Funds · 13F filer · Cincinnati, OH

Aspiring Ventures, LLC

$380.9M in 83 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+5.1%S&P 500 +20.9%

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, 2024: $106 against $127 in the S&P 500.2

Aspiring Ventures, LLCS&P 500 (SPY)
$80$100$12720242026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
TSLATesla Inc$217.4M57.1%+17.8%
NVDANvidia Corporation$32.7M8.6%+5.7%
MSTRStrategy Inc$16.5M4.3%+15.1%
ECHOEchostar Corp$16.2M4.2%+144.5%
Asml Hldg NvCUSIP N07059210$11.0M2.9%+1.4%
PLPlanet Labs Pbc$7.0M1.8%+14.1%
SCHBSchwab Strategic Tr$5.7M1.5%−4.4%
AMZNAmazon Com Inc$5.5M1.4%−13.5%
Strategy IncCUSIP 594972887$4.6M1.2%−4.1%
GOOGLAlphabet Inc$4.0M1.0%+19.5%
VTVanguard Intl Equity Index F$3.7M1.0%
PLTRPalantir Technologies Inc$3.6M1.0%+91.4%
FNDBSchwab Strategic Tr$3.6M0.9%−1.9%
SCHXSchwab Strategic Tr$3.2M0.8%+33.3%
SCHFSchwab Strategic Tr$3.0M0.8%+2.7%
AAPLApple Inc$2.8M0.7%−35.1%
FNDFSchwab Strategic Tr$2.5M0.7%
TSMTaiwan Semiconductor Manufac$2.5M0.7%+16.1%
VTIVanguard Index Fds$2.3M0.6%
MSFTMicrosoft Corp$2.3M0.6%−58.9%
FNDXSchwab Strategic Tr$2.0M0.5%
IBITIshares Bitcoin Trust Etf$1.9M0.5%+269.6%
BEBloom Energy Corp$1.5M0.4%−1.2%
MUMicron Technology Inc$1.4M0.4%New
IVVIshares Tr$1.3M0.3%+22.2%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
PLPlanet Labs PbcDecember 31, 2024+720.0%$7.0M
BEBloom Energy CorpSeptember 30, 2025+257.9%$1.5M
Asml Hldg NvCUSIP N07059210December 31, 2024+187.0%$11.0M
AMDAdvanced Micro Devices IncDecember 31, 2025+171.3%$1.0M
TSMTaiwan Semiconductor ManufacDecember 31, 2024+141.8%$2.5M
GOOGAlphabet IncMarch 31, 2025+126.2%$865K
GOOGLAlphabet IncDecember 31, 2024+88.8%$4.0M
ROBOExchange Traded Concepts TruMarch 31, 2025+66.3%$642K
AVGOBroadcom IncDecember 31, 2024+62.9%$787K
FNDFSchwab Strategic TrDecember 31, 2024+58.9%$2.5M

Sold off last quarter

  • BRK/BBerkshire Hathaway Inc Del was $571K
  • CLSCelestica Inc was $487K
  • MSTYTidal Trust II was $418K
  • IBMInternational Business Machs was $339K
  • NFLXNetflix Inc. was $294K
  • WMTWalmart Inc was $281K
  • QLDProshares Tr was $276K
  • HDHome Depot Inc was $276K
  • CFBKCf Bankshares Inc was $275K
  • GLDSpdr Gold Tr was $43K

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+10.3%+14.8%
March 31, 2026−11.7%−4.6%
December 31, 2025−5.9%+2.4%
September 30, 2025+14.6%+7.8%
June 30, 2025+26.3%+10.5%
March 31, 2025−20.1%−4.6%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1738640
  2. 2
    Filed August 5, 2026 · accession 0001765380-26-000276