Aspire Growth Partners LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Aspire Growth Partners LLC reported 128 stock positions worth $172.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 11.5% of the portfolio, followed by Vanguard S&P 500 Value ETF (VOOV, 7.4%) and Apple (AAPL, 6.8%). Compared with Q1 2026, it opened 14 new positions, sold out of 7, added to 66 and reduced 40. The biggest buy was Invesco Nasdaq 100 ETF (QQQM, shares +13%) and the biggest sale an exit from Zoetis (ZTS).

Most Recent 13F
Q2 2026
Location
MIROMAR LAKES, FL
CIK
0002055568
Portfolio Value
$172.1M (Q2 2026)
SEC Filing
0001951757-26-001076 ↗ filed Jul 29, 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 Q1 2026 Q2 2026: $172.1M $172.1M Q2 2026

Holdings 128 stocks · $172.1M
VOO Vanguard S&P 500 ETF 11.54% 28,909 $19.9M Add +6.8%
VOOV Vanguard S&P 500 Value ETF 7.42% 58,292 $12.8M Add +7.2%
AAPL Apple Inc. 6.82% 40,583 $11.7M Add +0.5%
QQQM Invesco Nasdaq 100 ETF 5.95% 33,799 $10.2M Add +13.3%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 4.49% 173,785 $7.7M Add +7.5%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 3.60% 125,705 $6.2M Add +6.4%
MSFT Microsoft Corp. 3.42% 15,778 $5.9M Add +5.2%
JPM JPMorgan Chase & Co. 2.16% 11,378 $3.7M Add +5.6%
VTI VG Morningstar TS MKT ETF-US 2.10% 9,776 $3.6M Add +0.6%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 2.00% 99,250 $3.4M Add +1.6%
GOOG Alphabet Inc. Class C 1.94% 9,464 $3.3M Add +6.3%
AMZN Amazon.com Inc. 1.84% 13,308 $3.2M Add +11.8%
WMT Walmart Inc. 1.60% 24,272 $2.7M Add +0.7%
MU Micron Technology Inc. 1.52% 2,274 $2.6M Add +3.6%
MPC Marathon Petroleum Corp. 1.30% 8,761 $2.2M Reduce -10.2%
GOOGL Alphabet Inc. Class A 1.30% 6,252 $2.2M Add +0.1%
XOM Exxon Mobil Corp. 1.21% 15,280 $2.1M Add +0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.14% 6,966 $2.0M Reduce -3.6%
QQQ Invesco QQQ Trust Series 1 1.01% 2,362 $1.7M Reduce -0.2%
AMD Advanced Micro Devices 1.00% 2,973 $1.7M Add +2.3%
USMV iShares MSCI USA Min Vol Fac 0.92% 16,420 $1.6M Add +0.3%
V Visa Inc. Class A 0.89% 4,456 $1.5M Add +9.0%
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 0.86% 39,349 $1.5M Add +22.9%
LLY Eli Lilly & Co. 0.85% 1,226 $1.5M Add +14.5%
IEMG iShares Core MSCI Emerging 0.80% 16,607 $1.4M Add +4.2%
GEV GE Vernova Inc. 0.78% 1,142 $1.3M Reduce -0.3%
ETN Eaton Corp. PLC 0.78% 3,139 $1.3M Add +1.1%
TT Trane Technologies PLC 0.78% 2,722 $1.3M Add +0.2%
LMT Lockheed Martin Corp. 0.75% 2,527 $1.3M Reduce -0.1%
IJJ iShares S&P Mid-Cap 400 Valu 0.72% 8,436 $1.2M Add +4.2%
ADI Analog Devices Inc. 0.71% 3,061 $1.2M Add +1.5%
CGGR Cap Group Growth Equity 0.70% 25,397 $1.2M Add +1.3%
HAL Halliburton Co. 0.67% 34,061 $1.2M Reduce -1.2%
CAT Caterpillar Inc. 0.67% 1,079 $1.1M Add +0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.65% 2,233 $1.1M No change
SHY iShares 1-3 Year Treasury Bo 0.65% 13,585 $1.1M Add +0.9%
CGCP Cap Group Core Plus Income 0.61% 47,454 $1.1M Add +0.5%
AVGO Broadcom Inc. 0.60% 2,734 $1.0M Add +1.3%
WCC Wesco International Inc. 0.56% 2,798 $967K Add +0.1%
EUSA iShares MSCI USA Equal Weigh 0.55% 8,288 $946K Add +0.3%
HD Home Depot Inc. 0.55% 2,672 $942K Reduce -0.5%
META Meta Platforms Inc. Class A 0.54% 1,658 $934K Add +57.0%
VB Vanguard Most SM-Cap ETF-Usd 0.54% 3,041 $922K Add +3.6%
RGS Regis Corp. 0.50% 30,987 $868K Reduce -3.7%
MSI Motorola Solutions Inc. 0.50% 2,089 $867K Add +0.3%
RSP Invesco S&P 500 Equal Weight 0.50% 4,054 $863K Add +0.3%
UPGD Invesco Bloomberg Analyst Ra 0.50% 10,401 $852K Reduce -1.1%
UNH Unitedhealth Group Inc. 0.48% 1,999 $831K Add +25.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.47% 1,092 $815K Add +0.3%
MRK Merck & Co. Inc. 0.47% 6,241 $802K Reduce -0.6%
MTUM iShares MSCI USA Momentum Fa 0.44% 2,216 $760K Reduce -0.6%
T AT&T Inc. 0.40% 33,574 $695K Reduce -2.2%
JNJ Johnson & Johnson 0.40% 2,698 $685K Reduce -1.6%
CGCB Cap Group Core Bond 0.38% 25,070 $656K Add +80.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.38% 8,133 $655K Add +5.1%
ABBV Abbvie Inc. 0.38% 2,599 $654K Add +0.8%
APD Air Products & Chemicals Inc. 0.37% 2,158 $633K Reduce -2.8%
GM General Motors Co. 0.37% 8,191 $631K Reduce -9.1%
VOOG Vanguard S&P 500 Growth ETF 0.36% 7,543 $623K Reduce -1.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.36% 4,046 $613K Add +0.2%
CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL 0.33% 15,317 $563K Reduce -3.3%
VIG Vanguard Dividend Apprec ETF 0.33% 2,367 $560K Reduce -0.6%
LRCX Lam Research Corp. 0.32% 1,277 $553K Add +0.2%
UNP Union Pacific Corp. 0.31% 1,993 $542K Reduce -10.1%
CB Chubb Ltd. 0.31% 1,589 $541K Reduce -2.6%
ALL Allstate Corp. 0.31% 2,250 $535K Reduce -4.5%
CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E 0.30% 15,653 $514K Add +118.1%
CRM Salesforce Inc. 0.30% 3,278 $514K Reduce -1.2%
NXPI NXP Semiconductors NV 0.28% 1,744 $490K Add +0.6%
NVDA Nvidia Corp. 0.27% 2,353 $471K Add +1.6%
CME Cme Group Inc. 0.27% 2,117 $467K Reduce -10.0%
SCHX Schwab US Large-Cap ETF 0.27% 15,744 $463K Add +0.3%
DXCM Dexcom Inc. 0.26% 6,725 $453K Add +48.2%
CVS CVS Health Corp. 0.26% 4,334 $448K Reduce -7.1%
TSLA Tesla Inc. 0.26% 1,065 $448K Add +1.1%
INTC Intel Corp. 0.26% 3,207 $448K New
PG The Procter & Gamble Co. 0.25% 2,900 $425K Add +0.7%
GE General Electric filed as GE AEROSPACE 0.24% 1,119 $418K Reduce -1.1%
IVV iShares Core S&P 500 ETF 0.24% 556 $416K Add +0.4%
PFE Pfizer Inc. 0.24% 16,975 $409K Reduce -3.5%
REGN Regeneron Pharmaceuticals 0.23% 643 $401K Add +2.7%
SHW The Sherwin-Williams Co. 0.23% 1,142 $393K Add +0.3%
CTMX Cytomx Therapeutics Inc. 0.22% 102,254 $383K No change
FANG Diamondback Energy Inc. 0.21% 2,098 $369K Reduce -1.1%
F Ford Motor Co. filed as FORD MTR CO 0.21% 26,307 $366K Reduce -26.1%
DRI Darden Restaurants Inc. 0.21% 1,771 $365K Reduce -26.5%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.21% 8,586 $363K Add +5.0%
EW Edwards Lifesciences Corp. 0.21% 3,963 $358K New
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.20% 2,077 $339K Add +0.4%
GGG Graco Inc. 0.19% 4,427 $335K Add +0.4%
IWF iShares Russell 1000 Growth 0.19% 2,599 $323K Reduce -10.8%
COST Costco Wholesale Corp. 0.19% 343 $321K Add +3.0%
QGRO American Century US Quality 0.19% 2,718 $321K New
VZ Verizon Communications Inc. 0.19% 7,544 $319K Reduce -15.9%
HWM Howmet Aerospace Inc. 0.17% 1,110 $299K No change
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO 0.17% 5,467 $291K No change
LHX L3HARRIS Technologies Inc. 0.17% 987 $287K Add +0.4%
DE Deere & Co. 0.17% 450 $286K Add +0.2%
NEE Nextera Energy Inc. 0.16% 3,181 $279K Add +0.1%
STX Seagate Technology Holdings 0.16% 286 $276K New
RJF Raymond James Financial Inc. 0.16% 1,784 $271K Add +0.4%
QCOM Qualcomm Inc. 0.16% 1,457 $269K New
BP BP PLC-Spons ADR 0.16% 7,251 $268K Reduce -5.3%
VT Vanguard Tot World STK ETF 0.15% 1,700 $267K No change
MCD McDonald's Corp. 0.15% 976 $264K Reduce -4.9%
NUE Nucor Corp. 0.15% 1,152 $257K Reduce -40.8%
PGR Progressive Corp. 0.15% 1,164 $254K New
DIVO Amplify CWP Enhan Divid ETF 0.15% 5,542 $253K Add +3.3%
BA The Boeing Co. 0.15% 1,166 $253K No change
IJR iShares Core S&P Small-Cap E 0.15% 1,692 $251K Add +1.2%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.14% 6,531 $248K New
IJH iShares Core S&P Midcap ETF 0.14% 3,213 $248K Add +0.7%
GILD Gilead Sciences Inc. 0.14% 1,959 $248K Add +0.6%
PNC PNC Financial Services Group 0.13% 935 $230K New
VFH Vanguard Financials ETF 0.13% 1,748 $230K Reduce -11.7%
DFIV Dimensional International Va 0.13% 4,217 $228K New
O Realty Income Corp. 0.13% 3,668 $227K Reduce -11.8%
VOX Vanguard Communication Servi 0.13% 1,203 $221K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.12% 2,228 $214K Reduce -4.3%
EA Electronic Arts Inc. 0.12% 1,030 $211K No change
FDX FedEx Corp. 0.12% 672 $211K Reduce -2.0%
IBIT iShares Bitcoin Trust ETF 0.12% 6,299 $210K Reduce -6.0%
IWD iShares Russell 1000 Value E 0.12% 854 $207K New
HUM Humana Inc. 0.12% 516 $205K New
TMO Thermo Fisher Scientific Inc. 0.12% 405 $203K New
CRWD CrowdStrike Holdings Inc. Class A 0.12% 265 $202K New
MRVL Marvell Technology Inc. 0.12% 674 $201K New
JPC Nuveen Prefered & Income Opp 0.06% 12,226 $96K Reduce -4.2%

Portfolio Sells Q1 2026 → Q2 2026
ZTS Zoetis Inc. Sold out 0.00% −0.37
MPC Marathon Petroleum Corp. Reduce -10.2% 1.30% −0.33
STE Steris PLC Sold out 0.00% −0.32
LMT Lockheed Martin Corp. Reduce -0.1% 0.75% −0.30
T AT&T Inc. Reduce -2.2% 0.40% −0.28
HAL Halliburton Co. Reduce -1.2% 0.67% −0.25
CME Cme Group Inc. Reduce -10.0% 0.27% −0.21
CMCSA Comcast Corp. Class A Sold out 0.00% −0.17
CVX Chevron Corp. Sold out 0.00% −0.17
BBY Best Buy Co. Inc. Sold out 0.00% −0.15
HCA HCA Healthcare Inc. Sold out 0.00% −0.15
IQV Iqvia Holdings Inc. Sold out 0.00% −0.14
CRM Salesforce Inc. Reduce -1.2% 0.30% −0.13
VZ Verizon Communications Inc. Reduce -15.9% 0.19% −0.12
DRI Darden Restaurants Inc. Reduce -26.5% 0.21% −0.11
PFE Pfizer Inc. Reduce -3.5% 0.24% −0.10
GM General Motors Co. Reduce -9.1% 0.37% −0.09
BP BP PLC-Spons ADR Reduce -5.3% 0.16% −0.09
NUE Nucor Corp. Reduce -40.8% 0.15% −0.08
APD Air Products & Chemicals Inc. Reduce -2.8% 0.37% −0.07
FANG Diamondback Energy Inc. Reduce -1.1% 0.21% −0.07
F Ford Motor Co. Reduce -26.1% 0.21% −0.07
MCD McDonald's Corp. Reduce -4.9% 0.15% −0.07
IBM Intl Business Machines Corp. Reduce -3.6% 1.14% −0.06
JNJ Johnson & Johnson Reduce -1.6% 0.40% −0.06
HD Home Depot Inc. Reduce -0.5% 0.55% −0.06
IBIT iShares Bitcoin Trust ETF Reduce -6.0% 0.12% −0.05
UNP Union Pacific Corp. Reduce -10.1% 0.31% −0.05
MRK Merck & Co. Inc. Reduce -0.6% 0.47% −0.05
CB Chubb Ltd. Reduce -2.6% 0.31% −0.05
FDX FedEx Corp. Reduce -2.0% 0.12% −0.05
O Realty Income Corp. Reduce -11.8% 0.13% −0.04
RGS Regis Corp. Reduce -3.7% 0.50% −0.04
CGIE Cap Group Intl Equity Reduce -3.3% 0.33% −0.04
UPGD Invesco Bloomberg Analyst Ra Reduce -1.1% 0.50% −0.03
VFH Vanguard Financials ETF Reduce -11.7% 0.13% −0.03
DIS The Walt Disney Co. Reduce -4.3% 0.12% −0.03
VIG Vanguard Dividend Apprec ETF Reduce -0.6% 0.33% −0.03
IWF iShares Russell 1000 Growth Reduce -10.8% 0.19% −0.03
ALL Allstate Corp. Reduce -4.5% 0.31% −0.02
JPC Nuveen Prefered & Income Opp Reduce -4.2% 0.06% −0.01
VOOG Vanguard S&P 500 Growth ETF Reduce -1.2% 0.36% +0.01
GE General Electric Reduce -1.1% 0.24% +0.02
CVS CVS Health Corp. Reduce -7.1% 0.26% +0.03
QQQ Invesco QQQ Trust Series 1 Reduce -0.2% 1.01% +0.07
MTUM iShares MSCI USA Momentum Fa Reduce -0.6% 0.44% +0.07
GEV GE Vernova Inc. Reduce -0.3% 0.78% +0.09

Portfolio Buys Q1 2026 → Q2 2026
QQQM Invesco Nasdaq 100 ETF Add +13.3% 5.95% +1.09
MU Micron Technology Inc. Add +3.6% 1.52% +1.02
AMD Advanced Micro Devices Add +2.3% 1.00% +0.60
VOO Vanguard S&P 500 ETF Add +6.8% 11.54% +0.44
INTC Intel Corp. New 0.26% +0.26
CGUS Cap Group Core Equity Add +7.5% 4.49% +0.23
EW Edwards Lifesciences Corp. New 0.21% +0.21
GOOG Alphabet Inc. Class C Add +6.3% 1.94% +0.19
UNH Unitedhealth Group Inc. Add +25.7% 0.48% +0.19
QGRO American Century US Quality New 0.19% +0.19
LLY Eli Lilly & Co. Add +14.5% 0.85% +0.18
STX Seagate Technology Holdings New 0.16% +0.16
QCOM Qualcomm Inc. New 0.16% +0.16
CGCV Cap Group Conservative Eq Add +118.1% 0.30% +0.15
CGDV Cap Group Dividend Value Add +6.4% 3.60% +0.15
PGR Progressive Corp. New 0.15% +0.15
CGBL Cap Group Core Balanced New 0.14% +0.14
CAT Caterpillar Inc. Add +0.2% 0.67% +0.14
AMZN Amazon.com Inc. Add +11.8% 1.84% +0.14
LRCX Lam Research Corp. Add +0.2% 0.32% +0.13
PNC PNC Financial Services Group New 0.13% +0.13
DFIV Dimensional International Va New 0.13% +0.13
CGCB Cap Group Core Bond Add +80.7% 0.38% +0.13
META Meta Platforms Inc. Class A Add +57.0% 0.54% +0.13
IWD iShares Russell 1000 Value E New 0.12% +0.12
HUM Humana Inc. New 0.12% +0.12
TMO Thermo Fisher Scientific Inc. New 0.12% +0.12
CRWD CrowdStrike Holdings Inc. Class A New 0.12% +0.12
MRVL Marvell Technology Inc. New 0.12% +0.12
CGDG Cap Group Dividend Growers Add +22.9% 0.86% +0.07
DXCM Dexcom Inc. Add +48.2% 0.26% +0.07
GOOGL Alphabet Inc. Class A Add +0.1% 1.30% +0.07
NXPI NXP Semiconductors NV Add +0.6% 0.28% +0.05
ADI Analog Devices Inc. Add +1.5% 0.71% +0.05
V Visa Inc. Class A Add +9.0% 0.89% +0.04
WCC Wesco International Inc. Add +0.1% 0.56% +0.04
IEMG iShares Core MSCI Emerging Add +4.2% 0.80% +0.04
AVGO Broadcom Inc. Add +1.3% 0.60% +0.03
CGGO Cap Group Global Growth Add +5.0% 0.21% +0.02
CGXU Cap Group Intl Focus Add +1.6% 2.00% +0.02
ETN Eaton Corp. PLC Add +1.1% 0.78% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +3.6% 0.54% +0.01
CGGR Cap Group Growth Equity Add +1.3% 0.70% +0.01
IJR iShares Core S&P Small-Cap E Add +1.2% 0.15% +0.00
TT Trane Technologies PLC Add +0.2% 0.78% 0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +5.1% 0.38% −0.00
NVDA Nvidia Corp. Add +1.6% 0.27% −0.00
IJH iShares Core S&P Midcap ETF Add +0.7% 0.14% −0.00
ABBV Abbvie Inc. Add +0.8% 0.38% −0.00
IVV iShares Core S&P 500 ETF Add +0.4% 0.24% −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