Aspire Wealth Management Corp 13F annual report

Aspire Wealth Management Corp is an investment fund managing more than $147 billion ran by William D'agostino. There are currently 40 companies in Mr. D'agostino’s portfolio. The largest investments include Invesco Exchange Traded Fd T and VanEck ETF Trust, together worth $27.2 billion.

Limited to 30 biggest holdings

$147 billion Assets Under Management (AUM)

As of 15th January 2024, Aspire Wealth Management Corp’s top holding is 288,281 shares of Invesco Exchange Traded Fd T currently worth over $18.6 billion and making up 12.7% of the portfolio value.In addition, the fund holds 107,202 shares of VanEck ETF Trust worth $8.56 billion, whose value fell approximately 0.1% in the past six months. The third-largest holding is Ishares Tr worth $36.6 billion and the next is Schwab Strategic Tr worth $22.7 billion, with 483,979 shares owned.

Currently, Aspire Wealth Management Corp's portfolio is worth at least $147 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Aspire Wealth Management Corp

The Aspire Wealth Management Corp office and employees reside in Waltham, Massachusetts. According to the last 13-F report filed with the SEC, William D'agostino serves as the President and Chief Compliance Officer at Aspire Wealth Management Corp.