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 34.85% of Aspire Growth Partners's stock portfolio.
- Added to shares of these 10 stocks: VOOV, VOO, CGUS, QQQM, ZTS, CGDV, CGCB, CGCP, MSFT, CVX.
- Started 5 new stock positions in CGCB, CVX, CGCV, IJR, ZTS.
- Reduced shares in these 10 stocks: MDT, FISV, , QCOM, , TMO, SPGI, AAPL, VZ, NUE.
- Sold out of its positions in EW, FIS, FISV, QCOM, SPGI, TMO, MDT.
- Aspire Growth Partners was a net buyer of stock by $4.9M.
- Aspire Growth Partners has $146M in assets under management (AUM), dropping by 1.49%.
- Central Index Key (CIK): 0002055568
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Portfolio Holdings for Aspire Growth Partners
Aspire Growth Partners holds 121 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 | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.1 | $16M | +8% | 27k | 597.55 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 7.6 | $11M | +13% | 54k | 203.79 |
|
| Apple (AAPL) | 7.0 | $10M | 40k | 253.79 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 4.9 | $7.1M | +10% | 30k | 237.62 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 4.3 | $6.2M | +14% | 162k | 38.42 |
|
| Microsoft Corporation (MSFT) | 3.8 | $5.6M | +5% | 15k | 370.17 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 3.4 | $5.0M | +9% | 118k | 42.54 |
|
| JPMorgan Chase & Co. (JPM) | 2.2 | $3.2M | +5% | 11k | 294.14 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $3.1M | 9.7k | 320.82 |
|
|
| Wal-Mart Stores (WMT) | 2.1 | $3.0M | 24k | 124.28 |
|
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 2.0 | $2.9M | 98k | 29.49 |
|
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| Exxon Mobil Corporation (XOM) | 1.8 | $2.6M | 15k | 169.66 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $2.6M | +3% | 8.9k | 286.85 |
|
| Amazon (AMZN) | 1.7 | $2.5M | +10% | 12k | 208.27 |
|
| Marathon Petroleum Corp (MPC) | 1.6 | $2.4M | +2% | 9.8k | 244.19 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.8M | -2% | 6.2k | 287.58 |
|
| International Business Machines (IBM) | 1.2 | $1.8M | 7.2k | 242.37 |
|
|
| Lockheed Martin Corporation (LMT) | 1.0 | $1.5M | 2.5k | 604.31 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.0 | $1.5M | 16k | 92.74 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $1.4M | 2.4k | 577.22 |
|
|
| Halliburton Company (HAL) | 0.9 | $1.3M | 35k | 38.99 |
|
|
| Visa Com Cl A (V) | 0.8 | $1.2M | +4% | 4.1k | 302.25 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.8 | $1.1M | +21% | 32k | 35.90 |
|
| Trane Technologies SHS (TT) | 0.8 | $1.1M | 2.7k | 416.68 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $1.1M | 14k | 82.57 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $1.1M | +3% | 16k | 69.75 |
|
| Eaton Corp SHS (ETN) | 0.8 | $1.1M | 3.1k | 357.70 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.7 | $1.1M | +2% | 8.1k | 132.49 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.1M | -4% | 2.2k | 479.20 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.7 | $1.1M | +40% | 47k | 22.34 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.7 | $1.0M | 25k | 40.19 |
|
|
| Ge Vernova (GEV) | 0.7 | $999k | -2% | 1.1k | 872.58 |
|
| At&t (T) | 0.7 | $995k | -6% | 34k | 28.99 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $985k | 1.1k | 919.51 |
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| Analog Devices (ADI) | 0.7 | $959k | 3.0k | 318.10 |
|
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| Motorola Solutions Com New (MSI) | 0.6 | $904k | 2.1k | 434.03 |
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| Home Depot (HD) | 0.6 | $884k | 2.7k | 328.94 |
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| Ishares Msci Equal Weite (EUSA) | 0.6 | $841k | 8.3k | 101.77 |
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| Broadcom (AVGO) | 0.6 | $835k | +15% | 2.7k | 309.45 |
|
| Regis Corporation Com Shs (RGS) | 0.5 | $795k | 32k | 24.69 |
|
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $776k | +4% | 4.0k | 191.90 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $769k | +17% | 2.9k | 261.88 |
|
| Invesco Exchange Traded Fd T Bloomberg Analys (UPGD) | 0.5 | $766k | 11k | 72.87 |
|
|
| WESCO International (WCC) | 0.5 | $765k | 2.8k | 273.59 |
|
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| Caterpillar (CAT) | 0.5 | $763k | 1.1k | 708.25 |
|
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| Merck & Co (MRK) | 0.5 | $755k | -3% | 6.3k | 120.28 |
|
| Micron Technology (MU) | 0.5 | $742k | +2% | 2.2k | 337.86 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $708k | 1.1k | 650.24 |
|
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| Cme (CME) | 0.5 | $695k | 2.4k | 295.29 |
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| General Motors Company (GM) | 0.5 | $672k | -3% | 9.0k | 74.50 |
|
| Johnson & Johnson (JNJ) | 0.5 | $670k | -8% | 2.7k | 244.46 |
|
| TJX Companies (TJX) | 0.4 | $645k | 4.0k | 159.70 |
|
|
| Air Products & Chemicals (APD) | 0.4 | $645k | -3% | 2.2k | 290.44 |
|
| salesforce (CRM) | 0.4 | $619k | 3.3k | 186.66 |
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| Meta Platforms Cl A (META) | 0.4 | $604k | +30% | 1.1k | 572.26 |
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| Advanced Micro Devices (AMD) | 0.4 | $591k | +4% | 2.9k | 203.43 |
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| Abbvie (ABBV) | 0.4 | $561k | 2.6k | 217.52 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $556k | +2% | 1.9k | 287.19 |
|
| Zoetis Cl A (ZTS) | 0.4 | $542k | NEW | 4.6k | 118.21 |
|
| Union Pacific Corporation (UNP) | 0.4 | $538k | 2.2k | 242.60 |
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| Capital Group International SHS (CGIE) | 0.4 | $536k | +11% | 16k | 33.82 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $535k | -8% | 2.2k | 239.96 |
|
| Chubb (CB) | 0.4 | $532k | 1.6k | 326.02 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $519k | +10% | 1.3k | 407.85 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $512k | 2.4k | 215.10 |
|
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| Pfizer (PFE) | 0.3 | $494k | -7% | 18k | 28.08 |
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| Allstate Corporation (ALL) | 0.3 | $489k | 2.4k | 207.32 |
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| Regeneron Pharmaceuticals (REGN) | 0.3 | $484k | 626.00 | 773.10 |
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| Cytomx Therapeutics (CTMX) | 0.3 | $481k | 102k | 4.70 |
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| Darden Restaurants (DRI) | 0.3 | $472k | -8% | 2.4k | 196.06 |
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| Steris Shs Usd (STE) | 0.3 | $464k | -6% | 2.1k | 221.16 |
|
| Verizon Communications (VZ) | 0.3 | $451k | -21% | 9.0k | 50.20 |
|
| UnitedHealth (UNH) | 0.3 | $430k | +13% | 1.6k | 270.62 |
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| Diamondback Energy (FANG) | 0.3 | $420k | 2.1k | 197.76 |
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| Procter & Gamble Company (PG) | 0.3 | $416k | 2.9k | 144.43 |
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| Ford Motor Company (F) | 0.3 | $411k | -2% | 36k | 11.54 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $404k | 2.3k | 174.38 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $403k | 16k | 25.64 |
|
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| Tesla Motors (TSLA) | 0.3 | $392k | 1.1k | 371.75 |
|
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| Gra (GGG) | 0.3 | $373k | -12% | 4.4k | 84.64 |
|
| Sherwin-Williams Company (SHW) | 0.3 | $365k | -10% | 1.1k | 320.44 |
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.2 | $364k | NEW | 14k | 26.26 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $362k | 554.00 | 653.32 |
|
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| BP Sponsored Adr (BP) | 0.2 | $360k | 7.7k | 47.00 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $341k | 1.7k | 196.90 |
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| L3harris Technologies (LHX) | 0.2 | $339k | 983.00 | 345.06 |
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| CVS Caremark Corporation (CVS) | 0.2 | $335k | -6% | 4.7k | 71.83 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $332k | +3% | 333.00 | 996.12 |
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| Nucor Corporation (NUE) | 0.2 | $329k | -19% | 1.9k | 169.11 |
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| Ge Aerospace Com New (GE) | 0.2 | $321k | 1.1k | 283.68 |
|
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| McDonald's Corporation (MCD) | 0.2 | $319k | 1.0k | 310.77 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $311k | 728.00 | 426.63 |
|
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| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $300k | 2.1k | 144.93 |
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| Nextera Energy (NEE) | 0.2 | $295k | 3.2k | 92.87 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.2 | $289k | 5.5k | 52.85 |
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| Dex (DXCM) | 0.2 | $285k | 4.5k | 62.80 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $273k | 8.2k | 33.37 |
|
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| Lam Research Corp Com New (LRCX) | 0.2 | $273k | 1.3k | 213.70 |
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| Gilead Sciences (GILD) | 0.2 | $271k | 1.9k | 139.36 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $257k | -10% | 6.7k | 38.42 |
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| Raymond James Financial (RJF) | 0.2 | $257k | +9% | 1.8k | 144.83 |
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| Howmet Aerospace (HWM) | 0.2 | $256k | 1.1k | 230.55 |
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| Realty Income (O) | 0.2 | $255k | -2% | 4.2k | 61.18 |
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| Deere & Company (DE) | 0.2 | $253k | 449.00 | 563.37 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $251k | -2% | 8.8k | 28.71 |
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| FedEx Corporation (FDX) | 0.2 | $244k | -2% | 686.00 | 355.93 |
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| Chevron Corporation (CVX) | 0.2 | $244k | NEW | 1.2k | 206.95 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $241k | -2% | 5.4k | 44.85 |
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| Vanguard World Financials Etf (VFH) | 0.2 | $239k | 2.0k | 120.82 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $235k | 1.7k | 138.32 |
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| Boeing Company (BA) | 0.2 | $232k | -18% | 1.2k | 199.12 |
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| Walt Disney Company (DIS) | 0.2 | $225k | 2.3k | 96.40 |
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| Best Buy (BBY) | 0.2 | $222k | -11% | 3.5k | 64.20 |
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| Hca Holdings (HCA) | 0.2 | $220k | 464.00 | 473.02 |
|
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $216k | 1.2k | 179.85 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $216k | 3.2k | 67.54 |
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| Capital Group Conservative E SHS (CGCV) | 0.1 | $214k | NEW | 7.2k | 29.81 |
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| Electronic Arts (EA) | 0.1 | $210k | 1.0k | 203.94 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $208k | NEW | 1.7k | 124.30 |
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| Iqvia Holdings (IQV) | 0.1 | $207k | -2% | 1.2k | 170.54 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $96k | 13k | 7.54 |
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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 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