Institutional Fund
Aspire Capital Advisors LLC
Seattle, WACIK 19060145 filings on record
Portfolio Value
$444.13M
Q1 2026
Holdings
122
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+4.3%
from $425.70M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr8.1%
- Vanguard Index Fds7.8%
- Wisdomtree Tr7.5%
- Schwab Strategic Tr6.8%
- Vanguard Bd Index Fds4.1%
- Vanguard Index Fds3.9%
- Other61.8%
Portfolio Holdings
122 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 145.2K | $36.14M | 8.1% | +28.1K | Added |
| 2 | Vanguard Index Fds | 57.9K | $34.61M | 7.8% | +5.3K | Added |
| 3 | Wisdomtree Tr | 379.8K | $33.37M | 7.5% | +11.4K | Added |
| 4 | Schwab Strategic Tr | 980.8K | $30.09M | 6.8% | −83.2K | Reduced |
| 5 | Vanguard Bd Index Fds | 244.9K | $18.03M | 4.1% | +26.4K | Added |
| 6 | Vanguard Index Fds | 60.1K | $17.27M | 3.9% | +23.4K | Added |
| 7 | Microsoft Corp | 46.2K | $17.10M | 3.9% | −628 | Reduced |
| 8 | Pacer Fds Tr | 496.2K | $16.74M | 3.8% | +43.8K | Added |
| 9 | Invesco Exch Traded Fd Tr II | 145.1K | $16.67M | 3.8% | +23.1K | Added |
| 10 | Spdr Gold Tr | 34.3K | $14.76M | 3.3% | +4.5K | Added |
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