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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Aspire Private Capital, LLC

Quarter ended Q4 2024 · Filed January 17, 2025 · Accession 0001437749-25-001302

Total Value
$403.2M
Positions
165
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (165)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290873652,794$21.7M5.37%
2SSGA ACTIVE TR78470P507830,955$21.1M5.23%
3VANGUARD TAX-MANAGED FDS921943858412,295$19.7M4.89%
4SPDR S&P 500 ETF TRSPY32,135$18.8M4.67%
5VANGUARD MUN BD FDS922907746367,065$18.4M4.56%
6VANGUARD INDEX FDS92290874499,665$16.9M4.18%
7SPDR SER TR78464A649578,389$14.5M3.58%
8SSGA ACTIVE TR78470P408234,857$12.6M3.11%
9SPDR INDEX SHS FDS78463X509314,743$12.1M3.00%
10VANGUARD CHARLOTTE FDS92203J407231,562$11.4M2.82%
11VANGUARD BD INDEX FDS921937827122,128$9.4M2.34%
12SPDR SER TR78468R62297,603$9.3M2.31%
13VANGUARD INTL EQUITY INDEX F922042858162,453$7.2M1.77%
14SPDR INDEX SHS FDS78463X889200,874$6.9M1.70%
15SPDR SER TR78464A85494,096$6.5M1.61%
16APPLE INCAAPL25,713$6.4M1.60%
17SPDR SER TR78468R66365,902$6.0M1.49%
18SPDR SER TR78468R861284,565$5.3M1.30%
19VANGUARD SCOTTSDALE FDS92206C771115,717$5.2M1.30%
20VANGUARD INDEX FDS92290875120,255$4.9M1.21%
21SPDR SER TR78464A391241,438$4.7M1.17%
22VANGUARD BD INDEX FDS92193779367,062$4.6M1.14%
23VANGUARD BD INDEX FDS92193781961,267$4.6M1.14%
24NVIDIA CORPORATIONNVDA33,989$4.6M1.13%
25SPDR SER TR78468R85399,961$4.5M1.11%
26MICROSOFT CORPMSFT9,880$4.2M1.03%
27ALPHABET INCGOOG19,143$3.6M0.90%
28SPDR GOLD TRGLD14,634$3.5M0.88%
29SPDR SER TR78464A375107,310$3.5M0.87%
30ISHARES TR46434V61376,305$3.4M0.86%
31AMAZON COM INCAMZN14,962$3.3M0.81%
32ISHARES TR4642872005,529$3.3M0.81%
33SSGA ACTIVE ETF TR78467V60873,929$3.1M0.77%
34SPDR SER TR78464A84752,905$2.9M0.72%
35BROADCOM INCAVGO12,362$2.9M0.71%
36SPDR SER TR78468R515117,872$2.8M0.70%
37ISHARES TR46432F33915,560$2.8M0.69%
38DUKE ENERGY CORP NEWDUKB24,808$2.7M0.66%
39SPDR INDEX SHS FDS78463X87184,400$2.6M0.65%
40SPDR SER TR78468R44093,348$2.4M0.60%
41INTERACTIVE BROKERS GROUP IN45841N10713,568$2.4M0.59%
42CINTAS CORPCTAS12,488$2.3M0.57%
43UNITED PARCEL SERVICE INCUPS18,049$2.3M0.56%
44META PLATFORMS INCMETA3,852$2.3M0.56%
45DIMENSIONAL ETF TRUST25434V86446,200$2.2M0.54%
46WELLS FARGO CO NEW94974610129,151$2.0M0.51%
47DELL TECHNOLOGIES INCDELL17,497$2.0M0.50%
48BLACKROCK ETF TRUSTBLK35,561$1.8M0.45%
49ORACLE CORPORCL-PD10,612$1.8M0.44%
50ISHARES TR46428730917,253$1.8M0.43%
51ELI LILLY & COLLY2,140$1.7M0.41%
52PARKER-HANNIFIN CORPPH2,444$1.6M0.39%
53KROGER COKR25,163$1.5M0.38%
54TRANE TECHNOLOGIES PLCTT3,874$1.4M0.35%
55AMERICAN EXPRESS COAXP4,649$1.4M0.34%
56ISHARES TR46428888514,033$1.4M0.34%
57BANK NEW YORK MELLON CORP06405810017,655$1.4M0.34%
58ISHARES TR46428887724,901$1.3M0.32%
59ABBVIE INCABBV7,302$1.3M0.32%
60MERCK & CO INCMRK12,996$1.3M0.32%
61HOME DEPOT INCHD3,290$1.3M0.32%
62MCKESSON CORPMCK2,186$1.2M0.31%
63SALESFORCE INCCRM3,719$1.2M0.31%
64VISA INCV3,929$1.2M0.31%
65CATERPILLAR INCCAT3,266$1.2M0.29%
66PHILIP MORRIS INTL INC7181721099,792$1.2M0.29%
67DELTA AIR LINES INC DELDAL19,159$1.2M0.29%
68DIMENSIONAL ETF TRUST25434V70833,105$1.1M0.28%
69MARRIOTT INTL INC NEW5719032024,079$1.1M0.28%
70JPMORGAN CHASE & CO.VYLD4,659$1.1M0.28%
71VANGUARD INDEX FDS9229087693,826$1.1M0.28%
72PULTE GROUP INC74586710110,142$1.1M0.27%
73SERVICENOW INCNOW1,023$1.1M0.27%
74BOSTON SCIENTIFIC CORPBSX12,132$1.1M0.27%
75CROWDSTRIKE HLDGS INCCRWD3,133$1.1M0.27%
76VANGUARD BD INDEX FDS92193783514,778$1.1M0.26%
77RESTAURANT BRANDS INTL INC76131D10316,100$1.0M0.26%
78T-MOBILE US INCTMUSZ4,665$1.0M0.26%
79IRON MTN INC DEL46284V1019,638$1.0M0.25%
80LOWES COS INC5486611074,015$990,8060.25%
81UNITEDHEALTH GROUP INCUNH1,942$982,4730.24%
82BANK AMERICA CORP06050510420,581$904,5450.22%
83ISHARES TR4642885889,505$871,4580.22%
84SPDR SER TR78468R60636,817$864,0930.21%
85REINSURANCE GRP OF AMERICA I7593516043,983$850,9590.21%
86ADOBE INCADBE1,847$821,3240.20%
87EXXON MOBIL CORPXOM7,588$816,2270.20%
88UBER TECHNOLOGIES INCUBER13,462$812,0280.20%
89FISERV INCFISV3,905$802,1650.20%
90SYSCO CORPSYY10,489$801,9810.20%
91WORKDAY INCWDAY3,050$786,9920.20%
92KIMBERLY-CLARK CORPKMB5,991$785,0250.19%
93ISHARES TR4642884147,299$777,7100.19%
94TJX COS INC NEW8725401096,402$773,3930.19%
95ESSENTIAL UTILS INC29670G10221,176$769,1120.19%
96GAMING & LEISURE PPTYS INC36467J10815,950$768,1490.19%
97DIAMONDBACK ENERGY INCFANG4,674$765,7130.19%
98ENBRIDGE INCENNPF17,715$751,6540.19%
99TRUIST FINL CORP89832Q10917,300$750,4870.19%
100VANGUARD STAR FDS92190976812,423$732,0850.18%
101NEXTERA ENERGY INCNEE-PW10,003$717,1330.18%
102ISHARES TR46432F3963,346$692,3900.17%
103GRAPHIC PACKAGING HLDG COGPK25,428$690,6190.17%
104DIMENSIONAL ETF TRUST25434V56712,775$671,9420.17%
105ISHARES TR4642874083,382$645,5210.16%
106MONDELEZ INTL INC60920710510,615$634,0250.16%
107WALMART INCWMT6,991$631,6470.16%
108CENTERPOINT ENERGY INCCNP19,345$613,8220.15%
109LINDE PLCLIN1,457$609,8800.15%
110SPDR INDEX SHS FDS78463X74914,059$603,0010.15%
111MARATHON PETE CORPMARA4,319$602,4710.15%
112INVESCO ACTVELY MNGD ETC FDIVZ46,071$598,4580.15%
113ISHARES INC46434G7649,882$547,9610.14%
114BLACKROCK ETF TRUST IIBLK10,318$536,7640.13%
115SPDR SER TR78464A47416,941$505,8630.13%
116SPDR SER TR78468R10117,414$505,1860.13%
117SPDR SER TR78464A66419,262$504,4760.13%
118DISNEY WALT CO2546871064,506$501,7090.12%
119PEPSICO INCPEP3,254$494,8270.12%
120ISHARES TR4642877213,044$485,5870.12%
121INGREDION INCINGR3,401$467,8350.12%
122ROYAL CARIBBEAN GROUPV7780T1031,930$445,2320.11%
123DIMENSIONAL ETF TRUST25434V85610,690$432,8420.11%
124BRISTOL-MYERS SQUIBB COCELG-RI7,642$432,2170.11%
125AT&T INCT-PC18,594$423,3900.11%
126DISCOVER FINL SVCS2547091082,400$415,8120.10%
127ISHARES TR464287614992$398,3670.10%
128FIFTH THIRD BANCORPFITBM9,338$394,8110.10%
129DOUGLAS EMMETT INCDEI20,303$376,8160.09%
130BERKSHIRE HATHAWAY INC DELBRK-A813$368,3750.09%
131ISHARES TR4642874324,113$359,1860.09%
132ISHARES TR4642871011,190$343,6600.09%
133ANNALY CAPITAL MANAGEMENT INNLY-PJ18,502$338,5900.08%
134COMCAST CORP NEWCCZ8,885$333,4480.08%
135DIMENSIONAL ETF TRUST25434V5756,247$326,8430.08%
136INGERSOLL RAND INCIR3,594$325,1130.08%
137DIMENSIONAL ETF TRUST25434V8727,795$321,7000.08%
138ISHARES INC46434G8897,030$317,9280.08%
139CONOCOPHILLIPSCOP3,152$312,5730.08%
140AUTOMATIC DATA PROCESSING INADP1,056$309,1230.08%
141ISHARES TR4642875981,660$307,3160.08%
142SELECT SECTOR SPDR TR81369Y8031,309$304,3730.08%
143VAIL RESORTS INCMTN1,601$300,1730.07%
144NORFOLK SOUTHN CORP6558441081,261$295,8930.07%
145SCHLUMBERGER LTDSLB7,217$276,7170.07%
146DIMENSIONAL ETF TRUST25434V8318,055$272,1880.07%
147IQVIA HLDGS INCIQV1,368$268,8260.07%
148DIMENSIONAL ETF TRUST25434V8158,443$259,8890.06%
149ISHARES TR4642886532,607$259,4520.06%
150CAESARS ENTERTAINMENT INC NE12769G1007,683$256,7660.06%
151L3HARRIS TECHNOLOGIES INCLHX1,205$253,2820.06%
152SUBURBAN PROPANE PARTNERS LSPH14,590$250,9560.06%
153PAYPAL HLDGS INCPYPL2,885$246,2350.06%
154ISHARES INC46434G1034,705$245,6920.06%
155HEWLETT PACKARD ENTERPRISE CHPE-PC11,478$245,0590.06%
156VERIZON COMMUNICATIONS INCVZ6,004$240,1050.06%
157PPG INDS INC6935061072,010$240,0950.06%
158ISHARES TR46429B26710,282$236,2810.06%
159DIMENSIONAL ETF TRUST25434V7999,049$233,8590.06%
160GENUINE PARTS COGPC1,990$232,3520.06%
161COLGATE PALMOLIVE COCL2,499$227,1800.06%
162DIMENSIONAL ETF TRUST25434V5834,298$227,0440.06%
163ALPHABET INCGOOG1,189$226,4660.06%
164FORTUNE BRANDS INNOVATIONS IFBIN3,021$206,4340.05%
165ISHARES TR46429B6972,268$201,4160.05%