Aspire Private Capital, LLC

Est. AUM

$483.7M

13F long equity, this entity only

Positions

291

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD MUN BD FDS	INTERMEDIATE TRM	$13.8M	137153	2.86%	OTR
2	APPLE INC	COM	$3.5M	12116	0.72%	OTR
3	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$3.5M	34356	0.72%	OTR
4	DUKE ENERGY CORP NEW	COM NEW	$3.1M	24871	0.65%	OTR
5	NVIDIA CORPORATION	COM	$2.2M	11210	0.46%	OTR
6	IQVIA HLDGS INC	COM	$2.2M	11212	0.45%	OTR
7	CINTAS CORP	COM	$2.1M	12181	0.43%	OTR
8	UNITED PARCEL SVCS INC	CL B	$1.9M	17872	0.40%	OTR
9	TRANE TECHNOLOGIES PLC	SHS	$1.9M	3874	0.39%	OTR
10	LINDE PLC	SHS	$1.6M	3087	0.33%	OTR
11	ALLSTATE CORP	COM	$1.5M	6418	0.32%	OTR
12	INTERACTIVE BROKERS GROUP IN	COM CL A	$1.5M	17243	0.31%	OTR
13	VANGUARD INDEX FDS	GROWTH ETF	$1.5M	17023	0.30%	OTR
14	MICROSOFT CORP	COM	$1.4M	3873	0.30%	OTR
15	BANK NEW YORK MELLON CORP	COM	$1.4M	9942	0.30%	OTR
16	UBER TECHNOLOGIES INC	COM	$1.4M	19618	0.29%	OTR
17	SLB LIMITED	COM STK	$1.4M	30225	0.29%	OTR
18	DIAMONDBACK ENERGY INC	COM	$1.4M	7849	0.29%	OTR
19	ISHARES TR	LONG TERM MUNI	$1.2M	23145	0.25%	OTR
20	TJX COS INC NEW	COM	$1.2M	7638	0.24%	OTR
21	HOME DEPOT INC	COM	$1.1M	3191	0.23%	OTR
22	SMUCKER J M CO	COM NEW	$1.1M	9549	0.22%	OTR
23	SYSCO CORP	COM	$1.0M	12167	0.21%	OTR
24	SERVICENOW INC	COM	$976K	9831	0.20%	OTR
25	CENTERPOINT ENERGY INC	COM	$934K	21216	0.19%	OTR
26	PPL CORP	COM	$927K	25513	0.19%	OTR
27	SPDR SERIES TRUST	STATE STREET SPD	$926K	30859	0.19%	OTR
28	SPDR SERIES TRUST	STATE STREET SPD	$923K	31829	0.19%	OTR
29	AMAZON COM INC	COM	$862K	3615	0.18%	OTR
30	ELI LILLY & CO	COM	$857K	714	0.18%	OTR
31	BANK AMERICA CORP	COM	$854K	14984	0.18%	OTR
32	LOWES COS INC	COM	$849K	3848	0.18%	OTR
33	VANGUARD INDEX FDS	VALUE ETF	$837K	3839	0.17%	OTR
34	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$824K	11572	0.17%	OTR
35	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$823K	13958	0.17%	OTR
36	ESSENTIAL UTILS INC	COM	$811K	21176	0.17%	OTR
37	ENBRIDGE INC	COM	$788K	14536	0.16%	OTR
38	DIMENSIONAL ETF TRUST	INFLATION PROTE	$691K	16749	0.14%	OTR
39	BLACKROCK ETF TRUST	ISHARES LARGE CA	$665K	13203	0.14%	OTR
40	STATE STR SPDR S&P 500 ETF T	TR UNIT	$659K	883	0.14%	OTR
41	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$600K	10975	0.12%	OTR
42	APPLIED MATLS INC	COM	$572K	791	0.12%	OTR
43	BLACKROCK ETF TRUST	ISHARES SYSTEMAT	$517K	18427	0.11%	OTR
44	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$500K	10332	0.10%	OTR
45	FIFTH THIRD BANCORP	COM	$499K	8853	0.10%	OTR
46	ISHARES TR	RUS 1000 GRW ETF	$493K	3968	0.10%	OTR
47	ALPHABET INC	CAP STK CL A	$491K	1373	0.10%	OTR
48	BLACKROCK ETF TRUST II	ISHARES GLOBAL G	$478K	9504	0.10%	OTR
49	SELECT SECTOR SPDR TR	STATE STREET TEC	$462K	2423	0.10%	OTR
50	BLACKROCK ETF TRUST	ISHARES INTL CTR	$460K	12580	0.10%	OTR

1–50 of 175

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.