Aspire Growth Partners LLC
An institutional investment manager in MIROMAR LAKES, FL. Its Form 13F for the quarter ended Jun 30, 2026, filed Jul 29, 2026. SEC CIK 2055568.
- Reported value$172.1m
- Positions128
Holdings: 128 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Vanguard Index FDS | S&P 500 ETF SHS | 922908363 | 19.9 | 11.5% | 28,909 | Added+1,845 | |
| Vanguard Admiral FDS Inc | 500 VAL IDX FD | 921932703 | 12.8 | 7.4% | 58,292 | Added+3,906 | |
| Apple IncAAPL | COM | 037833100 | 11.7 | 6.8% | 40,583 | Added+211 | |
| Invesco Exch Traded FD TR II | NASDAQ 100 ETF | 46138G649 | 10.2 | 5.9% | 33,799 | Added+3,976 | |
| Capital Group Core Equity Et | SHS CREAT UNIT | 14020V108 | 7.7 | 4.5% | 173,785 | Added+12,185 | |
| Capital Group Dividend Value | SHS CREAT UNIT | 14020W106 | 6.2 | 3.6% | 125,705 | Added+7,587 | |
| Microsoft CorpMSFT | COM | 594918104 | 5.9 | 3.4% | 15,778 | Added+773 | |
| Jpmorgan Chase & CoJPM | COM | 46625H100 | 3.7 | 2.2% | 11,378 | Added+605 | |
| Vanguard Index FDS | TOTAL STK MKT | 922908769 | 3.6 | 2.1% | 9,776 | Added+53 | |
| Capital Group International Focus Eqt | SHS CREAT UNIT | 14019W109 | 3.4 | 2.0% | 99,250 | Added+1,572 | |
| Alphabet IncGOOGL | CAP STK CL C | 02079K107 | 3.3 | 1.9% | 9,464 | Added+565 | |
| Amazon Com IncAMZN | COM | 023135106 | 3.2 | 1.8% | 13,308 | Added+1,409 | |
| Walmart IncWMT | COM | 931142103 | 2.7 | 1.6% | 24,272 | Added+177 | |
| Micron Technology IncMU | COM | 595112103 | 2.6 | 1.5% | 2,274 | Added+79 | |
| Marathon Pete CorpMPC | COM | 56585A102 | 2.2 | 1.3% | 8,761 | Reduced−999 | |
| Alphabet IncGOOGL | CAP STK CL A | 02079K305 | 2.2 | 1.3% | 6,252 | Added+3 | |
| Exxon Mobil Corp | COM | 30231G102 | 2.1 | 1.2% | 15,280 | Added+79 | |
| International Business MachsIBM | COM | 459200101 | 2.0 | 1.1% | 6,966 | Reduced−259 | |
| Invesco QQQ TR | UNIT SER 1 | 46090E103 | 1.7 | 1.0% | 2,362 | Reduced−4 | |
| Advanced Micro Devices IncAMD | COM | 007903107 | 1.7 | 1.0% | 2,973 | Added+66 | |
| Ishares TR | MSCI USA MIN ETF | 46429B697 | 1.6 | 0.9% | 16,420 | Added+49 | |
| Visa IncV | COM CL A | 92826C839 | 1.5 | 0.9% | 4,456 | Added+369 | |
| Capital Group Dividend Growe | SHS ETF | 14021L109 | 1.5 | 0.9% | 39,349 | Added+7,323 | |
| ELI Lilly & CoLLY | COM | 532457108 | 1.5 | 0.9% | 1,226 | Added+155 | |
| Ishares Inc | CORE MSCI EMKT | 46434G103 | 1.4 | 0.8% | 16,607 | Added+674 | |
| GE Vernova IncGEV | COM | 36828A101 | 1.3 | 0.8% | 1,142 | Reduced−3 | |
| Eaton Corp plc | SHS | G29183103 | 1.3 | 0.8% | 3,139 | Added+34 | |
| Trane Technologies plc | SHS | G8994E103 | 1.3 | 0.8% | 2,722 | Added+5 | |
| Lockheed Martin CorpLMT | COM | 539830109 | 1.3 | 0.7% | 2,527 | Reduced−2 | |
| Ishares TR | S&P MC 400VL ETF | 464287705 | 1.2 | 0.7% | 8,436 | Added+342 | |
| Analog Devices IncADI | COM | 032654105 | 1.2 | 0.7% | 3,061 | Added+46 | |
| Capital Group Growth ETF | SHS CREAT UNIT | 14020G101 | 1.2 | 0.7% | 25,397 | Added+332 | |
| Halliburton CoHAL | COM | 406216101 | 1.2 | 0.7% | 34,061 | Reduced−401 | |
| Caterpillar IncCAT | COM | 149123101 | 1.1 | 0.7% | 1,079 | Added+2 | |
| Berkshire Hathaway Inc DelBRK-B | CL B NEW | 084670702 | 1.1 | 0.6% | 2,233 | Unchanged | |
| Ishares TR | 1 3 YR TREAS BD | 464287457 | 1.1 | 0.6% | 13,585 | Added+120 | |
| Capital GRP Fixed Incm ETF T | CORE PLUS INCM | 14020Y102 | 1.1 | 0.6% | 47,454 | Added+243 | |
| Broadcom IncAVGO | COM | 11135F101 | 1.0 | 0.6% | 2,734 | Added+36 | |
| Wesco International IncWCC | COM | 95082P105 | 1.0 | 0.6% | 2,798 | Added+3 | |
| Ishares Inc | MSCI EQUAL WEITE | 464286681 | 0.9 | 0.5% | 8,288 | Added+22 | |
| Home Depot IncHD | COM | 437076102 | 0.9 | 0.5% | 2,672 | Reduced−14 | |
| Meta Platforms IncMETA | CL A | 30303M102 | 0.9 | 0.5% | 1,658 | Added+602 | |
| Vanguard Index FDS | SMALL CP ETF | 922908751 | 0.9 | 0.5% | 3,041 | Added+105 | |
| Regis CorporationRGS | COM SHS | 758932206 | 0.9 | 0.5% | 30,987 | Reduced−1,200 | |
| Motorola Solutions IncMSI | COM NEW | 620076307 | 0.9 | 0.5% | 2,089 | Added+6 | |
| Invesco Exchange Traded FD T | S&P500 EQL WGT | 46137V357 | 0.9 | 0.5% | 4,054 | Added+13 | |
| Invesco Exchange Traded FD T | BLOO AN RATI ETF | 46137V522 | 0.9 | 0.5% | 10,401 | Reduced−117 | |
| Unitedhealth Group IncUNH | COM | 91324P102 | 0.8 | 0.5% | 1,999 | Added+409 | |
| State STR SPDR S&P 500 ETF TSPY | TR UNIT | 78462F103 | 0.8 | 0.5% | 1,092 | Added+3 | |
| Merck & Co IncMRK | COM | 58933Y105 | 0.8 | 0.5% | 6,241 | Reduced−35 | |
| Ishares TR | MSCI USA MMENTM | 46432F396 | 0.8 | 0.4% | 2,216 | Reduced−14 | |
| AT&T IncT | COM | 00206R102 | 0.7 | 0.4% | 33,574 | Reduced−741 | |
| Johnson & JohnsonJNJ | COM | 478160104 | 0.7 | 0.4% | 2,698 | Reduced−44 | |
| Capital GRP Fixed Incm ETF T | CORE BOND ETF | 14020Y508 | 0.7 | 0.4% | 25,070 | Added+11,197 | |
| Vanguard Index FDS | MID CAP ETF | 922908629 | 0.7 | 0.4% | 8,133 | Added+6,198 | |
| Abbvie IncABBV | COM | 00287Y109 | 0.7 | 0.4% | 2,599 | Added+21 | |
| Air Products and Chemicals IAPD | COM | 009158106 | 0.6 | 0.4% | 2,158 | Reduced−61 | |
| General MTRS CoGM | COM | 37045V100 | 0.6 | 0.4% | 8,191 | Reduced−822 | |
| Vanguard Admiral FDS Inc | 500 GRTH IDX F | 921932505 | 0.6 | 0.4% | 7,543 | Added+6,271 | |
| TJX Cos Inc NewTJX | COM | 872540109 | 0.6 | 0.4% | 4,046 | Added+9 | |
| Capital Group International | SHS | 14021M107 | 0.6 | 0.3% | 15,317 | Reduced−518 | |
| Vanguard Specialized Funds | DIV APP ETF | 921908844 | 0.6 | 0.3% | 2,367 | Reduced−15 | |
| LAM Research CorpLRCX | COM NEW | 512807306 | 0.6 | 0.3% | 1,277 | Added+2 | |
| Union Pac CorpUNP | COM | 907818108 | 0.5 | 0.3% | 1,993 | Reduced−224 | |
| Chubb Limited | COM | H1467J104 | 0.5 | 0.3% | 1,589 | Reduced−43 | |
| Allstate CorpALL | COM | 020002101 | 0.5 | 0.3% | 2,250 | Reduced−107 | |
| Capital Group Conservative E | SHS | 14020U100 | 0.5 | 0.3% | 15,653 | Added+8,477 | |
| Salesforce IncCRM | COM | 79466L302 | 0.5 | 0.3% | 3,278 | Reduced−39 | |
| NXP Semiconductors N V | COM | N6596X109 | 0.5 | 0.3% | 1,744 | Added+11 | |
| Nvidia CorporationNVDA | COM | 67066G104 | 0.5 | 0.3% | 2,353 | Added+38 | |
| CME Group IncCME | COM | 12572Q105 | 0.5 | 0.3% | 2,117 | Reduced−236 | |
| Schwab Strategic TR | US LRG CAP ETF | 808524201 | 0.5 | 0.3% | 15,744 | Added+42 | |
| Dexcom IncDXCM | COM | 252131107 | 0.5 | 0.3% | 6,725 | Added+2,186 | |
| CVS Health CorpCVS | COM | 126650100 | 0.4 | 0.3% | 4,334 | Reduced−333 | |
| Tesla IncTSLA | COM | 88160R101 | 0.4 | 0.3% | 1,065 | Added+12 | |
| Intel CorpINTC | COM | 458140100 | 0.4 | 0.3% | 3,207 | New+3,207 | |
| Procter & Gamble CoPG | COM | 742718109 | 0.4 | 0.2% | 2,900 | Added+20 | |
| GE AerospaceGE | COM NEW | 369604301 | 0.4 | 0.2% | 1,119 | Reduced−13 | |
| Ishares TR | CORE S&P500 ETF | 464287200 | 0.4 | 0.2% | 556 | Added+2 | |
| Pfizer IncPFE | COM | 717081103 | 0.4 | 0.2% | 16,975 | Reduced−617 | |
| Regeneron PharmaceuticalsREGN | COM | 75886F107 | 0.4 | 0.2% | 643 | Added+17 | |
| Sherwin Williams CoSHW | COM | 824348106 | 0.4 | 0.2% | 1,142 | Added+3 | |
| Cytomx Therapeutics Inc.CTMX | COM | 23284F105 | 0.4 | 0.2% | 102,254 | Unchanged | |
| Diamondback Energy IncFANG | COM | 25278X109 | 0.4 | 0.2% | 2,098 | Reduced−23 | |
| Ford MTR CoF | COM | 345370860 | 0.4 | 0.2% | 26,307 | Reduced−9,278 | |
| Darden Restaurants IncDRI | COM | 237194105 | 0.4 | 0.2% | 1,771 | Reduced−638 | |
| Capital Group GBL Growth Eqt | SHS CREAT UNIT | 14020X104 | 0.4 | 0.2% | 8,586 | Added+406 | |
| Edwards Lifesciences CorpEW | COM | 28176E108 | 0.4 | 0.2% | 3,963 | New+3,963 | |
| Vanguard World FD | MEGA CAP VAL ETF | 921910840 | 0.3 | 0.2% | 2,077 | Added+9 | |
| Graco IncGGG | COM | 384109104 | 0.3 | 0.2% | 4,427 | Added+16 | |
| Ishares TR | RUS 1000 GRW ETF | 464287614 | 0.3 | 0.2% | 2,599 | Added+1,871 | |
| Costco Wholesale CorporationCOST | COM | 22160K105 | 0.3 | 0.2% | 343 | Added+10 | |
| American Centy ETF TR | US QUALITY GROW | 025072307 | 0.3 | 0.2% | 2,718 | New+2,718 | |
| Verizon Communications IncVZ | COM | 92343V104 | 0.3 | 0.2% | 7,544 | Reduced−1,429 | |
| Howmet Aerospace IncHWM | COM | 443201108 | 0.3 | 0.2% | 1,110 | Unchanged | |
| Profesionally Managed Portfo | AKRE FOCUS ETF | 74316P579 | 0.3 | 0.2% | 5,467 | Unchanged | |
| L3HARRIS Technologies IncLHX | COM | 502431109 | 0.3 | 0.2% | 987 | Added+4 | |
| Deere & CoDE | COM | 244199105 | 0.3 | 0.2% | 450 | Added+1 | |
| Nextera Energy IncNEE | COM | 65339F101 | 0.3 | 0.2% | 3,181 | Added+2 | |
| Seagate Technology HLDNGS PL | ORD SHS | G7997R103 | 0.3 | 0.2% | 286 | New+286 | |
| Raymond James Finl IncRJF | COM | 754730109 | 0.3 | 0.2% | 1,784 | Added+7 | |
| Qualcomm IncQCOM | COM | 747525103 | 0.3 | 0.2% | 1,457 | New+1,457 | |
| BP plcBP | SPONSORED ADR | 055622104 | 0.3 | 0.2% | 7,251 | Reduced−410 | |
| Vanguard International Equity Index F | TT WRLD ST ETF | 922042742 | 0.3 | 0.2% | 1,700 | Unchanged | |
| McDonalds CorpMCD | COM | 580135101 | 0.3 | 0.2% | 976 | Reduced−50 | |
| Nucor CorpNUE | COM | 670346105 | 0.3 | 0.1% | 1,152 | Reduced−795 | |
| Progressive CorpPGR | COM | 743315103 | 0.3 | 0.1% | 1,164 | New+1,164 | |
| Amplify ETF TR | CWP ENHANCED DIV | 032108409 | 0.3 | 0.1% | 5,542 | Added+178 | |
| Boeing CoBA | COM | 097023105 | 0.3 | 0.1% | 1,166 | Unchanged | |
| Ishares TR | CORE S&P SCP ETF | 464287804 | 0.3 | 0.1% | 1,692 | Added+20 | |
| Capital Group Core Balanced | SHS | 14021D107 | 0.2 | 0.1% | 6,531 | New+6,531 | |
| Ishares TR | CORE S&P MCP ETF | 464287507 | 0.2 | 0.1% | 3,213 | Added+22 | |
| Gilead Sciences IncGILD | COM | 375558103 | 0.2 | 0.1% | 1,959 | Added+12 | |
| PNC Finl SVCS Group IncPNC | COM | 693475105 | 0.2 | 0.1% | 935 | New+935 | |
| Vanguard World FD | FINANCIALS ETF | 92204A405 | 0.2 | 0.1% | 1,748 | Reduced−232 | |
| Dimensional ETF Trust | INTERNATNAL VAL | 25434V807 | 0.2 | 0.1% | 4,217 | New+4,217 | |
| Realty Income CorpO | COM | 756109104 | 0.2 | 0.1% | 3,668 | Reduced−492 | |
| Vanguard World FD | COMM SRVC ETF | 92204A884 | 0.2 | 0.1% | 1,203 | Unchanged | |
| Disney Walt CoDIS | COM | 254687106 | 0.2 | 0.1% | 2,228 | Reduced−101 | |
| Electronic Arts Inc | COM | 285512109 | 0.2 | 0.1% | 1,030 | Unchanged | |
| Fedex CorpFDX | COM | 31428X106 | 0.2 | 0.1% | 672 | Reduced−14 | |
| Ishares Bitcoin Trust ETFIBIT | SHS BEN INT | 46438F101 | 0.2 | 0.1% | 6,299 | Reduced−400 | |
| Ishares TR | RUS 1000 VAL ETF | 464287598 | 0.2 | 0.1% | 854 | New+854 | |
| Humana IncHUM | COM | 444859102 | 0.2 | 0.1% | 516 | New+516 | |
| Thermo Fisher Scientific IncTMO | COM | 883556102 | 0.2 | 0.1% | 405 | New+405 | |
| Crowdstrike Holdings IncCRWD | CL A | 22788C105 | 0.2 | 0.1% | 265 | New+265 | |
| Marvell Technology IncMRVL | COM | 573874104 | 0.2 | 0.1% | 674 | New+674 | |
| Nuveen PFD & Income OpportunJPC | COM | 67073B106 | 0.1 | <0.1% | 12,226 | Reduced−530 |
Sold out: 7 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Best Buy IncBBY | COM | 086516101 | 0.0 | 0.0% | 0 | Sold out−3,454 | |
| Chevron CorporationCVX | COM | 166764100 | 0.0 | 0.0% | 0 | Sold out−1,178 | |
| Comcast Corp NewCMCSA | CL A | 20030N101 | 0.0 | 0.0% | 0 | Sold out−8,758 | |
| HCA Healthcare IncHCA | COM | 40412C101 | 0.0 | 0.0% | 0 | Sold out−464 | |
| Iqvia Holdings IncIQV | COM | 46266C105 | 0.0 | 0.0% | 0 | Sold out−1,211 | |
| Steris plc | SHS USD | G8473T100 | 0.0 | 0.0% | 0 | Sold out−2,098 | |
| Zoetis IncZTS | CL A | 98978V103 | 0.0 | 0.0% | 0 | Sold out−4,583 |
Source: SEC EDGAR, Form 13F-HR, accession 0001951757-26-001076 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.