Aspire Capital Advisors LLC

Private Equity

Aspire Capital Advisors LLC is a Private Equity based in North White Plains, NY led by Andrew Jackson Armstrong, reporting $605.4M in AUM as of Q3 2025 with 78% ETF concentration and 54% concentrated in top 10 holdings.

Managing PartnerAndrew Jackson Armstrong

Portfolio Value: $405.4M
Positions: 116
Top Holding: DGRW at 8.01%
Last Reported: Q3 2025

Address661 North Broadway, North White Plains, NY, 10603, United States

Top Holdings

Largest long holdings in Aspire Capital Advisors LLC's portfolio (53.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 WisdomTree U.S. Quality Dividend Growth Fund DGRW	ETF ETF	$32.5M	8.01%	+$514.1K Bought	— 365.0K shares	Q1 2022 Held for 3y 8m
2 iShares Russell Top 200 Growth IWY	ETF ETF	$32.0M	7.89%	+$201.1K Bought	— 117.0K shares	Q4 2021 Held for 3y 11m
3 Vanguard S&P 500 ETF VOO	ETF ETF	$31.7M	7.82%	+$180.0K Bought	— 51.7K shares	Q2 2022 Held for 3y 5m
4 Schwab US Dividend Equity SCHD	ETF ETF	$28.2M	6.96%	+$3.6M Bought	— 1.0M shares	Q2 2022 Held for 3y 5m
5 Microsoft MSFT	Software - Infrastructure Technology	$24.7M	6.10%	+$786.3K Bought	0.00% 47.8K shares	Q4 2021 Held for 3y 11m
6 Pacer US Large Cap Cash Cows Growth Leaders COWG	ETF ETF	$16.1M	3.96%	+$436.6K Bought	— 442.3K shares	Q1 2025 Held for 8 months
7 Vanguard Total Bond Market BND	ETF ETF	$15.9M	3.93%	+$42.9K Bought	— 214.5K shares	Q4 2022 Held for 2y 11m
8 RWL Invesco S&P 500 Revenue ETF RWL	ETF ETF	$13.3M	3.28%	+$146.3K Bought	— 120.2K shares	Q1 2023 Held for 2y 8m
9 JPMorgan Hedged Equity Laddered Overlay HELO	ETF ETF	$12.1M	2.99%	-$197.1K Sold	— 186.2K shares	Q1 2024 Held for 1y 8m
10 GLD SPDR Gold Trust GLD	Unknown Unknown	$10.8M	2.66%	-$2.1M Sold	— 30.4K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Aspire Capital Advisors LLC's latest filing

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Market Value

$405.4M

Prior: $362.1M

Q/Q Change

+11.96%

+$43.3M

Net Flows % of MV

+4.76%

Turnover Ratio

5.07%

New Purchases

12 stocks

$8.5M

Added To

61 stocks

+$21.0M

Sold Out Of

3 stocks

$999.4K

Reduced Holdings

31 stocks

-$9.3M

Increased Positions

Position	Shares Δ	Change
1 Thrivent Small-Mid Cap ESG TSME	New	0 → 108.9K +$4.5M
2 GDE WisdomTree Efficient Gold Plus Equity Strategy GDE	New	0 → 13.1K +$752.4K
3 Invesco High Yield Equity Dividend Achievers PEY	New	0 → 24.0K +$505.9K
4 Bristol-Myers Squibb BMY	New	0 → 11.2K +$505.5K
5 Chewy CHWY	New	0 → 12.2K +$495.3K

Decreased Positions

Position	Shares Δ	Change
1 XLV Health Care Select Sector SPDR Fund XLV	Sold	3.9K → 0 −$519.0K
2 AT&T T	Sold	9.6K → 0 −$277.1K
3 Invesco S&P 500 Equal Weight ETF RSP	Sold	1.1K → 0 −$203.4K
4 VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP	-57.66%	145.1K → 61.4K −$4.2M
5 SPHQ Invesco S&P 500 Quality ETF SPHQ	-42.89%	9.2K → 5.3K −$289.6K

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Analytics

Portfolio insights and performance metrics for Aspire Capital Advisors LLC

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Sector Allocation

ETF

78.40%

Technology

9.00%

Consumer Cyclical

2.40%

Industrials

1.90%

Consumer Defensive

1.10%

Financial Services

1.00%

Communication Services

0.90%

Energy

0.40%

Healthcare

0.30%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

13.55%

Large Cap ($10B - $200B)

3.18%

Mid Cap ($2B - $10B)

0.27%

Small Cap ($300M - $2B)

0.14%

N/A (ETF or Unknown)

82.87%

Portfolio Concentration

Top 10 Holdings %

53.61%

Top 20 Holdings %

73.41%

Top 50 Holdings %

93.76%

Top 100 Holdings %

99.17%