# Aspire Growth Partners LLC: Form 13F holdings

An institutional investment manager in MIROMAR LAKES, FL. SEC CIK 2055568.

- Quarter ended: 2026-06-30
- Filed: 2026-07-29
- Reported value: $172.1m
- Positions: 128 (128 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2055568/000195175726001076/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $19.9m | 11.5% | 28,909 |  | Added +1,845 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $12.8m | 7.4% | 58,292 |  | Added +3,906 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $11.7m | 6.8% | 40,583 |  | Added +211 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $10.2m | 5.9% | 33,799 |  | Added +3,976 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREAT UNIT | $7.7m | 4.5% | 173,785 |  | Added +12,185 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | $6.2m | 3.6% | 125,705 |  | Added +7,587 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $5.9m | 3.4% | 15,778 |  | Added +773 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $3.7m | 2.2% | 11,378 |  | Added +605 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.6m | 2.1% | 9,776 |  | Added +53 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREAT UNIT | $3.4m | 2.0% | 99,250 |  | Added +1,572 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $3.3m | 1.9% | 9,464 |  | Added +565 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $3.2m | 1.8% | 13,308 |  | Added +1,409 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $2.7m | 1.6% | 24,272 |  | Added +177 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $2.6m | 1.5% | 2,274 |  | Added +79 |
| [MARATHON PETE CORP (MPC)](/companies/mpc.md) | COM | $2.2m | 1.3% | 8,761 |  | Reduced −999 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $2.2m | 1.3% | 6,252 |  | Added +3 |
| EXXON MOBIL CORP | COM | $2.1m | 1.2% | 15,280 |  | Added +79 |
| [INTERNATIONAL BUSINESS MACHS (IBM)](/companies/ibm.md) | COM | $2.0m | 1.1% | 6,966 |  | Reduced −259 |
| INVESCO QQQ TR | UNIT SER 1 | $1.7m | 1.0% | 2,362 |  | Reduced −4 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $1.7m | 1.0% | 2,973 |  | Added +66 |
| ISHARES TR | MSCI USA MIN ETF | $1.6m | 0.9% | 16,420 |  | Added +49 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $1.5m | 0.9% | 4,456 |  | Added +369 |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $1.5m | 0.9% | 39,349 |  | Added +7,323 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $1.5m | 0.9% | 1,226 |  | Added +155 |
| ISHARES INC | CORE MSCI EMKT | $1.4m | 0.8% | 16,607 |  | Added +674 |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $1.3m | 0.8% | 1,142 |  | Reduced −3 |
| EATON CORP PLC | SHS | $1.3m | 0.8% | 3,139 |  | Added +34 |
| TRANE TECHNOLOGIES PLC | SHS | $1.3m | 0.8% | 2,722 |  | Added +5 |
| [LOCKHEED MARTIN CORP (LMT)](/companies/lmt.md) | COM | $1.3m | 0.7% | 2,527 |  | Reduced −2 |
| ISHARES TR | S&P MC 400VL ETF | $1.2m | 0.7% | 8,436 |  | Added +342 |
| [ANALOG DEVICES INC (ADI)](/companies/adi.md) | COM | $1.2m | 0.7% | 3,061 |  | Added +46 |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | $1.2m | 0.7% | 25,397 |  | Added +332 |
| [HALLIBURTON CO (HAL)](/companies/hal.md) | COM | $1.2m | 0.7% | 34,061 |  | Reduced −401 |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $1.1m | 0.7% | 1,079 |  | Added +2 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $1.1m | 0.6% | 2,233 |  | Unchanged |
| ISHARES TR | 1 3 YR TREAS BD | $1.1m | 0.6% | 13,585 |  | Added +120 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $1.1m | 0.6% | 47,454 |  | Added +243 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $1.0m | 0.6% | 2,734 |  | Added +36 |
| [WESCO INTL INC (WCC)](/companies/wcc.md) | COM | $966.6k | 0.6% | 2,798 |  | Added +3 |
| ISHARES INC | MSCI EQUAL WEITE | $946.4k | 0.5% | 8,288 |  | Added +22 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $942.4k | 0.5% | 2,672 |  | Reduced −14 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $933.7k | 0.5% | 1,658 |  | Added +602 |
| VANGUARD INDEX FDS | SMALL CP ETF | $921.7k | 0.5% | 3,041 |  | Added +105 |
| [REGIS CORPORATION (RGS)](/companies/rgs.md) | COM SHS | $867.6k | 0.5% | 30,987 |  | Reduced −1,200 |
| [MOTOROLA SOLUTIONS INC (MSI)](/companies/msi.md) | COM NEW | $867.4k | 0.5% | 2,089 |  | Added +6 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $862.5k | 0.5% | 4,054 |  | Added +13 |
| INVESCO EXCHANGE TRADED FD T | BLOO AN RATI ETF | $852.2k | 0.5% | 10,401 |  | Reduced −117 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $831.0k | 0.5% | 1,999 |  | Added +409 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $815.2k | 0.5% | 1,092 |  | Added +3 |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $802.0k | 0.5% | 6,241 |  | Reduced −35 |
| ISHARES TR | MSCI USA MMENTM | $759.7k | 0.4% | 2,216 |  | Reduced −14 |
| [AT&T INC (T)](/companies/t.md) | COM | $695.0k | 0.4% | 33,574 |  | Reduced −741 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $685.2k | 0.4% | 2,698 |  | Reduced −44 |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $656.3k | 0.4% | 25,070 |  | Added +11,197 |
| VANGUARD INDEX FDS | MID CAP ETF | $655.3k | 0.4% | 8,133 |  | Added +6,198 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $654.1k | 0.4% | 2,599 |  | Added +21 |
| [AIR PRODUCTS AND CHEMICALS I (APD)](/companies/apd.md) | COM | $632.6k | 0.4% | 2,158 |  | Reduced −61 |
| [GENERAL MTRS CO (GM)](/companies/gm.md) | COM | $631.4k | 0.4% | 8,191 |  | Reduced −822 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $623.2k | 0.4% | 7,543 |  | Added +6,271 |
| [TJX COS INC NEW (TJX)](/companies/tjx.md) | COM | $613.0k | 0.4% | 4,046 |  | Added +9 |
| CAPITAL GROUP INTERNATIONAL | SHS | $563.4k | 0.3% | 15,317 |  | Reduced −518 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $560.0k | 0.3% | 2,367 |  | Reduced −15 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $553.2k | 0.3% | 1,277 |  | Added +2 |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $542.1k | 0.3% | 1,993 |  | Reduced −224 |
| CHUBB LIMITED | COM | $541.3k | 0.3% | 1,589 |  | Reduced −43 |
| [ALLSTATE CORP (ALL)](/companies/all.md) | COM | $535.3k | 0.3% | 2,250 |  | Reduced −107 |
| CAPITAL GROUP CONSERVATIVE E | SHS | $513.7k | 0.3% | 15,653 |  | Added +8,477 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $513.6k | 0.3% | 3,278 |  | Reduced −39 |
| NXP SEMICONDUCTORS N V | COM | $490.3k | 0.3% | 1,744 |  | Added +11 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $470.9k | 0.3% | 2,353 |  | Added +38 |
| [CME GROUP INC (CME)](/companies/cme.md) | COM | $467.5k | 0.3% | 2,117 |  | Reduced −236 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $463.3k | 0.3% | 15,744 |  | Added +42 |
| [DEXCOM INC (DXCM)](/companies/dxcm.md) | COM | $452.9k | 0.3% | 6,725 |  | Added +2,186 |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $448.4k | 0.3% | 4,334 |  | Reduced −333 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $447.9k | 0.3% | 1,065 |  | Added +12 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $447.8k | 0.3% | 3,207 |  | New +3,207 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $425.3k | 0.2% | 2,900 |  | Added +20 |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $418.3k | 0.2% | 1,119 |  | Reduced −13 |
| ISHARES TR | CORE S&P500 ETF | $416.1k | 0.2% | 556 |  | Added +2 |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $408.8k | 0.2% | 16,975 |  | Reduced −617 |
| [REGENERON PHARMACEUTICALS (REGN)](/companies/regn.md) | COM | $401.1k | 0.2% | 643 |  | Added +17 |
| [SHERWIN WILLIAMS CO (SHW)](/companies/shw.md) | COM | $393.1k | 0.2% | 1,142 |  | Added +3 |
| [CYTOMX THERAPEUTICS INC. (CTMX)](/companies/ctmx.md) | COM | $383.5k | 0.2% | 102,254 |  | Unchanged |
| [DIAMONDBACK ENERGY INC (FANG)](/companies/fang.md) | COM | $368.8k | 0.2% | 2,098 |  | Reduced −23 |
| [FORD MTR CO (F)](/companies/f.md) | COM | $365.7k | 0.2% | 26,307 |  | Reduced −9,278 |
| [DARDEN RESTAURANTS INC (DRI)](/companies/dri.md) | COM | $364.7k | 0.2% | 1,771 |  | Reduced −638 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREAT UNIT | $363.5k | 0.2% | 8,586 |  | Added +406 |
| [EDWARDS LIFESCIENCES CORP (EW)](/companies/ew.md) | COM | $358.5k | 0.2% | 3,963 |  | New +3,963 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $339.5k | 0.2% | 2,077 |  | Added +9 |
| [GRACO INC (GGG)](/companies/ggg.md) | COM | $334.7k | 0.2% | 4,427 |  | Added +16 |
| ISHARES TR | RUS 1000 GRW ETF | $322.7k | 0.2% | 2,599 |  | Added +1,871 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $321.2k | 0.2% | 343 |  | Added +10 |
| AMERICAN CENTY ETF TR | US QUALITY GROW | $320.9k | 0.2% | 2,718 |  | New +2,718 |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $319.4k | 0.2% | 7,544 |  | Reduced −1,429 |
| [HOWMET AEROSPACE INC (HWM)](/companies/hwm.md) | COM | $298.6k | 0.2% | 1,110 |  | Unchanged |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $290.8k | 0.2% | 5,467 |  | Unchanged |
| [L3HARRIS TECHNOLOGIES INC (LHX)](/companies/lhx.md) | COM | $286.8k | 0.2% | 987 |  | Added +4 |
| [DEERE & CO (DE)](/companies/de.md) | COM | $285.6k | 0.2% | 450 |  | Added +1 |
| [NEXTERA ENERGY INC (NEE)](/companies/nee.md) | COM | $279.2k | 0.2% | 3,181 |  | Added +2 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $276.4k | 0.2% | 286 |  | New +286 |
| [RAYMOND JAMES FINL INC (RJF)](/companies/rjf.md) | COM | $271.2k | 0.2% | 1,784 |  | Added +7 |
| [QUALCOMM INC (QCOM)](/companies/qcom.md) | COM | $269.3k | 0.2% | 1,457 |  | New +1,457 |
| [BP PLC (BP)](/companies/bp.md) | SPONSORED ADR | $267.9k | 0.2% | 7,251 |  | Reduced −410 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $266.8k | 0.2% | 1,700 |  | Unchanged |
| [MCDONALDS CORP (MCD)](/companies/mcd.md) | COM | $263.8k | 0.2% | 976 |  | Reduced −50 |
| [NUCOR CORP (NUE)](/companies/nue.md) | COM | $256.6k | 0.1% | 1,152 |  | Reduced −795 |
| [PROGRESSIVE CORP (PGR)](/companies/pgr.md) | COM | $254.3k | 0.1% | 1,164 |  | New +1,164 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $253.3k | 0.1% | 5,542 |  | Added +178 |
| [BOEING CO (BA)](/companies/ba.md) | COM | $252.5k | 0.1% | 1,166 |  | Unchanged |
| ISHARES TR | CORE S&P SCP ETF | $250.9k | 0.1% | 1,692 |  | Added +20 |
| CAPITAL GROUP CORE BALANCED | SHS | $247.9k | 0.1% | 6,531 |  | New +6,531 |
| ISHARES TR | CORE S&P MCP ETF | $247.8k | 0.1% | 3,213 |  | Added +22 |
| [GILEAD SCIENCES INC (GILD)](/companies/gild.md) | COM | $247.6k | 0.1% | 1,959 |  | Added +12 |
| [PNC FINL SVCS GROUP INC (PNC)](/companies/pnc.md) | COM | $230.3k | 0.1% | 935 |  | New +935 |
| VANGUARD WORLD FD | FINANCIALS ETF | $230.1k | 0.1% | 1,748 |  | Reduced −232 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $227.8k | 0.1% | 4,217 |  | New +4,217 |
| [REALTY INCOME CORP (O)](/companies/o.md) | COM | $227.3k | 0.1% | 3,668 |  | Reduced −492 |
| VANGUARD WORLD FD | COMM SRVC ETF | $221.3k | 0.1% | 1,203 |  | Unchanged |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $214.5k | 0.1% | 2,228 |  | Reduced −101 |
| ELECTRONIC ARTS INC | COM | $211.2k | 0.1% | 1,030 |  | Unchanged |
| [FEDEX CORP (FDX)](/companies/fdx.md) | COM | $210.6k | 0.1% | 672 |  | Reduced −14 |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | SHS BEN INT | $209.7k | 0.1% | 6,299 |  | Reduced −400 |
| ISHARES TR | RUS 1000 VAL ETF | $207.0k | 0.1% | 854 |  | New +854 |
| [HUMANA INC (HUM)](/companies/hum.md) | COM | $205.1k | 0.1% | 516 |  | New +516 |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $203.2k | 0.1% | 405 |  | New +405 |
| [CROWDSTRIKE HLDGS INC (CRWD)](/companies/crwd.md) | CL A | $202.2k | 0.1% | 265 |  | New +265 |
| [MARVELL TECHNOLOGY INC (MRVL)](/companies/mrvl.md) | COM | $200.7k | 0.1% | 674 |  | New +674 |
| [NUVEEN PFD & INCOME OPPORTUN (JPC)](/companies/jpc.md) | COM | $96.3k | <0.1% | 12,226 |  | Reduced −530 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BEST BUY INC (BBY)](/companies/bby.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,454 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,178 |
| [COMCAST CORP NEW (CMCSA)](/companies/cmcsa.md) | CL A | $0 | 0.0% | 0 |  | Sold out −8,758 |
| [HCA HEALTHCARE INC (HCA)](/companies/hca.md) | COM | $0 | 0.0% | 0 |  | Sold out −464 |
| [IQVIA HLDGS INC (IQV)](/companies/iqv.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,211 |
| STERIS PLC | SHS USD | $0 | 0.0% | 0 |  | Sold out −2,098 |
| [ZOETIS INC (ZTS)](/companies/zts.md) | CL A | $0 | 0.0% | 0 |  | Sold out −4,583 |

Source: SEC EDGAR, Form 13F-HR, accession 0001951757-26-001076. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.