Aspire Growth Partners as of March 31, 2026
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 | 27k | 597.55 | |
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 7.6 | $11M | 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 | 30k | 237.62 | |
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 4.3 | $6.2M | 162k | 38.42 | |
| Microsoft Corporation (MSFT) | 3.8 | $5.6M | 15k | 370.17 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 3.4 | $5.0M | 118k | 42.54 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $3.2M | 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 | |
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 2.0 | $2.9M | 98k | 29.49 | |
| Exxon Mobil Corporation (XOM) | 1.8 | $2.6M | 15k | 169.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $2.6M | 8.9k | 286.85 | |
| Amazon (AMZN) | 1.7 | $2.5M | 12k | 208.27 | |
| Marathon Petroleum Corp (MPC) | 1.6 | $2.4M | 9.8k | 244.19 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $1.8M | 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 | 4.1k | 302.25 | |
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.8 | $1.1M | 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 | 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 | 8.1k | 132.49 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.1M | 2.2k | 479.20 | |
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.7 | $1.1M | 47k | 22.34 | |
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.7 | $1.0M | 25k | 40.19 | |
| Ge Vernova (GEV) | 0.7 | $999k | 1.1k | 872.58 | |
| At&t (T) | 0.7 | $995k | 34k | 28.99 | |
| Eli Lilly & Co. (LLY) | 0.7 | $985k | 1.1k | 919.51 | |
| Analog Devices (ADI) | 0.7 | $959k | 3.0k | 318.10 | |
| Motorola Solutions Com New (MSI) | 0.6 | $904k | 2.1k | 434.03 | |
| Home Depot (HD) | 0.6 | $884k | 2.7k | 328.94 | |
| Ishares Msci Equal Weite (EUSA) | 0.6 | $841k | 8.3k | 101.77 | |
| Broadcom (AVGO) | 0.6 | $835k | 2.7k | 309.45 | |
| Regis Corporation Com Shs (RGS) | 0.5 | $795k | 32k | 24.69 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $776k | 4.0k | 191.90 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $769k | 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 | |
| Caterpillar (CAT) | 0.5 | $763k | 1.1k | 708.25 | |
| Merck & Co (MRK) | 0.5 | $755k | 6.3k | 120.28 | |
| Micron Technology (MU) | 0.5 | $742k | 2.2k | 337.86 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $708k | 1.1k | 650.24 | |
| Cme (CME) | 0.5 | $695k | 2.4k | 295.29 | |
| General Motors Company (GM) | 0.5 | $672k | 9.0k | 74.50 | |
| Johnson & Johnson (JNJ) | 0.5 | $670k | 2.7k | 244.46 | |
| TJX Companies (TJX) | 0.4 | $645k | 4.0k | 159.70 | |
| Air Products & Chemicals (APD) | 0.4 | $645k | 2.2k | 290.44 | |
| salesforce (CRM) | 0.4 | $619k | 3.3k | 186.66 | |
| Meta Platforms Cl A (META) | 0.4 | $604k | 1.1k | 572.26 | |
| Advanced Micro Devices (AMD) | 0.4 | $591k | 2.9k | 203.43 | |
| Abbvie (ABBV) | 0.4 | $561k | 2.6k | 217.52 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $556k | 1.9k | 287.19 | |
| Zoetis Cl A (ZTS) | 0.4 | $542k | 4.6k | 118.21 | |
| Union Pacific Corporation (UNP) | 0.4 | $538k | 2.2k | 242.60 | |
| Capital Group International SHS (CGIE) | 0.4 | $536k | 16k | 33.82 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $535k | 2.2k | 239.96 | |
| Chubb (CB) | 0.4 | $532k | 1.6k | 326.02 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $519k | 1.3k | 407.85 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $512k | 2.4k | 215.10 | |
| Pfizer (PFE) | 0.3 | $494k | 18k | 28.08 | |
| Allstate Corporation (ALL) | 0.3 | $489k | 2.4k | 207.32 | |
| Regeneron Pharmaceuticals (REGN) | 0.3 | $484k | 626.00 | 773.10 | |
| Cytomx Therapeutics (CTMX) | 0.3 | $481k | 102k | 4.70 | |
| Darden Restaurants (DRI) | 0.3 | $472k | 2.4k | 196.06 | |
| Steris Shs Usd (STE) | 0.3 | $464k | 2.1k | 221.16 | |
| Verizon Communications (VZ) | 0.3 | $451k | 9.0k | 50.20 | |
| UnitedHealth (UNH) | 0.3 | $430k | 1.6k | 270.62 | |
| Diamondback Energy (FANG) | 0.3 | $420k | 2.1k | 197.76 | |
| Procter & Gamble Company (PG) | 0.3 | $416k | 2.9k | 144.43 | |
| Ford Motor Company (F) | 0.3 | $411k | 36k | 11.54 | |
| NVIDIA Corporation (NVDA) | 0.3 | $404k | 2.3k | 174.38 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $403k | 16k | 25.64 | |
| Tesla Motors (TSLA) | 0.3 | $392k | 1.1k | 371.75 | |
| Gra (GGG) | 0.3 | $373k | 4.4k | 84.64 | |
| Sherwin-Williams Company (SHW) | 0.3 | $365k | 1.1k | 320.44 | |
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.2 | $364k | 14k | 26.26 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $362k | 554.00 | 653.32 | |
| BP Sponsored Adr (BP) | 0.2 | $360k | 7.7k | 47.00 | |
| Nxp Semiconductors N V (NXPI) | 0.2 | $341k | 1.7k | 196.90 | |
| L3harris Technologies (LHX) | 0.2 | $339k | 983.00 | 345.06 | |
| CVS Caremark Corporation (CVS) | 0.2 | $335k | 4.7k | 71.83 | |
| Costco Wholesale Corporation (COST) | 0.2 | $332k | 333.00 | 996.12 | |
| Nucor Corporation (NUE) | 0.2 | $329k | 1.9k | 169.11 | |
| Ge Aerospace Com New (GE) | 0.2 | $321k | 1.1k | 283.68 | |
| McDonald's Corporation (MCD) | 0.2 | $319k | 1.0k | 310.77 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $311k | 728.00 | 426.63 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.2 | $300k | 2.1k | 144.93 | |
| Nextera Energy (NEE) | 0.2 | $295k | 3.2k | 92.87 | |
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.2 | $289k | 5.5k | 52.85 | |
| Dex (DXCM) | 0.2 | $285k | 4.5k | 62.80 | |
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $273k | 8.2k | 33.37 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $273k | 1.3k | 213.70 | |
| Gilead Sciences (GILD) | 0.2 | $271k | 1.9k | 139.36 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $257k | 6.7k | 38.42 | |
| Raymond James Financial (RJF) | 0.2 | $257k | 1.8k | 144.83 | |
| Howmet Aerospace (HWM) | 0.2 | $256k | 1.1k | 230.55 | |
| Realty Income (O) | 0.2 | $255k | 4.2k | 61.18 | |
| Deere & Company (DE) | 0.2 | $253k | 449.00 | 563.37 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $251k | 8.8k | 28.71 | |
| FedEx Corporation (FDX) | 0.2 | $244k | 686.00 | 355.93 | |
| Chevron Corporation (CVX) | 0.2 | $244k | 1.2k | 206.95 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $241k | 5.4k | 44.85 | |
| Vanguard World Financials Etf (VFH) | 0.2 | $239k | 2.0k | 120.82 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $235k | 1.7k | 138.32 | |
| Boeing Company (BA) | 0.2 | $232k | 1.2k | 199.12 | |
| Walt Disney Company (DIS) | 0.2 | $225k | 2.3k | 96.40 | |
| Best Buy (BBY) | 0.2 | $222k | 3.5k | 64.20 | |
| Hca Holdings (HCA) | 0.2 | $220k | 464.00 | 473.02 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $216k | 1.2k | 179.85 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $216k | 3.2k | 67.54 | |
| Capital Group Conservative E SHS (CGCV) | 0.1 | $214k | 7.2k | 29.81 | |
| Electronic Arts (EA) | 0.1 | $210k | 1.0k | 203.94 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $208k | 1.7k | 124.30 | |
| Iqvia Holdings (IQV) | 0.1 | $207k | 1.2k | 170.54 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $96k | 13k | 7.54 |