# EDGAR Filing Document

**Accession Number:** 0001972517
**File Stem:** 0001951757-25-001370
**Filing Date:** 2025-11
**Character Count:** 12000
**Document Hash:** 937147149bb69cf6ab7ff9e3eb2bb65a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001370.hdr.sgml**: 20251110

**ACCESSION NUMBER**: 0001951757-25-001370

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251110

**DATE AS OF CHANGE**: 20251110

**EFFECTIVENESS DATE**: 20251110

**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:** 251467499

**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:** 09-30-2025

**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  11-10-2025<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:** 85

**Form 13F Information Table Value Total:** $180005081

      (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 |
| ABBOTT LABS | COM | 002824100 |  | 324001 | 2419 | SH |  | SOLE |  | 0 | 0 | 2419 |
| ABBVIE INC | COM | 00287Y109 |  | 2290877 | 9894 | SH |  | SOLE |  | 0 | 0 | 9894 |
| AGNC INVT CORP | COM | 00123Q104 |  | 281551 | 28759 | SH |  | SOLE |  | 0 | 0 | 28759 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 971647 | 3563 | SH |  | SOLE |  | 0 | 0 | 3563 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3342625 | 13750 | SH |  | SOLE |  | 0 | 0 | 13750 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 475411 | 1952 | SH |  | SOLE |  | 0 | 0 | 1952 |
| AMAZON COM INC | COM | 023135106 |  | 1522718 | 6935 | SH |  | SOLE |  | 0 | 0 | 6935 |
| APPLE INC | COM | 037833100 |  | 2539512 | 9973 | SH |  | SOLE |  | 0 | 0 | 9973 |
| AT INC | COM | 00206R102 |  | 333147 | 11797 | SH |  | SOLE |  | 0 | 0 | 11797 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 637977 | 1269 | SH |  | SOLE |  | 0 | 0 | 1269 |
| BHP GROUP LTD | SPONSORED ADS | 088606108 |  | 231752 | 4157 | SH |  | SOLE |  | 0 | 0 | 4157 |
| BOEING CO | COM | 097023105 |  | 653102 | 3026 | SH |  | SOLE |  | 0 | 0 | 3026 |
| BROADCOM INC | COM | 11135F101 |  | 7690132 | 23310 | SH |  | SOLE |  | 0 | 0 | 23310 |
| BROADCOM INC | PUT | 11135F951 |  | 1385622 | 4200 | PRN | Put | SOLE |  | 0 | 0 | 4200 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 1088197 | 5119 | SH |  | SOLE |  | 0 | 0 | 5119 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1310826 | 8441 | SH |  | SOLE |  | 0 | 0 | 8441 |
| CISCO SYS INC | COM | 17275R102 |  | 966458 | 14125 | SH |  | SOLE |  | 0 | 0 | 14125 |
| CITIGROUP INC | COM NEW | 172967424 |  | 396055 | 3902 | SH |  | SOLE |  | 0 | 0 | 3902 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 639145 | 6757 | SH |  | SOLE |  | 0 | 0 | 6757 |
| DEERE  CO | COM | 244199105 |  | 1353032 | 2959 | SH |  | SOLE |  | 0 | 0 | 2959 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 738911 | 5971 | SH |  | SOLE |  | 0 | 0 | 5971 |
| EOG RES INC | COM | 26875P101 |  | 448480 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| EXCHANGE TRADED CONCEPTS TRU | ETC 6 HEDGED EQU | 301505665 |  | 294342 | 7612 | SH |  | SOLE |  | 0 | 0 | 7612 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 363856 | 3227 | SH |  | SOLE |  | 0 | 0 | 3227 |
| FIDELITY COVINGTON TRUST | ENHANCED MID | 31609A503 |  | 6423550 | 177692 | SH |  | SOLE |  | 0 | 0 | 177692 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 371041 | 20342 | SH |  | SOLE |  | 0 | 0 | 20342 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 1382897 | 28000 | SH |  | SOLE |  | 0 | 0 | 28000 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 |  | 317833 | 16597 | SH |  | SOLE |  | 0 | 0 | 16597 |
| HOME DEPOT INC | COM | 437076102 |  | 920246 | 2271 | SH |  | SOLE |  | 0 | 0 | 2271 |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 46137V142 |  | 478393 | 6634 | SH |  | SOLE |  | 0 | 0 | 6634 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 5904200 | 56252 | SH |  | SOLE |  | 0 | 0 | 56252 |
| ISHARES TR | US SML CAP EQT | 46434V290 |  | 5121305 | 68881 | SH |  | SOLE |  | 0 | 0 | 68881 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 654611 | 6130 | SH |  | SOLE |  | 0 | 0 | 6130 |
| ISHARES TR | US HOME CONS ETF | 464288752 |  | 254504 | 2373 | SH |  | SOLE |  | 0 | 0 | 2373 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 349003 | 2397 | SH |  | SOLE |  | 0 | 0 | 2397 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 10037838 | 114968 | SH |  | SOLE |  | 0 | 0 | 114968 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 700785 | 11664 | SH |  | SOLE |  | 0 | 0 | 11664 |
| ISHARES TR | CORE S ETF | 464287200 |  | 22593910 | 33758 | SH |  | SOLE |  | 0 | 0 | 33758 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 556505 | 5226 | SH |  | SOLE |  | 0 | 0 | 5226 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 264408 | 5210 | SH |  | SOLE |  | 0 | 0 | 5210 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 1446969 | 28523 | SH |  | SOLE |  | 0 | 0 | 28523 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 637643 | 12493 | SH |  | SOLE |  | 0 | 0 | 12493 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 220984 | 3870 | SH |  | SOLE |  | 0 | 0 | 3870 |
| JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 |  | 753654 | 16502 | SH |  | SOLE |  | 0 | 0 | 16502 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 2132371 | 41992 | SH |  | SOLE |  | 0 | 0 | 41992 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 304645 | 1643 | SH |  | SOLE |  | 0 | 0 | 1643 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2577574 | 8172 | SH |  | SOLE |  | 0 | 0 | 8172 |
| KROGER CO | COM | 501044101 |  | 666280 | 9884 | SH |  | SOLE |  | 0 | 0 | 9884 |
| LOWES COS INC | COM | 548661107 |  | 334494 | 1331 | SH |  | SOLE |  | 0 | 0 | 1331 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 303625 | 3188 | SH |  | SOLE |  | 0 | 0 | 3188 |
| MERCK  CO INC | COM | 58933Y105 |  | 208647 | 2486 | SH |  | SOLE |  | 0 | 0 | 2486 |
| META PLATFORMS INC | CL A | 30303M102 |  | 933764 | 1272 | SH |  | SOLE |  | 0 | 0 | 1272 |
| MICROSOFT CORP | COM | 594918104 |  | 3281135 | 6335 | SH |  | SOLE |  | 0 | 0 | 6335 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 447949 | 2818 | SH |  | SOLE |  | 0 | 0 | 2818 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 431274 | 5713 | SH |  | SOLE |  | 0 | 0 | 5713 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 538030 | 883 | SH |  | SOLE |  | 0 | 0 | 883 |
| PFIZER INC | COM | 717081103 |  | 257870 | 10120 | SH |  | SOLE |  | 0 | 0 | 10120 |
| PTC INC | COM | 69370C100 |  | 369496 | 1820 | SH |  | SOLE |  | 0 | 0 | 1820 |
| QUALCOMM INC | COM | 747525103 |  | 388451 | 2335 | SH |  | SOLE |  | 0 | 0 | 2335 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 367675 | 5570 | SH |  | SOLE |  | 0 | 0 | 5570 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 527236 | 15340 | SH |  | SOLE |  | 0 | 0 | 15340 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 20063864 | 628764 | SH |  | SOLE |  | 0 | 0 | 628764 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 371510 | 13608 | SH |  | SOLE |  | 0 | 0 | 13608 |
| SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 |  | 5548480 | 198373 | SH |  | SOLE |  | 0 | 0 | 198373 |
| SIMPLIFY EXCHANGE TRADED FUN | AGGREGATE BOND E | 82889N723 |  | 324128 | 15651 | SH |  | SOLE |  | 0 | 0 | 15651 |
| SPDR SERIES TRUST | S CAP MKTS | 78464A771 |  | 2156181 | 14107 | SH |  | SOLE |  | 0 | 0 | 14107 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 216039 | 2758 | SH |  | SOLE |  | 0 | 0 | 2758 |
| STARBUCKS CORP | COM | 855244109 |  | 596176 | 7047 | SH |  | SOLE |  | 0 | 0 | 7047 |
| TERADYNE INC | COM | 880770102 |  | 577125 | 4193 | SH |  | SOLE |  | 0 | 0 | 4193 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 239537 | 2445 | SH |  | SOLE |  | 0 | 0 | 2445 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 377508 | 3912 | SH |  | SOLE |  | 0 | 0 | 3912 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 490219 | 1420 | SH |  | SOLE |  | 0 | 0 | 1420 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 16167919 | 163131 | SH |  | SOLE |  | 0 | 0 | 163131 |
| VANECK ETF TRUST | SHRT HGH YLD MUN | 92189F387 |  | 269708 | 11778 | SH |  | SOLE |  | 0 | 0 | 11778 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 3554088 | 17029 | SH |  | SOLE |  | 0 | 0 | 17029 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 18936287 | 101540 | SH |  | SOLE |  | 0 | 0 | 101540 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 623558 | 12454 | SH |  | SOLE |  | 0 | 0 | 12454 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 291691 | 4868 | SH |  | SOLE |  | 0 | 0 | 4868 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 606074 | 7157 | SH |  | SOLE |  | 0 | 0 | 7157 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 517498 | 1993 | SH |  | SOLE |  | 0 | 0 | 1993 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 506777 | 2676 | SH |  | SOLE |  | 0 | 0 | 2676 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 672305 | 15297 | SH |  | SOLE |  | 0 | 0 | 15297 |
| VISA INC | COM CL A | 92826C839 |  | 854816 | 2504 | SH |  | SOLE |  | 0 | 0 | 2504 |
| WALMART INC | COM | 931142103 |  | 1190037 | 11547 | SH |  | SOLE |  | 0 | 0 | 11547 |
| XCEL ENERGY INC | COM | 98389B100 |  | 1113385 | 13805 | SH |  | SOLE |  | 0 | 0 | 13805 |

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