Aspire Growth Partners LLC

Q3 2026 13F-HR Holdings

Location
Miromar Lakes, FL
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$180,085
Net value change ($000)
+7,957 (4.6%)
New positions
5
Sold out positions
10
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 2,231 37.9%
AAPL 1,817 15.5%
VOO 1,782 9.0%
VOOV 1,651 12.9%
QQQM 1,344 13.1%
MPC 1,216 54.3%
CGDV 1,049 16.9%
ORLY 775 NEW
CGUS 571 7.4%
META 452 48.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,089 -100.0%
HD -942 -100.0%
RGS -868 -100.0%
MU -495 -18.9%
IBM -434 -22.2%
CAT -273 -23.8%
GEV -262 -19.5%
PGR -254 -100.0%
O -227 -100.0%
FDX -211 -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