13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001738640
Total reported value
$411.1M
$411.1M
48 檔
30.1%
According to the latest 13F quarterly dataset, Aspiring Ventures, LLC managed an equity portfolio of $411.1M at the end of Q4 2024, spanning 48 distinct U.S. exchange-listed positions.
During Q4 2024, Aspiring Ventures, 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 | TSLA | Tesla Inc | Stock-Consumer Disc | 48.24% | +2.55% | — | |
| 2 | MSTR | Strategy Inc | Stock-Tech | 22.11% | -2.65% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.53% | -0.22% | — | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.07% | -0.18% | — | |
| 5 | ASML | ASML Holding N.V. | Stock-Tech | 2.05% | +0.49% | — | |
| 6 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 1.83% | -0.11% | — | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.76% | -0.09% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.28% | — | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.30% | +0.15% | — | |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.16% | -0.10% | — | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | -0.05% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.10% | -0.47% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.08% | -1.09% | — | |
| 14 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.08% | -0.06% | — | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.98% | -0.06% | — | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.07% | — | |
| 17 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.58% | -0.04% | — | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.54% | -0.02% | — | |
| 19 | PL | Planet Labs Pbc | Stock-Industrials | 0.54% | +0.13% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.16% | — | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | +0.15% | — | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.04% | — | |
| 23 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.39% | -0.04% | — | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.39% | -0.02% | — | |
| 25 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.37% | -0.02% | — | |
| 26 | ✓ | Gogoro Inc | Stock-Other | 0.31% | — | — | |
| 27 | CFBK | Cf Bankshares Inc | Stock-Other | 0.26% | -0.08% | EXIT | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.22% | -0.02% | — | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.21% | -0.01% | — | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.20% | -0.02% | — | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.19% | -0.01% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.01% | — | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.18% | — | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.18% | -0.01% | — | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.18% | +0.29% | — | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.18% | -0.13% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | -0.17% | EXIT | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.17% | — | — | |
| 39 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.16% | -0.02% | — | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | — | — | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.02% | — | |
| 42 | KR | Kroger Co | Stock-Consumer Staples | 0.15% | — | — | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.14% | +0.01% | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | — | — | |
| 45 | BX | Blackstone Inc | Stock-Financials | 0.14% | — | — | |
| 46 | ACHR | Archer Aviation Inc-a | Stock-Industrials | 0.08% | -0.01% | — | |
| 47 | WIT | Wipro Ltd-adr | Stock-Other | 0.04% | — | — | |
| 48 | ✓ | Gogoro Inc | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Aspiring Ventures, LLC reported a total U.S. public equity portfolio value of $411.1M across 48 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TSLA, MSTR, NVDA) accounted for 30.1% of total reported equity market value during Q4 2024.
During Q4 2024, Aspiring Ventures, LLC's top holdings by market value included TSLA (48.2%)、MSTR (22.1%)、NVDA (3.5%). The largest single position, TSLA, represented 48.2% of total portfolio value.
In Q4 2024, Aspiring Ventures, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.