Aspire Growth Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Aspire Growth Partners LLC reported 121 stock positions worth $145.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.1% of the portfolio, followed by Vanguard S&P 500 Value ETF (VOOV, 7.6%) and Apple (AAPL, 7.0%). Compared with Q4 2025, it opened 5 new positions, sold out of 7, added to 60 and reduced 44. The biggest buy was Vanguard S&P 500 Value ETF (VOOV, shares +13%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- MIROMAR LAKES, FL
- CIK
- 0002055568
- Portfolio Value
- $145.7M (Q1 2026)
- SEC Filing
- 0001951757-26-000646 ↗ filed Apr 17, 2026
Holdings Value
Holdings 121 stocks · $145.7M
| VOO Vanguard S&P 500 ETF | 11.10% | 27,064 | $16.2M | Add +8.3% |
| VOOV Vanguard S&P 500 Value ETF | 7.60% | 54,386 | $11.1M | Add +13.4% |
| AAPL Apple Inc. | 7.03% | 40,372 | $10.2M | Reduce -1.4% |
| QQQM Invesco Nasdaq 100 ETF | 4.86% | 29,823 | $7.1M | Add +10.7% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 4.26% | 161,600 | $6.2M | Add +14.5% |
| MSFT Microsoft Corp. | 3.81% | 15,005 | $5.6M | Add +5.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 3.45% | 118,118 | $5.0M | Add +9.2% |
| JPM JPMorgan Chase & Co. | 2.17% | 10,773 | $3.2M | Add +5.2% |
| VTI VG Morningstar TS MKT ETF-US | 2.14% | 9,723 | $3.1M | Add +1.2% |
| WMT Walmart Inc. | 2.05% | 24,095 | $3.0M | Reduce -0.4% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.98% | 97,678 | $2.9M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 1.77% | 15,201 | $2.6M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 1.75% | 8,899 | $2.6M | Add +3.5% |
| AMZN Amazon.com Inc. | 1.70% | 11,899 | $2.5M | Add +10.3% |
| MPC Marathon Petroleum Corp. | 1.64% | 9,760 | $2.4M | Add +2.7% |
| GOOGL Alphabet Inc. Class A | 1.23% | 6,249 | $1.8M | Reduce -2.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.20% | 7,225 | $1.8M | Add +0.7% |
| LMT Lockheed Martin Corp. | 1.05% | 2,529 | $1.5M | Add +0.6% |
| USMV iShares MSCI USA Min Vol Fac | 1.04% | 16,371 | $1.5M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.94% | 2,366 | $1.4M | Reduce -0.6% |
| HAL Halliburton Co. | 0.92% | 34,462 | $1.3M | Add +0.4% |
| V Visa Inc. Class A | 0.85% | 4,087 | $1.2M | Add +4.0% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.79% | 32,026 | $1.1M | Add +21.4% |
| TT Trane Technologies PLC | 0.78% | 2,717 | $1.1M | Reduce -1.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.76% | 13,465 | $1.1M | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 0.76% | 15,933 | $1.1M | Add +3.5% |
| ETN Eaton Corp. PLC | 0.76% | 3,105 | $1.1M | Reduce -1.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.74% | 8,094 | $1.1M | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 2,233 | $1.1M | Reduce -4.0% |
| CGCP Cap Group Core Plus Income | 0.72% | 47,211 | $1.1M | Add +41.0% |
| CGGR Cap Group Growth Equity | 0.69% | 25,065 | $1.0M | No change |
| GEV GE Vernova Inc. | 0.69% | 1,145 | $999K | Reduce -2.3% |
| T AT&T Inc. | 0.68% | 34,315 | $995K | Reduce -6.7% |
| LLY Eli Lilly & Co. | 0.68% | 1,071 | $985K | Add +0.2% |
| ADI Analog Devices Inc. | 0.66% | 3,015 | $959K | Add +0.1% |
| MSI Motorola Solutions Inc. | 0.62% | 2,083 | $904K | Add +0.3% |
| HD Home Depot Inc. | 0.61% | 2,686 | $884K | Reduce -1.6% |
| EUSA iShares MSCI USA Equal Weigh | 0.58% | 8,266 | $841K | Add +0.3% |
| AVGO Broadcom Inc. | 0.57% | 2,698 | $835K | Add +15.3% |
| RGS Regis Corp. | 0.55% | 32,187 | $795K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.53% | 4,041 | $775K | Add +4.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.53% | 2,936 | $769K | Add +17.5% |
| UPGD Invesco Bloomberg Analyst Ra | 0.53% | 10,518 | $766K | No change |
| WCC Wesco International Inc. | 0.52% | 2,795 | $765K | Add +0.5% |
| CAT Caterpillar Inc. | 0.52% | 1,077 | $763K | Add +0.2% |
| MRK Merck & Co. Inc. | 0.52% | 6,276 | $755K | Reduce -3.1% |
| MU Micron Technology Inc. | 0.51% | 2,195 | $742K | Add +2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 1,089 | $708K | Add +0.3% |
| CME Cme Group Inc. | 0.48% | 2,353 | $695K | Add +0.2% |
| GM General Motors Co. | 0.46% | 9,013 | $671K | Reduce -3.9% |
| JNJ Johnson & Johnson | 0.46% | 2,742 | $670K | Reduce -8.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.44% | 4,037 | $645K | Add +0.2% |
| APD Air Products & Chemicals Inc. | 0.44% | 2,219 | $644K | Reduce -3.9% |
| CRM Salesforce Inc. | 0.42% | 3,317 | $619K | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 0.41% | 1,056 | $604K | Add +30.2% |
| AMD Advanced Micro Devices | 0.41% | 2,907 | $591K | Add +4.5% |
| ABBV Abbvie Inc. | 0.38% | 2,578 | $561K | Reduce -0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.38% | 1,935 | $556K | Add +2.5% |
| ZTS Zoetis Inc. | 0.37% | 4,583 | $542K | New |
| UNP Union Pacific Corp. | 0.37% | 2,217 | $538K | Add +0.5% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.37% | 15,835 | $536K | Add +11.4% |
| MTUM iShares MSCI USA Momentum Fa | 0.37% | 2,230 | $535K | Reduce -8.2% |
| CB Chubb Ltd. | 0.37% | 1,632 | $532K | Reduce -1.1% |
| VOOG Vanguard S&P 500 Growth ETF | 0.36% | 1,272 | $519K | Add +10.7% |
| VIG Vanguard Dividend Apprec ETF | 0.35% | 2,382 | $512K | Reduce -1.5% |
| PFE Pfizer Inc. | 0.34% | 17,592 | $494K | Reduce -7.8% |
| ALL Allstate Corp. | 0.34% | 2,357 | $489K | Reduce -1.2% |
| REGN Regeneron Pharmaceuticals | 0.33% | 626 | $484K | No change |
| CTMX Cytomx Therapeutics Inc. | 0.33% | 102,254 | $481K | No change |
| DRI Darden Restaurants Inc. | 0.32% | 2,409 | $472K | Reduce -9.0% |
| STE Steris PLC | 0.32% | 2,098 | $464K | Reduce -6.0% |
| VZ Verizon Communications Inc. | 0.31% | 8,973 | $450K | Reduce -21.1% |
| UNH Unitedhealth Group Inc. | 0.30% | 1,590 | $430K | Add +13.4% |
| FANG Diamondback Energy Inc. | 0.29% | 2,121 | $419K | Add +0.6% |
| PG The Procter & Gamble Co. | 0.29% | 2,880 | $416K | Add +0.6% |
| F Ford Motor Co. filed as FORD MTR CO | 0.28% | 35,585 | $411K | Reduce -2.1% |
| NVDA Nvidia Corp. | 0.28% | 2,315 | $404K | Add +0.7% |
| SCHX Schwab US Large-Cap ETF | 0.28% | 15,702 | $403K | Add +0.3% |
| TSLA Tesla Inc. | 0.27% | 1,053 | $391K | No change |
| GGG Graco Inc. | 0.26% | 4,411 | $373K | Reduce -12.9% |
| SHW The Sherwin-Williams Co. | 0.25% | 1,139 | $365K | Reduce -10.1% |
| CGCB Cap Group Core Bond | 0.25% | 13,873 | $364K | New |
| IVV iShares Core S&P 500 ETF | 0.25% | 554 | $362K | Reduce -0.7% |
| BP BP PLC-Spons ADR | 0.25% | 7,661 | $360K | Add +1.0% |
| NXPI NXP Semiconductors NV | 0.23% | 1,733 | $341K | Add +0.3% |
| LHX L3HARRIS Technologies Inc. | 0.23% | 983 | $339K | Add +0.8% |
| CVS CVS Health Corp. | 0.23% | 4,667 | $335K | Reduce -6.1% |
| COST Costco Wholesale Corp. | 0.23% | 333 | $332K | Add +3.1% |
| NUE Nucor Corp. | 0.23% | 1,947 | $329K | Reduce -19.9% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 1,132 | $321K | Reduce -0.9% |
| MCD McDonald's Corp. | 0.22% | 1,026 | $319K | Add +0.6% |
| IWF iShares Russell 1000 Growth | 0.21% | 728 | $311K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.21% | 2,068 | $300K | Add +0.6% |
| NEE Nextera Energy Inc. | 0.20% | 3,179 | $295K | Add +0.7% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.20% | 5,467 | $289K | No change |
| DXCM Dexcom Inc. | 0.20% | 4,539 | $285K | Reduce -0.8% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.19% | 8,180 | $273K | No change |
| LRCX Lam Research Corp. | 0.19% | 1,275 | $272K | Add +0.1% |
| GILD Gilead Sciences Inc. | 0.19% | 1,947 | $271K | Add +0.6% |
| IBIT iShares Bitcoin Trust ETF | 0.18% | 6,699 | $257K | Reduce -10.1% |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -1.4% | 7.03% | −0.72 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.43 |
| CRM Salesforce Inc. | Reduce -1.3% | 0.42% | −0.20 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.19 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -2.6% | 1.23% | −0.17 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.16 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.16 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.16 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.15 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.6% | 0.94% | −0.08 |
| IBIT iShares Bitcoin Trust ETF | Reduce -10.1% | 0.18% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.0% | 0.73% | −0.08 |
| STE Steris PLC | Reduce -6.0% | 0.32% | −0.08 |
| GM General Motors Co. | Reduce -3.9% | 0.46% | −0.07 |
| CGXU Cap Group Intl Focus | Reduce -1.4% | 1.98% | −0.06 |
| BA The Boeing Co. | Reduce -18.4% | 0.16% | −0.06 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -8.2% | 0.37% | −0.06 |
| IQV Iqvia Holdings Inc. | Reduce -2.3% | 0.14% | −0.05 |
| F Ford Motor Co. | Reduce -2.1% | 0.28% | −0.05 |
| NUE Nucor Corp. | Reduce -19.9% | 0.23% | −0.05 |
| HD Home Depot Inc. | Reduce -1.6% | 0.61% | −0.05 |
| CVS CVS Health Corp. | Reduce -6.1% | 0.23% | −0.04 |
| SHW The Sherwin-Williams Co. | Reduce -10.1% | 0.25% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.3% | 1.04% | −0.04 |
| GGG Graco Inc. | Reduce -12.9% | 0.26% | −0.03 |
| DIS The Walt Disney Co. | Reduce -1.4% | 0.15% | −0.03 |
| BBY Best Buy Co. Inc. | Reduce -11.8% | 0.15% | −0.03 |
| ABBV Abbvie Inc. | Reduce -0.9% | 0.38% | −0.03 |
| GE General Electric | Reduce -0.9% | 0.22% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.5% | 0.35% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 0.25% | −0.02 |
| DXCM Dexcom Inc. | Reduce -0.8% | 0.20% | −0.02 |
| DRI Darden Restaurants Inc. | Reduce -9.0% | 0.32% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -2.7% | 0.17% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -21.1% | 0.31% | −0.01 |
| ALL Allstate Corp. | Reduce -1.2% | 0.34% | −0.01 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -2.1% | 0.17% | −0.00 |
| CB Chubb Ltd. | Reduce -1.1% | 0.37% | +0.01 |
| O Realty Income Corp. | Reduce -2.1% | 0.17% | +0.01 |
| PFE Pfizer Inc. | Reduce -7.8% | 0.34% | +0.01 |
| FDX FedEx Corp. | Reduce -2.4% | 0.17% | +0.03 |
| JNJ Johnson & Johnson | Reduce -8.2% | 0.46% | +0.03 |
| TT Trane Technologies PLC | Reduce -1.1% | 0.78% | +0.03 |
| MRK Merck & Co. Inc. | Reduce -3.1% | 0.52% | +0.04 |
| APD Air Products & Chemicals Inc. | Reduce -3.9% | 0.44% | +0.05 |
| T AT&T Inc. | Reduce -6.7% | 0.68% | +0.05 |
| ETN Eaton Corp. PLC | Reduce -1.6% | 0.76% | +0.06 |
| GEV GE Vernova Inc. | Reduce -2.3% | 0.69% | +0.15 |
| WMT Walmart Inc. | Reduce -0.4% | 2.05% | +0.18 |
Portfolio Buys Q4 2025 → Q1 2026
| VOOV Vanguard S&P 500 Value ETF | Add +13.4% | 7.60% | +0.76 |
| MPC Marathon Petroleum Corp. | Add +2.7% | 1.64% | +0.56 |
| ZTS Zoetis Inc. | New | 0.37% | +0.37 |
| CGUS Cap Group Core Equity | Add +14.5% | 4.26% | +0.31 |
| CGCB Cap Group Core Bond | New | 0.25% | +0.25 |
| HAL Halliburton Co. | Add +0.4% | 0.92% | +0.25 |
| LMT Lockheed Martin Corp. | Add +0.6% | 1.05% | +0.20 |
| CGCP Cap Group Core Plus Income | Add +41.0% | 0.72% | +0.20 |
| VOO Vanguard S&P 500 ETF | Add +8.3% | 11.10% | +0.19 |
| CVX Chevron Corp. | New | 0.17% | +0.17 |
| CGDV Cap Group Dividend Value | Add +9.2% | 3.45% | +0.16 |
| CGCV Cap Group Conservative Eq | New | 0.15% | +0.15 |
| IJR iShares Core S&P Small-Cap E | New | 0.14% | +0.14 |
| CGDG Cap Group Dividend Growers | Add +21.4% | 0.79% | +0.13 |
| QQQM Invesco Nasdaq 100 ETF | Add +10.7% | 4.86% | +0.12 |
| CAT Caterpillar Inc. | Add +0.2% | 0.52% | +0.09 |
| ADI Analog Devices Inc. | Add +0.1% | 0.66% | +0.09 |
| MU Micron Technology Inc. | Add +2.1% | 0.51% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +17.5% | 0.53% | +0.08 |
| FANG Diamondback Energy Inc. | Add +0.6% | 0.29% | +0.07 |
| MSI Motorola Solutions Inc. | Add +0.3% | 0.62% | +0.07 |
| BP BP PLC-Spons ADR | Add +1.0% | 0.25% | +0.06 |
| WCC Wesco International Inc. | Add +0.5% | 0.52% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +3.5% | 0.76% | +0.04 |
| META Meta Platforms Inc. Class A | Add +30.2% | 0.41% | +0.04 |
| LRCX Lam Research Corp. | Add +0.1% | 0.19% | +0.04 |
| COST Costco Wholesale Corp. | Add +3.1% | 0.23% | +0.03 |
| LHX L3HARRIS Technologies Inc. | Add +0.8% | 0.23% | +0.03 |
| CME Cme Group Inc. | Add +0.2% | 0.48% | +0.03 |
| DE Deere & Co. | Add +0.2% | 0.17% | +0.03 |
| NEE Nextera Energy Inc. | Add +0.7% | 0.20% | +0.03 |
| CGIE Cap Group Intl Equity | Add +11.4% | 0.37% | +0.02 |
| GILD Gilead Sciences Inc. | Add +0.6% | 0.19% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +4.3% | 0.53% | +0.01 |
| UNP Union Pacific Corp. | Add +0.5% | 0.37% | +0.01 |
| TJX TJX Companies Inc. | Add +0.2% | 0.44% | +0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +2.1% | 0.74% | +0.01 |
| AVGO Broadcom Inc. | Add +15.3% | 0.57% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +1.7% | 0.15% | +0.00 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.6% | 0.21% | +0.00 |
| MCD McDonald's Corp. | Add +0.6% | 0.22% | +0.00 |
| VOOG Vanguard S&P 500 Growth ETF | Add +10.7% | 0.36% | +0.00 |
| HCA HCA Healthcare Inc. | Add +0.2% | 0.15% | +0.00 |
| PG The Procter & Gamble Co. | Add +0.6% | 0.29% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.5% | 0.38% | −0.00 |
| EA Electronic Arts Inc. | Add +0.1% | 0.14% | −0.00 |
| JPC Nuveen Prefered & Income Opp | Add +1.5% | 0.07% | −0.01 |
| RJF Raymond James Financial Inc. | Add +9.5% | 0.18% | −0.01 |
| AMD Advanced Micro Devices | Add +4.5% | 0.41% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.1% | 0.76% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 128 | $172.1M | VOO, VOOV, AAPL, QQQM, CGUS |
| Q1 2026 | 121 | $145.7M | VOO, VOOV, AAPL, QQQM, CGUS |
| Q4 2025 | 123 | $143.6M | VOO, AAPL, VOOV, MSFT, QQQM |
| Q3 2025 | 118 | $136.8M | VOO, AAPL, VOOV, MSFT, QQQM |
| Q2 2025 | 114 | $122.1M | VOO, AAPL, VOOV, MSFT, QQQM |
| Q1 2025 | 113 | $112.7M | VOO, AAPL, VOOV, MSFT, QQQM |
| Q4 2024 | 99 | $102.2M | VOO, AAPL, VOOV, MSFT, QQQM |