1y return+15.2%S&P 500 +20.9%
3y return+45.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $132 against $157 in the S&P 500.2
Aspire Capital Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IWYIshares Tr | $41.9M | 8.2% | |
| VOOVanguard Index Fds | $38.8M | 7.6% | −2.5% |
| DGRWWisdomtree Tr | $36.5M | 7.1% | |
| SCHDSchwab Strategic Tr | $31.4M | 6.1% | |
| COWGPacer Fds Tr | $20.3M | 3.9% | +1.8% |
| BNDVanguard Bd Index Fds | $19.2M | 3.7% | +6.9% |
| RWLInvesco Exch Traded Fd Tr II | $19.1M | 3.7% | +3.2% |
| MSFTMicrosoft Corp | $17.2M | 3.3% | |
| VOVanguard Index Fds | $17.1M | 3.3% | −11.7% |
| DIVBIshares Tr | $15.8M | 3.1% | +4.4% |
| JIVEJ P Morgan Exchange Traded F | $15.5M | 3.0% | +28.1% |
| TSMEThrivent Etf Trust | $14.4M | 2.8% | −2.9% |
| GLDSpdr Gold Tr | $14.2M | 2.8% | +12.1% |
| HELOJ P Morgan Exchange Traded F | $13.9M | 2.7% | +1.7% |
| SPSMSpdr Series Trust | $12.6M | 2.4% | |
| VYMVanguard Whitehall Fds | $10.3M | 2.0% | +28.5% |
| SPYState Str Spdr S&p 500 Etf T | $8.9M | 1.7% | |
| PAVEGlobal X Fds | $7.1M | 1.4% | |
| AAPLApple Inc | $6.5M | 1.3% | +1.6% |
| IEFIshares Tr | $6.2M | 1.2% | +8.2% |
| ARKQArk Etf Tr | $5.9M | 1.1% | +17.1% |
| AMZNAmazon Com Inc | $5.8M | 1.1% | −1.5% |
| XLGInvesco Exchange Traded Fd T | $5.8M | 1.1% | +17.3% |
| AVUVAmerican Centy Etf Tr | $5.6M | 1.1% | +4.0% |
| COWZPacer Fds Tr | $5.5M | 1.1% | +2.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $2.5M |
| GOOGLAlphabet Inc | March 31, 2022 | +157.0% | $2.6M |
| CHRWC H Robinson Worldwide In | September 30, 2023 | +118.7% | $3.7M |
| XLGInvesco Exchange Traded Fd T | June 30, 2022 | +113.6% | $5.8M |
| VOOVanguard Index Fds | June 30, 2022 | +98.0% | $38.8M |
| AIQGlobal X Fds | March 31, 2024 | +93.2% | $4.9M |
| PAVEGlobal X Fds | December 31, 2023 | +71.0% | $7.1M |
| RWLInvesco Exch Traded Fd Tr II | March 31, 2023 | +67.9% | $19.1M |
| IWYIshares Tr | December 31, 2021 | +67.6% | $41.9M |
| SPYState Str Spdr S&p 500 Etf T | March 31, 2022 | +65.3% | $8.9M |
Sold off last quarter
- PTLCPacer Fds Tr was $456K
- HEWJIshares Tr was $317K
- IVWIshares Tr was $303K
- CRMSalesforce Inc was $301K
- NFLXNetflix Inc. was $298K
- BILSpdr Series Trust was $265K
- SPHQInvesco Exchange Traded Fd T was $232K
- QWLDSpdr Index Shs Fds was $224K
- Medtronic PLCCUSIP G5960L103 was $216K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +7.4% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +7.5% | +10.0% |
| December 31, 2023 | +10.7% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +6.3% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +7.2% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
| June 30, 2022 | −15.8% | −16.5% |
| March 31, 2022 | −4.8% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Aspire Capital Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1906014&type=13F-HR&dateb=&owner=include&count=40CIK 1906014
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1906014/000195175726001092/Filed August 5, 2026 · accession 0001951757-26-001092