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Showing Q3 2024 data
Aspire Wealth Management Corp's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Aspire Wealth Management Corp
•CIK: 1916412•Filing: Q3 2024
**Aspire Wealth Management Corp** manages $186M across a diversified portfolio of 196 positions. The fund exhibits significant concentration in technology and growth sectors, highlighted by top holdings including XMMO at $12.7M and IWY at $11.2M. Further substantial allocations are directed toward FNDF ($10.9M), COWZ ($10.3M), and FNDX ($10.2M). This structure suggests a tactical, high-conviction approach targeting established growth narratives.
Total AUM
$185.8M
QoQ Performance
+6.3%
Positions
53
Top 10 Concentration
49.6%
Latest Filing
Q3 2024
Top Holdings Allocation
XMMO
IWY
FNDF
COWZ
FNDX
MOAT
XMMO6.8%
IWY6.0%
FNDF5.9%
COWZ5.5%
FNDX5.5%
MOAT5.1%
ILCG4.5%
XSVM3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.7%
Technology4.0%
ETF1.6%
Consumer1.2%
Energy0.7%
Healthcare0.7%
Industrial0.5%
Financial0.3%
🚪 Exited Positionssold since Q2 2024
Changes from Q2 2024
NEW17 new positions
↑57 increased
↓65 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023