Aspire Growth Partners as of Dec. 31, 2025
Portfolio Holdings for Aspire Growth Partners
Aspire Growth Partners holds 123 positions in its portfolio as reported in the December 2025 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) | 10.9 | $16M | 25k | 627.14 | |
| Apple (AAPL) | 7.8 | $11M | 41k | 271.86 | |
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 6.8 | $9.8M | 48k | 204.85 | |
| Microsoft Corporation (MSFT) | 4.8 | $6.9M | 14k | 483.62 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 4.7 | $6.8M | 27k | 252.92 | |
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 4.0 | $5.7M | 141k | 40.23 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 3.3 | $4.7M | 108k | 43.64 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $3.3M | 10k | 322.23 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.2 | $3.2M | 9.6k | 335.28 | |
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 2.0 | $2.9M | 99k | 29.55 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $2.7M | 8.6k | 313.81 | |
| Wal-Mart Stores (WMT) | 1.9 | $2.7M | 24k | 111.41 | |
| Amazon (AMZN) | 1.7 | $2.5M | 11k | 230.82 | |
| International Business Machines (IBM) | 1.5 | $2.1M | 7.2k | 296.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $2.0M | 6.4k | 313.02 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $1.8M | 15k | 120.34 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 1.1 | $1.5M | 16k | 94.16 | |
| Marathon Petroleum Corp (MPC) | 1.1 | $1.5M | 9.5k | 162.63 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $1.5M | 2.4k | 614.41 | |
| Visa Com Cl A (V) | 1.0 | $1.4M | 3.9k | 350.68 | |
| Lockheed Martin Corporation (LMT) | 0.8 | $1.2M | 2.5k | 483.73 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.2M | 2.3k | 502.65 | |
| Eli Lilly & Co. (LLY) | 0.8 | $1.1M | 1.1k | 1074.51 | |
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.8 | $1.1M | 25k | 44.47 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $1.1M | 13k | 82.82 | |
| Trane Technologies SHS (TT) | 0.7 | $1.1M | 2.7k | 389.21 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.7 | $1.0M | 7.9k | 131.59 | |
| Ishares Core Msci Emkt (IEMG) | 0.7 | $1.0M | 15k | 67.22 | |
| Eaton Corp SHS (ETN) | 0.7 | $1.0M | 3.2k | 318.48 | |
| Halliburton Company (HAL) | 0.7 | $970k | 34k | 28.26 | |
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.7 | $940k | 26k | 35.64 | |
| Home Depot (HD) | 0.7 | $940k | 2.7k | 344.13 | |
| At&t (T) | 0.6 | $914k | 37k | 24.84 | |
| Regis Corporation Com Shs (RGS) | 0.6 | $893k | 32k | 27.75 | |
| salesforce (CRM) | 0.6 | $890k | 3.4k | 264.93 | |
| Ishares Msci Equal Weite (EUSA) | 0.6 | $852k | 8.2k | 103.37 | |
| Analog Devices (ADI) | 0.6 | $817k | 3.0k | 271.24 | |
| Broadcom (AVGO) | 0.6 | $810k | 2.3k | 346.09 | |
| Motorola Solutions Com New (MSI) | 0.6 | $796k | 2.1k | 383.37 | |
| Invesco Exchange Traded Fd T Bloomberg Analys (UPGD) | 0.5 | $778k | 11k | 73.99 | |
| Ge Vernova (GEV) | 0.5 | $766k | 1.2k | 653.50 | |
| General Motors Company (GM) | 0.5 | $763k | 9.4k | 81.32 | |
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.5 | $758k | 34k | 22.64 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $743k | 3.9k | 191.56 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $740k | 1.1k | 681.74 | |
| Merck & Co (MRK) | 0.5 | $682k | 6.5k | 105.26 | |
| WESCO International (WCC) | 0.5 | $680k | 2.8k | 244.64 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $645k | 2.5k | 257.91 | |
| Cme (CME) | 0.4 | $641k | 2.3k | 273.07 | |
| TJX Companies (TJX) | 0.4 | $619k | 4.0k | 153.61 | |
| Johnson & Johnson (JNJ) | 0.4 | $618k | 3.0k | 206.94 | |
| Medtronic SHS (MDT) | 0.4 | $617k | 6.4k | 96.06 | |
| Caterpillar (CAT) | 0.4 | $616k | 1.1k | 572.64 | |
| Micron Technology (MU) | 0.4 | $614k | 2.1k | 285.47 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $608k | 2.4k | 250.27 | |
| Advanced Micro Devices (AMD) | 0.4 | $596k | 2.8k | 214.16 | |
| Abbvie (ABBV) | 0.4 | $594k | 2.6k | 228.53 | |
| Air Products & Chemicals (APD) | 0.4 | $570k | 2.3k | 246.97 | |
| Steris Shs Usd (STE) | 0.4 | $566k | 2.2k | 253.56 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $548k | 1.9k | 290.23 | |
| Meta Platforms Cl A (META) | 0.4 | $536k | 811.00 | 660.44 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $532k | 2.4k | 219.82 | |
| Chubb (CB) | 0.4 | $515k | 1.7k | 312.13 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $511k | 1.1k | 444.49 | |
| Union Pacific Corporation (UNP) | 0.4 | $510k | 2.2k | 231.31 | |
| Allstate Corporation (ALL) | 0.3 | $497k | 2.4k | 208.19 | |
| Capital Group International SHS (CGIE) | 0.3 | $495k | 14k | 34.82 | |
| Darden Restaurants (DRI) | 0.3 | $487k | 2.6k | 184.05 | |
| Regeneron Pharmaceuticals (REGN) | 0.3 | $483k | 626.00 | 771.40 | |
| Ford Motor Company (F) | 0.3 | $477k | 36k | 13.12 | |
| Pfizer (PFE) | 0.3 | $475k | 19k | 24.90 | |
| Tesla Motors (TSLA) | 0.3 | $474k | 1.1k | 449.72 | |
| Verizon Communications (VZ) | 0.3 | $463k | 11k | 40.73 | |
| UnitedHealth (UNH) | 0.3 | $463k | 1.4k | 330.05 | |
| Cytomx Therapeutics (CTMX) | 0.3 | $436k | 102k | 4.26 | |
| NVIDIA Corporation (NVDA) | 0.3 | $429k | 2.3k | 186.48 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $421k | 16k | 26.91 | |
| Gra (GGG) | 0.3 | $415k | 5.1k | 81.97 | |
| Sherwin-Williams Company (SHW) | 0.3 | $411k | 1.3k | 323.97 | |
| Procter & Gamble Company (PG) | 0.3 | $410k | 2.9k | 143.33 | |
| Nucor Corporation (NUE) | 0.3 | $396k | 2.4k | 163.11 | |
| CVS Caremark Corporation (CVS) | 0.3 | $394k | 5.0k | 79.36 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $382k | 558.00 | 684.94 | |
| Nxp Semiconductors N V (NXPI) | 0.3 | $375k | 1.7k | 217.07 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $370k | 7.4k | 49.65 | |
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.2 | $358k | 5.5k | 65.51 | |
| Ge Aerospace Com New (GE) | 0.2 | $352k | 1.1k | 308.17 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $344k | 728.00 | 473.12 | |
| Diamondback Energy (FANG) | 0.2 | $317k | 2.1k | 150.33 | |
| McDonald's Corporation (MCD) | 0.2 | $312k | 1.0k | 305.71 | |
| Boeing Company (BA) | 0.2 | $310k | 1.4k | 217.04 | |
| Dex (DXCM) | 0.2 | $304k | 4.6k | 66.37 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $290k | 2.1k | 141.18 | |
| L3harris Technologies (LHX) | 0.2 | $286k | 975.00 | 293.68 | |
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $284k | 8.2k | 34.65 | |
| Iqvia Holdings (IQV) | 0.2 | $279k | 1.2k | 225.41 | |
| Costco Wholesale Corporation (COST) | 0.2 | $279k | 323.00 | 863.60 | |
| Fiserv (FI) | 0.2 | $272k | 4.0k | 67.17 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $269k | 9.0k | 29.89 | |
| Walt Disney Company (DIS) | 0.2 | $269k | 2.4k | 113.79 | |
| Edwards Lifesciences (EW) | 0.2 | $267k | 3.1k | 85.25 | |
| Vanguard World Financials Etf (VFH) | 0.2 | $264k | 2.0k | 133.47 | |
| BP Sponsored Adr (BP) | 0.2 | $263k | 7.6k | 34.73 | |
| Best Buy (BBY) | 0.2 | $262k | 3.9k | 66.92 | |
| Raymond James Financial (RJF) | 0.2 | $261k | 1.6k | 160.63 | |
| Nextera Energy (NEE) | 0.2 | $254k | 3.2k | 80.27 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $244k | 5.5k | 44.50 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $240k | 1.7k | 141.06 | |
| Realty Income (O) | 0.2 | $240k | 4.3k | 56.38 | |
| Gilead Sciences (GILD) | 0.2 | $238k | 1.9k | 122.76 | |
| Qualcomm (QCOM) | 0.2 | $236k | 1.4k | 171.01 | |
| Fidelity National Information Services (FIS) | 0.2 | $234k | 3.5k | 66.46 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $233k | 1.2k | 193.64 | |
| Howmet Aerospace (HWM) | 0.2 | $228k | 1.1k | 205.10 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $223k | 385.00 | 578.99 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $218k | 1.3k | 171.13 | |
| S&p Global (SPGI) | 0.2 | $217k | 415.00 | 522.21 | |
| Hca Holdings (HCA) | 0.2 | $216k | 463.00 | 466.87 | |
| Electronic Arts (EA) | 0.1 | $210k | 1.0k | 204.40 | |
| Deere & Company (DE) | 0.1 | $209k | 448.00 | 465.36 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $207k | 3.1k | 66.00 | |
| FedEx Corporation (FDX) | 0.1 | $203k | 703.00 | 288.76 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $102k | 13k | 8.11 |