Aspire Growth Partners LLC

CIK

2055568

Location

MIROMAR LAKES, FL

Portfolio Value

Small $172,125,982

Diversification

Diversified

Filing Date

Global Rank

#6,952 / 8,794 ▼ 140 · as of Jun 2026

Top Industry

Consumer Electronics 12.5%

Period ended 3 months ago

Filed Jul 29, 2026 · 2mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

109 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.6%

−0.1 pts

Top 5

40.0%

+0.1 pts

Top 10

56.9%

+1.7 pts

HHI

472

Diversified+3

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	45.3%	$78,014,225	25
Technology	17.7%	$30,479,309	17
Financial Services	11.0%	$19,006,970	11
Industrials	5.8%	$10,047,707	14
Communication Services	4.6%	$7,952,155	6
Consumer Cyclical	4.5%	$7,668,426	9
Healthcare	4.4%	$7,550,969	14
Energy	3.6%	$6,122,085	5
Consumer Defensive	2.0%	$3,495,168	3
Basic Materials	0.7%	$1,282,503	3
Utilities	0.2%	$279,196	1
Real Estate	0.1%	$227,269	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGUS	Capital Group Core Equity ETF	+12,185	173,785	$7,729,956
CGCB	Capital Group Core Bond ETF	+11,440	72,524	$1,714,081
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+10,177	65,835	$13,401,391
CGCV	Capital Group Conservative Equity ETF	+8,477	15,653	$513,731
VB	Vanguard Morningstar Small-Cap ETF	+8,201	49,859	$25,049,563
CGDV	Capital Group Dividend Value ETF	+7,587	125,705	$6,194,742
CGDG	Capital Group Dividend Growers ETF	+7,323	39,349	$1,475,980
IVZ	Invesco Ltd.	+3,976	33,799	$10,240,083
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+3,962	74,466	$8,472,255
DXCM	Dexcom Inc	+2,186	6,725	$452,928
CGXU	Capital Group International Focus Equity ETF	+1,572	99,250	$3,436,035
AMZN	Amazon Com Inc	+1,409	13,308	$3,171,828
MSFT	Microsoft Corp	+773	15,778	$5,885,509
JPM	Jpmorgan Chase & Co	+605	11,378	$3,724,360
META	Meta Platforms, Inc.	+602	1,658	$933,934
GOOGL	Alphabet Inc.	+568	15,716	$5,578,192
UNH	Unitedhealth Group Inc	+409	1,999	$830,844
CGGO	Capital Group Global Growth Equity ETF	+406	8,586	$363,445
V	Visa Inc.	+369	4,456	$1,528,809
CGGR	Capital Group Growth ETF	+332	25,397	$1,198,738
AAPL	Apple Inc.	+211	40,583	$11,743,096
AIEQ	Amplify AI Powered Equity ETF	+178	5,542	$253,269
WMT	Walmart Inc.	+177	24,272	$2,749,046
LLY	ELI LILLY & Co	+155	1,226	$1,470,501
MU	Micron Technology Inc	+79	2,274	$2,624,855
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	−9,278	26,307	$365,667
VZ	Verizon Communications Inc	−1,429	7,544	$319,412
RGS	Regis Corp	−1,200	30,987	$867,636
MPC	Marathon Petroleum Corp	−999	8,761	$2,239,924
GM	General Motors Co	−822	8,191	$631,362
NUE	Nucor Corp	−795	1,152	$256,608
T	At&T Inc.	−741	33,574	$694,981
DRI	Darden Restaurants Inc	−638	1,771	$364,843
PFE	Pfizer Inc	−617	16,975	$408,758
JPC	Nuveen Preferred & Income Opportunities Fund	−530	12,226	$96,340
CGIE	Capital Group International Equity ETF	−518	15,317	$563,359
O	Realty Income Corp	−492	3,668	$227,269
BP	Bp PLC	−410	7,251	$267,924
HAL	Halliburton Co	−401	34,061	$1,156,370
IBIT	iShares Bitcoin Trust ETF	−400	6,299	$209,693
CVS	CVS HEALTH Corp	−333	4,334	$448,352
IBM	International Business Machines Corp	−259	6,966	$1,958,908
CME	Cme Group Inc.	−236	2,117	$467,497
UNP	Union Pacific Corp	−224	1,993	$542,096
EDV	Vanguard World Funds Extended Duration ETF	−223	5,028	$790,812
ALL	Allstate Corp	−107	2,250	$535,365
ABI	VictoryShares Pioneer Asset-Based Income ETF	−104	14,455	$1,714,722
DIS	Walt Disney Co	−101	2,228	$214,445
APD	Air Products & Chemicals, Inc.	−61	2,158	$632,682
MCD	Mcdonalds Corp	−50	976	$263,822
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	3,207	$447,793
EW	Edwards Lifesciences Corp	3,963	$358,492
ACSG	American Century Small Cap Growth Insights ETF	2,718	$320,859
STX	Seagate Technology Holdings plc	286	$275,990
QCOM	Qualcomm Inc/De	1,457	$269,239
PGR	Progressive Corp/Oh/	1,164	$254,275
CGBL	Capital Group Core Balanced ETF	6,531	$247,916
PNC	Pnc Financial Services Group, Inc.	935	$230,215
DCOR	Dimensional US Core Equity 1 ETF	4,217	$227,802
HUM	Humana Inc	516	$204,965
TMO	Thermo Fisher Scientific Inc.	405	$203,050
CRWD	CrowdStrike Holdings, Inc.	265	$202,232
MRVL	Marvell Technology, Inc.	674	$200,777
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
ZTS	Zoetis Inc.	4,583	$541,756
STE	STERIS plc	2,098	$463,930
CMCSA	Comcast Corp	8,758	$251,442
CVX	Chevron Corp	1,178	$243,728
BBY	Best Buy Co Inc	3,454	$221,746
HCA	HCA Healthcare, Inc.	464	$219,583
IQV	Iqvia Holdings Inc.	1,211	$206,523
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

109 tracked positions · $172,125,982 total · filing declares 128 positions · $172,128,057 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 109 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	49,859	+8,201	$25,049,563	+24.0%	14.55%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Added	65,835	+10,177	$13,401,391	+20.0%	7.79%
AAPL	Apple Inc. Technology	Added	40,583	+211	$11,743,096	+14.6%	6.82%
IVZ	Invesco Ltd. Financial Services	Added	33,799	+3,976	$10,240,083	+44.5%	5.95%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	74,466	+3,962	$8,472,255	—	4.92%
CGUS	Capital Group Core Equity ETF	Added	173,785	+12,185	$7,729,956	+24.5%	4.49%
CGDV	Capital Group Dividend Value ETF	Added	125,705	+7,587	$6,194,742	+23.3%	3.60%
MSFT	Microsoft Corp Technology	Added	15,778	+773	$5,885,509	+6.0%	3.42%
GOOGL	Alphabet Inc. Communication Services	Added	15,716	+568	$5,578,192	+28.2%	3.24%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,378	+605	$3,724,360	+17.5%	2.16%
CGXU	Capital Group International Focus Equity ETF	Added	99,250	+1,572	$3,436,035	+19.3%	2.00%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,308	+1,409	$3,171,828	+28.0%	1.84%
WMT	Walmart Inc. Consumer Defensive	Added	24,272	+177	$2,749,046	−8.2%	1.60%
MU	Micron Technology Inc Technology	Added	2,274	+79	$2,624,855	+254.0%	1.52%
MPC	Marathon Petroleum Corp Energy	Reduced	8,761	-999	$2,239,924	−6.0%	1.30%
XOM	ExxonMobil Holdings Corp Energy	Added	15,280	+79	$2,089,081	−19.0%	1.21%
IBM	International Business Machines Corp Technology	Reduced	6,966	-259	$1,958,908	+11.9%	1.14%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,362	-4	$1,739,376	+27.4%	1.01%
AMD	Advanced Micro Devices Inc Technology	Added	2,973	+66	$1,727,045	+192.0%	1.00%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	14,455	-104	$1,714,722	+11.2%	1.00%
CGCB	Capital Group Core Bond ETF	Added	72,524	+11,440	$1,714,081	+20.8%	1.00%
V	Visa Inc. Financial Services	Added	4,456	+369	$1,528,809	+23.8%	0.89%
CGDG	Capital Group Dividend Growers ETF	Added	39,349	+7,323	$1,475,980	+28.4%	0.86%
LLY	ELI LILLY & Co Healthcare	Added	1,226	+155	$1,470,501	+49.3%	0.85%
GEV	GE Vernova Inc. Industrials	Reduced	1,142	-3	$1,341,690	+34.2%	0.78%
ETN	Eaton Corp plc Industrials	Added	3,139	+34	$1,337,590	+20.4%	0.78%
TT	Trane Technologies plc Industrials	Added	2,722	+5	$1,336,937	+18.1%	0.78%
LMT	Lockheed Martin Corp Industrials	Reduced	2,527	-2	$1,287,405	−15.8%	0.75%
ADI	Analog Devices Inc Technology	Added	3,061	+46	$1,215,737	+26.7%	0.71%
CGGR	Capital Group Growth ETF	Added	25,397	+332	$1,198,738	+19.0%	0.70%
HAL	Halliburton Co Energy	Reduced	34,061	-401	$1,156,370	−13.9%	0.67%
CAT	Caterpillar Inc Industrials	Added	1,079	+2	$1,149,027	+50.6%	0.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,233	0	$1,117,370	+4.4%	0.65%
AVGO	Broadcom Inc. Technology	Added	2,734	+36	$1,032,768	+23.7%	0.60%
WCC	Wesco International Inc Industrials	Added	2,798	+3	$966,513	+26.4%	0.56%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,672	-14	$942,360	+6.7%	0.55%
META	Meta Platforms, Inc. Communication Services	Added	1,658	+602	$933,934	+54.6%	0.54%
RGS	Regis Corp Consumer Cyclical	Reduced	30,987	-1,200	$867,636	+9.2%	0.50%
MSI	Motorola Solutions, Inc. Technology	Added	2,089	+6	$867,540	−4.0%	0.50%
UNH	Unitedhealth Group Inc Healthcare	Added	1,999	+409	$830,844	+93.1%	0.48%
SPY	Spdr S&P 500 ETF Trust	Added	1,092	+3	$815,472	+15.1%	0.47%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,241	-35	$801,968	+6.2%	0.47%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	5,028	-223	$790,812	+4.7%	0.46%
T	At&T Inc. Communication Services	Reduced	33,574	-741	$694,981	−30.1%	0.40%
JNJ	Johnson & Johnson Healthcare	Reduced	2,698	-44	$685,211	+2.2%	0.40%
ABBV	AbbVie Inc. Healthcare	Added	2,599	+21	$654,012	+16.6%	0.38%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	2,158	-61	$632,682	−1.8%	0.37%
GM	General Motors Co Consumer Cyclical	Reduced	8,191	-822	$631,362	−6.0%	0.37%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	4,046	+9	$612,969	−4.9%	0.36%
CGIE	Capital Group International Equity ETF	Reduced	15,317	-518	$563,359	+5.2%	0.33%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.