# EDGAR Filing Document

**Accession Number:** 0001972517
**File Stem:** 0001951757-26-000805
**Filing Date:** 2026-5
**Character Count:** 12406
**Document Hash:** 06ded7cbe6751a2358e2ecfa29e0c256
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000805.hdr.sgml**: 20260508

**ACCESSION NUMBER**: 0001951757-26-000805

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260508

**DATE AS OF CHANGE**: 20260508

**EFFECTIVENESS DATE**: 20260508

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Aspen Wealth Strategies, LLC
- **CENTRAL INDEX KEY:** 0001972517

**ORGANIZATION NAME:**
- **EIN:** 462697273
- **STATE OF INCORPORATION:** CO
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23235
- **FILM NUMBER:** 26957699

**BUSINESS ADDRESS:**
- **STREET 1:** 8333 RALSTON ROAD
- **STREET 2:** SUITE 2
- **CITY:** ARVADA
- **STATE:** CO
- **ZIP:** 80002
- **BUSINESS PHONE:** (303) 421-1113

**MAIL ADDRESS:**
- **STREET 1:** 8333 RALSTON ROAD
- **STREET 2:** SUITE 2
- **CITY:** ARVADA
- **STATE:** CO
- **ZIP:** 80002

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Aspen Wealth Strategies LLC<br>**Address:** 8333 RALSTON ROAD<br>SUITE 2<br>ARVADA, CO 80002

**Form 13F File Number:** 028-23235

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Amber Anderson<br>**Title:** Chief Compliance Officer<br>**Phone:** (303) 421-1113

**Signature, Place, and Date of Signing:**

Amber Anderson  Arvada, CO  05-08-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 89

**Form 13F Information Table Value Total:** $187356514

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 1442270 | 6925 | SH |  | SOLE |  | 0 | 0 | 6925 |
| STARBUCKS CORP | COM | 855244109 |  | 601686 | 6716 | SH |  | SOLE |  | 0 | 0 | 6716 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 380838 | 1558 | SH |  | SOLE |  | 0 | 0 | 1558 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 751905 | 7979 | SH |  | SOLE |  | 0 | 0 | 7979 |
| COCA COLA CO | COM | 191216100 |  | 210887 | 2773 | SH |  | SOLE |  | 0 | 0 | 2773 |
| ISHARES TR | US SML CAP EQT | 46434V290 |  | 5630389 | 74585 | SH |  | SOLE |  | 0 | 0 | 74585 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 278146 | 3210 | SH |  | SOLE |  | 0 | 0 | 3210 |
| AGNC INVT CORP | COM | 00123Q104 |  | 288062 | 28720 | SH |  | SOLE |  | 0 | 0 | 28720 |
| MERCK  CO INC | COM | 58933Y105 |  | 302399 | 2514 | SH |  | SOLE |  | 0 | 0 | 2514 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 644375 | 6050 | SH |  | SOLE |  | 0 | 0 | 6050 |
| ISHARES TR | US HOME CONS ETF | 464288752 |  | 213789 | 2361 | SH |  | SOLE |  | 0 | 0 | 2361 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 774715 | 15433 | SH |  | SOLE |  | 0 | 0 | 15433 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 338984 | 2397 | SH |  | SOLE |  | 0 | 0 | 2397 |
| XCEL ENERGY INC | COM | 98389B100 |  | 1107127 | 13937 | SH |  | SOLE |  | 0 | 0 | 13937 |
| HOME DEPOT INC | COM | 437076102 |  | 753225 | 2290 | SH |  | SOLE |  | 0 | 0 | 2290 |
| BHP BILLITON LIMITED | SPONSORED ADS | 088606108 |  | 333306 | 4582 | SH |  | SOLE |  | 0 | 0 | 4582 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 240102 | 558 | SH |  | SOLE |  | 0 | 0 | 558 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 1548244 | 30592 | SH |  | SOLE |  | 0 | 0 | 30592 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 14671901 | 503670 | SH |  | SOLE |  | 0 | 0 | 503670 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 609542 | 1272 | SH |  | SOLE |  | 0 | 0 | 1272 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3824260 | 13299 | SH |  | SOLE |  | 0 | 0 | 13299 |
| MICROSOFT CORP | COM | 594918104 |  | 2410594 | 6512 | SH |  | SOLE |  | 0 | 0 | 6512 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 |  | 266396 | 16214 | SH |  | SOLE |  | 0 | 0 | 16214 |
| SLB LIMITED | COM STK | 806857108 |  | 801684 | 15600 | SH |  | SOLE |  | 0 | 0 | 15600 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 564896 | 6082 | SH |  | SOLE |  | 0 | 0 | 6082 |
| BOEING CO | COM | 097023105 |  | 612614 | 3078 | SH |  | SOLE |  | 0 | 0 | 3078 |
| JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 |  | 835562 | 18494 | SH |  | SOLE |  | 0 | 0 | 18494 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 657285 | 12893 | SH |  | SOLE |  | 0 | 0 | 12893 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 2989920 | 10979 | SH |  | SOLE |  | 0 | 0 | 10979 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 2560459 | 54863 | SH |  | SOLE |  | 0 | 0 | 54863 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 376566 | 4090 | SH |  | SOLE |  | 0 | 0 | 4090 |
| TERADYNE INC | COM | 880770102 |  | 1227347 | 4140 | SH |  | SOLE |  | 0 | 0 | 4140 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 1068759 | 3679 | SH |  | SOLE |  | 0 | 0 | 3679 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 792449 | 6052 | SH |  | SOLE |  | 0 | 0 | 6052 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 223114 | 3936 | SH |  | SOLE |  | 0 | 0 | 3936 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 5379639 | 52043 | SH |  | SOLE |  | 0 | 0 | 52043 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 3974777 | 18296 | SH |  | SOLE |  | 0 | 0 | 18296 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 1851351 | 36755 | SH |  | SOLE |  | 0 | 0 | 36755 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 473372 | 15429 | SH |  | SOLE |  | 0 | 0 | 15429 |
| VISA INC | COM CL A | 92826C839 |  | 741697 | 2454 | SH |  | SOLE |  | 0 | 0 | 2454 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 21290474 | 108514 | SH |  | SOLE |  | 0 | 0 | 108514 |
| META PLATFORMS INC | CL A | 30303M102 |  | 732040 | 1280 | SH |  | SOLE |  | 0 | 0 | 1280 |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 |  | 7915698 | 261936 | SH |  | SOLE |  | 0 | 0 | 261936 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 9497675 | 98218 | SH |  | SOLE |  | 0 | 0 | 98218 |
| SIMPLIFY EXCHANGE TRADED FUN | AGGREGATE BOND E | 82889N723 |  | 413367 | 20313 | SH |  | SOLE |  | 0 | 0 | 20313 |
| EXCHANGE TRADED CONCEPTS TRU | ETC 6 HEDGED EQU | 301505665 |  | 316926 | 7519 | SH |  | SOLE |  | 0 | 0 | 7519 |
| BROADCOM INC | COM | 11135F101 |  | 7013854 | 22661 | SH |  | SOLE |  | 0 | 0 | 22661 |
| BROADCOM INC | PUT | 11135F951 |  | 1238040 | 4000 | PRN | Put | SOLE |  | 0 | 0 | 4000 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 14595115 | 161219 | SH |  | SOLE |  | 0 | 0 | 161219 |
| KROGER CO | COM | 501044101 |  | 715206 | 9884 | SH |  | SOLE |  | 0 | 0 | 9884 |
| EOG RES INC | COM | 26875P101 |  | 578280 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| ABBVIE INC | COM | 00287Y109 |  | 2134031 | 9812 | SH |  | SOLE |  | 0 | 0 | 9812 |
| PTC INC | COM | 69370C100 |  | 259332 | 1820 | SH |  | SOLE |  | 0 | 0 | 1820 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 226793 | 12777 | SH |  | SOLE |  | 0 | 0 | 12777 |
| QUALCOMM INC | COM | 747525103 |  | 310746 | 2413 | SH |  | SOLE |  | 0 | 0 | 2413 |
| FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 |  | 6927530 | 192645 | SH |  | SOLE |  | 0 | 0 | 192645 |
| CISCO SYS INC | COM | 17275R102 |  | 1065635 | 13734 | SH |  | SOLE |  | 0 | 0 | 13734 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 907224 | 4973 | SH |  | SOLE |  | 0 | 0 | 4973 |
| AT INC | COM | 00206R102 |  | 307079 | 10593 | SH |  | SOLE |  | 0 | 0 | 10593 |
| ISHARES TR | US CONSM STAPLES | 464287812 |  | 3462150 | 49438 | SH |  | SOLE |  | 0 | 0 | 49438 |
| ISHARES TR | CORE S ETF | 464287200 |  | 20166648 | 30873 | SH |  | SOLE |  | 0 | 0 | 30873 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 493690 | 5292 | SH |  | SOLE |  | 0 | 0 | 5292 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 593549 | 870 | SH |  | SOLE |  | 0 | 0 | 870 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2369564 | 8055 | SH |  | SOLE |  | 0 | 0 | 8055 |
| CHEVRON CORPORATION | COM | 166764100 |  | 1765591 | 8534 | SH |  | SOLE |  | 0 | 0 | 8534 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 652681 | 6149 | SH |  | SOLE |  | 0 | 0 | 6149 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 816156 | 6183 | SH |  | SOLE |  | 0 | 0 | 6183 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 351287 | 5482 | SH |  | SOLE |  | 0 | 0 | 5482 |
| EA SERIES TRUST | MILITIA LONG/SHO | 02072Q820 |  | 427121 | 11718 | SH |  | SOLE |  | 0 | 0 | 11718 |
| WALMART INC | COM | 931142103 |  | 1416149 | 11395 | SH |  | SOLE |  | 0 | 0 | 11395 |
| PFIZER INC | COM | 717081103 |  | 288142 | 10261 | SH |  | SOLE |  | 0 | 0 | 10261 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 435617 | 2647 | SH |  | SOLE |  | 0 | 0 | 2647 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 545610 | 1902 | SH |  | SOLE |  | 0 | 0 | 1902 |
| VANECK ETF TRUST | SHRT HGH YLD MUN | 92189F387 |  | 261828 | 11555 | SH |  | SOLE |  | 0 | 0 | 11555 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 526000 | 2655 | SH |  | SOLE |  | 0 | 0 | 2655 |
| FIRST TR EXCHANGE-TRADED FD | BLOOMBERG NUCLEA | 33734X721 |  | 1569379 | 45098 | SH |  | SOLE |  | 0 | 0 | 45098 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 2491309 | 32549 | SH |  | SOLE |  | 0 | 0 | 32549 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 253404 | 5006 | SH |  | SOLE |  | 0 | 0 | 5006 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 2083605 | 10013 | SH |  | SOLE |  | 0 | 0 | 10013 |
| CITIGROUP INC | COM NEW | 172967424 |  | 414547 | 3655 | SH |  | SOLE |  | 0 | 0 | 3655 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 541443 | 3191 | SH |  | SOLE |  | 0 | 0 | 3191 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 375765 | 1389 | SH |  | SOLE |  | 0 | 0 | 1389 |
| LOWES COS INC | COM | 548661107 |  | 323704 | 1370 | SH |  | SOLE |  | 0 | 0 | 1370 |
| DEERE  CO | COM | 244199105 |  | 1626810 | 2888 | SH |  | SOLE |  | 0 | 0 | 2888 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 296272 | 5888 | SH |  | SOLE |  | 0 | 0 | 5888 |
| FTAI AVIATION LTD | SHS | G3730V105 |  | 244510 | 998 | SH |  | SOLE |  | 0 | 0 | 998 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 628701 | 12602 | SH |  | SOLE |  | 0 | 0 | 12602 |
| APPLE INC | COM | 037833100 |  | 2491352 | 9817 | SH |  | SOLE |  | 0 | 0 | 9817 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 244252 | 2379 | SH |  | SOLE |  | 0 | 0 | 2379 |

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