Aspire Growth Partners
Latest statistics and disclosures from Aspire Growth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VOOV, AAPL, QQQM, CGUS, and represent 36.22% of Aspire Growth Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO, QQQM, VOOV, CGUS, VOOG, VO, INTC, CGDV, EW, META.
- Started 14 new stock positions in PGR, DFIV, PNC, CGBL, STX, TMO, EW, MRVL, CRWD, QGRO. IWD, INTC, HUM, QCOM.
- Reduced shares in these 10 stocks: , STE, MPC, , CVX, BBY, , IQV, NUE, DRI.
- Sold out of its positions in BBY, CVX, CMCSA, HCA, IQV, ZTS, STE.
- Aspire Growth Partners was a net buyer of stock by $9.1M.
- Aspire Growth Partners has $172M in assets under management (AUM), dropping by 18.10%.
- Central Index Key (CIK): 0002055568
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Portfolio Holdings for Aspire Growth Partners
Aspire Growth Partners holds 128 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.5 | $20M | +6% | 29k | 686.81 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 7.4 | $13M | +7% | 58k | 219.21 |
|
| Apple (AAPL) | 6.8 | $12M | 41k | 289.36 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 5.9 | $10M | +13% | 34k | 302.97 |
|
| Capital Group Core Equity Et Shs Creat Unit (CGUS) | 4.5 | $7.7M | +7% | 174k | 44.48 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 3.6 | $6.2M | +6% | 126k | 49.28 |
|
| Microsoft Corporation (MSFT) | 3.4 | $5.9M | +5% | 16k | 373.03 |
|
| JPMorgan Chase & Co. (JPM) | 2.2 | $3.7M | +5% | 11k | 327.33 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $3.6M | 9.8k | 370.04 |
|
|
| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 2.0 | $3.4M | 99k | 34.62 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $3.3M | +6% | 9.5k | 353.35 |
|
| Amazon (AMZN) | 1.8 | $3.2M | +11% | 13k | 238.34 |
|
| Wal-Mart Stores (WMT) | 1.6 | $2.7M | 24k | 113.26 |
|
|
| Micron Technology (MU) | 1.5 | $2.6M | +3% | 2.3k | 1154.18 |
|
| Marathon Petroleum Corp (MPC) | 1.3 | $2.2M | -10% | 8.8k | 255.68 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $2.2M | 6.3k | 357.39 |
|
|
| Exxon Mobil Corporation (XOM) | 1.2 | $2.1M | 15k | 136.72 |
|
|
| International Business Machines (IBM) | 1.1 | $2.0M | -3% | 7.0k | 281.22 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $1.7M | 2.4k | 736.45 |
|
|
| Advanced Micro Devices (AMD) | 1.0 | $1.7M | +2% | 3.0k | 580.91 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.9 | $1.6M | 16k | 96.46 |
|
|
| Visa Com Cl A (V) | 0.9 | $1.5M | +9% | 4.5k | 343.13 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.9 | $1.5M | +22% | 39k | 37.51 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $1.5M | +14% | 1.2k | 1199.74 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $1.4M | +4% | 17k | 82.84 |
|
| Ge Vernova (GEV) | 0.8 | $1.3M | 1.1k | 1174.97 |
|
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| Eaton Corp SHS (ETN) | 0.8 | $1.3M | 3.1k | 426.06 |
|
|
| Trane Technologies SHS (TT) | 0.8 | $1.3M | 2.7k | 491.21 |
|
|
| Lockheed Martin Corporation (LMT) | 0.7 | $1.3M | 2.5k | 509.52 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.7 | $1.2M | +4% | 8.4k | 147.72 |
|
| Analog Devices (ADI) | 0.7 | $1.2M | 3.1k | 397.21 |
|
|
| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.7 | $1.2M | 25k | 47.20 |
|
|
| Halliburton Company (HAL) | 0.7 | $1.2M | 34k | 33.95 |
|
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| Caterpillar (CAT) | 0.7 | $1.1M | 1.1k | 1064.46 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.1M | 2.2k | 500.39 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $1.1M | 14k | 82.11 |
|
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.6 | $1.1M | 48k | 22.29 |
|
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| Broadcom (AVGO) | 0.6 | $1.0M | 2.7k | 377.75 |
|
|
| WESCO International (WCC) | 0.6 | $967k | 2.8k | 345.47 |
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| Ishares Msci Equal Weite (EUSA) | 0.5 | $946k | 8.3k | 114.19 |
|
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| Home Depot (HD) | 0.5 | $942k | 2.7k | 352.71 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $934k | +57% | 1.7k | 563.13 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $922k | +3% | 3.0k | 303.08 |
|
| Regis Corporation Com Shs (RGS) | 0.5 | $868k | -3% | 31k | 28.00 |
|
| Motorola Solutions Com New (MSI) | 0.5 | $867k | 2.1k | 415.22 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $863k | 4.1k | 212.77 |
|
|
| Invesco Exchange Traded Fd T Bloo An Rati Etf (UPGD) | 0.5 | $852k | 10k | 81.94 |
|
|
| UnitedHealth (UNH) | 0.5 | $831k | +25% | 2.0k | 415.71 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $815k | 1.1k | 746.49 |
|
|
| Merck & Co (MRK) | 0.5 | $802k | 6.2k | 128.51 |
|
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $760k | 2.2k | 342.84 |
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| At&t (T) | 0.4 | $695k | -2% | 34k | 20.70 |
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| Johnson & Johnson (JNJ) | 0.4 | $685k | 2.7k | 253.98 |
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| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.4 | $656k | +80% | 25k | 26.18 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $655k | +320% | 8.1k | 80.57 |
|
| Abbvie (ABBV) | 0.4 | $654k | 2.6k | 251.68 |
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| Air Products & Chemicals (APD) | 0.4 | $633k | -2% | 2.2k | 293.15 |
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| General Motors Company (GM) | 0.4 | $631k | -9% | 8.2k | 77.08 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $623k | +493% | 7.5k | 82.62 |
|
| TJX Companies (TJX) | 0.4 | $613k | 4.0k | 151.51 |
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| Capital Group International SHS (CGIE) | 0.3 | $563k | -3% | 15k | 36.78 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $560k | 2.4k | 236.58 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $553k | 1.3k | 433.24 |
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| Union Pacific Corporation (UNP) | 0.3 | $542k | -10% | 2.0k | 272.01 |
|
| Chubb (CB) | 0.3 | $541k | -2% | 1.6k | 340.63 |
|
| Allstate Corporation (ALL) | 0.3 | $535k | -4% | 2.3k | 237.92 |
|
| Capital Group Conservative E SHS (CGCV) | 0.3 | $514k | +118% | 16k | 32.82 |
|
| salesforce (CRM) | 0.3 | $514k | 3.3k | 156.68 |
|
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| Nxp Semiconductors N V (NXPI) | 0.3 | $490k | 1.7k | 281.11 |
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| NVIDIA Corporation (NVDA) | 0.3 | $471k | 2.4k | 200.12 |
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| Cme (CME) | 0.3 | $468k | -10% | 2.1k | 220.83 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $463k | 16k | 29.43 |
|
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| Dex (DXCM) | 0.3 | $453k | +48% | 6.7k | 67.35 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $448k | -7% | 4.3k | 103.46 |
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| Tesla Motors (TSLA) | 0.3 | $448k | 1.1k | 420.60 |
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| Intel Corporation (INTC) | 0.3 | $448k | NEW | 3.2k | 139.63 |
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| Procter & Gamble Company (PG) | 0.2 | $425k | 2.9k | 146.64 |
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| Ge Aerospace Com New (GE) | 0.2 | $418k | 1.1k | 373.79 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $416k | 556.00 | 748.31 |
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| Pfizer (PFE) | 0.2 | $409k | -3% | 17k | 24.08 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $401k | +2% | 643.00 | 623.87 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $393k | 1.1k | 344.21 |
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| Cytomx Therapeutics (CTMX) | 0.2 | $384k | 102k | 3.75 |
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| Diamondback Energy (FANG) | 0.2 | $369k | 2.1k | 175.78 |
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| Ford Motor Company (F) | 0.2 | $366k | -26% | 26k | 13.90 |
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| Darden Restaurants (DRI) | 0.2 | $365k | -26% | 1.8k | 205.95 |
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| Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) | 0.2 | $364k | +4% | 8.6k | 42.33 |
|
| Edwards Lifesciences (EW) | 0.2 | $359k | NEW | 4.0k | 90.46 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $340k | 2.1k | 163.45 |
|
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| Gra (GGG) | 0.2 | $335k | 4.4k | 75.61 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $323k | +257% | 2.6k | 124.16 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $321k | +3% | 343.00 | 936.44 |
|
| American Centy Etf Tr Us Quality Grow (QGRO) | 0.2 | $321k | NEW | 2.7k | 118.05 |
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| Verizon Communications (VZ) | 0.2 | $319k | -15% | 7.5k | 42.34 |
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| Howmet Aerospace (HWM) | 0.2 | $299k | 1.1k | 268.97 |
|
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.2 | $291k | 5.5k | 53.19 |
|
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| L3harris Technologies (LHX) | 0.2 | $287k | 987.00 | 290.58 |
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| Deere & Company (DE) | 0.2 | $286k | 450.00 | 634.75 |
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| Nextera Energy (NEE) | 0.2 | $279k | 3.2k | 87.77 |
|
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $276k | NEW | 286.00 | 966.40 |
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| Raymond James Financial (RJF) | 0.2 | $271k | 1.8k | 152.00 |
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| Qualcomm (QCOM) | 0.2 | $269k | NEW | 1.5k | 184.81 |
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| BP Sponsored Adr (BP) | 0.2 | $268k | -5% | 7.3k | 36.95 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $267k | 1.7k | 156.95 |
|
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| McDonald's Corporation (MCD) | 0.2 | $264k | -4% | 976.00 | 270.27 |
|
| Nucor Corporation (NUE) | 0.1 | $257k | -40% | 1.2k | 222.72 |
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| Progressive Corporation (PGR) | 0.1 | $254k | NEW | 1.2k | 218.46 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $253k | +3% | 5.5k | 45.70 |
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| Boeing Company (BA) | 0.1 | $253k | 1.2k | 216.56 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $251k | 1.7k | 148.31 |
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| Capital Group Core Balanced SHS (CGBL) | 0.1 | $248k | NEW | 6.5k | 37.96 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $248k | 3.2k | 77.12 |
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| Gilead Sciences (GILD) | 0.1 | $248k | 2.0k | 126.37 |
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| PNC Financial Services (PNC) | 0.1 | $230k | NEW | 935.00 | 246.35 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $230k | -11% | 1.7k | 131.62 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $228k | NEW | 4.2k | 54.02 |
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| Realty Income (O) | 0.1 | $227k | -11% | 3.7k | 61.96 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $221k | 1.2k | 183.96 |
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| Walt Disney Company (DIS) | 0.1 | $215k | -4% | 2.2k | 96.27 |
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| Electronic Arts (EA) | 0.1 | $211k | 1.0k | 205.08 |
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| FedEx Corporation (FDX) | 0.1 | $211k | -2% | 672.00 | 313.34 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $210k | -5% | 6.3k | 33.29 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $207k | NEW | 854.00 | 242.39 |
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| Humana (HUM) | 0.1 | $205k | NEW | 516.00 | 397.57 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $203k | NEW | 405.00 | 501.74 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $202k | NEW | 265.00 | 763.14 |
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| Marvell Technology (MRVL) | 0.1 | $201k | NEW | 674.00 | 297.84 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $96k | -4% | 12k | 7.88 |
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Past Filings by Aspire Growth Partners
SEC 13F filings are viewable for Aspire Growth Partners going back to 2025
- Aspire Growth Partners 2026 Q2 filed July 29, 2026
- Aspire Growth Partners 2026 Q1 filed April 17, 2026
- Aspire Growth Partners 2025 Q4 filed Feb. 5, 2026
- Aspire Growth Partners 2025 Q3 filed Nov. 3, 2025
- Aspire Growth Partners 2025 Q2 filed Aug. 13, 2025