# Aspire Growth Partners LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2055568. Source: https://holderbook.com/funds/2055568-aspire-growth-partners-llc/

- Reported value: $172.1M
- Positions: 128
- Weight of the ten largest: 49.5%
- Filed: 2026-07-29

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $19.9M | 28,909 | 11.5% | 7 |
| VANGUARD ADMIRAL FDS INC | [VOOV](https://holderbook.com/stocks/VOOV/) | $12.8M | 58,292 | 7.4% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $11.7M | 40,583 | 6.8% | 7 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $10.2M | 33,799 | 5.9% | 7 |
| CAPITAL GROUP CORE EQUITY ET | [CGUS](https://holderbook.com/stocks/CGUS/) | $7.7M | 173,785 | 4.5% | 7 |
| CAPITAL GROUP DIVIDEND VALUE | [CGDV](https://holderbook.com/stocks/CGDV/) | $6.2M | 125,705 | 3.6% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $5.9M | 15,778 | 3.4% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $3.7M | 11,378 | 2.2% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $3.6M | 9,776 | 2.1% | 7 |
| CAPITAL GROUP INTL FOCUS EQT | [CGXU](https://holderbook.com/stocks/CGXU/) | $3.4M | 99,250 | 2.0% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.3M | 9,464 | 1.9% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $3.2M | 13,308 | 1.8% | 7 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.7M | 24,272 | 1.6% | 7 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $2.6M | 2,274 | 1.5% | 7 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $2.2M | 8,761 | 1.3% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $2.2M | 6,252 | 1.3% | 7 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.1M | 15,280 | 1.2% | 7 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $2.0M | 6,966 | 1.1% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.7M | 2,362 | 1.0% | 7 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.7M | 2,973 | 1.0% | 7 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $1.6M | 16,420 | 0.9% | 7 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.5M | 4,456 | 0.9% | 7 |
| CAPITAL GROUP DIVIDEND GROWE | [CGDG](https://holderbook.com/stocks/CGDG/) | $1.5M | 39,349 | 0.9% | 7 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.5M | 1,226 | 0.9% | 7 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.4M | 16,607 | 0.8% | 7 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.3M | 1,142 | 0.8% | 5 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $1.3M | 3,139 | 0.8% | 6 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $1.3M | 2,722 | 0.8% | 6 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $1.3M | 2,527 | 0.7% | 7 |
| ISHARES TR | [IJJ](https://holderbook.com/stocks/IJJ/) | $1.2M | 8,436 | 0.7% | 7 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $1.2M | 3,061 | 0.7% | 7 |
| CAPITAL GROUP GROWTH ETF | [CGGR](https://holderbook.com/stocks/CGGR/) | $1.2M | 25,397 | 0.7% | 7 |
| HALLIBURTON CO | [HAL](https://holderbook.com/stocks/HAL/) | $1.2M | 34,061 | 0.7% | 7 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.1M | 1,079 | 0.7% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.1M | 2,233 | 0.6% | 7 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $1.1M | 13,585 | 0.6% | 7 |
| CAPITAL GRP FIXED INCM ETF T | [CGCP](https://holderbook.com/stocks/CGCP/) | $1.1M | 47,454 | 0.6% | 5 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.0M | 2,734 | 0.6% | 7 |
| WESCO INTL INC | [WCC](https://holderbook.com/stocks/WCC/) | $966.6K | 2,798 | 0.6% | 7 |
| ISHARES INC | [EUSA](https://holderbook.com/stocks/EUSA/) | $946.4K | 8,288 | 0.5% | 7 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $942.4K | 2,672 | 0.5% | 7 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $933.7K | 1,658 | 0.5% | 7 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $921.7K | 3,041 | 0.5% | 7 |
| REGIS CORPORATION | [RGS](https://holderbook.com/stocks/RGS/) | $867.6K | 30,987 | 0.5% | 6 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $867.4K | 2,089 | 0.5% | 7 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $862.5K | 4,054 | 0.5% | 7 |
| INVESCO EXCHANGE TRADED FD T | [UPGD](https://holderbook.com/stocks/UPGD/) | $852.2K | 10,401 | 0.5% | 7 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $831.0K | 1,999 | 0.5% | 7 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $815.2K | 1,092 | 0.5% | 7 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $802.0K | 6,241 | 0.5% | 7 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $759.7K | 2,216 | 0.4% | 7 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $695.0K | 33,574 | 0.4% | 7 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $685.2K | 2,698 | 0.4% | 7 |
| CAPITAL GRP FIXED INCM ETF T | [CGCB](https://holderbook.com/stocks/CGCB/) | $656.3K | 25,070 | 0.4% | 2 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $655.3K | 8,133 | 0.4% | 7 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $654.1K | 2,599 | 0.4% | 7 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $632.6K | 2,158 | 0.4% | 7 |
| GENERAL MTRS CO | [GM](https://holderbook.com/stocks/GM/) | $631.4K | 8,191 | 0.4% | 7 |
| VANGUARD ADMIRAL FDS INC | [VOOG](https://holderbook.com/stocks/VOOG/) | $623.2K | 7,543 | 0.4% | 7 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $613.0K | 4,046 | 0.4% | 7 |
| CAPITAL GROUP INTERNATIONAL | [CGIE](https://holderbook.com/stocks/CGIE/) | $563.4K | 15,317 | 0.3% | 7 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $560.0K | 2,367 | 0.3% | 7 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $553.2K | 1,277 | 0.3% | 3 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $542.1K | 1,993 | 0.3% | 7 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $541.3K | 1,589 | 0.3% | 6 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $535.3K | 2,250 | 0.3% | 7 |
| CAPITAL GROUP CONSERVATIVE E | [CGCV](https://holderbook.com/stocks/CGCV/) | $513.7K | 15,653 | 0.3% | 2 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $513.6K | 3,278 | 0.3% | 7 |
| NXP SEMICONDUCTORS N V | [NXPI](https://holderbook.com/stocks/NXPI/) | $490.3K | 1,744 | 0.3% | 6 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $470.9K | 2,353 | 0.3% | 3 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $467.5K | 2,117 | 0.3% | 7 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $463.3K | 15,744 | 0.3% | 7 |
| DEXCOM INC | [DXCM](https://holderbook.com/stocks/DXCM/) | $452.9K | 6,725 | 0.3% | 7 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $448.4K | 4,334 | 0.3% | 7 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $447.9K | 1,065 | 0.3% | 7 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $447.8K | 3,207 | 0.3% | 1 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $425.3K | 2,900 | 0.2% | 7 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $418.3K | 1,119 | 0.2% | 7 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $416.1K | 556 | 0.2% | 7 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $408.8K | 16,975 | 0.2% | 7 |
| REGENERON PHARMACEUTICALS | [REGN](https://holderbook.com/stocks/REGN/) | $401.1K | 643 | 0.2% | 7 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $393.1K | 1,142 | 0.2% | 7 |
| CYTOMX THERAPEUTICS INC | [CTMX](https://holderbook.com/stocks/CTMX/) | $383.5K | 102,254 | 0.2% | 7 |
| DIAMONDBACK ENERGY INC | [FANG](https://holderbook.com/stocks/FANG/) | $368.8K | 2,098 | 0.2% | 7 |
| FORD MTR CO | [F](https://holderbook.com/stocks/F/) | $365.7K | 26,307 | 0.2% | 7 |
| DARDEN RESTAURANTS INC | [DRI](https://holderbook.com/stocks/DRI/) | $364.7K | 1,771 | 0.2% | 7 |
| CAPITAL GROUP GBL GROWTH EQT | [CGGO](https://holderbook.com/stocks/CGGO/) | $363.5K | 8,586 | 0.2% | 6 |
| EDWARDS LIFESCIENCES CORP | [EW](https://holderbook.com/stocks/EW/) | $358.5K | 3,963 | 0.2% | 1 |
| VANGUARD WORLD FD | [MGV](https://holderbook.com/stocks/MGV/) | $339.5K | 2,077 | 0.2% | 6 |
| GRACO INC | [GGG](https://holderbook.com/stocks/GGG/) | $334.7K | 4,427 | 0.2% | 7 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $322.7K | 2,599 | 0.2% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $321.2K | 343 | 0.2% | 7 |
| AMERICAN CENTY ETF TR | [QGRO](https://holderbook.com/stocks/QGRO/) | $320.9K | 2,718 | 0.2% | 1 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $319.4K | 7,544 | 0.2% | 7 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $298.6K | 1,110 | 0.2% | 6 |
| PROFESIONALLY MANAGED PORTFO | [AKRE](https://holderbook.com/stocks/AKRE/) | $290.8K | 5,467 | 0.2% | 3 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $286.8K | 987 | 0.2% | 7 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $285.6K | 450 | 0.2% | 4 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $279.2K | 3,181 | 0.2% | 7 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $276.4K | 286 | 0.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.5% | +14.8% | -2.3% | 100% |
| Q1 2026 | -2.1% | -4.6% | +2.5% | 100% |
| Q4 2025 | +2.6% | +2.4% | +0.2% | 100% |
| Q3 2025 | +7.6% | +7.8% | -0.2% | 100% |
| Q2 2025 | +7.7% | +10.5% | -2.8% | 101% |
| Q1 2025 | -3.3% | -4.6% | +1.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $172.1M | 128 |
| Q1 2026 | $145.7M | 121 |
| Q4 2025 | $143.6M | 123 |
| Q3 2025 | $136.8M | 118 |
| Q2 2025 | $122.1M | 114 |
| Q1 2025 | $112.7M | 113 |
| Q4 2024 | $102.2M | 99 |