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Aspiring Ventures, LLC

Concentrated strategySector-focusedMomentum follower

Total reported value

$329.8M

Reporting period: 2026-03-31 · Number of holdings: 171

Aspiring Ventures, LLC disclosed 171 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $329.8M and a quarterly turnover rate of 15.0%.

Personality snowflake

Concentration
100
Portfolio Stability
14.99
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
49.83

Recent moves

  • Add TSLA

    +26.2%　$25.1M

  • Add ECHO

    +136.4%　$4.6M

  • Trim MSFT

    +3.5%　-$1.5M

  • Trim MSTR

    +6.4%　$793.0K

  • Trim MSTR 8 PERP

    -2.0%　-$785.1K

  • Trim AMZN

    +5.2%　-$296.9K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 78 holdings (of 171 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1TSLATesla INCStock-Consumer Disc56.21%+1.68%+26.23%
2NVDANvidia CORPStock-Tech8.41%+0.17%+20.18%
3MSTRStrategy INCStock-Tech7.26%-0.61%+6.39%
4ECHOEchostar Corp-aStock-Comm Services2.32%+1.30%+136.35%
5ASMLASML Holding N.V.Stock-Tech2.19%+0.10%-4.79%
6MSTR 8 PERPStrategy INCStock-Tech1.75%-0.48%-1.96%
7MSFTMicrosoft CORPStock-Tech1.69%-0.71%+3.47%
8AMZNAmazon.com INCStock-Consumer Disc1.67%-0.31%+5.17%
9SCHBSchwab US Broad Market ETFETF-Other1.56%-0.21%+3.54%
10PLPlanet Labs PbcStock-Industrials1.56%+0.25%-5.78%
11AAPLApple INCStock-Tech1.14%—+6.61%
12FNDBSchwab Fndmntl US Brd Mr ETFETF-Other0.98%-0.10%-0.37%
13VTVanguard Tot World Stk ETFETF-Other0.98%-0.14%-0.53%
14GOOGLAlphabet Inc-cl AStock-Comm Services0.88%+0.01%+23.52%
15SCHFSchwab Intl Equity ETFETF-Other0.80%—-4.34%
16PLTRPalantir Technologies Inc-aStock-Tech0.73%-0.15%+13.35%
17FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other0.72%—-5.70%
18SCHXSchwab US Large-cap ETFETF-Other0.63%-0.16%-5.78%
19VTIVanguard Total Stock Mkt ETFETF-Other0.61%-0.10%—
20FNDXSchwab Fndmntl US Lrg Co ETFETF-Other0.55%-0.09%-6.68%
21TSMTaiwan Semiconductor-sp AdrStock-Tech0.46%—+2.61%
22PGProcter & Gamble Co/theStock-Consumer Staples0.37%—-0.23%
23ORCLOracle CORPStock-Tech0.30%+0.06%+81.70%
24ITOTIshares Core S&p Total U.s.ETF-Other0.28%-0.06%-0.81%
25IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.27%——
26METAMeta Platforms Inc-class AStock-Comm Services0.24%-0.01%+24.52%
27BEBloom Energy Corp- AStock-Industrials0.21%+0.06%+2.24%
28AVGOBroadcom INCStock-Tech0.20%+0.03%+49.72%
29IBITIshares Bitcoin Trust ETFETF-Crypto0.18%-0.04%-67.46%
30FNDCSchwab Fndmnt Intl Sm Eq ETFETF-Other0.18%—-1.13%
31BRK-BBerkshire Hathaway Inc-cl BStock-Other0.17%-0.07%-16.70%
32MGCVanguard Mega Cap ETFETF-Other0.17%——
33VFLOVictoryshares Free Cash FlowETF-Other0.16%——
34AMDAdvanced Micro DevicesStock-Tech0.16%—+18.14%
35ROBORobo Global Robotics And AutETF-Other0.16%——
36GOOGAlphabet Inc-cl CStock-Comm Services0.15%—+4.09%
37VEAVanguard Ftse Developed ETFETF-Other0.15%+0.01%+21.85%
38VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.15%+0.02%+36.71%
39FNDESchwab Fndmntl Em Mrk Eq ETFETF-Other0.15%——
40CLSCelestica INCStock-Tech0.15%-0.03%-5.21%
41FNDASchwab Fndmntl US Sm Co ETFETF-Other0.14%—-9.97%
42IXUSIshares Core Intl Stock ETFETF-Other0.13%——
43MSTYYieldmax Mstr Option Is ETFETF-Other0.13%-0.20%-40.39%
44COSTCostco Wholesale CORPStock-Consumer Staples0.12%+0.01%+13.15%
45VOVanguard Mid-cap ETFETF-Other0.11%+0.11%NEW
46SCHESchwab Emrg Mrkts Eqty ETFETF-Other0.11%—-7.38%
47LMNDLemonade INCStock-Financials0.11%—+13.38%
48IJRIshares Core S&p Small-cap EETF-Small Cap0.11%+0.11%NEW
49IBMIntl Business Machines CORPStock-Tech0.10%-0.04%—
50VBVanguard Small-cap ETFETF-Other0.10%——
1–50 of 78

Holding changes this quarter

Aspiring Ventures, LLC's most significant position changes for 2026-03-31: New buy: Vanguard Mid-cap ETF (VO); New buy: Ishares Core S&p Small-cap E (IJR); Sold out: Cap Group Growth Equity (CGGR); Sold out: Baker Hughes Co (BKR); New buy: Exxon Mobil CORP (XOM).

Position changes disclosed by Aspiring Ventures, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1TSLATesla INC+1.7%+26.23%Add
2ECHOEchostar Corp-a+1.3%+136.35%Add
3PLPlanet Labs Pbc+0.3%-5.78%Trim
4NVDANvidia CORP+0.2%+20.18%Add
5ASMLASML Holding N.V.+0.1%-4.79%Trim
6ORCLOracle CORP+0.1%+81.70%Add
7BEBloom Energy Corp- A+0.1%+2.24%Add
8AVGOBroadcom INC0%+49.72%Add
9VOOVanguard S&p 500 ETF0%+36.71%Add
10GEVGE Vernova INC0%—Unchanged
11WMTWalmart INC0%+16.61%Add
12GOOGLAlphabet Inc-cl A0%+23.52%Add
13VEAVanguard Ftse Developed ETF0%+21.85%Add
14COSTCostco Wholesale CORP0%+13.15%Add
15TSMTaiwan Semiconductor-sp Adr—+2.61%Add
16AMDAdvanced Micro Devices—+18.14%Add
17METAMeta Platforms Inc-class A0%+24.52%Add
18JOBYJoby Aviation, Inc.0%+14.95%Add
19CLSCelestica INC0%-5.21%Trim
20VIGVanguard Dividend Apprec ETF0%-30.82%Trim
21LLYEli Lilly & Co0%-15.75%Trim
22IBMIntl Business Machines CORP0%—Unchanged
23IBITIshares Bitcoin Trust ETF0%-67.46%Trim
24ITOTIshares Core S&p Total U.s.-0.1%-0.81%Trim
25BRK-BBerkshire Hathaway Inc-cl B-0.1%-16.70%Trim
26FNDXSchwab Fndmntl US Lrg Co ETF-0.1%-6.68%Trim
27VTIVanguard Total Stock Mkt ETF-0.1%—Unchanged
28FNDBSchwab Fndmntl US Brd Mr ETF-0.1%-0.37%Trim
29VTVanguard Tot World Stk ETF-0.1%-0.53%Trim
30PLTRPalantir Technologies Inc-a-0.2%+13.35%Add
31SCHXSchwab US Large-cap ETF-0.2%-5.78%Trim
32MSTYYieldmax Mstr Option Is ETF-0.2%-40.39%Trim
33SCHBSchwab US Broad Market ETF-0.2%+3.54%Add
34AMZNAmazon.com INC-0.3%+5.17%Add
35MSTR 8 PERPStrategy INC-0.5%-1.96%Trim
36MSTRStrategy INC-0.6%+6.39%Add
37MSFTMicrosoft CORP-0.7%+3.47%Add
38VOVanguard Mid-cap ETF—NEWNew buy
39IJRIshares Core S&p Small-cap E—NEWNew buy
40CGGRCap Group Growth Equity—EXITSold out
41BKRBaker Hughes Co—EXITSold out
42XOMExxon Mobil CORP—NEWNew buy
43VLUEIshares Msci USA Value Facto—NEWNew buy
44FBTCFidelity Wise Origin Bitcoin—NEWNew buy
45HOODRobinhood Markets INC - A—NEWNew buy
46QUALIshares Msci USA Quality Fac—NEWNew buy
47GLDSpdr Gold Shares—NEWNew buy
48TTTrane Technologies plc—NEWNew buy
49CSCOCisco Systems INC—NEWNew buy
50TSLLDirx Dly Tsla Bul 2x Etf-aui—NEWNew buy

FAQ

What is Aspiring Ventures, LLC and what type of investor is it?
Aspiring Ventures, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $329.8M, spread across 171 disclosed positions.
What are Aspiring Ventures, LLC's largest equity positions?
Based on the latest 13F filing, Aspiring Ventures, LLC's top holdings by market value are: 1. Tesla INC (TSLA) — $185.4M (56.2%) 2. Nvidia CORP (NVDA) — $27.7M (8.4%) 3. Strategy INC (MSTR) — $23.9M (7.3%) 4. Echostar Corp-a (ECHO) — $7.6M (2.3%) 5. ASML Holding N.V. (ASML) — $7.2M (2.2%)
What changes did Aspiring Ventures, LLC make in its most recent portfolio filing?
In the latest reported quarter, Aspiring Ventures, LLC made 47 notable position adjustments: 11 new positions were initiated, 20 existing holdings were added to, 14 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Vanguard Mid-cap ETF (VO); New buy: Ishares Core S&p Small-cap E (IJR); Sold out: Cap Group Growth Equity (CGGR); Sold out: Baker Hughes Co (BKR); New buy: Exxon Mobil CORP (XOM)
What sectors does Aspiring Ventures, LLC focus on?
Aspiring Ventures, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Discretionary: 64.7% • Information Technology: 27.5% • Communication Services: 4.1% • Industrials: 2.3% • Consumer Staples: 0.6% • Financials: 0.5%