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Aspire Growth Partners LLC Top Holdings and 13F Report (2026)

About Aspire Growth Partners LLC

Investment Activity

  • Aspire Growth Partners LLC has $145.74 million in total holdings as of March 31, 2026.
  • Aspire Growth Partners LLC owns shares of 121 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
  • Approximately 5.64% of the portfolio was purchased this quarter.
  • About 2.30% of the portfolio was sold this quarter.
  • This quarter, Aspire Growth Partners LLC has purchased 123 new stocks and bought additional shares in 60 stocks.
  • Aspire Growth Partners LLC sold shares of 44 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Apple
$10,246,015

Largest New Holdings this Quarter

98978V103 - Zoetis
$541,777 Holding
14020Y508 - CAPITAL GRP FIXED INCM ETF T
$364,316 Holding
166764100 - Chevron
$243,790 Holding
14020U100 - CAPITAL GROUP CONSERVATIVE E
$213,917 Holding
464287804 - iShares Core S&P Small-Cap ETF
$207,829 Holding

Largest Purchases this Quarter

Vanguard S&P 500 Value ETF
6,429 shares (about $1.31M)
Vanguard S&P 500 ETF
2,084 shares (about $1.25M)
Capital Group Core Equity ETF
20,506 shares (about $787.84K)
Invesco NASDAQ 100 ETF
2,870 shares (about $681.98K)
Zoetis
4,583 shares (about $541.78K)

Largest Sales this Quarter

Apple
590 shares (about $149.74K)
Verizon Communications
2,401 shares (about $120.54K)
Nucor
483 shares (about $81.68K)
AT&T
2,475 shares (about $71.75K)
Johnson & Johnson
246 shares (about $60.14K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAspire Growth Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$16,172,135$1,245,297 â–²8.3%27,06411.1%ETF
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$11,083,248$1,310,157 â–²13.4%54,3867.6%ETF
Apple Inc. stock logo
AAPL
Apple
$10,246,015$149,736 â–¼-1.4%40,3727.0%Computer and Technology
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$7,086,607$681,976 â–²10.6%29,8234.9%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$6,208,656$787,838 â–²14.5%161,6004.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$5,554,372$291,322 â–²5.5%15,0053.8%Computer and Technology
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$5,024,729$421,911 â–²9.2%118,1183.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,168,824$156,779 â–²5.2%10,7732.2%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,119,320$36,253 â–²1.2%9,7232.1%ETF
WALMART INC
$2,994,498$10,688 â–¼-0.4%24,0952.1%COM
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$2,880,523$40,283 â–¼-1.4%97,6782.0%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$2,579,037$15,270 â–¼-0.6%15,2011.8%Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$2,552,720$85,483 â–²3.5%8,8991.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,478,205$232,221 â–²10.3%11,8991.7%Retail/Wholesale
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$2,383,246$63,000 â–²2.7%9,7601.6%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,797,062$48,600 â–¼-2.6%6,2491.2%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,751,154$12,361 â–²0.7%7,2251.2%Computer and Technology
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$1,528,298$8,460 â–²0.6%2,5291.0%Aerospace
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,518,278$4,823 â–¼-0.3%16,3711.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,365,702$8,081 â–¼-0.6%2,3660.9%Finance
Halliburton Company stock logo
HAL
Halliburton
$1,343,660$5,809 â–²0.4%34,4620.9%Energy
Visa Inc. stock logo
V
Visa
$1,235,298$47,756 â–²4.0%4,0870.8%Business Services
CAPITAL GROUP DIVIDEND GROWE
$1,149,730$202,511 â–²21.4%32,0260.8%SHS ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$1,132,118$12,084 â–¼-1.1%2,7170.8%Construction
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,111,790$1,321 â–²0.1%13,4650.8%Manufacturing
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,111,337$37,665 â–²3.5%15,9330.8%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,110,674$18,601 â–¼-1.6%3,1050.8%Industrials
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$1,072,402$22,259 â–²2.1%8,0940.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,070,054$45,045 â–¼-4.0%2,2330.7%Finance
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$1,054,694$306,483 â–²41.0%47,2110.7%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$1,007,3520.0%25,0650.7%ETF
GE VERNOVA INC
$999,103$23,560 â–¼-2.3%1,1450.7%COM
AT&T Inc. stock logo
T
AT&T
$994,805$71,751 â–¼-6.7%34,3150.7%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$984,799$1,839 â–²0.2%1,0710.7%Medical
Analog Devices, Inc. stock logo
ADI
Analog Devices
$959,080$954 â–²0.1%3,0150.7%Computer and Technology
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$904,094$2,604 â–²0.3%2,0830.6%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$883,527$14,802 â–¼-1.6%2,6860.6%Retail/Wholesale
iShares MSCI USA Equal Weighted ETF stock logo
EUSA
iShares MSCI USA Equal Weighted ETF
$841,207$2,951 â–²0.4%8,2660.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$834,901$110,784 â–²15.3%2,6980.6%Computer and Technology
REGIS CORPORATION
$794,6970.0%32,1870.5%COM SHS
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$775,486$31,664 â–²4.3%4,0410.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$768,887$114,443 â–²17.5%2,9360.5%ETF
RYJ
Invesco Bloomberg Analyst Rating Improvers ETF
$766,4170.0%10,5180.5%ETF
WESCO International, Inc. stock logo
WCC
WESCO International
$764,694$4,104 â–²0.5%2,7950.5%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$762,781$1,416 â–²0.2%1,0770.5%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$754,889$24,297 â–¼-3.1%6,2760.5%Medical
Micron Technology, Inc. stock logo
MU
Micron Technology
$741,602$15,542 â–²2.1%2,1950.5%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$708,112$1,951 â–²0.3%1,0890.5%Finance
CME Group Inc. stock logo
CME
CME Group
$694,806$1,476 â–²0.2%2,3530.5%Finance
General Motors Company stock logo
GM
General Motors
$671,470$27,342 â–¼-3.9%9,0130.5%Auto/Tires/Trucks
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$670,316$60,138 â–¼-8.2%2,7420.5%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$644,721$1,278 â–²0.2%4,0370.4%Retail/Wholesale
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$644,484$25,849 â–¼-3.9%2,2190.4%Basic Materials
Salesforce Inc. stock logo
CRM
Salesforce
$619,160$8,026 â–¼-1.3%3,3170.4%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$604,309$140,204 â–²30.2%1,0560.4%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$591,371$25,225 â–²4.5%2,9070.4%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$560,754$5,003 â–¼-0.9%2,5780.4%Medical
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$555,707$13,498 â–²2.5%1,9350.4%ETF
Zoetis Inc. stock logo
ZTS
Zoetis
$541,777$541,777 â–²New Holding4,5830.4%Medical
Union Pacific Corporation stock logo
UNP
Union Pacific
$537,836$2,911 â–²0.5%2,2170.4%Transportation
CAPITAL GROUP INTERNATIONAL
$535,540$55,025 â–²11.5%15,8350.4%SHS
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$535,114$47,992 â–¼-8.2%2,2300.4%ETF
Chubb Limited stock logo
CB
Chubb
$532,069$5,868 â–¼-1.1%1,6320.4%Finance
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$518,791$50,166 â–²10.7%1,2720.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$512,357$7,959 â–¼-1.5%2,3820.4%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$493,976$42,007 â–¼-7.8%17,5920.3%Medical
The Allstate Corporation stock logo
ALL
Allstate
$488,660$5,805 â–¼-1.2%2,3570.3%Finance
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$483,9620.0%6260.3%Medical
CytomX Therapeutics, Inc. stock logo
CTMX
CytomX Therapeutics
$480,5940.0%102,2540.3%Medical
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$472,313$46,663 â–¼-9.0%2,4090.3%Retail/Wholesale
STERIS plc stock logo
STE
STERIS
$464,004$29,636 â–¼-6.0%2,0980.3%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$450,464$120,535 â–¼-21.1%8,9730.3%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$430,282$50,876 â–²13.4%1,5900.3%Medical
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$419,457$2,571 â–²0.6%2,1210.3%Energy
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$415,954$2,600 â–²0.6%2,8800.3%Consumer Staples
Ford Motor Company stock logo
F
Ford Motor
$410,651$8,863 â–¼-2.1%35,5850.3%Auto/Tires/Trucks
NVIDIA Corporation stock logo
NVDA
NVIDIA
$403,698$2,616 â–²0.7%2,3150.3%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$402,605$1,154 â–²0.3%15,7020.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$391,4530.0%1,0530.3%Auto/Tires/Trucks
Graco Inc. stock logo
GGG
Graco
$373,357$55,525 â–¼-12.9%4,4110.3%Industrials
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$364,976$41,016 â–¼-10.1%1,1390.3%Basic Materials
CAPITAL GRP FIXED INCM ETF T
$364,316$364,316 â–²New Holding13,8730.2%CORE BOND ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$361,940$2,613 â–¼-0.7%5540.2%ETF
BP p.l.c. stock logo
BP
BP
$360,066$3,713 â–²1.0%7,6610.2%Energy
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$341,222$1,181 â–²0.3%1,7330.2%Computer and Technology
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$339,191$2,760 â–²0.8%9830.2%Aerospace
CVS Health Corporation stock logo
CVS
CVS Health
$335,215$21,620 â–¼-6.1%4,6670.2%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$331,707$9,961 â–²3.1%3330.2%Retail/Wholesale
Nucor Corporation stock logo
NUE
Nucor
$329,256$81,680 â–¼-19.9%1,9470.2%Basic Materials
GE Aerospace stock logo
GE
GE Aerospace
$321,129$2,837 â–¼-0.9%1,1320.2%Aerospace
McDonald's Corporation stock logo
MCD
McDonald's
$318,854$1,865 â–²0.6%1,0260.2%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$310,5840.0%7280.2%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$299,718$1,739 â–²0.6%2,0680.2%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$295,237$1,950 â–²0.7%3,1790.2%Utilities
PROFESIONALLY MANAGED PORTFO
$288,9310.0%5,4670.2%AKRE FOCUS ETF
DexCom, Inc. stock logo
DXCM
DexCom
$285,049$2,449 â–¼-0.9%4,5390.2%Medical
Capital Group Global Growth Equity ETF stock logo
CGGO
Capital Group Global Growth Equity ETF
$272,9810.0%8,1800.2%ETF
LAM RESEARCH CORP
$272,463$214 â–²0.1%1,2750.2%COM NEW
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$271,339$1,672 â–²0.6%1,9470.2%Medical
ISHARES BITCOIN TRUST ETF
$257,376$28,815 â–¼-10.1%6,6990.2%SHS BEN INT

Showing largest 100 holdings. View all holdings.
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