TraderTrends

Manager Profile

Aspire Private Capital, LLC

Diversified · Financial Services 44%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

Cornelius, NC

Portfolio Value

$483.7M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

STATE STR SPDR S&P 500 ETF T

Latest disclosed holding

Top 4

78462F103 921943858 78470P507 922908736 78464A649

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
44.2%
Technology
19.7%
Healthcare
13.7%
Consumer Cyclical
7.1%
Industrials
5.6%
Communication Services
2.5%
Energy
2.4%
Utilities
1.3%
Consumer Defensive
1.2%
Real Estate
0.4%
Basic Materials
0.4%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
STATE STR SPDR S&P 500 ETF T

Shares: 32.1K

24M

Position Value
2
VANGUARD TAX-MANAGED FDS

Shares: 311K

22.2M

Position Value
3
SSGA ACTIVE TR

Shares: 851.4K

21.8M

Position Value
4
VANGUARD INDEX FDS

Shares: 237.2K

20.4M

Position Value
5
SPDR SERIES TRUST

Shares: 788.6K

20.1M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID