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Aspire Growth Partners LLC
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $180,085,121
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $21,637,163
- VANGUARD ADMIRAL FDS INC · 500 VAL IDX FD · 921932703 · shares: $14,429,409
- APPLE INC · COM · 037833100 · shares: $13,559,688
- INVESCO EXCH TRADED FD TR II · NASDAQ 100 ETF · 46138G649 · shares: $11,584,208
- CAPITAL GROUP CORE EQUITY ET · SHS CREAT UNIT · 14020V108 · shares: $8,301,018
- MICROSOFT CORP · COM · 594918104 · shares: $8,116,784
- CAPITAL GROUP DIVIDEND VALUE · SHS CREAT UNIT · 14020W106 · shares: $7,244,275
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $3,927,981
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $3,687,952
- CAPITAL GROUP INTL FOCUS EQT · SHS CREAT UNIT · 14019W109 · shares: $3,484,529
Reported holdings
123 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 30,872 shares | $21,637,163 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | — | 65,487 shares | $14,429,409 |
| APPLE INC | COM | 037833100 | — | 40,717 shares | $13,559,688 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 38,026 shares | $11,584,208 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREAT UNIT | 14020V108 | — | 186,540 shares | $8,301,018 |
| MICROSOFT CORP | COM | 594918104 | — | 15,825 shares | $8,116,784 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREAT UNIT | 14020W106 | — | 148,296 shares | $7,244,275 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 11,873 shares | $3,927,981 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 9,855 shares | $3,687,952 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREAT UNIT | 14019W109 | — | 101,619 shares | $3,484,529 |
| MARATHON PETE CORP | COM | 56585A102 | — | 8,739 shares | $3,455,504 |
| AMAZON COM INC | COM | 023135106 | — | 13,785 shares | $3,434,533 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 9,676 shares | $3,296,877 |
| WALMART INC | COM | 931142103 | — | 24,481 shares | $2,544,089 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 6,358 shares | $2,187,474 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 1,999 shares | $2,129,541 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 2,962 shares | $1,812,033 |
| VISA INC | COM CL A | 92826C839 | — | 4,892 shares | $1,757,670 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 2,366 shares | $1,750,025 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 16,473 shares | $1,605,114 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 6,935 shares | $1,525,254 |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | 14021L109 | — | 39,716 shares | $1,470,686 |
| ELI LILLY & CO | COM | 532457108 | — | 1,229 shares | $1,422,258 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 17,469 shares | $1,417,796 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,912 shares | $1,386,316 |
| EATON CORP PLC | SHS | G29183103 | — | 3,146 shares | $1,352,055 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 2,550 shares | $1,298,686 |
| ISHARES TR | S&P MC 400VL ETF | 464287705 | — | 9,024 shares | $1,242,686 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 2,725 shares | $1,231,778 |
| CAPITAL GROUP GROWTH ETF | SHS CREAT UNIT | 14020G101 | — | 25,410 shares | $1,205,218 |
| ANALOG DEVICES INC | COM | 032654105 | — | 3,038 shares | $1,205,148 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 13,707 shares | $1,113,031 |
| HALLIBURTON CO | COM | 406216101 | — | 34,230 shares | $1,088,521 |
| GE VERNOVA INC | COM | 36828A101 | — | 1,136 shares | $1,080,221 |
| AT&T INC | COM | 00206R102 | — | 41,926 shares | $1,022,988 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | — | 47,654 shares | $1,008,836 |
| WESCO INTL INC | COM | 95082P105 | — | 2,802 shares | $1,007,466 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 1,252 shares | $955,121 |
| BROADCOM INC | COM | 11135F101 | — | 2,720 shares | $955,069 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 2,094 shares | $934,007 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 1,870 shares | $931,166 |
| ISHARES INC | MSCI EQUAL WEITE | 464286681 | — | 8,317 shares | $925,984 |
| MERCK & CO INC | COM | 58933Y105 | — | 6,280 shares | $912,597 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 3,087 shares | $878,146 |
| CATERPILLAR INC | COM | 149123101 | — | 1,081 shares | $876,161 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 4,081 shares | $848,964 |
| INVESCO EXCHANGE TRADED FD T | BLOO AN RATI ETF | 46137V522 | — | 10,401 shares | $831,290 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 2,171 shares | $796,765 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 9,072 shares | $774,840 |
| SALESFORCE INC | COM | 79466L302 | — | 3,294 shares | $756,121 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 2,710 shares | $717,540 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 2,220 shares | $704,572 |
| AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 | — | 5,906 shares | $692,417 |
| ABBVIE INC | COM | 00287Y109 | — | 2,617 shares | $684,677 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | — | 7,553 shares | $645,601 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 8,218 shares | $644,444 |
| GENERAL MTRS CO | COM | 37045V100 | — | 8,205 shares | $631,817 |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 | — | 25,257 shares | $630,914 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 2,134 shares | $593,719 |
| CAPITAL GROUP INTERNATIONAL | SHS | 14021M107 | — | 16,023 shares | $588,141 |
| DEXCOM INC | COM | 252131107 | — | 6,688 shares | $577,108 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,466 shares | $563,264 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 2,391 shares | $557,754 |
| CME GROUP INC | COM | 12572Q105 | — | 2,127 shares | $557,115 |
| TJX COS INC NEW | COM | 872540109 | — | 4,057 shares | $536,799 |
| UNION PAC CORP | COM | 907818108 | — | 1,968 shares | $535,554 |
| CHUBB LIMITED | COM | H1467J104 | — | 1,563 shares | $508,381 |
| ALLSTATE CORP | COM | 020002101 | — | 2,279 shares | $505,709 |
| CAPITAL GROUP CONSERVATIVE E | SHS | 14020U100 | — | 15,709 shares | $503,948 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 650 shares | $492,954 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 629 shares | $481,850 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 15,787 shares | $473,595 |
| PFIZER INC | COM | 717081103 | — | 16,509 shares | $470,827 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 1,328 shares | $436,192 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 2,920 shares | $424,243 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 1,750 shares | $415,568 |
| INTEL CORP | COM | 458140100 | — | 3,238 shares | $389,301 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 2,109 shares | $387,648 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 6,939 shares | $387,633 |
| CVS HEALTH CORP | COM | 126650100 | — | 4,361 shares | $373,701 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 1,145 shares | $369,991 |
| TESLA INC | COM | 88160R101 | — | 1,042 shares | $369,712 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREAT UNIT | 14020X104 | — | 8,586 shares | $341,569 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,082 shares | $337,960 |
| VANGUARD WORLD FD | MRNGSTR VAL ETF | 921910840 | — | 2,086 shares | $336,080 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 369 shares | $335,823 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 3,878 shares | $334,749 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 2,607 shares | $326,566 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 352 shares | $324,350 |
| GRACO INC | COM | 384109104 | — | 4,176 shares | $320,894 |
| FORD MTR CO | COM | 345370860 | — | 26,540 shares | $320,068 |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | 25434V666 | — | 7,712 shares | $309,811 |
| BP PLC | SPONSORED ADR | 055622104 | — | 6,688 shares | $294,198 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 1,970 shares | $293,630 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 432 shares | $291,385 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 | — | 5,467 shares | $287,947 |
| DEERE & CO | COM | 244199105 | — | 423 shares | $283,816 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 6,179 shares | $283,433 |
| RAYMOND JAMES FINL INC | COM | 754730109 | — | 1,789 shares | $282,768 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,060 shares | $280,635 |