Aspire Growth Partners LLC — 13F Holdings & Portfolio
CIK 2055568 · latest 13F-HR filed 2026-07-29
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, exited 7, added to 69, and trimmed 26.
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.
MIROMAR LAKES, FL 33913
$172.1M
Long-equity book
128
Distinct positions
2026-06-30
Filed 2026-07-29
+14 / −7 / ↑69 / ↓26
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$3.7M +22.8%
- INVESCO EXCH TRADED FD TR II$3.2M +44.5%
- MICRON TECHNOLOGY INC$1.9M +253.9%
- VANGUARD ADMIRAL FDS INC$1.7M +15.3%
- CAPITAL GROUP CORE EQUITY ET$1.5M +24.5%
Top Trims
- EXXON MOBIL CORP-$490.0K -19.0%
- AT&T INC-$299.8K -30.1%
- WALMART INC-$245.5K -8.2%
- LOCKHEED MARTIN CORP-$240.7K -15.8%
- CME GROUP INC-$227.3K -32.7%
New Positions
- INTEL CORP$447.8K
- EDWARDS LIFESCIENCES CORP$358.5K
- AMERICAN CENTY ETF TR$320.9K
- SEAGATE TECHNOLOGY HLDNGS PL$276.4K
- QUALCOMM INC$269.3K
Exited Positions
- ZOETIS INC$541.8K
- STERIS PLC$464.0K
- COMCAST CORP NEW$251.4K
- CHEVRON CORPORATION$243.8K
- BEST BUY INC$221.8K
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 |
| 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 |