSNAP INC
87,670$675.9M0.11%
83
GGGGRACO INC
7,617$647.1M0.11%
84
SRTASTRATA CRITICAL MEDICAL INC
125,000$632.5M0.11%
85
VVISA INC
1,845$629.8M0.11%
86
LINLINDE PLC
1,309$622.2M0.10%
87
JNJJOHNSON & JOHNSON
3,319$615.5M0.10%
88
EPDENTERPRISE PRODS PARTNERS L
19,077$596.6M0.10%
89
HEFAISHARES TR
15,025$595.1M0.10%
90
ORCLORACLE CORP
2,096$589.5M0.10%
91
VOVANGUARD INDEX FDS
1,958$577.6M0.10%
92
DELLDELL TECHNOLOGIES INC
3,805$539.4M0.09%
93
ABBVABBVIE INC
2,252$521.4M0.09%
94
ETENERGY TRANSFER L P
30,001$514.8M0.09%
95
VSTVISTRA CORP
2,590$507.6M0.09%
96
WMTWALMART INC
4,793$494.0M0.08%
97
SESEA LTD
2,711$484.5M0.08%
98
BABAALIBABA GROUP HLDG LTD
2,689$480.7M0.08%
99
ASMLASML HOLDING N V
490$475.1M0.08%
100
DUKDUKE ENERGY CORP NEW
3,722$460.7M0.08%
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