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AV

Aspiring Ventures Portfolio holdings

AUM $411M
1-Year Est. Return 21.06%
This Fund
S&P 500
This Quarter Est. Return
+13.42%
1 Year Est. Return
+21.06%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$411M
AUM Growth
+$81.4M
Cap. Flow
+$48.7M
Cap. Flow %
11.84%
Top 10 Hldgs %
82.86%
Holding
115
New
23
Increased
31
Reduced
30
Closed
12

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$31M
2
ECHO
EchoStar
ECHO
+$11.5M
3
MSTR icon
Strategy Inc
MSTR
+$3.61M
4
PLTR icon
Palantir
PLTR
+$2.03M
5
NVDA icon
NVIDIA
NVDA
+$1.81M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$3.59M
2
AAPL icon
Apple
AAPL
+$1.49M
3
AMZN icon
Amazon
AMZN
+$894K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$571K
5
CLS icon
Celestica
CLS
+$487K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 54.23%
2 Technology 18.79%
3 Miscellaneous 18.28%
4 Communication Services 5.31%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHA icon
76
Schwab U.S Small- Cap ETF
SCHA
$22.4B
$216K 0.05%
5,984
-2,000
-25% -$66.1K
FBTC icon
77
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.3B
$214K 0.05%
4,201
-64
-2% -$4K
VRT icon
78
CALL
Vertiv
VRT
$99B
$201K 0.05%
+600
New +$190K
CGGR icon
79
Capital Group Growth ETF
CGGR
$25.3B
$201K 0.05%
+4,250
New +$192K
HOOD icon
80
CALL
Robinhood
HOOD
$101B
$201K 0.05%
2,000
– –
IBRX icon
81
ImmunityBio
IBRX
$8.38B
$184K 0.04%
+21,000
New +$159K
TSLL icon
82
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.69B
$175K 0.04%
12,350
-650
-5% -$8.71K
MRVL icon
83
Marvell Technology
MRVL
$212B
$160K 0.04%
+538
New +$108K
CRWD icon
84
CALL
CrowdStrike
CRWD
$212B
$153K 0.04%
+800
New +$114K
MSFT icon
85
CALL
Microsoft
MSFT
$3.68T
$149K 0.04%
400
+395
+7,900% +$160K
LRCX icon
86
Lam Research
LRCX
$373B
$143K 0.03%
+330
New +$100K
JOBY icon
87
Joby Aviation
JOBY
$6.35B
$137K 0.03%
15,375
– –
ISRG icon
88
CALL
Intuitive Surgical
ISRG
$130B
$119K 0.03%
+300
New +$131K
MU icon
89
CALL
Micron Technology
MU
$1.1T
$115K 0.03%
+100
New +$75K
AVGO icon
90
CALL
Broadcom
AVGO
$1.73T
$113K 0.03%
300
– –
ISRG icon
91
Intuitive Surgical
ISRG
$130B
$113K 0.03%
+283
New +$124K
HOOD icon
92
Robinhood
HOOD
$101B
$90.2K 0.02%
899
-715
-44% -$59.9K
LRCX icon
93
CALL
Lam Research
LRCX
$373B
$86.7K 0.02%
+200
New +$60.7K
SEV
94
Aptera Motors
SEV
$91.6M
$83.5K 0.02%
+34,100
New +$87.5K
ECHO
95
CALL
EchoStar
ECHO
$27.1B
$81.2K 0.02%
800
+700
+700% +$85.6K
ACHR icon
96
Archer Aviation
ACHR
$4.3B
$64.5K 0.02%
13,635
-3,000
-18% -$17.4K
PLTR icon
97
CALL
Palantir
PLTR
$402B
$58.3K 0.01%
500
+400
+400% +$54.6K
AMD icon
98
CALL
Advanced Micro Devices
AMD
$843B
$58.1K 0.01%
100
– –
META icon
99
CALL
Meta Platforms (Facebook)
META
$1.65T
$56.3K 0.01%
100
– –
WIT icon
100
Wipro
WIT
$16.7B
$42.7K 0.01%
18,976
+4,801
+34% +$10.2K
1 2 3
4
5

Similar funds

EWM
Elevatus Welath Management Victor, New York $411M AUM 73.08% 1-Year Est. Return
AIM
Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return
IPW
Inlet Private Wealth Jupiter, Florida $411M AUM 37.25% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
GIP
Gavilan Investment Partners Burlingame, California $411M AUM 6.39% 1-Year Est. Return
EPW
Endeavor Private Wealth Topeka, Kansas $412M AUM 21.77% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
THCM
Taylor Hoffman Capital Management Richmond, Virginia $412M AUM 57.16% 1-Year Est. Return

Aspiring Ventures's Q2 2026 Portfolio in Review

As of Q2 2026, Aspiring Ventures held 115 positions worth $411M, up 25% from $330M the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Aspiring Ventures deployed $48.7M of net new capital in Q2 2026, opening 23 new positions and adding to 31 existing holdings. Its largest new stake was Micron Technology: 1,202 shares worth $1.39M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 54% of assets, up from 51% a quarter earlier, followed by Technology and Miscellaneous.

On the sell side, the largest reduction was Microsoft, an estimated $3.59M trimmed.

  • Aspiring Ventures's largest Q2 2026 buy was Micron Technology: 1,202 shares worth $1.39M.
  • Aspiring Ventures added most to Tesla in Q2 2026, an estimated $31M increase.
  • Aspiring Ventures's biggest Q2 2026 reduction was Microsoft, cutting an estimated $3.59M.
  • Aspiring Ventures fully exited Berkshire Hathaway Class B in Q2 2026, selling an estimated $571K.
  • Aspiring Ventures's ten largest holdings make up 83% of its $411M portfolio in Q2 2026.
  • Aspiring Ventures opened 23 new positions and closed 12 in Q2 2026.
  • Aspiring Ventures's portfolio value rose 25% quarter-over-quarter to $411M.

Based on Aspiring Ventures's 13F filing for Q2 2026, filed 5 Aug 2026.