Aspen Grove Capital, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$576.0M

Holdings

204

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (204 positions)

#StockSharesValue% PortfolioType
1
BKNGBOOKING HOLDINGS INC
12,973$69.0M11.98%
2
SPYSPDR S&P 500 ETF TR
77,850$53.0M9.20%
3
METAMETA PLATFORMS INC
46,170$30.0M5.21%
4
IVVISHARES TR
40,353$27.0M4.69%
5
VEAVANGUARD TAX-MANAGED FDS
400,814$25.0M4.34%
6
VTIVANGUARD INDEX FDS
74,924$25.0M4.34%
7
GOOGLALPHABET INC
79,985$25.0M4.34%
8
GOOGALPHABET INC
69,520$21.0M3.65%
9
AAPLAPPLE INC
65,851$17.0M2.95%
10
AMZNAMAZON COM INC
65,930$15.0M2.60%
11
VIGVANGUARD SPECIALIZED FUNDS
71,710$15.0M2.60%
12
VOOVANGUARD INDEX FDS
23,081$14.0M2.43%
13
VLYVALLEY NATL BANCORP
1,092,918$12.0M2.08%
14
VTVANGUARD INTL EQUITY INDEX F
84,327$11.0M1.91%
15
EWWISHARES INC
134,816$9.0M1.56%
16
IBMINTERNATIONAL BUSINESS MACHS
29,050$8.0M1.39%
17
INDAISHARES TR
158,199$8.0M1.39%
18
MSFTMICROSOFT CORP
16,552$8.0M1.39%
19
SDYSPDR SERIES TRUST
50,332$7.0M1.22%
20
NVDANVIDIA CORPORATION
30,199$5.0M0.87%
21
AXONAXON ENTERPRISE INC
9,222$5.0M0.87%
22
AVGOBROADCOM INC
15,133$5.0M0.87%
23
EUFNISHARES TR
145,118$5.0M0.87%
24
LLYELI LILLY & CO
4,253$4.0M0.69%
25
BKBANK NEW YORK MELLON CORP
34,611$4.0M0.69%
26
RYROYAL BK CDA
26,437$4.0M0.69%
27
VUGVANGUARD INDEX FDS
7,657$3.0M0.52%
28
VTWOVANGUARD SCOTTSDALE FDS
32,722$3.0M0.52%
29
CCAPCRESCENT CAP BDC INC
267,418$3.0M0.52%
30
VWOVANGUARD INTL EQUITY INDEX F
71,008$3.0M0.52%
31
HDHOME DEPOT INC
11,465$3.0M0.52%
32
WFCWELLS FARGO CO NEW
37,604$3.0M0.52%
33
SCHVSCHWAB STRATEGIC TR
75,672$2.0M0.35%
34
JPMJPMORGAN CHASE & CO.
6,649$2.0M0.35%
35
DWDMORGAN STANLEY
15,767$2.0M0.35%
36
SCHGSCHWAB STRATEGIC TR
72,625$2.0M0.35%
37
SCHMSCHWAB STRATEGIC TR
71,349$2.0M0.35%
38
SCHDSCHWAB STRATEGIC TR
98,914$2.0M0.35%
39
LULULULULEMON ATHLETICA INC
12,500$2.0M0.35%
40
PPHVANECK ETF TRUST
26,209$2.0M0.35%
41
BACBANK AMERICA CORP
37,318$2.0M0.35%
42
VTVVANGUARD INDEX FDS
15,390$2.0M0.35%
43
BRK/BBERKSHIRE HATHAWAY INC DEL
5,483$2.0M0.35%
44
VFHVANGUARD WORLD FD
14,785$1.0M0.17%
45
IWFISHARES TR
3,927$1.0M0.17%
46
VYMVANGUARD WHITEHALL FDS
7,346$1.0M0.17%
47
MAMASTERCARD INCORPORATED
2,989$1.0M0.17%
48
YOUCLEAR SECURE INC
37,202$1.0M0.17%
49
XOMEXXON MOBIL CORP
9,061$1.0M0.17%
50
RKTROCKET COS INC
80,047$1.0M0.17%
51
SCHFSCHWAB STRATEGIC TR
49,116$1.0M0.17%
52
EWJISHARES INC
13,339$1.0M0.17%
53
GSKGSK PLC
21,783$1.0M0.17%
54
BBHVANECK ETF TRUST
7,438$1.0M0.17%
55
LYVLIVE NATION ENTERTAINMENT IN
10,878$1.0M0.17%
56
UBERUBER TECHNOLOGIES INC
18,925$1.0M0.17%
57
PFEPFIZER INC
62,585$1.0M0.17%
58
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,974$1.0M0.17%
59
TSLATESLA INC
3,288$1.0M0.17%
60
6RJ0ROCKET LAB CORP
14,874$1.0M0.17%
61
BXBLACKSTONE INC
10,981$1.0M0.17%
62
SCHASCHWAB STRATEGIC TR
49,005$1.0M0.17%
63
MSIMOTOROLA SOLUTIONS INC
2,600$1.0M0.17%
64
KBESPDR SERIES TRUST
25,920$1.0M0.17%
65
UNHUNITEDHEALTH GROUP INC
4,457$1.0M0.17%
66
VGKVANGUARD INTL EQUITY INDEX F
12,946$1.0M0.17%
67
HLNHALEON PLC
36,108$00.00%
68
PHPARKER-HANNIFIN CORP
334$00.00%
69
SESEA LTD
2,182$00.00%
70
VBRVANGUARD INDEX FDS
1,900$00.00%
71
CVXCHEVRON CORP NEW
2,061$00.00%
72
ORCLORACLE CORP
2,109$00.00%
73
SPOTSPOTIFY TECHNOLOGY S A
506$00.00%
74
NFLXNETFLIX INC
6,076$00.00%
75
UNPUNION PAC CORP
911$00.00%
76
BABAALIBABA GROUP HLDG LTD
1,727$00.00%
77
SNYSANOFI SA
7,638$00.00%
78
FANGDIAMONDBACK ENERGY INC
1,490$00.00%
79
GSLCGOLDMAN SACHS ETF TR
2,248$00.00%
80
4I1PHILIP MORRIS INTL INC
5,946$00.00%
81
EFAISHARES TR
9,666$00.00%
82
GEVGE VERNOVA INC
424$00.00%
83
FWONALIBERTY MEDIA CORP DEL
2,500$00.00%
84
AMDADVANCED MICRO DEVICES INC
1,304$00.00%
85
ULUNILEVER PLC
4,589$00.00%
86
NRANRG ENERGY INC
2,617$00.00%
87
PTIP T TELEKOMUNIKASI INDONESIA
10,963$00.00%
88
PGPROCTER AND GAMBLE CO
2,430$00.00%
89
AMGNAMGEN INC
2,888$00.00%
90
SAPSAP SE
1,226$00.00%
91
PLTRPALANTIR TECHNOLOGIES INC
2,207$00.00%
92
MUMICRON TECHNOLOGY INC
1,027$00.00%
93
STUBSTUBHUB HLDGS INC
12,300$00.00%
94
HIMXHIMAX TECHNOLOGIES INC
18,483$00.00%
95
UBSUBS GROUP AG
4,828$00.00%
96
BNDVANGUARD BD INDEX FDS
9,887$00.00%
97
LLYVALIBERTY LIVE HOLDINGS INC
2,763$00.00%
98
ARCOARCOS DORADOS HOLDINGS INC
16,332$00.00%
99
ISRGINTUITIVE SURGICAL INC
441$00.00%
100
TXNTEXAS INSTRS INC
1,978$00.00%
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