Filed: 11/3/2025ACC: 0001951757-25-001233
📋 What this filing means
ASPIRE GROWTH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 118 equity positions with a total reported market value of $136.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
118
Positions
$136.81M
Total AUM (reported)
1.30M
Total Shares
Allocation by class
COM$60.03M43.9%
S&P 500 ETF SHS$14.92M10.9%
SHS CREATION UNI$13.96M10.2%
500 VAL IDX FD$8.41M6.1%
NASDAQ 100 ETF$6.17M4.5%
SHS$3.55M2.6%
TOTAL STK MKT$3.37M2.5%
Portfolio Concentration
Top 3$33.89M24.8%
4–10$32.59M23.8%
11–25$24.12M17.6%
Rest$46.22M33.8%
Top 3 weight
24.8%
Top 10 weight
48.6%
Voting Authority Distribution
Total shares with voting rights: 1.30M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.30M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole118
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings118
Rows:
VANGUARD INDEX FDS
SOLEShares24.37K
TypeSH
Market value$14.92M
10.91%
Sole
0.00
Shared
0.00
None
24.37K
APPLE INC
SOLEShares41.45K
TypeSH
Market value$10.55M
7.71%
Sole
0.00
Shared
0.00
None
41.45K
VANGUARD ADMIRAL FDS INC
SOLEShares42.16K
TypeSH
Market value$8.41M
6.15%
Sole
0.00
Shared
0.00
None
42.16K
MICROSOFT CORP
SOLEShares14.17K
TypeSH
Market value$7.34M
5.36%
Sole
0.00
Shared
0.00
None
14.17K
INVESCO EXCH TRADED FD TR II
SOLEShares24.95K
TypeSH
Market value$6.17M
4.51%
Sole
0.00
Shared
0.00
None
24.95K
CAPITAL GROUP CORE EQUITY ET
SOLEShares137.80K
TypeSH
Market value$5.45M
3.98%
Sole
0.00
Shared
0.00
None
137.80K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares103.04K
TypeSH
Market value$4.33M
3.17%
Sole
0.00
Shared
0.00
None
103.04K
VANGUARD INDEX FDS
SOLEShares10.27K
TypeSH
Market value$3.37M
2.46%
Sole
0.00
Shared
0.00
None
10.27K
JPMORGAN CHASE & CO.
SOLEShares9.92K
TypeSH
Market value$3.13M
2.29%
Sole
0.00
Shared
0.00
None
9.92K
CAPITAL GROUP INTL FOCUS EQT
SOLEShares94.62K
TypeSH
Market value$2.80M
2.05%
Sole
0.00
Shared
0.00
None
94.62K
WALMART INC
SOLEShares24.79K
TypeSH
Market value$2.55M
1.87%
Sole
0.00
Shared
0.00
None
24.79K
AMAZON COM INC
SOLEShares10.02K
TypeSH
Market value$2.20M
1.61%
Sole
0.00
Shared
0.00
None
10.02K
INTERNATIONAL BUSINESS MACHS
SOLEShares7.12K
TypeSH
Market value$2.01M
1.47%
Sole
0.00
Shared
0.00
None
7.12K
ALPHABET INC
SOLEShares7.83K
TypeSH
Market value$1.91M
1.39%
Sole
0.00
Shared
0.00
None
7.83K
MARATHON PETE CORP
SOLEShares9.40K
TypeSH
Market value$1.81M
1.32%
Sole
0.00
Shared
0.00
None
9.40K
EXXON MOBIL CORP
SOLEShares15.14K
TypeSH
Market value$1.71M
1.25%
Sole
0.00
Shared
0.00
None
15.14K
ISHARES TR
SOLEShares17.28K
TypeSH
Market value$1.64M
1.20%
Sole
0.00
Shared
0.00
None
17.28K
ALPHABET INC
SOLEShares6.60K
TypeSH
Market value$1.60M
1.17%
Sole
0.00
Shared
0.00
None
6.60K
INVESCO QQQ TR
SOLEShares2.38K
TypeSH
Market value$1.43M
1.04%
Sole
0.00
Shared
0.00
None
2.38K
EATON CORP PLC
SOLEShares3.43K
TypeSH
Market value$1.28M
0.94%
Sole
0.00
Shared
0.00
None
3.43K
VISA INC
SOLEShares3.71K
TypeSH
Market value$1.27M
0.93%
Sole
0.00
Shared
0.00
None
3.71K
LOCKHEED MARTIN CORP
SOLEShares2.50K
TypeSH
Market value$1.25M
0.91%
Sole
0.00
Shared
0.00
None
2.50K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.34K
TypeSH
Market value$1.18M
0.86%
Sole
0.00
Shared
0.00
None
2.34K
TRANE TECHNOLOGIES PLC
SOLEShares2.74K
TypeSH
Market value$1.16M
0.84%
Sole
0.00
Shared
0.00
None
2.74K
HOME DEPOT INC
SOLEShares2.77K
TypeSH
Market value$1.12M
0.82%
Sole
0.00
Shared
0.00
None
2.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 24.37K | SH | $14.92M 10.91% | 0.00 | 0.00 | 24.37K |
APPLE INCSOLE | COM | 41.45K | SH | $10.55M 7.71% | 0.00 | 0.00 | 41.45K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 42.16K | SH | $8.41M 6.15% | 0.00 | 0.00 | 42.16K |
MICROSOFT CORPSOLE | COM | 14.17K | SH | $7.34M 5.36% | 0.00 | 0.00 | 14.17K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 24.95K | SH | $6.17M 4.51% | 0.00 | 0.00 | 24.95K |
CAPITAL GROUP CORE EQUITY ETSOLE | SHS CREATION UNI | 137.80K | SH | $5.45M 3.98% | 0.00 | 0.00 | 137.80K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 103.04K | SH | $4.33M 3.17% | 0.00 | 0.00 | 103.04K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 10.27K | SH | $3.37M 2.46% | 0.00 | 0.00 | 10.27K |
JPMORGAN CHASE & CO.SOLE | COM | 9.92K | SH | $3.13M 2.29% | 0.00 | 0.00 | 9.92K |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 94.62K | SH | $2.80M 2.05% | 0.00 | 0.00 | 94.62K |
WALMART INCSOLE | COM | 24.79K | SH | $2.55M 1.87% | 0.00 | 0.00 | 24.79K |
AMAZON COM INCSOLE | COM | 10.02K | SH | $2.20M 1.61% | 0.00 | 0.00 | 10.02K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 7.12K | SH | $2.01M 1.47% | 0.00 | 0.00 | 7.12K |
ALPHABET INCSOLE | CAP STK CL C | 7.83K | SH | $1.91M 1.39% | 0.00 | 0.00 | 7.83K |
MARATHON PETE CORPSOLE | COM | 9.40K | SH | $1.81M 1.32% | 0.00 | 0.00 | 9.40K |
EXXON MOBIL CORPSOLE | COM | 15.14K | SH | $1.71M 1.25% | 0.00 | 0.00 | 15.14K |
ISHARES TRSOLE | MSCI USA MIN VOL | 17.28K | SH | $1.64M 1.20% | 0.00 | 0.00 | 17.28K |
ALPHABET INCSOLE | CAP STK CL A | 6.60K | SH | $1.60M 1.17% | 0.00 | 0.00 | 6.60K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.38K | SH | $1.43M 1.04% | 0.00 | 0.00 | 2.38K |
EATON CORP PLCSOLE | SHS | 3.43K | SH | $1.28M 0.94% | 0.00 | 0.00 | 3.43K |
VISA INCSOLE | COM CL A | 3.71K | SH | $1.27M 0.93% | 0.00 | 0.00 | 3.71K |
LOCKHEED MARTIN CORPSOLE | COM | 2.50K | SH | $1.25M 0.91% | 0.00 | 0.00 | 2.50K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.34K | SH | $1.18M 0.86% | 0.00 | 0.00 | 2.34K |
TRANE TECHNOLOGIES PLCSOLE | SHS | 2.74K | SH | $1.16M 0.84% | 0.00 | 0.00 | 2.74K |
HOME DEPOT INCSOLE | COM | 2.77K | SH | $1.12M 0.82% | 0.00 | 0.00 | 2.77K |
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