Arkolith/Funds/Aspire Growth Partners LLC

Aspire Growth Partners LLC

CIK 2055568
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Aspire Growth Partners LLC holds a focused book of 128 reported positions worth $172.1M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Intel Corp and trimmed Marathon Petroleum Corp. Their largest long position is Vanguard S&P 500 ETF at 12% of the reported non-option book. Cloning the disclosed picks since 2025 would be +17% (+20.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+17.5%
+20.8%/yr · since Nov '25
Their reported book
+14.7%
held from quarter-end
S&P 500
+12.7%
same window
$9K$10K$11K$11K$12KNov '25Jan '26Mar '26May '26Jul '26Sep '26
Aspire Growth Partners LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.8 points over this window.

Growth of $10,000 cloning Aspire Growth Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
36%
Top 10 holdings
50%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

49% mapped to company sectors

ETFs / funds
51%
Information Technology
22%
Consumer Discretionary
7%
Financials
5%
Industrials
5%
Health Care
4%
Energy
4%
Communication Services
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Aspire Growth Partners LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.9 / 80$4.4B
Swiss Re Ltd40 / 80$1.1B
Hoffman, Alan N Investment Management8 / 80$154.1M
New World Advisors LLC42 / 80$535.3M
Draper Asset Management, LLC9 / 80$174.6M
9823 Capital, L.P.10 / 80$126.8M
Pincus Capital Management, LP26 / 80$140.7M

Ranked by the share of each fund's own book sitting in the names it shares with Aspire Growth Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

128 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$19.9M28.9K
11.5%
+6.8%
Added · +2K sh
2Vanguard Admiral FDS Inc
500 VAL IDX FD
$12.8M58.3K
7.4%
+7.2%
Added · +4K sh
3Apple Inc
COM
$11.7M40.6K
6.8%
+0.5%
Added · +211 sh
4Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$10.2M33.8K
5.9%
+13%
Added · +4K sh
5Capital Group Core Equity Et
SHS CREAT UNIT
$7.7M173.8K
4.5%
+7.5%
Added · +12K sh
6Capital Group Dividend Value
SHS CREAT UNIT
$6.2M125.7K
3.6%
+6.4%
Added · +8K sh
7Microsoft Corp
COM
$5.9M15.8K
3.4%
+5.2%
Added · +773 sh
8JPMorgan Chase & Co
COM
$3.7M11.4K
2.2%
+5.6%
Added · +605 sh
9Vanguard Index FDS
TOTAL STK MKT
$3.6M9.8K
2.1%
+0.5%
Added · +53 sh
10Capital Group Intl Focus Eqt
SHS CREAT UNIT
$3.4M99.3K
2.0%
+1.6%
Added · +2K sh
11Alphabet Inc
CAP STK CL C
$3.3M9.5K
1.9%
+6.3%
Added · +565 sh
12Amazon Com Inc
COM
$3.2M13.3K
1.8%
+12%
Added · +1K sh
13Walmart Inc
COM
$2.7M24.3K
1.6%
+0.7%
Added · +177 sh
14Micron Technology Inc
COM
$2.6M2.3K
1.5%
+3.6%
Added · +79 sh
15Marathon Pete Corp
COM
$2.2M8.8K
1.3%
−10%
Reduced · −999 sh
16Alphabet Inc
CAP STK CL A
$2.2M6.3K
1.3%
~0%
Added · +3 sh
17Exxon Mobil Corp
COM
$2.1M15.3K
1.2%
+0.5%
Added · +79 sh
18International Business Machs
COM
$2.0M7.0K
1.1%
−3.6%
Reduced · −259 sh
19Invesco QQQ TR
UNIT SER 1
$1.7M2.4K
1.0%
−0.2%
Reduced · −4 sh
20Advanced Micro Devices Inc
COM
$1.7M3.0K
1.0%
+2.3%
Added · +66 sh
21Ishares TR
MSCI USA MIN ETF
$1.6M16.4K
0.9%
+0.3%
Added · +49 sh
22Visa Inc
COM CL A
$1.5M4.5K
0.9%
+9.0%
Added · +369 sh
23Capital Group Dividend Growe
SHS ETF
$1.5M39.3K
0.9%
+23%
Added · +7K sh
24Eli Lilly & Co
COM
$1.5M1.2K
0.9%
+14%
Added · +155 sh
25Ishares Inc
CORE MSCI EMKT
$1.4M16.6K
0.8%
+4.2%
Added · +674 sh
26Ge Vernova Inc
COM
$1.3M1.1K
0.8%
−0.3%
Reduced · −3 sh
27Eaton Corp PLC
SHS
$1.3M3.1K
0.8%
+1.1%
Added · +34 sh
28Trane Technologies PLC
SHS
$1.3M2.7K
0.8%
+0.2%
Added · +5 sh
29Lockheed Martin Corp
COM
$1.3M2.5K
0.7%
−0.1%
Reduced · −2 sh
30Ishares TR
S&P MC 400VL ETF
$1.2M8.4K
0.7%
+4.2%
Added · +342 sh
31Analog Devices Inc
COM
$1.2M3.1K
0.7%
+1.5%
Added · +46 sh
32Capital Group Growth ETF
SHS CREAT UNIT
$1.2M25.4K
0.7%
+1.3%
Added · +332 sh
33Halliburton Co
COM
$1.2M34.1K
0.7%
−1.2%
Reduced · −401 sh
34Caterpillar Inc
COM
$1.1M1.1K
0.7%
+0.2%
Added · +2 sh
35Berkshire Hathaway Inc Del
CL B NEW
$1.1M2.2K
0.6%
Held
36Ishares TR
1 3 YR TREAS BD
$1.1M13.6K
0.6%
+0.9%
Added · +120 sh
37Capital Grp Fixed Incm ETF T
CORE PLUS INCM
$1.1M47.5K
0.6%
+0.5%
Added · +243 sh
38Broadcom Inc
COM
$1.0M2.7K
0.6%
+1.3%
Added · +36 sh
39Wesco Intl Inc
COM
$967K2.8K
0.6%
+0.1%
Added · +3 sh
40Ishares Inc
MSCI EQUAL WEITE
$946K8.3K
0.5%
+0.3%
Added · +22 sh
41Home Depot Inc
COM
$942K2.7K
0.5%
−0.5%
Reduced · −14 sh
42Meta Platforms Inc
CL A
$934K1.7K
0.5%
+57%
Added · +602 sh
43Vanguard Index FDS
SMALL CP ETF
$922K3.0K
0.5%
+3.6%
Added · +105 sh
44Regis Corporation
COM SHS
$868K31.0K
0.5%
−3.7%
Reduced · −1K sh
45Motorola Solutions Inc
COM NEW
$867K2.1K
0.5%
+0.3%
Added · +6 sh
46Invesco Exchange Traded FD T
S&P500 EQL WGT
$863K4.1K
0.5%
+0.3%
Added · +13 sh
47Invesco Exchange Traded FD T
BLOO AN RATI ETF
$852K10.4K
0.5%
−1.1%
Reduced · −117 sh
48Unitedhealth Group Inc
COM
$831K2.0K
0.5%
+26%
Added · +409 sh
49State STR SPDR S&P 500 ETF T
TR UNIT
$815K1.1K
0.5%
+0.3%
Added · +3 sh
50Merck & Co Inc
COM
$802K6.2K
0.5%
−0.6%
Reduced · −35 sh
Showing 50 of 128 positions
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Filing history

As-of date vs the date the SEC received each filing

$172.1M · Q2 2026Q3 2025 · $136.8MQ2 2026 · $172.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d128$172.1M13F-HR
Q1 2026Mar 31, 2026Apr 17, 202617d121$145.7M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202636d123$143.6M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202534d118$136.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.