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Aspire Capital Advisors LLC

Portfolio Manager
Aspire Capital Advisors LLC
Performance
-3.48% (2026 Q1)
AUM (13F)
$444.13M
# of Holdings
122
Performance Rank
Allocation (Top 20)
73.99%

Aspire Capital Advisors LLC Holdings Map

Top 50 Aspire Capital Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWY
ISHARES TR
8.14%145.2K$36.1M
+24.01%(+28.12K)
2025-Q1: 112.4K shares2025-Q2: 116.2K shares2025-Q3: 117.0K shares2025-Q4: 117.1K shares2026-Q1: 145.2K shares
$184.86(+57.95%)
2026-03-31
VOO
VANGUARD INDEX FDS
7.79%57.9K$34.6M
+10.03%(+5.28K)
2025-Q1: 50.1K shares2025-Q2: 51.5K shares2025-Q3: 51.7K shares2025-Q4: 52.6K shares2026-Q1: 57.9K shares
$422.61(+61.48%)
2026-03-31
DGRW
WISDOMTREE TR
7.51%379.8K$33.4M
+3.08%(+11.35K)
2025-Q1: 349.7K shares2025-Q2: 359.3K shares2025-Q3: 365.0K shares2025-Q4: 368.5K shares2026-Q1: 379.8K shares
$66.92(+42.97%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR
6.78%980.8K$30.1M
-7.82%(-83.16K)
2025-Q1: 1.04M shares2025-Q2: 901.9K shares2025-Q3: 1.03M shares2025-Q4: 1.06M shares2026-Q1: 980.8K shares
$24.93(+27.36%)
2026-03-31
BND
VANGUARD BD INDEX FDS
4.06%244.9K$18.0M
+12.07%(+26.37K)
2025-Q1: 206.9K shares2025-Q2: 213.9K shares2025-Q3: 214.5K shares2025-Q4: 218.5K shares2026-Q1: 244.9K shares
$72.31(+1.20%)
2026-03-31
VO
VANGUARD INDEX FDS
3.89%60.1K$17.3M
+63.53%(+23.36K)
2025-Q1: 37.2K shares2025-Q2: 31.5K shares2025-Q3: 36.1K shares2025-Q4: 36.8K shares2026-Q1: 60.1K shares
$62.67(+22.94%)
2026-03-31
MSFT
MICROSOFT CORP
3.85%46.2K$17.1M
-1.34%(-628)
2025-Q1: 46.7K shares2025-Q2: 46.2K shares2025-Q3: 47.8K shares2025-Q4: 46.8K shares2026-Q1: 46.2K shares
$331.63(+22.19%)
2026-03-31
COWG
PACER FDS TR
3.77%496.2K$16.7M
+9.67%(+43.77K)
2025-Q1: 415.2K shares2025-Q2: 430.3K shares2025-Q3: 442.3K shares2025-Q4: 452.4K shares2026-Q1: 496.2K shares
$31.93(+16.87%)
2026-03-31
RWL
INVESCO EXCH TRADED FD TR II
3.75%145.1K$16.7M
+18.98%(+23.15K)
2025-Q1: 118.9K shares2025-Q2: 118.9K shares2025-Q3: 120.2K shares2025-Q4: 121.9K shares2026-Q1: 145.1K shares
$88.45(+41.40%)
2026-03-31
GLD
SPDR GOLD TR
3.32%34.3K$14.8M
+15.29%(+4.55K)
2025-Q1: 15.0K shares2025-Q2: 36.3K shares2025-Q3: 30.4K shares2025-Q4: 29.8K shares2026-Q1: 34.3K shares
$298.07(+44.43%)
2026-03-31

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