Aspire Growth Partners LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Aspire Growth Partners LLC reported 114 stock positions worth $122.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 10.6% of the portfolio, followed by Apple (AAPL, 7.0%) and Vanguard S&P 500 Value ETF (VOOV, 6.0%). Compared with Q1 2025, it opened 4 new positions, sold out of 3, added to 32 and reduced 68. The biggest buy was Cap Group Core Equity (CGUS, shares +16%) and the biggest sale iShares MSCI USA Equal Weigh (EUSA, shares −41%).

Most Recent 13F
Q2 2026
Location
MIROMAR LAKES, FL
CIK
0002055568
Portfolio Value
$122.1M (Q2 2025)
SEC Filing
0001951757-25-001076 ↗ filed Aug 13, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $102.2M Q4 2024 Q1 2025: $112.7M Q1 2025 Q2 2025: $122.1M $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 114 stocks · $122.1M
VOO Vanguard S&P 500 ETF 10.58% 22,733 $12.9M Add +3.8%
AAPL Apple Inc. 6.99% 41,608 $8.5M Add +9.3%
VOOV Vanguard S&P 500 Value ETF 6.01% 38,848 $7.3M Reduce -0.5%
MSFT Microsoft Corp. 5.52% 13,546 $6.7M Reduce -3.8%
QQQM Invesco Nasdaq 100 ETF 4.13% 22,205 $5.0M Add +7.8%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 3.86% 127,590 $4.7M Add +15.9%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 3.09% 95,457 $3.8M Add +10.9%
VTI VG Morningstar TS MKT ETF-US 2.52% 10,136 $3.1M Reduce -0.8%
JPM JPMorgan Chase & Co. 2.34% 9,850 $2.9M Reduce -0.7%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 2.05% 92,273 $2.5M Add +0.2%
WMT Walmart Inc. 1.93% 24,144 $2.4M Reduce -0.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.71% 7,074 $2.1M Reduce -9.9%
AMZN Amazon.com Inc. 1.68% 9,319 $2.0M Reduce -7.6%
USMV iShares MSCI USA Min Vol Fac 1.32% 17,220 $1.6M Add +0.3%
XOM Exxon Mobil Corp. 1.32% 14,964 $1.6M Add +9.8%
MPC Marathon Petroleum Corp. 1.27% 9,361 $1.6M Reduce -0.8%
QQQ Invesco QQQ Trust Series 1 1.08% 2,398 $1.3M No change
V Visa Inc. Class A 1.07% 3,668 $1.3M Reduce -2.0%
GOOG Alphabet Inc. Class C 1.02% 7,016 $1.2M Reduce -2.5%
ETN Eaton Corp. PLC 1.00% 3,419 $1.2M Reduce -0.1%
TT Trane Technologies PLC 0.98% 2,734 $1.2M Reduce -0.9%
GOOGL Alphabet Inc. Class A 0.95% 6,584 $1.2M Reduce -7.3%
LMT Lockheed Martin Corp. 0.94% 2,485 $1.2M Add +4.9%
BRK.B Berkshire Hathaway Inc. Class B 0.93% 2,342 $1.1M Reduce -0.8%
SHY iShares 1-3 Year Treasury Bo 0.89% 13,157 $1.1M Reduce -4.1%
T AT&T Inc. 0.89% 37,415 $1.1M Reduce -2.1%
CGGR Cap Group Growth Equity 0.88% 26,567 $1.1M Reduce -8.2%
HD Home Depot Inc. 0.82% 2,745 $1.0M Reduce -0.8%
MSI Motorola Solutions Inc. 0.76% 2,220 $933K Reduce -1.1%
IJJ iShares S&P Mid-Cap 400 Valu 0.75% 7,445 $920K Add +3.0%
CRM Salesforce Inc. 0.74% 3,316 $904K Reduce -4.4%
LLY Eli Lilly & Co. 0.74% 1,158 $903K Reduce -4.5%
FISV Fiserv Inc. 0.73% 5,152 $888K Reduce -4.5%
IEMG iShares Core MSCI Emerging 0.72% 14,698 $882K Add +7.1%
EUSA iShares MSCI USA Equal Weigh 0.66% 8,158 $809K Reduce -40.7%
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 0.66% 23,811 $801K No change
ADI Analog Devices Inc. 0.62% 3,179 $757K Add +0.0%
UPGD Invesco Bloomberg Analyst Ra 0.60% 10,368 $736K No change
HAL Halliburton Co. 0.59% 35,588 $725K Reduce -1.4%
APD Air Products & Chemicals Inc. 0.58% 2,494 $704K Reduce -0.6%
RSP Invesco S&P 500 Equal Weight 0.57% 3,849 $699K Add +0.3%
VZ Verizon Communications Inc. 0.56% 15,709 $680K Reduce -1.9%
CME Cme Group Inc. 0.56% 2,463 $679K Reduce -17.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.54% 1,070 $661K Add +0.8%
F Ford Motor Co. filed as FORD MTR CO 0.54% 60,746 $659K Add +4.0%
AVGO Broadcom Inc. 0.53% 2,354 $649K Reduce -39.3%
GEV GE Vernova Inc. 0.51% 1,181 $625K New
DRI Darden Restaurants Inc. 0.49% 2,765 $603K Reduce -2.1%
MTUM iShares MSCI USA Momentum Fa 0.48% 2,448 $588K Add +0.2%
STE Steris PLC 0.47% 2,408 $578K Reduce -1.1%
MDT Medtronic PLC 0.47% 6,556 $572K Reduce -1.6%
GM General Motors Co. 0.46% 11,351 $559K Reduce -1.3%
PFE Pfizer Inc. 0.46% 22,934 $556K Add +2.7%
VB Vanguard Most SM-Cap ETF-Usd 0.45% 2,342 $555K Add +5.0%
UNP Union Pacific Corp. 0.44% 2,320 $534K Reduce -0.5%
MRK Merck & Co. Inc. 0.43% 6,669 $528K Reduce -1.2%
WCC Wesco International Inc. 0.42% 2,789 $517K Reduce -0.0%
JNJ Johnson & Johnson 0.41% 3,297 $504K Reduce -0.5%
ABBV Abbvie Inc. 0.41% 2,694 $500K Reduce -1.2%
NUE Nucor Corp. 0.41% 3,856 $500K Reduce -14.9%
CB Chubb Ltd. 0.41% 1,715 $497K Reduce -0.6%
VIG Vanguard Dividend Apprec ETF 0.40% 2,394 $490K Add +47.6%
SHW The Sherwin-Williams Co. 0.39% 1,397 $480K Reduce -4.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.39% 3,882 $479K Add +29.7%
ALL Allstate Corp. 0.39% 2,344 $472K Reduce -1.1%
CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL 0.38% 14,208 $468K No change
VOOG Vanguard S&P 500 Growth ETF 0.38% 1,173 $465K Reduce -50.1%
META Meta Platforms Inc. Class A 0.37% 613 $453K Reduce -7.4%
PG The Procter & Gamble Co. 0.37% 2,827 $450K Add +1.5%
UNH Unitedhealth Group Inc. 0.36% 1,392 $434K Add +0.4%
DXCM Dexcom Inc. 0.35% 4,856 $424K Reduce -1.3%
CAT Caterpillar Inc. 0.34% 1,075 $417K Add +0.4%
IVV iShares Core S&P 500 ETF 0.33% 642 $399K Add +0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.32% 1,406 $394K No change
SCHX Schwab US Large-Cap ETF 0.31% 15,566 $380K Add +0.3%
AMD Advanced Micro Devices 0.30% 2,614 $371K Reduce -14.0%
NXPI NXP Semiconductors NV 0.30% 1,697 $371K Reduce -1.3%
CVS CVS Health Corp. 0.30% 5,329 $368K Reduce -6.3%
IBIT iShares Bitcoin Trust ETF 0.30% 6,001 $367K New
CMCSA Comcast Corp. Class A 0.29% 10,081 $360K Reduce -4.3%
CGCP Cap Group Core Plus Income 0.29% 15,703 $353K New
TSLA Tesla Inc. 0.28% 1,073 $341K Reduce -3.5%
FANG Diamondback Energy Inc. 0.28% 2,474 $340K Reduce -4.4%
IJR iShares Core S&P Small-Cap E 0.27% 3,068 $335K Add +0.4%
GE General Electric filed as GE AEROSPACE 0.27% 1,274 $328K Reduce -1.5%
REGN Regeneron Pharmaceuticals 0.27% 624 $328K Add +0.2%
RGS Regis Corp. 0.27% 14,649 $327K Add +14.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.27% 2,626 $326K Reduce -13.3%
COST Costco Wholesale Corp. 0.26% 323 $319K Reduce -9.3%
IWF iShares Russell 1000 Growth 0.26% 749 $318K No change
BA The Boeing Co. 0.26% 1,510 $316K Reduce -2.1%
FIS Fidelity National Info Serv 0.25% 3,807 $310K Reduce -4.8%
MCD McDonald's Corp. 0.24% 1,014 $296K Reduce -9.7%
BBY Best Buy Co. Inc. 0.23% 4,129 $277K Reduce -0.5%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.22% 2,024 $266K No change
O Realty Income Corp. 0.21% 4,548 $262K Reduce -16.8%
GGG Graco Inc. 0.21% 3,040 $261K No change
MU Micron Technology Inc. 0.21% 2,101 $259K Reduce -32.1%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.21% 8,012 $256K No change
RJF Raymond James Financial Inc. 0.20% 1,613 $247K No change

Show all 114 holdings

Portfolio Sells Q1 2025 → Q2 2025
EUSA iShares MSCI USA Equal Weigh Reduce -40.7% 0.66% −0.48
VOOG Vanguard S&P 500 Growth ETF Reduce -50.1% 0.38% −0.33
LHX L3HARRIS Technologies Inc. Reduce -64.5% 0.20% −0.33
MA Mastercard Inc. Class A Sold out 0.00% −0.26
AZO AutoZone Inc. Sold out 0.00% −0.21
WMT Walmart Inc. Reduce -0.9% 1.93% −0.20
CME Cme Group Inc. Reduce -17.2% 0.56% −0.20
PGR Progressive Corp. Sold out 0.00% −0.19
VOOV Vanguard S&P 500 Value ETF Reduce -0.5% 6.01% −0.18
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.8% 0.93% −0.15
FISV Fiserv Inc. Reduce -4.5% 0.73% −0.14
AVGO Broadcom Inc. Reduce -39.3% 0.53% −0.13
CRM Salesforce Inc. Reduce -4.4% 0.74% −0.12
SHY iShares 1-3 Year Treasury Bo Reduce -4.1% 0.89% −0.11
LLY Eli Lilly & Co. Reduce -4.5% 0.74% −0.10
V Visa Inc. Class A Reduce -2.0% 1.07% −0.10
MCD McDonald's Corp. Reduce -9.7% 0.24% −0.07
VZ Verizon Communications Inc. Reduce -1.9% 0.56% −0.07
HD Home Depot Inc. Reduce -0.8% 0.82% −0.07
T AT&T Inc. Reduce -2.1% 0.89% −0.07
SHW The Sherwin-Williams Co. Reduce -4.6% 0.39% −0.06
MSI Motorola Solutions Inc. Reduce -1.1% 0.76% −0.06
O Realty Income Corp. Reduce -16.8% 0.21% −0.06
COST Costco Wholesale Corp. Reduce -9.3% 0.26% −0.06
CI The Cigna Group Reduce -17.4% 0.17% −0.06
NUE Nucor Corp. Reduce -14.9% 0.41% −0.05
SPGI S&P Global Inc. Reduce -20.2% 0.18% −0.05
JNJ Johnson & Johnson Reduce -0.5% 0.41% −0.05
ABBV Abbvie Inc. Reduce -1.2% 0.41% −0.05
SYK Stryker Corp. Reduce -14.8% 0.19% −0.04
ALL Allstate Corp. Reduce -1.1% 0.39% −0.04
MRK Merck & Co. Inc. Reduce -1.2% 0.43% −0.04
IBM Intl Business Machines Corp. Reduce -9.9% 1.71% −0.04
CB Chubb Ltd. Reduce -0.6% 0.41% −0.04
CVS CVS Health Corp. Reduce -6.3% 0.30% −0.04
CGGR Cap Group Growth Equity Reduce -8.2% 0.88% −0.03
CMCSA Comcast Corp. Class A Reduce -4.3% 0.29% −0.03
HAL Halliburton Co. Reduce -1.4% 0.59% −0.03
BBY Best Buy Co. Inc. Reduce -0.5% 0.23% −0.02
MDT Medtronic PLC Reduce -1.6% 0.47% −0.02
HWM Howmet Aerospace Inc. Reduce -18.1% 0.17% −0.02
FANG Diamondback Energy Inc. Reduce -4.4% 0.28% −0.02
MU Micron Technology Inc. Reduce -32.1% 0.21% −0.02
TT Trane Technologies PLC Reduce -0.9% 0.98% −0.02
DXCM Dexcom Inc. Reduce -1.3% 0.35% −0.02
AMZN Amazon.com Inc. Reduce -7.6% 1.68% −0.01
FIS Fidelity National Info Serv Reduce -4.8% 0.25% −0.01
APD Air Products & Chemicals Inc. Reduce -0.6% 0.58% −0.01
STE Steris PLC Reduce -1.1% 0.47% −0.01
EW Edwards Lifesciences Corp. Reduce -2.0% 0.20% −0.01

Portfolio Buys Q1 2025 → Q2 2025
CGUS Cap Group Core Equity Add +15.9% 3.86% +0.60
VOO Vanguard S&P 500 ETF Add +3.8% 10.58% +0.55
GEV GE Vernova Inc. New 0.51% +0.51
QQQM Invesco Nasdaq 100 ETF Add +7.8% 4.13% +0.49
CGDV Cap Group Dividend Value Add +10.9% 3.09% +0.38
AAPL Apple Inc. Add +9.3% 6.99% +0.35
IBIT iShares Bitcoin Trust ETF New 0.30% +0.30
CGCP Cap Group Core Plus Income New 0.29% +0.29
GILD Gilead Sciences Inc. New 0.17% +0.17
VIG Vanguard Dividend Apprec ETF Add +47.6% 0.40% +0.13
CTMX Cytomx Therapeutics Inc. Add +10.8% 0.19% +0.11
XOM Exxon Mobil Corp. Add +9.8% 1.32% +0.06
ADI Analog Devices Inc. Add +0.0% 0.62% +0.06
RGS Regis Corp. Add +14.5% 0.27% +0.06
TJX TJX Companies Inc. Add +29.7% 0.39% +0.05
IEMG iShares Core MSCI Emerging Add +7.1% 0.72% +0.05
CAT Caterpillar Inc. Add +0.4% 0.34% +0.04
VB Vanguard Most SM-Cap ETF-Usd Add +5.0% 0.45% +0.02
MTUM iShares MSCI USA Momentum Fa Add +0.2% 0.48% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.8% 0.54% +0.01
IJJ iShares S&P Mid-Cap 400 Valu Add +3.0% 0.75% +0.01
F Ford Motor Co. Add +4.0% 0.54% +0.01
IVV iShares Core S&P 500 ETF Add +0.3% 0.33% +0.01
SCHX Schwab US Large-Cap ETF Add +0.3% 0.31% +0.01
PFE Pfizer Inc. Add +2.7% 0.46% +0.00
IJR iShares Core S&P Small-Cap E Add +0.4% 0.27% −0.00
DIVO Amplify CWP Enhan Divid ETF Add +0.8% 0.19% −0.00
JPC Nuveen Prefered & Income Opp Add +0.8% 0.08% −0.00
NEE Nextera Energy Inc. Add +0.3% 0.18% −0.01
RSP Invesco S&P 500 Equal Weight Add +0.3% 0.57% −0.01
CGXU Cap Group Intl Focus Add +0.2% 2.05% −0.01
PG The Procter & Gamble Co. Add +1.5% 0.37% −0.02
REGN Regeneron Pharmaceuticals Add +0.2% 0.27% −0.04
LMT Lockheed Martin Corp. Add +4.9% 0.94% −0.05
USMV iShares MSCI USA Min Vol Fac Add +0.3% 1.32% −0.09
UNH Unitedhealth Group Inc. Add +0.4% 0.36% −0.13

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