Aspire Growth Partners

MIROMAR LAKES, FLfiles as Aspire Growth Partners LLC

$172m in 128 US stocks at the end of 30 June 2026. The top 10 are 49.5% of the money. It changed about 7.8% of the portfolio this quarter.

Value
$172m
Stocks
128
Top 10 share
49.5%
Turnover
7.8%

What changed this quarter

New

Bought for the first time this quarter.

Added

Bought more of a stock they already held.

  • Vanguard Index FDSVOO
    11.5% of the fund
    +7%
  • Vanguard Admiral FDSVOOV
    7.4% of the fund
    +7%
  • Invesco Exch Traded FD TR IIQQQM
    5.9% of the fund
    +13%
  • Capital Group Core Equity ETCGUS
    4.5% of the fund
    +8%
  • Capital Group Dividend ValueCGDV
    3.6% of the fund
    +6%
  • MicrosoftMSFT
    3.4% of the fund
    +5%
  • JPMorgan ChaseJPM
    2.2% of the fund
    +6%
  • AlphabetGOOG
    1.9% of the fund
    +6%
  • Amazon.comAMZN
    1.8% of the fund
    +12%
  • Micron TechnologyMU
    1.5% of the fund
    +4%
  • Advanced Micro DevicesAMD
    1.0% of the fund
    +2%
  • VisaV
    0.9% of the fund
    +9%
  • Capital Group Dividend GroweCGDG
    0.9% of the fund
    +23%
  • Eli LillyLLY
    0.9% of the fund
    +14%
  • IsharesIEMG
    0.8% of the fund
    +4%
  • Ishares TRIJJ
    0.7% of the fund
    +4%
  • Meta PlatformsMETA
    0.5% of the fund
    +57%
  • Vanguard Index FDSVB
    0.5% of the fund
    +4%
  • UnitedHealth GroupUNH
    0.5% of the fund
    +26%
  • Capital GRP Fixed Incm ETF TCGCB
    0.4% of the fund
    +81%
  • Vanguard Index FDSVO
    0.4% of the fund
    +5%
  • Capital Group Conservative ECGCV
    0.3% of the fund
    +118%
  • DexcomDXCM
    0.3% of the fund
    +48%
  • Regeneron PharmaceuticalsREGN
    0.2% of the fund
    +3%
  • Capital Group GBL Growth EQTCGGO
    0.2% of the fund
    +5%

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

  • Vanguard Index FDSVOO
    Share
    11.5%
    Value
    $20m
    Shares
    28,909

    +7%

  • Vanguard Admiral FDSVOOV
    Share
    7.4%
    Value
    $13m
    Shares
    58,292

    +7%

  • AppleAAPL
    Share
    6.8%
    Value
    $12m
    Shares
    40,583

    Held

  • Invesco Exch Traded FD TR IIQQQM
    Share
    5.9%
    Value
    $10m
    Shares
    33,799

    +13%

  • Capital Group Core Equity ETCGUS
    Share
    4.5%
    Value
    $8m
    Shares
    173,785

    +8%

  • Capital Group Dividend ValueCGDV
    Share
    3.6%
    Value
    $6m
    Shares
    125,705

    +6%

  • MicrosoftMSFT
    Share
    3.4%
    Value
    $6m
    Shares
    15,778

    +5%

  • JPMorgan ChaseJPM
    Share
    2.2%
    Value
    $4m
    Shares
    11,378

    +6%

  • Vanguard Index FDSVTI
    Share
    2.1%
    Value
    $4m
    Shares
    9,776

    Held

  • Capital Group Intl Focus EQTCGXU
    Share
    2.0%
    Value
    $3m
    Shares
    99,250

    Held

  • AlphabetGOOG
    Share
    1.9%
    Value
    $3m
    Shares
    9,464

    +6%

  • Amazon.comAMZN
    Share
    1.8%
    Value
    $3m
    Shares
    13,308

    +12%

  • WalmartWMT
    Share
    1.6%
    Value
    $3m
    Shares
    24,272

    Held

  • Micron TechnologyMU
    Share
    1.5%
    Value
    $3m
    Shares
    2,274

    +4%

  • Marathon PetroleumMPC
    Share
    1.3%
    Value
    $2m
    Shares
    8,761

    -10%

  • AlphabetGOOGL
    Share
    1.3%
    Value
    $2m
    Shares
    6,252

    Held

  • ExxonMobil HoldingsXOM
    Share
    1.2%
    Value
    $2m
    Shares
    15,280

    Held

  • International Business MachinesIBM
    Share
    1.1%
    Value
    $2m
    Shares
    6,966

    -4%

  • Invesco QQQ TRQQQ
    Share
    1.0%
    Value
    $2m
    Shares
    2,362

    Held

  • Advanced Micro DevicesAMD
    Share
    1.0%
    Value
    $2m
    Shares
    2,973

    +2%

  • Ishares TRUSMV
    Share
    0.9%
    Value
    $2m
    Shares
    16,420

    Held

  • VisaV
    Share
    0.9%
    Value
    $2m
    Shares
    4,456

    +9%

  • Capital Group Dividend GroweCGDG
    Share
    0.9%
    Value
    $1m
    Shares
    39,349

    +23%

  • Eli LillyLLY
    Share
    0.9%
    Value
    $1m
    Shares
    1,226

    +14%

  • IsharesIEMG
    Share
    0.8%
    Value
    $1m
    Shares
    16,607

    +4%

  • GE VernovaGEV
    Share
    0.8%
    Value
    $1m
    Shares
    1,142

    Held

  • EatonETN
    Share
    0.8%
    Value
    $1m
    Shares
    3,139

    Held

  • Trane TechnologiesTT
    Share
    0.8%
    Value
    $1m
    Shares
    2,722

    Held

  • Lockheed MartinLMT
    Share
    0.7%
    Value
    $1m
    Shares
    2,527

    Held

  • Ishares TRIJJ
    Share
    0.7%
    Value
    $1m
    Shares
    8,436

    +4%

  • Analog DevicesADI
    Share
    0.7%
    Value
    $1m
    Shares
    3,061

    Held

  • Capital Group Growth ETFCGGR
    Share
    0.7%
    Value
    $1m
    Shares
    25,397

    Held

  • HalliburtonHAL
    Share
    0.7%
    Value
    $1m
    Shares
    34,061

    Held

  • CaterpillarCAT
    Share
    0.7%
    Value
    $1m
    Shares
    1,079

    Held

  • Berkshire HathawayBRK-B
    Share
    0.6%
    Value
    $1m
    Shares
    2,233

    Held

  • Ishares TRSHY
    Share
    0.6%
    Value
    $1m
    Shares
    13,585

    Held

  • Capital GRP Fixed Incm ETF TCGCP
    Share
    0.6%
    Value
    $1m
    Shares
    47,454

    Held

  • BroadcomAVGO
    Share
    0.6%
    Value
    $1m
    Shares
    2,734

    Held

  • Wesco InternationalWCC
    Share
    0.6%
    Value
    $966,621
    Shares
    2,798

    Held

  • IsharesEUSA
    Share
    0.5%
    Value
    $946,404
    Shares
    8,288

    Held

  • Home DepotHD
    Share
    0.5%
    Value
    $942,433
    Shares
    2,672

    Held

  • Meta PlatformsMETA
    Share
    0.5%
    Value
    $933,676
    Shares
    1,658

    +57%

  • Vanguard Index FDSVB
    Share
    0.5%
    Value
    $921,676
    Shares
    3,041

    +4%

  • RegisRGS
    Share
    0.5%
    Value
    $867,636
    Shares
    30,987

    -4%

  • Motorola SolutionsMSI
    Share
    0.5%
    Value
    $867,395
    Shares
    2,089

    Held

  • Invesco Exchange Traded FD TRSP
    Share
    0.5%
    Value
    $862,550
    Shares
    4,054

    Held

  • Invesco Exchange Traded FD TUPGD
    Share
    0.5%
    Value
    $852,227
    Shares
    10,401

    Held

  • UnitedHealth GroupUNH
    Share
    0.5%
    Value
    $830,995
    Shares
    1,999

    +26%

  • State STR Spdr S&P 500 ETF TSPY
    Share
    0.5%
    Value
    $815,163
    Shares
    1,092

    Held

  • MerckMRK
    Share
    0.5%
    Value
    $802,001
    Shares
    6,241

    Held

  • Ishares TRMTUM
    Share
    0.4%
    Value
    $759,723
    Shares
    2,216

    Held

  • AT&TT
    Share
    0.4%
    Value
    $694,980
    Shares
    33,574

    -2%

  • Johnson & JohnsonJNJ
    Share
    0.4%
    Value
    $685,228
    Shares
    2,698

    Held

  • Capital GRP Fixed Incm ETF TCGCB
    Share
    0.4%
    Value
    $656,330
    Shares
    25,070

    +81%

  • Vanguard Index FDSVO
    Share
    0.4%
    Value
    $655,293
    Shares
    8,133

    +5%

  • AbbVieABBV
    Share
    0.4%
    Value
    $654,122
    Shares
    2,599

    Held

  • Air Products & ChemicalsAPD
    Share
    0.4%
    Value
    $632,620
    Shares
    2,158

    -3%

  • General MotorsGM
    Share
    0.4%
    Value
    $631,388
    Shares
    8,191

    -9%

  • Vanguard Admiral FDSVOOG
    Share
    0.4%
    Value
    $623,230
    Shares
    7,543

    Held

  • TJX CompaniesTJX
    Share
    0.4%
    Value
    $613,008
    Shares
    4,046

    Held

  • Capital Group InternationalCGIE
    Share
    0.3%
    Value
    $563,359
    Shares
    15,317

    -3%

  • Vanguard Specialized FundsVIG
    Share
    0.3%
    Value
    $559,986
    Shares
    2,367

    Held

  • Lam ResearchLRCX
    Share
    0.3%
    Value
    $553,247
    Shares
    1,277

    Held

  • Union PacificUNP
    Share
    0.3%
    Value
    $542,113
    Shares
    1,993

    -10%

  • ChubbCB
    Share
    0.3%
    Value
    $541,265
    Shares
    1,589

    -3%

  • AllstateALL
    Share
    0.3%
    Value
    $535,326
    Shares
    2,250

    -5%

  • Capital Group Conservative ECGCV
    Share
    0.3%
    Value
    $513,718
    Shares
    15,653

    +118%

  • SalesforceCRM
    Share
    0.3%
    Value
    $513,596
    Shares
    3,278

    Held

  • NXP SemiconductorsNXPI
    Share
    0.3%
    Value
    $490,259
    Shares
    1,744

    Held

  • NvidiaNVDA
    Share
    0.3%
    Value
    $470,881
    Shares
    2,353

    Held

  • CME GroupCME
    Share
    0.3%
    Value
    $467,494
    Shares
    2,117

    -10%

  • Schwab Strategic TRSCHX
    Share
    0.3%
    Value
    $463,337
    Shares
    15,744

    Held

  • DexcomDXCM
    Share
    0.3%
    Value
    $452,929
    Shares
    6,725

    +48%

  • CVS HealthCVS
    Share
    0.3%
    Value
    $448,401
    Shares
    4,334

    -7%

  • TeslaTSLA
    Share
    0.3%
    Value
    $447,939
    Shares
    1,065

    Held

  • IntelINTC
    Share
    0.3%
    Value
    $447,789
    Shares
    3,207

    New

  • Procter & GamblePG
    Share
    0.2%
    Value
    $425,252
    Shares
    2,900

    Held

  • General ElectricGE
    Share
    0.2%
    Value
    $418,270
    Shares
    1,119

    Held

  • Ishares TRIVV
    Share
    0.2%
    Value
    $416,058
    Shares
    556

    Held

  • PfizerPFE
    Share
    0.2%
    Value
    $408,768
    Shares
    16,975

    -4%

  • Regeneron PharmaceuticalsREGN
    Share
    0.2%
    Value
    $401,146
    Shares
    643

    +3%

  • Sherwin-WilliamsSHW
    Share
    0.2%
    Value
    $393,091
    Shares
    1,142

    Held

  • CytomX TherapeuticsCTMX
    Share
    0.2%
    Value
    $383,452
    Shares
    102,254

    Held

  • Diamondback EnergyFANG
    Share
    0.2%
    Value
    $368,795
    Shares
    2,098

    Held

  • Ford MotorF
    Share
    0.2%
    Value
    $365,670
    Shares
    26,307

    -26%

  • Darden RestaurantsDRI
    Share
    0.2%
    Value
    $364,745
    Shares
    1,771

    -26%

  • Capital Group GBL Growth EQTCGGO
    Share
    0.2%
    Value
    $363,464
    Shares
    8,586

    +5%

  • Edwards LifesciencesEW
    Share
    0.2%
    Value
    $358,493
    Shares
    3,963

    New

  • Vanguard World FDMGV
    Share
    0.2%
    Value
    $339,486
    Shares
    2,077

    Held

  • GracoGGG
    Share
    0.2%
    Value
    $334,730
    Shares
    4,427

    Held

  • Ishares TRIWF
    Share
    0.2%
    Value
    $322,692
    Shares
    2,599

    -11%

  • Costco WholesaleCOST
    Share
    0.2%
    Value
    $321,199
    Shares
    343

    +3%

  • American Centy ETF TRQGRO
    Share
    0.2%
    Value
    $320,861
    Shares
    2,718

    New

  • Verizon CommunicationsVZ
    Share
    0.2%
    Value
    $319,408
    Shares
    7,544

    -16%

  • Howmet AerospaceHWM
    Share
    0.2%
    Value
    $298,553
    Shares
    1,110

    Held

  • Profesionally Managed PortfoAKRE
    Share
    0.2%
    Value
    $290,790
    Shares
    5,467

    Held

  • L3harris TechnologiesLHX
    Share
    0.2%
    Value
    $286,805
    Shares
    987

    Held

  • DeereDE
    Share
    0.2%
    Value
    $285,638
    Shares
    450

    Held

  • NextEra EnergyNEE
    Share
    0.2%
    Value
    $279,197
    Shares
    3,181

    Held

  • Seagate Technology HoldingsSTX
    Share
    0.2%
    Value
    $276,391
    Shares
    286

    New

Showing the largest 100 of 128.

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 41.0% since 30 June 2025.

Where the money is

Technology17.8%
Industrials5.8%
Financial services5.0%
Media & telecom4.5%
Retail & consumer4.5%
Health care4.4%
Energy3.6%
Everyday goods2.0%
Materials0.7%
Utilities0.2%
Real estate0.1%
Other51.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.