Aspire Growth Partners LLC — 13F Holdings & Portfolio
CIK 2055568 · latest 13F-HR filed 2026-04-17
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.
Loading holdings…
AUM
$145.7M
Long-equity book
Holdings
121
Distinct positions
Period
2026-03-31
Filed 2026-04-17
Q/Q Activity
+5 / −7 / ↑40 / ↓40
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD ADMIRAL FDS INC$1.3M +12.8%
- MARATHON PETE CORP$837.9K +54.2%
- EXXON MOBIL CORP$738.9K +40.2%
- CAPITAL GROUP CORE EQUITY ET$532.5K +9.4%
- HALLIBURTON CO$374.0K +38.6%
Top Trims
- MICROSOFT CORP-$1.3M -19.2%
- APPLE INC-$890.0K -8.0%
- INTERNATIONAL BUSINESS MACHS-$373.9K -17.6%
- SALESFORCE INC-$271.0K -30.4%
- ALPHABET INC-$211.9K -10.5%
New Positions
- ZOETIS INC$541.8K
- CAPITAL GRP FIXED INCM ETF T$364.3K
- CHEVRON CORPORATION$243.8K
- CAPITAL GROUP CONSERVATIVE E$213.9K
- ISHARES TR$207.8K
Exited Positions
- MEDTRONIC PLC$617.0K
- FISERV INC$271.8K
- EDWARDS LIFESCIENCES CORP$267.4K
- QUALCOMM INC$235.7K
- FIDELITY NATL INFORMATION SV$234.3K
All Holdings
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 | $16.2M | 11.10% | 27,064 | SH |
| 2 | VANGUARD ADMIRAL FDS INC | VOOV | 921932703 | $11.1M | 7.60% | 54,386 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $10.2M | 7.03% | 40,372 | SH |
| 4 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $7.1M | 4.86% | 29,823 | SH |
| 5 | CAPITAL GROUP CORE EQUITY ET | CGUS | 14020V108 | $6.2M | 4.26% | 161,600 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $5.6M | 3.81% | 15,005 | SH |
| 7 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $5.0M | 3.45% | 118,118 | SH |
| 8 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.2M | 2.17% | 10,773 | SH |
| 9 | VANGUARD INDEX FDS | VTI | 922908769 | $3.1M | 2.14% | 9,723 | SH |
| 10 | WALMART INC | WMT | 931142103 | $3.0M | 2.05% | 24,095 | SH |
| 11 | CAPITAL GROUP INTL FOCUS EQT | CGXU | 14019W109 | $2.9M | 1.98% | 97,678 | SH |
| 12 | EXXON MOBIL CORP | XOM | 30231G102 | $2.6M | 1.77% | 15,201 | SH |
| 13 | ALPHABET INC | GOOG | 02079K107 | $2.6M | 1.75% | 8,899 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $2.5M | 1.70% | 11,899 | SH |
| 15 | MARATHON PETE CORP | MPC | 56585A102 | $2.4M | 1.64% | 9,760 | SH |
| 16 | ALPHABET INC | GOOGL | 02079K305 | $1.8M | 1.23% | 6,249 | SH |
| 17 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.8M | 1.20% | 7,225 | SH |
| 18 | LOCKHEED MARTIN CORP | LMT | 539830109 | $1.5M | 1.05% | 2,529 | SH |
| 19 | ISHARES TR | USMV | 46429B697 | $1.5M | 1.04% | 16,371 | SH |
| 20 | INVESCO QQQ TR | QQQ | 46090E103 | $1.4M | 0.94% | 2,366 | SH |
| 21 | HALLIBURTON CO | HAL | 406216101 | $1.3M | 0.92% | 34,462 | SH |
| 22 | VISA INC | V | 92826C839 | $1.2M | 0.85% | 4,087 | SH |
| 23 | CAPITAL GROUP DIVIDEND GROWE | CGDG | 14021L109 | $1.1M | 0.79% | 32,026 | SH |
| 24 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $1.1M | 0.78% | 2,717 | SH |
| 25 | ISHARES TR | SHY | 464287457 | $1.1M | 0.76% | 13,465 | SH |
| 26 | ISHARES INC | IEMG | 46434G103 | $1.1M | 0.76% | 15,933 | SH |
| 27 | EATON CORP PLC | ETN | G29183103 | $1.1M | 0.76% | 3,105 | SH |
| 28 | ISHARES TR | IJJ | 464287705 | $1.1M | 0.74% | 8,094 | SH |
| 29 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.1M | 0.73% | 2,233 | SH |
| 30 | CAPITAL GRP FIXED INCM ETF T | CGCP | 14020Y102 | $1.1M | 0.72% | 47,211 | SH |
| 31 | CAPITAL GROUP GROWTH ETF | CGGR | 14020G101 | $1.0M | 0.69% | 25,065 | SH |
| 32 | GE VERNOVA INC | GEV | 36828A101 | $999.1K | 0.69% | 1,145 | SH |
| 33 | AT&T INC | T | 00206R102 | $994.8K | 0.68% | 34,315 | SH |
| 34 | ELI LILLY & CO | LLY | 532457108 | $984.8K | 0.68% | 1,071 | SH |
| 35 | ANALOG DEVICES INC | ADI | 032654105 | $959.1K | 0.66% | 3,015 | SH |
| 36 | MOTOROLA SOLUTIONS INC | MSI | 620076307 | $904.1K | 0.62% | 2,083 | SH |
| 37 | HOME DEPOT INC | HD | 437076102 | $883.5K | 0.61% | 2,686 | SH |
| 38 | ISHARES INC | EUSA | 464286681 | $841.2K | 0.58% | 8,266 | SH |
| 39 | BROADCOM INC | AVGO | 11135F101 | $834.9K | 0.57% | 2,698 | SH |
| 40 | REGIS CORPORATION | RGS | 758932206 | $794.7K | 0.55% | 32,187 | SH |
| 41 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $775.5K | 0.53% | 4,041 | SH |
| 42 | VANGUARD INDEX FDS | VB | 922908751 | $768.9K | 0.53% | 2,936 | SH |
| 43 | INVESCO EXCHANGE TRADED FD T | UPGD | 46137V522 | $766.4K | 0.53% | 10,518 | SH |
| 44 | WESCO INTL INC | WCC | 95082P105 | $764.7K | 0.52% | 2,795 | SH |
| 45 | CATERPILLAR INC | CAT | 149123101 | $762.8K | 0.52% | 1,077 | SH |
| 46 | MERCK & CO INC | MRK | 58933Y105 | $754.9K | 0.52% | 6,276 | SH |
| 47 | MICRON TECHNOLOGY INC | MU | 595112103 | $741.6K | 0.51% | 2,195 | SH |
| 48 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $708.1K | 0.49% | 1,089 | SH |
| 49 | CME GROUP INC | CME | 12572Q105 | $694.8K | 0.48% | 2,353 | SH |
| 50 | GENERAL MTRS CO | GM | 37045V100 | $671.5K | 0.46% | 9,013 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $145.7M | 121 | 0001951757-26-000646 |
| 2025-12-31 | 2026-02-05 | $143.6M | 123 | 0001951757-26-000371 |