Top 50 Aspire Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | 8.14% | 145.2K | $36.1M | +24.01%(+28.12K) | $184.86(+57.95%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 7.79% | 57.9K | $34.6M | +10.03%(+5.28K) | $422.61(+61.48%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 7.51% | 379.8K | $33.4M | +3.08%(+11.35K) | $66.92(+42.97%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 6.78% | 980.8K | $30.1M | -7.82%(-83.16K) | $24.93(+27.36%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.06% | 244.9K | $18.0M | +12.07%(+26.37K) | $72.31(+1.20%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3.89% | 60.1K | $17.3M | +63.53%(+23.36K) | $62.67(+22.94%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.85% | 46.2K | $17.1M | -1.34%(-628) | $331.63(+22.19%) | 2026-03-31 | |
| COWG | PACER FDS TR | 3.77% | 496.2K | $16.7M | +9.67%(+43.77K) | $31.93(+16.87%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 3.75% | 145.1K | $16.7M | +18.98%(+23.15K) | $88.45(+41.40%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 3.32% | 34.3K | $14.8M | +15.29%(+4.55K) | $298.07(+44.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.90% | +36.40% |
| Top 20 Holdings Unweighted | +9.67% | +31.89% |
Sign up free to track Aspire Capital Advisors LLC, compare funds side by side, and get alerts the moment positions change.