Aspire Growth Partners LLC

Q4 2025 13F-HR Holdings

Location
Miromar Lakes, FL
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$143,600
Net value change ($000)
+6,785 (5.0%)
New positions
8
Sold out positions
3
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOOV 1,415 16.8%
GOOGL 792 41.5%
VOO 743 5.0%
QQQM 651 10.6%
AAPL 581 5.5%
NVDA 429 NEW
GOOGL 406 25.3%
CGDV 391 9.0%
AKRE 358 NEW
AMZN 288 13.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -464 -6.3%
FISV -377 -58.1%
IJR -366 -100.0%
ETN -278 -21.7%
MPC -268 -14.8%
MSI -222 -21.8%
SYK -214 -100.0%
TSCO -213 -100.0%
HD -182 -16.2%
VZ -152 -24.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type