Aspire Growth Partners LLC
122 holdingsFiling period: 2026-03-31Current AUM: $167.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 27.1K | $16.2M | $18.6M | 11.09% | +2.1K | 2026-03-31 |
| 2 | VOOV | VANGUARD ADMIRAL FDS INC | 54.4K | $11.1M | $12.2M | 7.26% | +6.4K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 40.4K | $10.2M | $12.5M | 7.44% | -590 | 2026-03-31 |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | 29.8K | $7.1M | $8.4M | 5.04% | +2.9K | 2026-03-31 |
| 5 | CGUS | CAPITAL GROUP CORE EQUITY ET | 161.6K | $6.2M | $7.2M | 4.31% | +20.5K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 15.0K | $5.6M | $7.0M | 4.16% | +787 | 2026-03-31 |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 118.1K | $5.0M | $5.9M | 3.49% | +9.9K | 2026-03-31 |
| 8 | JPM | JPMORGAN CHASE & CO | 10.8K | $3.2M | $3.8M | 2.26% | +533 | 2026-03-31 |
| 9 | VTI | VANGUARD INDEX FDS | 9.7K | $3.1M | $3.6M | 2.14% | +113 | 2026-03-31 |
| 10 | WMT | WALMART INC | 24.1K | $3.0M | $2.7M | 1.60% | -86 | 2026-03-31 |
| 11 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 97.7K | $2.9M | $3.3M | 1.95% | -1,366 | 2026-03-31 |
| 12 | XOM | EXXON MOBIL CORP | 15.2K | $2.6M | $2.4M | 1.41% | -90 | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORP | 15.2K | $2.6M | $2.4M | 1.41% | -90 | 2026-03-31 |
| 14 | GOOG | ALPHABET INC | 8.9K | $2.6M | $3.2M | 1.89% | +298 | 2026-03-31 |
| 15 | AMZN | AMAZON COM INC | 11.9K | $2.5M | $3.2M | 1.93% | +1.1K | 2026-03-31 |
| 16 | MPC | MARATHON PETE CORP | 9.8K | $2.4M | $3.1M | 1.84% | +258 | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 6.2K | $1.8M | $2.2M | 1.33% | -169 | 2026-03-31 |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | 7.2K | $1.8M | $1.6M | 0.96% | +51 | 2026-03-31 |
| 19 | LMT | LOCKHEED MARTIN CORP | 2.5K | $1.5M | $1.5M | 0.88% | +14 | 2026-03-31 |
| 20 | USMV | ISHARES TR | 16.4K | $1.5M | $1.6M | 0.96% | -52 | 2026-03-31 |
| 21 | QQQ | INVESCO QQQ TR | 2.4K | $1.4M | $1.6M | 0.97% | -14 | 2026-03-31 |
| 22 | HAL | HALLIBURTON CO | 34.5K | $1.3M | $1.1M | 0.66% | +149 | 2026-03-31 |
| 23 | V | VISA INC | 4.1K | $1.2M | $1.5M | 0.89% | +158 | 2026-03-31 |
| 24 | CGDG | CAPITAL GROUP DIVIDEND GROWE | 32.0K | $1.1M | $1.2M | 0.73% | +5.6K | 2026-03-31 |
| 25 | — | TRANE TECHNOLOGIES PLC | 2.7K | $1.1M | $1.1M | 0.68% | -29 | 2026-03-31 |
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