Aspire Growth Partners LLC

Q1 2026 13F-HR Holdings

Location
Miromar Lakes, FL
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
121
Total value ($000)
$145,744
Net value change ($000)
+2,144 (1.5%)
New positions
4
Sold out positions
7
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 1,259 12.8%
MPC 838 54.2%
XOM 739 40.2%
ZTS 542 NEW
CGUS 533 9.4%
VOO 506 3.2%
HAL 374 38.6%
LMT 311 25.6%
CGDV 303 6.4%
WMT 300 11.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,322 -19.2%
AAPL -890 -8.0%
MDT -617 -100.0%
IBM -374 -17.6%
FISV -272 -100.0%
CRM -271 -30.4%
EW -267 -100.0%
QCOM -236 -100.0%
FIS -234 -100.0%
TMO -223 -100.0%
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