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CIK: 0001738640
Total reported value
$411.1M
$411.1M
78 檔
61.3%
The Q1 2026 SEC filing reveals that Aspiring Ventures, LLC held a total portfolio value of $411.1M, covering 78 public equity positions.
In Q1 2026, Aspiring Ventures, LLC displayed an active expansion posture, initiating 11 new positions and adding to 29 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including TSLA, NVDA, MSTR) accounted for 61.3% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 56.21% | +2.55% | +26.23% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.41% | -0.22% | +20.18% | |
| 3 | MSTR | Strategy Inc | Stock-Tech | 7.26% | -2.65% | +6.39% | |
| 4 | ECHO | Echostar Corp-a | Stock-Comm Services | 2.32% | +1.63% | +136.35% | |
| 5 | ASML | ASML Holding N.V. | Stock-Tech | 2.19% | +0.49% | -4.79% | |
| 6 | MSTR 8 PERPBond | Strategy Inc | Bond | 1.75% | -0.63% | -1.96% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -1.09% | +3.47% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | -0.28% | +5.17% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.56% | -0.18% | +3.54% | |
| 10 | PL | Planet Labs Pbc | Stock-Industrials | 1.56% | +0.13% | -5.78% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.14% | -0.47% | +6.61% | |
| 12 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.98% | -0.11% | -0.37% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.98% | -0.09% | -0.53% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.16% | +23.52% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.80% | -0.06% | -4.34% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.73% | +0.17% | +13.35% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.72% | -0.10% | -5.70% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.63% | +0.15% | -5.78% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.61% | -0.05% | — | |
| 20 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.55% | -0.06% | -6.68% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.46% | +0.15% | +2.61% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.07% | -0.23% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.30% | -0.13% | +81.70% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.28% | -0.02% | -0.81% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | +0.04% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.02% | +24.52% | |
| 27 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.21% | +0.16% | +2.24% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | +0.02% | +49.72% | |
| 29 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.18% | +0.29% | -67.46% | |
| 30 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.18% | -0.04% | -1.13% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | -0.17% | EXIT | |
| 32 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.17% | -0.04% | — | |
| 33 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.16% | -0.01% | — | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.16% | +0.11% | +18.14% | |
| 35 | ROBO | Robo Global Robotics And Aut | ETF-Other | 0.16% | — | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.05% | +4.09% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.15% | -0.02% | +21.85% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | -0.01% | +36.71% | |
| 39 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.15% | -0.04% | — | |
| 40 | CLS | Celestica Inc | Stock-Tech | 0.15% | -0.15% | EXIT | |
| 41 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.14% | -0.02% | -9.97% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.13% | -0.01% | — | |
| 43 | MSTY | Yieldmax Mstr Option Is ETF | ETF-Other | 0.13% | -0.13% | EXIT | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | -0.02% | +13.15% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.11% | -0.06% | — | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.11% | -0.02% | -7.38% | |
| 47 | LMND | Lemonade Inc | Stock-Financials | 0.11% | -0.02% | +13.38% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.11% | -0.04% | — | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.10% | -0.10% | EXIT | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.10% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +1.7% | +26.23% | Add |
| 2 | ECHO | Echostar Corp-a | +1.3% | +136.35% | Add |
| 3 | PL | Planet Labs Pbc | +0.3% | -5.78% | Trim |
| 4 | NVDA | Nvidia CORP | +0.2% | +20.18% | Add |
| 5 | ASML | ASML Holding N.V. | +0.1% | -4.79% | Trim |
| 6 | ORCL | Oracle CORP | +0.1% | +81.70% | Add |
| 7 | BE | Bloom Energy Corp- A | +0.1% | +2.24% | Add |
| 8 | AVGO | Broadcom Inc | 0% | +49.72% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | 0% | +36.71% | Add |
| 10 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 11 | WMT | Walmart Inc | 0% | +16.61% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | 0% | +23.52% | Add |
| 13 | VEA | Vanguard Ftse Developed ETF | 0% | +21.85% | Add |
| 14 | COST | Costco Wholesale CORP | 0% | +13.15% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | — | +2.61% | Add |
| 16 | AMD | Advanced Micro Devices | — | +18.14% | Add |
| 17 | JPM | Jpmorgan Chase & Co | — | +25.40% | Add |
| 18 | NFLX | Netflix Inc | — | +9.29% | Add |
| 19 | CFBK | Cf Bankshares Inc | — | — | Unchanged |
| 20 | WIT | Wipro Ltd-adr | — | +17.05% | Add |
| 21 | ✓ | Gogoro Inc | — | — | Unchanged |
| 22 | META | Meta Platforms Inc-class A | 0% | +24.52% | Add |
| 23 | ACHR | Archer Aviation Inc-a | 0% | — | Unchanged |
| 24 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | — | Unchanged |
| 25 | RKLB | Rocket Lab CORP | 0% | +3.26% | Add |
| 26 | HD | Home Depot Inc | 0% | +10.39% | Add |
| 27 | IXUS | Ishares Core Intl Stock ETF | 0% | — | Unchanged |
| 28 | SCHC | Schwab Intl Small-cap Equity | 0% | — | Unchanged |
| 29 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 30 | VEU | Vanguard Ftse All-world Ex-u | 0% | — | Unchanged |
| 31 | SCHA | Schwab US Small-cap ETF | 0% | -1.58% | Trim |
| 32 | LMND | Lemonade Inc | 0% | +13.38% | Add |
| 33 | JOBY | Joby Aviation, Inc. | 0% | +14.95% | Add |
| 34 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Unchanged |
| 35 | GOOG | Alphabet Inc-cl C | 0% | +4.09% | Add |
| 36 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | 0% | -1.13% | Trim |
| 37 | ROBO | Robo Global Robotics And Aut | 0% | — | Unchanged |
| 38 | VFLO | Victoryshares Free Cash Flow | 0% | — | Unchanged |
| 39 | CLS | Celestica Inc | 0% | -5.21% | Trim |
| 40 | QLD | Proshares Ultra Qqq | 0% | +0.02% | Add |
| 41 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | -9.97% | Trim |
| 42 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 43 | MGC | Vanguard Mega Cap ETF | 0% | — | Unchanged |
| 44 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | -7.38% | Trim |
| 45 | VIG | Vanguard Dividend Apprec ETF | 0% | -30.82% | Trim |
| 46 | LLY | Eli Lilly & Co | 0% | -15.75% | Trim |
| 47 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 48 | IBIT | Ishares Bitcoin Trust ETF | 0% | -67.46% | Trim |
| 49 | PG | Procter & Gamble Co/the | 0% | -0.23% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -0.1% | — | Unchanged |
According to official SEC Form 13F filings, Aspiring Ventures, LLC reported a total U.S. public equity portfolio value of $411.1M across 78 disclosed positions in Q1 2026.
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.
Top New Position Initiated
VO
市值: $375.9K
Top Position Liquidated / Trimmed
CGGR
前期市值: $314.6K
During Q1 2026, Aspiring Ventures, LLC's top holdings by market value included TSLA (56.2%)、NVDA (8.4%)、MSTR (7.3%). The largest single position, TSLA, represented 56.2% of total portfolio value.
In Q1 2026, Aspiring Ventures, LLC made 63 total portfolio adjustments, initiating 11 new buys, adding to 29 positions, trimming 21 holdings, and fully liquidating 2 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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