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Aspire Capital Advisors

Latest statistics and disclosures from Aspire Capital Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWY, VOO, DGRW, SCHD, BND, and represent 34.28% of Aspire Capital Advisors's stock portfolio.
Added to shares of these 10 stocks: JIVE (+$11M), TSME (+$7.0M), IWY (+$7.0M), VO (+$6.7M), VYMI, ARKQ, VOO, RWL, DIVB, AGNG.
Started 14 new stock positions in RTX, GLW, ARKQ, RIO, VLU, MO, JIVE, MRK, XLV, IEMG. CAT, AGNG, BIL, ENFR.
Reduced shares in these 10 stocks: JIRE (-$8.1M), VPU, XLG, AKRE, FNCL, PTLC, AIQ, BUG, SCHD, JPST.
Sold out of its positions in BX, AVGO, CHWY, CMG, DIS, QBTS, FNCL, BUG, INOD, JPM. NKE, WFC.
Aspire Capital Advisors was a net buyer of stock by $29M.
Aspire Capital Advisors has $444M in assets under management (AUM), dropping by 4.33%.
Central Index Key (CIK): 0001906014

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Positions held by Aspire Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Aspire Capital Advisors

Aspire Capital Advisors holds 122 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY)	8.1	$36M	+24%	145k	248.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.8	$35M	+10%	58k	597.55	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	7.5	$33M	+3%	380k	87.84	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.8	$30M	-7%	981k	30.68	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.1	$18M	+12%	245k	73.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.9	$17M	+63%	60k	287.18	View chart
Microsoft Corporation (MSFT)	3.9	$17M		46k	370.17	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	3.8	$17M	+9%	496k	33.74	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	3.8	$17M	+18%	145k	114.91	View chart
Spdr Gold Tr Gold Shs (GLD)	3.3	$15M	+15%	34k	430.29	View chart
Ishares Tr Core Divid Etf (DIVB)	3.0	$13M	+23%	245k	53.95	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	2.9	$13M	+3%	202k	63.91	View chart
Thrivent Etf Trust Small Mid Cap Eq (TSME)	2.7	$12M	+146%	283k	41.58	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	2.5	$11M	NEW	132k	85.64	View chart
Spdr Series Trust State Street Spd (SPSM)	2.4	$11M	+4%	218k	48.32	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$7.8M		12k	650.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.7	$7.5M	+22%	51k	148.10	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.6	$7.0M	+160%	74k	94.24	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.4	$6.1M	+11%	120k	50.81	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.3	$5.8M	+14%	61k	95.44	View chart
Apple (AAPL)	1.3	$5.6M		22k	253.79	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.2	$5.5M		87k	62.56	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$5.3M	-13%	105k	50.61	View chart
Amazon (AMZN)	1.2	$5.1M	+4%	25k	208.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.1	$4.8M	+50%	43k	110.47	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.0	$4.4M	-52%	81k	54.55	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	1.0	$4.3M	NEW	38k	112.45	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.9	$4.1M		162k	25.10	View chart
Costco Wholesale Corporation (COST)	0.9	$3.9M		3.9k	996.50	View chart
C H Robinson Worldwide In Com New (CHRW)	0.7	$3.3M		20k	166.07	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.6	$2.9M	-73%	38k	75.74	View chart
Global X Fds Artificial Etf (AIQ)	0.6	$2.8M	-50%	60k	46.67	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.6	$2.7M	-59%	51k	52.85	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.5M		3.8k	653.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$2.4M		4.9k	479.20	View chart
Global X Fds Aging Population (AGNG)	0.5	$2.3M	NEW	65k	35.60	View chart
NVIDIA Corporation (NVDA)	0.5	$2.2M		13k	174.40	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.5	$2.2M	NEW	15k	146.61	View chart
Paccar (PCAR)	0.5	$2.1M		18k	115.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.1M	+2%	7.3k	287.57	View chart
Starbucks Corporation (SBUX)	0.4	$1.9M	+3%	22k	89.59	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.4	$1.7M	+4%	27k	62.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.5M		4.6k	320.83	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.3	$1.5M	+36%	69k	21.42	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$1.4M	+24%	31k	46.07	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.3M		7.9k	169.67	View chart
Boeing Company (BA)	0.3	$1.3M	-2%	6.6k	199.03	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$1.3M	-21%	5.4k	239.99	View chart
RBB F/m Emerald Spl (SPIT)	0.3	$1.3M	+61%	48k	26.54	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$1.2M		3.2k	383.35	View chart
Chevron Corporation (CVX)	0.2	$1.1M		5.3k	206.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.0M		1.7k	577.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$976k		15k	64.08	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$975k	-6%	34k	29.08	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$908k	+13%	19k	46.83	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$841k	+30%	17k	50.80	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.2	$779k	-26%	14k	56.26	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$771k	+18%	11k	68.14	View chart
Jacobs Engineering Group (J)	0.2	$750k	+8%	5.9k	127.28	View chart
Deere & Company (DE)	0.2	$748k	-6%	1.3k	563.46	View chart
Tesla Motors (TSLA)	0.2	$684k		1.8k	371.80	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.2	$679k	+11%	15k	46.40	View chart
Bristol Myers Squibb (BMY)	0.2	$679k		11k	60.65	View chart
Expedia Group Com New (EXPE)	0.1	$586k		2.5k	230.89	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$533k	+30%	9.9k	54.09	View chart
Amgen (AMGN)	0.1	$527k		1.5k	351.76	View chart
Palantir Technologies Cl A (PLTR)	0.1	$525k	-5%	3.6k	146.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$524k	+13%	1.8k	286.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$522k		1.2k	426.41	View chart
Wal-Mart Stores (WMT)	0.1	$518k	+4%	4.2k	124.29	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$500k	NEW	13k	38.21	View chart
Eli Lilly & Co. (LLY)	0.1	$495k	+2%	538.00	919.65	View chart
Micron Technology (MU)	0.1	$486k	+23%	1.4k	337.96	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$482k		3.2k	151.41	View chart
Meta Platforms Cl A (META)	0.1	$480k	-15%	838.00	572.44	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$456k	-86%	8.7k	52.46	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$423k	-2%	14k	30.96	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$407k	-23%	5.4k	75.10	View chart
Aim Etf Products Trust Allianzim Us Equ (JUNW)	0.1	$391k	-9%	12k	33.35	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$386k	-3%	8.2k	47.02	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$378k	-2%	11k	35.59	View chart
Cisco Systems (CSCO)	0.1	$375k		4.8k	77.58	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$374k		3.4k	111.37	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$363k	-21%	5.3k	68.27	View chart
Affirm Hldgs Com Cl A (AFRM)	0.1	$360k	+10%	7.9k	45.82	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$357k		771.00	463.07	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$343k	-4%	12k	29.13	View chart
Alaska Air (ALK)	0.1	$332k		9.0k	36.78	View chart
Vanguard World Utilities Etf (VPU)	0.1	$321k	-93%	1.6k	198.09	View chart
Spdr Series Trust State Street Spd (VLU)	0.1	$319k	NEW	1.5k	214.98	View chart
Ishares Tr Hdg Msci Japan (HEWJ)	0.1	$317k	-4%	5.6k	56.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$316k		1.5k	215.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$313k	+2%	3.5k	90.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$303k		2.7k	113.12	View chart
Consolidated Water Ord (CWCO)	0.1	$302k		9.1k	33.12	View chart
salesforce (CRM)	0.1	$301k	+26%	1.6k	186.61	View chart
Netflix (NFLX)	0.1	$298k	-2%	3.1k	96.15	View chart
Metropcs Communications (TMUS)	0.1	$289k		1.4k	209.97	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$280k		4.2k	66.85	View chart
Pepsi (PEP)	0.1	$277k		1.8k	155.28	View chart
Corning Incorporated (GLW)	0.1	$270k	NEW	2.0k	135.96	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$265k	NEW	2.9k	91.64	View chart
McDonald's Corporation (MCD)	0.1	$256k	+2%	825.00	310.65	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$254k	NEW	2.7k	93.29	View chart
International Business Machines (IBM)	0.1	$249k		1.0k	242.42	View chart
Caterpillar (CAT)	0.1	$240k	NEW	338.00	708.61	View chart
Visa Com Cl A (V)	0.1	$233k	-3%	769.00	302.40	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$232k	-2%	3.1k	75.19	View chart
Heritage Financial Corporation (HFWA)	0.1	$228k		8.8k	26.00	View chart
Spdr Index Shs Fds State Street Spd (QWLD)	0.1	$224k	-36%	1.6k	143.14	View chart
Advanced Micro Devices (AMD)	0.1	$224k		1.1k	203.43	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$221k	NEW	3.2k	69.75	View chart
Abbvie (ABBV)	0.0	$218k	-2%	1.0k	217.48	View chart
Medtronic SHS (MDT)	0.0	$216k	+8%	2.5k	86.65	View chart
Philip Morris International (PM)	0.0	$213k		1.3k	165.34	View chart
Altria (MO)	0.0	$212k	NEW	3.2k	66.00	View chart
Raytheon Technologies Corp (RTX)	0.0	$211k	NEW	1.1k	192.86	View chart
Columbia Banking System (COLB)	0.0	$208k		7.6k	27.43	View chart
Charles Schwab Corporation (SCHW)	0.0	$207k		2.2k	93.97	View chart
Merck & Co (MRK)	0.0	$203k	NEW	1.7k	120.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$202k	-7%	1.1k	191.92	View chart
Ford Motor Company (F)	0.0	$117k		10k	11.54	View chart

Past Filings by Aspire Capital Advisors

SEC 13F filings are viewable for Aspire Capital Advisors going back to 2021

Aspire Capital Advisors 2026 Q1 filed April 22, 2026
Aspire Capital Advisors 2025 Q4 filed Jan. 16, 2026
Aspire Capital Advisors 2025 Q3 filed Nov. 6, 2025
Aspire Capital Advisors 2025 Q2 filed July 15, 2025
Aspire Capital Advisors 2025 Q1 filed April 22, 2025
Aspire Capital Advisors 2024 Q4 filed Jan. 22, 2025
Aspire Capital Advisors 2024 Q3 filed Oct. 23, 2024
Aspire Capital Advisors 2024 Q2 filed July 22, 2024
Aspire Capital Advisors 2024 Q1 filed May 10, 2024
Aspire Capital Advisors 2023 Q4 filed Jan. 29, 2024
Aspire Capital Advisors 2023 Q3 filed Oct. 24, 2023
Aspire Capital Advisors 2023 Q2 filed July 26, 2023
Aspire Capital Advisors 2023 Q1 filed May 4, 2023
Aspire Capital Advisors 2022 Q4 filed Feb. 13, 2023
Aspire Capital Advisors 2022 Q3 filed Nov. 14, 2022
Aspire Capital Advisors 2022 Q2 filed Aug. 11, 2022

View all past filings

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