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Aspire Growth Partners LLC — 13F Holdings & Portfolio

CIK 2055568 · latest 13F-HR filed 2026-07-29

Backtest portfolio

Aspire Growth Partners LLC manages $172.1M in 13F-reported U.S. long-equity assets across 128 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (11.53%), VOOV (7.42%), AAPL (6.82%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions and exited 7; 69 existing positions rose in reported value and 26 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$172.1M

Long-equity book

Holdings
128

Distinct positions

Period
2026-06-30

Filed 2026-07-29

Q/Q Activity
+14 / −7 / ↑69 / ↓26

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VOO11.5% · +7%VOOV7.4% · +7%AAPL6.8% · +0%QQQM5.9% · +13%CGUS4.5% · +8%CGDV3.6% · +6%MSFT3.4% · +5%JPM2.2% · +6%VTI2.1% · +0%CGXU2.0% · +2%GOOG1.9% · +6%AMZN1.8% · +12%WMT1.6% · +1%MU1.5% · +4%MPC1.3% · -10%GOOGL1.3% · 0%XOM1.2% · +0%IBM1.1% · -4%QQQ1.0% · -0%AMD1.0% · +2%USMV0.9% · +0%V0.9% · +9%CGDG0.9% · +23%LLY0.9% · +14%IEMG0.8% · +4%GEV0.8% · -0%ETN0.8% · +1%TT0.8% · +0%LMT0.7% · -0%IJJ0.7% · +4%ADI0.7% · +2%CGGR0.7% · +1%HAL0.7% · -1%CAT0.7% · +0%BRK.B0.6% · 0%SHY0.6% · +1%CGCP0.6% · +0%AVGO0.6% · +1%WCC0.6% · +0%EUSA0.6% · +0%HD0.5% · -0%META0.5% · +57%VB0.5% · +4%RGS0.5% · -4%MSI0.5% · +0%RSP0.5% · +0%UPGD0.5% · -1%UNH0.5% · +26%SPY0.5% · +0%MRK0.5% · -1%MTUM0.4% · -1%T0.4% · -2%JNJ0.4% · -2%CGCB0.4% · +81%VO0.4% · +320%ABBV0.4% · +1%APD0.4% · -3%GM0.4% · -9%VOOG0.4% · +493%TJX0.4% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 49.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 4, 2026.

Assets Under Management
$1.19B
Discretionary
$1.13B
Employees
5
Accounts
3,152
Phone
(330) 239-1776
Website
Name Title / Status Ownership Type
HARRIS, RICHARD, HARRINGTON ControlCHIEF COMPLIANCE OFFICER
since Dec 2020
Less than 5%Individual
ZANGMEISTER, STEVEN, S ControlMANAGING MEMBER / PRINCIPAL
since Dec 2020
75% or moreIndividual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 69 →

Top Trims

Show all 26 →

New Positions

Show all 14 →

Exited Positions

Show all 7 →

Aspire Growth Partners LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $19.9M 11.53% 28,909 SH
2 VANGUARD ADMIRAL FDS INC VOOV 921932703 $12.8M 7.42% 58,292 SH
3 APPLE INC AAPL 037833100 $11.7M 6.82% 40,583 SH
4 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $10.2M 5.95% 33,799 SH
5 CAPITAL GROUP CORE EQUITY ET CGUS 14020V108 $7.7M 4.49% 173,785 SH
6 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $6.2M 3.60% 125,705 SH
7 MICROSOFT CORP MSFT 594918104 $5.9M 3.42% 15,778 SH
8 JPMORGAN CHASE & CO JPM 46625H100 $3.7M 2.16% 11,378 SH
9 VANGUARD INDEX FDS VTI 922908769 $3.6M 2.10% 9,776 SH
10 CAPITAL GROUP INTL FOCUS EQT CGXU 14019W109 $3.4M 2.00% 99,250 SH
11 ALPHABET INC GOOG 02079K107 $3.3M 1.94% 9,464 SH
12 AMAZON COM INC AMZN 023135106 $3.2M 1.84% 13,308 SH
13 WALMART INC WMT 931142103 $2.7M 1.60% 24,272 SH
14 MICRON TECHNOLOGY INC MU 595112103 $2.6M 1.52% 2,274 SH
15 MARATHON PETE CORP MPC 56585A102 $2.2M 1.30% 8,761 SH
16 ALPHABET INC GOOGL 02079K305 $2.2M 1.30% 6,252 SH
17 EXXON MOBIL CORP XOM 30231G102 $2.1M 1.21% 15,280 SH
18 INTERNATIONAL BUSINESS MACHS IBM 459200101 $2.0M 1.14% 6,966 SH
19 INVESCO QQQ TR QQQ 46090E103 $1.7M 1.01% 2,362 SH
20 ADVANCED MICRO DEVICES INC AMD 007903107 $1.7M 1.00% 2,973 SH
21 ISHARES TR USMV 46429B697 $1.6M 0.92% 16,420 SH
22 VISA INC V 92826C839 $1.5M 0.89% 4,456 SH
23 CAPITAL GROUP DIVIDEND GROWE CGDG 14021L109 $1.5M 0.86% 39,349 SH
24 ELI LILLY & CO LLY 532457108 $1.5M 0.85% 1,226 SH
25 ISHARES INC IEMG 46434G103 $1.4M 0.80% 16,607 SH
26 GE VERNOVA INC GEV 36828A101 $1.3M 0.78% 1,142 SH
27 EATON CORP PLC ETN G29183103 $1.3M 0.78% 3,139 SH
28 TRANE TECHNOLOGIES PLC TT G8994E103 $1.3M 0.78% 2,722 SH
29 LOCKHEED MARTIN CORP LMT 539830109 $1.3M 0.75% 2,527 SH
30 ISHARES TR IJJ 464287705 $1.2M 0.72% 8,436 SH
31 ANALOG DEVICES INC ADI 032654105 $1.2M 0.71% 3,061 SH
32 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $1.2M 0.70% 25,397 SH
33 HALLIBURTON CO HAL 406216101 $1.2M 0.67% 34,061 SH
34 CATERPILLAR INC CAT 149123101 $1.1M 0.67% 1,079 SH
35 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.1M 0.65% 2,233 SH
36 ISHARES TR SHY 464287457 $1.1M 0.65% 13,585 SH
37 CAPITAL GRP FIXED INCM ETF T CGCP 14020Y102 $1.1M 0.61% 47,454 SH
38 BROADCOM INC AVGO 11135F101 $1.0M 0.60% 2,734 SH
39 WESCO INTL INC WCC 95082P105 $966.6K 0.56% 2,798 SH
40 ISHARES INC EUSA 464286681 $946.4K 0.55% 8,288 SH
41 HOME DEPOT INC HD 437076102 $942.4K 0.55% 2,672 SH
42 META PLATFORMS INC META 30303M102 $933.7K 0.54% 1,658 SH
43 VANGUARD INDEX FDS VB 922908751 $921.7K 0.54% 3,041 SH
44 REGIS CORPORATION RGS 758932206 $867.6K 0.50% 30,987 SH
45 MOTOROLA SOLUTIONS INC MSI 620076307 $867.4K 0.50% 2,089 SH
46 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $862.5K 0.50% 4,054 SH
47 INVESCO EXCHANGE TRADED FD T UPGD 46137V522 $852.2K 0.50% 10,401 SH
48 UNITEDHEALTH GROUP INC UNH 91324P102 $831.0K 0.48% 1,999 SH
49 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $815.2K 0.47% 1,092 SH
50 MERCK & CO INC MRK 58933Y105 $802.0K 0.47% 6,241 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $172.1M 128 0001951757-26-001076
2026-03-31 2026-04-17 $145.7M 121 0001951757-26-000646
2025-12-31 2026-02-05 $143.6M 123 0001951757-26-000371
Filer Information
Address
10540 VIA TORINO WAY
MIROMAR LAKES, FL 33913
Phone
(330) 239-1776
Filing Manager
Aspire Growth Partners LLC
MIROMAR LAKES, FL
Signatory
Richard Harris
Chief Compliance Officer