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ACA

Aspire Capital Advisors Portfolio holdings

AUM $514M
1-Year Est. Return 19.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Sells

Rank Stock Value
1 +$3.26M
2 +$2.58M
3 +$2.17M
4
SPIT
F/m Emerald Special Situations ETF
SPIT
+$1.19M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.11M

Sector Composition

Rank Sector Weight
1 Technology 6.16%
2 Industrials 1.98%
3 Consumer Discretionary 1.9%
4 Consumer Staples 0.94%
5 Financials 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IWY icon
1
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$41.9M 8.15%
144,097
-1,137
VOO icon
2
Vanguard S&P 500 ETF
VOO
$1.04T
$38.8M 7.55%
56,453
-1,468
DGRW icon
3
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.3B
$36.5M 7.11%
381,712
+1,866
SCHD icon
4
Schwab US Dividend Equity ETF
SCHD
$108B
$31.4M 6.12%
990,458
+9,658
COWG icon
5
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.34B
$20.3M 3.95%
504,916
+8,721
BND icon
6
Vanguard Total Bond Market
BND
$161B
$19.2M 3.74%
261,716
+16,849
RWL icon
7
Invesco S&P 500 Revenue ETF
RWL
$10B
$19.1M 3.72%
149,668
+4,590
MSFT icon
8
Microsoft
MSFT
$3.68T
$17.2M 3.34%
46,004
-203
VO icon
9
Vanguard Morningstar Mid-Cap ETF
VO
$111B
$17.1M 3.33%
212,442
-28,050
DIVB icon
10
iShares Core Dividend ETF
DIVB
$1.8B
$15.8M 3.07%
256,195
+10,749
JIVE icon
11
JPMorgan International Value ETF
JIVE
$3.64B
$15.5M 3.02%
168,752
+36,983
TSME icon
12
Thrivent Small-Mid Cap ESG ETF
TSME
$1.02B
$14.4M 2.81%
275,341
-8,085
GLD icon
13
SPDR Gold Trust
GLD
$143B
$14.2M 2.76%
38,456
+4,156
HELO icon
14
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.75B
$13.9M 2.7%
205,341
+3,509
SPSM icon
15
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.7B
$12.6M 2.45%
218,016
+3
VYM icon
16
Vanguard High Dividend Yield ETF
VYM
$84B
$10.3M 2%
64,909
+14,379
SPY icon
17
State Street SPDR S&P 500 ETF Trust
SPY
$813B
$8.93M 1.74%
11,960
-67
PAVE icon
18
Global X US Infrastructure Development ETF
PAVE
$14.4B
$7.06M 1.37%
119,828
+45
AAPL icon
19
Apple
AAPL
$4.46T
$6.54M 1.27%
22,596
+352
IEF icon
20
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$6.22M 1.21%
65,724
+4,975
ARKQ icon
21
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.1B
$5.87M 1.14%
44,369
+6,463
AMZN icon
22
Amazon
AMZN
$2.83T
$5.78M 1.13%
24,270
-365
XLG icon
23
Invesco S&P 500 Top 50 ETF
XLG
$11B
$5.78M 1.13%
94,434
+13,913
AVUV icon
24
Avantis US Small Cap Value ETF
AVUV
$31.2B
$5.63M 1.1%
45,096
+1,750
COWZ icon
25
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
$5.54M 1.08%
89,043
+1,717

Similar funds

Aspire Capital Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Aspire Capital Advisors held 143 positions worth $514M, up 16% from $444M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Aspire Capital Advisors deployed $24.5M of net new capital in Q2 2026, opening 21 new positions and adding to 68 existing holdings. Its largest new stake was Vanguard Short-Term Inflation-Protected Securities Index Fund: 59,567 shares worth $2.99M.

By sector, the portfolio is most concentrated in Technology at 6.2% of assets, down from 6.2% a quarter earlier, followed by Industrials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard International High Dividend Yield ETF, an estimated $3.26M trimmed.

  • Aspire Capital Advisors's largest Q2 2026 buy was Vanguard Short-Term Inflation-Protected Securities Index Fund: 59,567 shares worth $2.99M.
  • Aspire Capital Advisors added most to Alerian Energy Infrastructure ETF in Q2 2026, an estimated $3.62M increase.
  • Aspire Capital Advisors's biggest Q2 2026 reduction was Vanguard International High Dividend Yield ETF, cutting an estimated $3.26M.
  • Aspire Capital Advisors fully exited Pacer Trendpilot US Large Cap ETF in Q2 2026, selling an estimated $456K.
  • Aspire Capital Advisors's ten largest holdings make up 50% of its $514M portfolio in Q2 2026.
  • Aspire Capital Advisors opened 21 new positions and closed 9 in Q2 2026.
  • Aspire Capital Advisors's portfolio value rose 16% quarter-over-quarter to $514M.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.