Aspire Growth Partners LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Aspire Growth Partners LLC reported 113 stock positions worth $112.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 10.0% of the portfolio, followed by Apple (AAPL, 6.6%) and Vanguard S&P 500 Value ETF (VOOV, 6.2%). Compared with Q4 2024, it opened 17 new positions, sold out of 3, added to 67 and reduced 27. The biggest buy was Cap Group Core Equity (CGUS, shares +134%) and the biggest sale an exit from Iqvia (IQV).

Most Recent 13F
Q2 2026
Location
MIROMAR LAKES, FL
CIK
0002055568
Portfolio Value
$112.7M (Q1 2025)
SEC Filing
0001951757-25-000556 ↗ filed May 14, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $102.2M Q4 2024 Q1 2025: $112.7M $112.7M Q1 2025 Q2 2025: $122.1M Q2 2025 Q3 2025: $136.8M Q3 2025 Q4 2025: $143.6M Q4 2025 Q1 2026: $145.7M Q1 2026 Q2 2026: $172.1M Q2 2026

Holdings 113 stocks · $112.7M
VOO Vanguard S&P 500 ETF 10.02% 21,902 $11.3M Add +18.8%
AAPL Apple Inc. 6.64% 38,069 $7.5M Add +0.9%
VOOV Vanguard S&P 500 Value ETF 6.18% 39,039 $7.0M Add +7.3%
MSFT Microsoft Corp. 5.40% 14,084 $6.1M Add +7.0%
QQQM Invesco Nasdaq 100 ETF 3.64% 20,603 $4.1M Add +25.1%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 3.26% 110,108 $3.7M Add +134.0%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 2.70% 86,071 $3.0M Add +43.6%
VTI VG Morningstar TS MKT ETF-US 2.50% 10,216 $2.8M Add +4.8%
JPM JPMorgan Chase & Co. 2.19% 9,922 $2.5M Reduce -0.5%
WMT Walmart Inc. 2.14% 24,359 $2.4M Add +48.4%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 2.06% 92,083 $2.3M Reduce -2.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.75% 7,849 $2.0M Add +0.2%
AMZN Amazon.com Inc. 1.69% 10,090 $1.9M Add +4.5%
USMV iShares MSCI USA Min Vol Fac 1.41% 17,162 $1.6M Reduce -3.4%
XOM Exxon Mobil Corp. 1.26% 13,628 $1.4M Add +3.1%
MPC Marathon Petroleum Corp. 1.21% 9,440 $1.4M Add +3.1%
V Visa Inc. Class A 1.16% 3,744 $1.3M Add +1.4%
EUSA iShares MSCI USA Equal Weigh 1.14% 13,766 $1.3M Reduce -2.4%
BRK.B Berkshire Hathaway Inc. Class B 1.09% 2,362 $1.2M Reduce -0.8%
QQQ Invesco QQQ Trust Series 1 1.03% 2,398 $1.2M Add +0.4%
SHY iShares 1-3 Year Treasury Bo 1.01% 13,716 $1.1M Reduce -5.5%
TT Trane Technologies PLC 1.00% 2,758 $1.1M New
LMT Lockheed Martin Corp. 0.99% 2,368 $1.1M Reduce -0.7%
GOOG Alphabet Inc. Class C 0.96% 7,196 $1.1M Add +7.2%
GOOGL Alphabet Inc. Class A 0.95% 7,099 $1.1M Add +6.0%
T AT&T Inc. 0.95% 38,212 $1.1M Reduce -1.4%
ETN Eaton Corp. PLC 0.92% 3,424 $1.0M New
CGGR Cap Group Growth Equity 0.91% 28,925 $1.0M Add +4.1%
HD Home Depot Inc. 0.89% 2,767 $1.0M Add +2.0%
FISV Fiserv Inc. 0.87% 5,392 $982K Add +3.8%
CRM Salesforce Inc. 0.86% 3,469 $965K Add +15.8%
LLY Eli Lilly & Co. 0.83% 1,212 $941K Add +5.0%
MSI Motorola Solutions Inc. 0.83% 2,244 $931K Add +1.4%
CME Cme Group Inc. 0.75% 2,975 $847K Add +26.1%
IJJ iShares S&P Mid-Cap 400 Valu 0.75% 7,232 $841K Reduce -0.4%
VOOG Vanguard S&P 500 Growth ETF 0.71% 2,349 $802K Reduce -2.4%
IEMG iShares Core MSCI Emerging 0.67% 13,725 $758K Add +1.7%
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 0.67% 23,811 $756K Add +69.3%
AVGO Broadcom Inc. 0.67% 3,879 $750K Add +11.3%
UPGD Invesco Bloomberg Analyst Ra 0.63% 10,368 $710K Reduce -1.4%
VZ Verizon Communications Inc. 0.62% 16,020 $703K Reduce -6.2%
HAL Halliburton Co. 0.62% 36,098 $699K Add +0.0%
APD Air Products & Chemicals Inc. 0.59% 2,508 $664K Add +4.3%
RSP Invesco S&P 500 Equal Weight 0.58% 3,836 $657K Add +17.2%
ADI Analog Devices Inc. 0.56% 3,178 $635K Reduce -0.7%
F Ford Motor Co. filed as FORD MTR CO 0.53% 58,413 $600K Add +4.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.53% 1,062 $596K Add +17.5%
LHX L3HARRIS Technologies Inc. 0.53% 2,727 $594K Add +4.6%
DRI Darden Restaurants Inc. 0.50% 2,824 $559K Add +4.7%
MDT Medtronic PLC 0.49% 6,661 $554K New
STE Steris PLC 0.49% 2,435 $548K New
UNH Unitedhealth Group Inc. 0.48% 1,387 $542K Add +32.6%
MRK Merck & Co. Inc. 0.47% 6,752 $534K Add +2.1%
MTUM iShares MSCI USA Momentum Fa 0.47% 2,443 $527K Reduce -15.8%
GM General Motors Co. 0.46% 11,505 $523K Add +20.7%
NUE Nucor Corp. 0.46% 4,533 $522K Reduce -14.8%
JNJ Johnson & Johnson 0.46% 3,315 $521K Reduce -6.9%
SHW The Sherwin-Williams Co. 0.46% 1,465 $515K Add +5.2%
ABBV Abbvie Inc. 0.46% 2,727 $513K Reduce -0.4%
PFE Pfizer Inc. 0.45% 22,333 $509K No change
CB Chubb Ltd. 0.44% 1,726 $501K New
UNP Union Pacific Corp. 0.44% 2,332 $499K Add +3.0%
VB Vanguard Most SM-Cap ETF-Usd 0.44% 2,231 $491K Add +3.2%
ALL Allstate Corp. 0.43% 2,371 $484K Add +1.2%
PG The Procter & Gamble Co. 0.39% 2,785 $444K Add +2.2%
WCC Wesco International Inc. 0.39% 2,790 $443K Add +0.5%
CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL 0.39% 14,208 $442K No change
DXCM Dexcom Inc. 0.36% 4,921 $410K Add +1.8%
META Meta Platforms Inc. Class A 0.35% 662 $395K Add +7.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.34% 2,993 $385K Reduce -6.4%
CVS CVS Health Corp. 0.34% 5,687 $380K Add +5.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.32% 1,406 $366K Add +6.1%
CMCSA Comcast Corp. Class A 0.32% 10,529 $362K Add +8.4%
IVV iShares Core S&P 500 ETF 0.32% 640 $361K Reduce -6.8%
COST Costco Wholesale Corp. 0.32% 356 $359K Add +5.6%
MCD McDonald's Corp. 0.32% 1,123 $356K Reduce -3.1%
REGN Regeneron Pharmaceuticals 0.31% 623 $349K Add +5.4%
SCHX Schwab US Large-Cap ETF 0.31% 15,520 $344K Add +0.3%
CAT Caterpillar Inc. 0.30% 1,071 $343K Add +1.1%
FANG Diamondback Energy Inc. 0.30% 2,587 $335K Add +0.7%
NXPI NXP Semiconductors NV 0.29% 1,719 $321K New
VIG Vanguard Dividend Apprec ETF 0.28% 1,622 $311K Reduce -3.3%
IJR iShares Core S&P Small-Cap E 0.28% 3,057 $311K Add +2.0%
O Realty Income Corp. 0.28% 5,465 $310K Add +26.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.27% 3,030 $308K Reduce -12.5%
AMD Advanced Micro Devices 0.27% 3,041 $306K Add +0.1%
TSLA Tesla Inc. 0.27% 1,112 $305K Add +54.4%
FIS Fidelity National Info Serv 0.27% 3,999 $302K Add +16.0%
MA Mastercard Inc. Class A 0.26% 527 $298K New
BA The Boeing Co. 0.25% 1,542 $286K Reduce -0.8%
BBY Best Buy Co. Inc. 0.25% 4,151 $284K Add +5.5%
IWF iShares Russell 1000 Growth 0.25% 749 $279K Add +0.1%
GE General Electric filed as GE AEROSPACE 0.24% 1,293 $271K Reduce -9.2%
SPGI S&P Global Inc. 0.23% 515 $261K Add +21.2%
SYK Stryker Corp. 0.23% 677 $260K Add +17.3%
MU Micron Technology Inc. 0.23% 3,093 $260K Reduce -8.8%
CI The Cigna Group 0.22% 755 $253K New
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.22% 2,024 $252K New
GGG Graco Inc. 0.22% 3,040 $249K Add +0.7%
RGS Regis Corp. 0.21% 12,789 $239K New

Show all 113 holdings

Portfolio Sells Q4 2024 → Q1 2025
IQV Iqvia Holdings Inc. Sold out 0.00% −0.24
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.21
CGXU Cap Group Intl Focus Reduce -2.0% 2.06% −0.21
BMY Bristol-Myers Squibb Co. Sold out 0.00% −0.20
EUSA iShares MSCI USA Equal Weigh Reduce -2.4% 1.14% −0.20
JPM JPMorgan Chase & Co. Reduce -0.5% 2.19% −0.17
VOOG Vanguard S&P 500 Growth ETF Reduce -2.4% 0.71% −0.16
SHY iShares 1-3 Year Treasury Bo Reduce -5.5% 1.01% −0.16
NUE Nucor Corp. Reduce -14.8% 0.46% −0.14
LMT Lockheed Martin Corp. Reduce -0.7% 0.99% −0.14
IJJ iShares S&P Mid-Cap 400 Valu Reduce -0.4% 0.75% −0.14
USMV iShares MSCI USA Min Vol Fac Reduce -3.4% 1.41% −0.13
MTUM iShares MSCI USA Momentum Fa Reduce -15.8% 0.47% −0.12
DIS The Walt Disney Co. Reduce -12.5% 0.27% −0.10
ADI Analog Devices Inc. Reduce -0.7% 0.56% −0.10
UPGD Invesco Bloomberg Analyst Ra Reduce -1.4% 0.63% −0.08
IVV iShares Core S&P 500 ETF Reduce -6.8% 0.32% −0.08
MU Micron Technology Inc. Reduce -8.8% 0.23% −0.06
CMG Chipotle Mexican Grill Inc. Reduce -0.2% 0.18% −0.05
VIG Vanguard Dividend Apprec ETF Reduce -3.3% 0.28% −0.05
VZ Verizon Communications Inc. Reduce -6.2% 0.62% −0.04
JNJ Johnson & Johnson Reduce -6.9% 0.46% −0.04
TJX TJX Companies Inc. Reduce -6.4% 0.34% −0.04
ABBV Abbvie Inc. Reduce -0.4% 0.46% −0.02
EW Edwards Lifesciences Corp. Reduce -0.9% 0.21% −0.02
BA The Boeing Co. Reduce -0.8% 0.25% −0.02
MCD McDonald's Corp. Reduce -3.1% 0.32% −0.01
GE General Electric Reduce -9.2% 0.24% +0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.8% 1.09% +0.03
T AT&T Inc. Reduce -1.4% 0.95% +0.09

Portfolio Buys Q4 2024 → Q1 2025
CGUS Cap Group Core Equity Add +134.0% 3.26% +1.65
TT Trane Technologies PLC New 1.00% +1.00
ETN Eaton Corp. PLC New 0.92% +0.92
WMT Walmart Inc. Add +48.4% 2.14% +0.68
CGDV Cap Group Dividend Value Add +43.6% 2.70% +0.64
MDT Medtronic PLC New 0.49% +0.49
STE Steris PLC New 0.49% +0.49
CB Chubb Ltd. New 0.44% +0.44
VOO Vanguard S&P 500 ETF Add +18.8% 10.02% +0.30
NXPI NXP Semiconductors NV New 0.29% +0.29
MA Mastercard Inc. Class A New 0.26% +0.26
CGDG Cap Group Dividend Growers Add +69.3% 0.67% +0.26
QQQM Invesco Nasdaq 100 ETF Add +25.1% 3.64% +0.24
CI The Cigna Group New 0.22% +0.22
MGV Vngrd Mrgstr MG CP VL ETF-Ui New 0.22% +0.22
CME Cme Group Inc. Add +26.1% 0.75% +0.22
RGS Regis Corp. New 0.21% +0.21
CGGO Cap Group Global Growth New 0.21% +0.21
AZO AutoZone Inc. New 0.21% +0.21
BP BP PLC-Spons ADR New 0.20% +0.20
PGR Progressive Corp. New 0.19% +0.19
DIVO Amplify CWP Enhan Divid ETF New 0.19% +0.19
HWM Howmet Aerospace Inc. New 0.19% +0.19
CVS CVS Health Corp. Add +5.4% 0.34% +0.10
JPC Nuveen Prefered & Income Opp New 0.08% +0.08
O Realty Income Corp. Add +26.3% 0.28% +0.05
IBM Intl Business Machines Corp. Add +0.2% 1.75% +0.04
CTMX Cytomx Therapeutics Inc. Add +126.2% 0.08% +0.04
SYK Stryker Corp. Add +17.3% 0.23% +0.03
SPGI S&P Global Inc. Add +21.2% 0.23% +0.02
RSP Invesco S&P 500 Equal Weight Add +17.2% 0.58% +0.02
COST Costco Wholesale Corp. Add +5.6% 0.32% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +17.5% 0.53% +0.01
V Visa Inc. Class A Add +1.4% 1.16% +0.01
DRI Darden Restaurants Inc. Add +4.7% 0.50% +0.00
META Meta Platforms Inc. Class A Add +7.3% 0.35% −0.00
DXCM Dexcom Inc. Add +1.8% 0.36% −0.00
FIS Fidelity National Info Serv Add +16.0% 0.27% −0.00
SHW The Sherwin-Williams Co. Add +5.2% 0.46% −0.01
F Ford Motor Co. Add +4.6% 0.53% −0.01
NEE Nextera Energy Inc. Add +12.0% 0.19% −0.01
LHX L3HARRIS Technologies Inc. Add +4.6% 0.53% −0.01
TSLA Tesla Inc. Add +54.4% 0.27% −0.01
ALL Allstate Corp. Add +1.2% 0.43% −0.01
QCOM Qualcomm Inc. Add +7.7% 0.18% −0.02
IEMG iShares Core MSCI Emerging Add +1.7% 0.67% −0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +6.1% 0.32% −0.02
MSFT Microsoft Corp. Add +7.0% 5.40% −0.02
GGG Graco Inc. Add +0.7% 0.22% −0.03
GM General Motors Co. Add +20.7% 0.46% −0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 128$172.1MVOO, VOOV, AAPL, QQQM, CGUS
Q1 2026 121$145.7MVOO, VOOV, AAPL, QQQM, CGUS
Q4 2025 123$143.6MVOO, AAPL, VOOV, MSFT, QQQM
Q3 2025 118$136.8MVOO, AAPL, VOOV, MSFT, QQQM
Q2 2025 114$122.1MVOO, AAPL, VOOV, MSFT, QQQM
Q1 2025 113$112.7MVOO, AAPL, VOOV, MSFT, QQQM
Q4 2024 99$102.2MVOO, AAPL, VOOV, MSFT, QQQM