Long-term investor
Aspen Grove Capital, LLC @aspengrovecapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001806027).
Record
- Tracked since 2025-06-30 (441 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days +11.1% · 6 months n/a · 1 year +12.3% · all +12.3%
- Max drawdown n/a · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FWONK · 9.3% · long · since 2026-06-30
- SPY · 8.5% · long · since 2025-06-30
- FWONA · 4.4% · long · since 2025-06-30
- IVV · 4.4% · long · since 2025-06-30
- GOOGL · 4.1% · long · since 2025-06-30
- AXON · 4.0% · long · since 2025-06-30
- BKNG · 3.8% · long · since 2025-06-30
- VEA · 3.8% · long · since 2025-06-30
- VTI · 3.8% · long · since 2025-06-30
- META · 3.7% · long · since 2025-06-30
- GOOG · 3.6% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30