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CIK: 0002055568
Total reported value
$172.1M
$172.1M
114 檔
23.6%
In Q2 2025, Aspire Growth Partners LLC's U.S. equity holdings reached a combined market value of $172.1M, distributed across 114 disclosed stock positions.
During Q2 2025, Aspire Growth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.58% | +0.44% | +3.79% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.99% | -0.21% | +9.30% | |
| 3 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 6.01% | -0.18% | -0.49% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.52% | -0.39% | -3.82% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.13% | +1.09% | +7.78% | |
| 6 | CGUS | Cap Group Core Equity | ETF-Other | 3.86% | +0.23% | +15.88% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 3.09% | +0.15% | +10.90% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.52% | -0.04% | -0.78% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | -0.01% | -0.73% | |
| 10 | CGXU | Cap Group Intl Focus | ETF-Other | 2.05% | +0.02% | +0.21% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.93% | -0.45% | -0.88% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 1.71% | -0.06% | -9.87% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | +0.14% | -7.64% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.32% | -0.12% | +0.34% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.32% | -0.56% | +9.80% | |
| 16 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.27% | -0.34% | -0.84% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.08% | +0.07% | — | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | +0.04% | -2.03% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +0.19% | -2.50% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.00% | +0.02% | -0.15% | |
| 21 | TT | Trane Technologies plc | Stock-Industrials | 0.98% | — | -0.87% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.07% | -7.25% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.94% | -0.30% | +4.94% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.08% | -0.85% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.89% | -0.11% | -4.08% | |
| 26 | T | At&t Inc | Stock-Comm Services | 0.89% | -0.28% | -2.09% | |
| 27 | CGGR | Cap Group Growth Equity | ETF-Other | 0.88% | +0.01% | -8.15% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | -0.06% | -0.80% | |
| 29 | MSI | Motorola Solutions Inc | Stock-Tech | 0.76% | -0.12% | -1.07% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.75% | -0.02% | +2.95% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 0.74% | -0.12% | -4.41% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.17% | -4.46% | |
| 33 | FISV | Fiserv Inc | Stock-Other | 0.73% | — | -4.45% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.72% | +0.04% | +7.09% | |
| 35 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.66% | -0.03% | -40.74% | |
| 36 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.66% | +0.07% | — | |
| 37 | ADI | Analog Devices Inc | Stock-Tech | 0.62% | +0.05% | +0.03% | |
| 38 | UPGD | Invesco Bloomberg Analyst Ra | ETF-Other | 0.60% | -0.03% | — | |
| 39 | HAL | Halliburton Co | Stock-Energy | 0.59% | -0.25% | -1.41% | |
| 40 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.58% | -0.07% | -0.56% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.57% | -0.03% | +0.34% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.12% | -1.94% | |
| 43 | CME | Cme Group Inc | Stock-Financials | 0.56% | -0.21% | -17.21% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | -0.02% | +0.75% | |
| 45 | F | Ford Motor Co | Stock-Consumer Disc | 0.54% | -0.07% | +3.99% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.03% | -39.31% | |
| 47 | GEV | GE Vernova Inc | Stock-Industrials | 0.51% | +0.09% | — | |
| 48 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.49% | -0.11% | -2.09% | |
| 49 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.48% | +0.07% | +0.20% | |
| 50 | STE | STERIS plc | Stock-Healthcare | 0.47% | -0.32% | EXIT |
According to official SEC Form 13F filings, Aspire Growth Partners LLC reported a total U.S. public equity portfolio value of $172.1M across 114 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, VOOV) accounted for 23.6% of total reported equity market value during Q2 2025.
During Q2 2025, Aspire Growth Partners LLC's top holdings by market value included VOO (10.6%)、AAPL (7.0%)、VOOV (6.0%). The largest single position, VOO, represented 10.6% of total portfolio value.
In Q2 2025, Aspire Growth Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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