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Aspire Growth Partners LLC 13F holdings
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Aspire Growth Partners LLC 13F holdings

Aspire Growth Partners LLC reported 110 positions with a total reported value of $172.1M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-29. Top holdings by reported value: VANGUARD INDEX FDS (14.6%), VANGUARD ADMIRAL FDS INC (7.8%), AAPL APPLE INC (6.8%), IVZ INVESCO EXCH TRADED FD TR II (6.5%), CAPITAL GROUP CORE EQUITY ET (4.5%). Against 2026-03-31 it opened 13 new positions and exited 7. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

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Top holdings

25 largest of 110 positions · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
VANGUARD INDEX FDS49,859$25.0M14.6%
VANGUARD ADMIRAL FDS INC65,835$13.4M7.8%
AAPL APPLE INC40,583$11.7M6.8%
IVZ INVESCO EXCH TRADED FD TR II37,853$11.1M6.5%
CAPITAL GROUP CORE EQUITY ET173,785$7.7M4.5%
CAPITAL GROUP DIVIDEND VALUE125,705$6.2M3.6%
ISHARES TR49,571$6.1M3.6%
MSFT MICROSOFT CORP15,778$5.9M3.4%
GOOGL ALPHABET INC15,716$5.6M3.2%
JPM JPMORGAN CHASE & CO11,378$3.7M2.2%
CAPITAL GROUP INTL FOCUS EQT99,250$3.4M2.0%
AMZN AMAZON COM INC13,308$3.2M1.8%
WMT WALMART INC24,272$2.7M1.6%
MU MICRON TECHNOLOGY INC2,274$2.6M1.5%
ISHARES INC24,895$2.3M1.3%
MARATHON PETE CORP8,761$2.2M1.3%
XOM EXXON MOBIL CORP15,280$2.1M1.2%
IBM INTERNATIONAL BUSINESS MACHS6,966$2.0M1.1%
QQQ INVESCO QQQ TR2,362$1.7M1.0%
AMD ADVANCED MICRO DEVICES INC2,973$1.7M1.0%
CAPITAL GRP FIXED INCM ETF T72,524$1.7M1.0%
V VISA INC4,456$1.5M0.9%
CAPITAL GROUP DIVIDEND GROWE39,349$1.5M0.9%
LLY ELI LILLY & CO1,226$1.5M0.9%
GEV GE VERNOVA INC1,142$1.3M0.8%
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 13 in all · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
INTC INTEL CORP3,207$447.8K0.3%
EW EDWARDS LIFESCIENCES CORP3,963$358.5K0.2%
AMERICAN CENTY ETF TR2,718$320.9K0.2%
STX SEAGATE TECHNOLOGY HLDNGS PL286$276.4K0.2%
QCOM QUALCOMM INC1,457$269.3K0.2%
PGR PROGRESSIVE CORP1,164$254.3K0.1%
CAPITAL GROUP CORE BALANCED6,531$247.9K0.1%
PNC FINL SVCS GROUP INC935$230.3K0.1%
DIMENSIONAL ETF TRUST4,217$227.8K0.1%
HUM HUMANA INC516$205.1K0.1%
TMO THERMO FISHER SCIENTIFIC INC405$203.2K0.1%
CRWD CROWDSTRIKE HLDGS INC265$202.2K0.1%
MRVL MARVELL TECHNOLOGY INC674$200.7K0.1%

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 7 in all · reported value as of 2026-03-31
HoldingShares 2026-03-31Reported value% of portfolio then
ZTS ZOETIS INC4,583$541.8K0.4%
STE STERIS PLC2,098$464.0K0.3%
CMCSA COMCAST CORP NEW8,758$251.4K0.2%
CVX CHEVRON CORPORATION1,178$243.8K0.2%
BBY BEST BUY INC3,454$221.8K0.2%
HCA HCA HEALTHCARE INC464$219.5K0.2%
IQV IQVIA HLDGS INC1,211$206.5K0.1%

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
VANGUARD INDEX FDS41,65849,859+19.7%$25.0M
VANGUARD ADMIRAL FDS INC55,65865,835+18.3%$13.4M
IVZ INVESCO EXCH TRADED FD TR II33,86437,853+11.8%$11.1M
CAPITAL GROUP CORE EQUITY ET161,600173,785+7.5%$7.7M
ISHARES TR46,30549,571+7.1%$6.1M
CAPITAL GROUP DIVIDEND VALUE118,118125,705+6.4%$6.2M
META META PLATFORMS INC1,0561,658+57.0%$933.7K
AMZN AMAZON COM INC11,89913,308+11.8%$3.2M
MSFT MICROSOFT CORP15,00515,778+5.2%$5.9M
CAPITAL GROUP CONSERVATIVE E7,17615,653+118.1%$513.7K
CAPITAL GROUP DIVIDEND GROWE32,02639,349+22.9%$1.5M
CAPITAL GRP FIXED INCM ETF T61,08472,524+18.7%$1.7M

Decreases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
MARATHON PETE CORP9,7608,761-10.2%$2.2M
NUE NUCOR CORP1,9471,152-40.8%$256.6K
DRI DARDEN RESTAURANTS INC2,4091,771-26.5%$364.7K
FORD MTR CO35,58526,307-26.1%$365.7K
IBM INTERNATIONAL BUSINESS MACHS7,2256,966-3.6%$2.0M
GENERAL MTRS CO9,0138,191-9.1%$631.4K
UNP UNION PAC CORP2,2171,993-10.1%$542.1K
VZ VERIZON COMMUNICATIONS INC8,9737,544-15.9%$319.4K
CME CME GROUP INC2,3532,117-10.0%$467.5K
VANGUARD WORLD FD5,2515,028-4.2%$790.9K
CVS CVS HEALTH CORP4,6674,334-7.1%$448.4K
RGS REGIS CORPORATION32,18730,987-3.7%$867.6K
CIK 2055568 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-28 · For informational purposes only, not investment advice.
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