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

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 Q2 2025 Q3 2025: $136.8M Q3 2025 Q4 2025: $143.6M Q4 2025 Q1 2026: $145.7M $145.7M Q1 2026 Q2 2026: $172.1M Q2 2026

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%
RJF Raymond James Financial Inc. 0.18% 1,777 $257K Add +9.5%
HWM Howmet Aerospace Inc. 0.18% 1,110 $256K No change
O Realty Income Corp. 0.17% 4,160 $254K Reduce -2.1%
DE Deere & Co. 0.17% 449 $253K Add +0.2%
CMCSA Comcast Corp. Class A 0.17% 8,758 $251K Reduce -2.7%
FDX FedEx Corp. 0.17% 686 $244K Reduce -2.4%
CVX Chevron Corp. 0.17% 1,178 $244K New
DIVO Amplify CWP Enhan Divid ETF 0.17% 5,364 $241K Reduce -2.1%
VFH Vanguard Financials ETF 0.16% 1,980 $239K Add +0.1%
VT Vanguard Tot World STK ETF 0.16% 1,700 $235K No change
BA The Boeing Co. 0.16% 1,166 $232K Reduce -18.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.15% 2,329 $225K Reduce -1.4%
BBY Best Buy Co. Inc. 0.15% 3,454 $222K Reduce -11.8%
HCA HCA Healthcare Inc. 0.15% 464 $219K Add +0.2%
VOX Vanguard Communication Servi 0.15% 1,203 $216K No change
IJH iShares Core S&P Midcap ETF 0.15% 3,191 $216K Add +1.7%
CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E 0.15% 7,176 $214K New
EA Electronic Arts Inc. 0.14% 1,030 $210K Add +0.1%
IJR iShares Core S&P Small-Cap E 0.14% 1,672 $208K New
IQV Iqvia Holdings Inc. 0.14% 1,211 $207K Reduce -2.3%
JPC Nuveen Prefered & Income Opp 0.07% 12,756 $96K Add +1.5%

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

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