Spire Wealth Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1858740
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$3.3B
Holdings
2,226
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Spire Wealth Management disclosed 2,226 positions worth $3.3B in its Form 13F-HR for Q2 2026, followed by $NVDA and $AAPL. During the quarter the fund opened 143 new positions and exited 167 — including a new stake in $FLEX and a full exit from $HON. The portfolio is most concentrated in Other (53.6% of disclosed assets). All figures are sourced directly from Spire Wealth Management’s Form 13F-HR filing with the SEC under CIK 1858740.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
5.3% weight
Held 10 quarters
$NVDA3.5% weight
Held 10 quarters
$AAPL3.2% weight
Held 10 quarters
$AMZN2.3% weight
Held 10 quarters
VANGUARD WORLD FD - INF TE
2.1% weight
Held 10 quarters
NUVEEN AMT FREE QLTY MUN I
9 quarters accumulating
$DAN9 quarters accumulating
$GNT9 quarters accumulating
INVESCO EXCHANGE TRADED FD
9 quarters accumulating
$PBA9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$173.7M231,914 sh- 85.9#5
Quality
$116.3M581,448 sh - 76.4#84
Quality
$105.9M366,114 sh - 68.7
Quality
$74.9M314,175 sh VANGUARD WORLD FD - INF TECH ETF
—Quality
$68.8M575,609 sh- 78.2
Quality
$61.1M171,035 sh - 79.8
Quality
$49.0M131,257 sh - —
Quality
$44.1M59,066 sh ISHARES TR - CORE TOTAL USD
—Quality
$40.1M868,483 sh- 84.5
Quality
$37.1M98,265 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $173.7M | 231,914 |
| NVIDIA CORP$NVDA | 85.9#5 | $116.3M | 581,448 |
| Apple Inc.$AAPL | 76.4#84 | $105.9M | 366,114 |
| AMAZON COM INC$AMZN | 68.7 | $74.9M | 314,175 |
| VANGUARD WORLD FD - INF TECH ETF | — | $68.8M | 575,609 |
 Alphabet Inc.$GOOG | 78.2 | $61.1M | 171,035 |
 MICROSOFT CORP$MSFT | 79.8 | $49.0M | 131,257 |
 SPDR S&P 500 ETF TRUST$SPY | — | $44.1M | 59,066 |
| ISHARES TR - CORE TOTAL USD | — | $40.1M | 868,483 |
 Broadcom Inc.$AVGO | 84.5 | $37.1M | 98,265 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Spire Wealth Management's 2,226 positions.
Showing top 10 of 2,226 holdings.
Sector Allocation
Other
$1.8B
Technology
$759.8M
Financials
$201.0M
Consumer Discretionary
$190.1M
Industrials
$145.1M
Healthcare
$83.8M
Energy
$38.3M
Materials
$33.4M
Top Holdings — Spire Wealth Management (Q2 2026)
Top 150 of 2,226 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $173.7M | 5.3% | -2% | — |
| 2 | $NVDA | NVIDIA CORP | $116.3M | 3.5% | -5% | 85.9 |
| 3 | $AAPL | Apple Inc. | $105.9M | 3.2% | -5% | 76.4 |
| 4 | $AMZN | AMAZON COM INC | $74.9M | 2.3% | -2% | 68.7 |
| 5 | — | VANGUARD WORLD FD - INF TECH ETF | $68.8M | 2.1% | +670% | — |
| 6 | $GOOG | Alphabet Inc. | $61.1M | 1.9% | -6% | 78.2 |
| 7 | $MSFT | MICROSOFT CORP | $49.0M | 1.5% | -1% | 79.8 |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $44.1M | 1.3% | +3% | — |
| 9 | — | ISHARES TR - CORE TOTAL USD | $40.1M | 1.2% | -1% | — |
| 10 | $AVGO | Broadcom Inc. | $37.1M | 1.1% | -9% | 84.5 |
| 11 |  $GOOGL | Alphabet Inc. | $34.4M | 1.0% | -3% | 78.2 |
| 12 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $33.9M | 1.0% | -3% | — |
| 13 |  $LLY | ELI LILLY & Co | $33.5M | 1.0% | +1% | 87.5 |
| 14 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $31.0M | 0.9% | +13% | — |
| 15 | — | ISHARES TR - CORE MSCI EAFE | $30.8M | 0.9% | +1% | — |
| 16 | — | ISHARES TR - CORE US AGGBD ET | $30.4M | 0.9% | +0% | — |
| 17 | — | ISHARES TR - S&P 500 GRWT ETF | $28.7M | 0.9% | -0% | — |
| 18 |  $AMAT | APPLIED MATERIALS INC /DE | $28.5M | 0.9% | +2% | 72.3 |
| 19 |  $COST | COSTCO WHOLESALE CORP /NEW | $28.1M | 0.8% | +1% | 66.2 |
| 20 | — | SELECT SECTOR SPDR TR - TECHNOLOGY | $28.0M | 0.8% | -6% | — |
| 21 |  $KLAC | KLA CORP | $27.9M | 0.8% | +960% | 78.6 |
| 22 | — | ISHARES TR - S&P 500 VAL ETF | $27.1M | 0.8% | -2% | — |
| 23 | — | ISHARES TR - CORE S&P US GWT | $26.0M | 0.8% | -0% | — |
| 24 | — | PROSHARES TR - PSHS ULT S&P 500 | $25.7M | 0.8% | -9% | — |
| 25 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $24.9M | 0.8% | +0% | — |
| 26 | — | SELECT SECTOR SPDR TR - FINANCIAL | $24.8M | 0.8% | -4% | — |
| 27 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $24.8M | 0.8% | -1% | — |
| 28 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $24.4M | 0.7% | -3% | — |
| 29 | — | VANGUARD INDEX FDS - VALUE ETF | $24.1M | 0.7% | -2% | — |
| 30 |  $META | Meta Platforms, Inc. | $24.1M | 0.7% | -19% | 79.6 |
| 31 | — | HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | $24.1M | 0.7% | -0% | — |
| 32 | — | MORGAN STANLEY ETF TRUST - EATON VANCE TOTA | $24.0M | 0.7% | -0% | — |
| 33 |  $JPM | JPMORGAN CHASE & CO | $23.9M | 0.7% | -0% | 70.7 |
| 34 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $23.7M | 0.7% | +3% | — |
| 35 |  $MU | MICRON TECHNOLOGY INC | $23.5M | 0.7% | -9% | 86.2 |
| 36 |  $CAT | CATERPILLAR INC | $23.2M | 0.7% | +1% | 66.5 |
| 37 | — | ISHARES TR - RUS 1000 GRW ETF | $22.8M | 0.7% | +292% | — |
| 38 |  $PANW | Palo Alto Networks Inc | $22.0M | 0.7% | +12% | 65.5 |
| 39 |  $LRCX | LAM RESEARCH CORP | $21.6M | 0.7% | -6% | 79.4 |
| 40 | — | DIMENSIONAL ETF TRUST - US EQUITY MARKET | $20.6M | 0.6% | +1% | — |
| 41 | — | ISHARES INC - CORE MSCI EMKT | $19.7M | 0.6% | -6% | — |
| 42 | — | SELECT SECTOR SPDR TR - INDL | $18.4M | 0.6% | -1% | — |
| 43 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $18.2M | 0.6% | +1% | — |
| 44 |  $INTC | INTEL CORP | $17.6M | 0.5% | -3% | 45.6 |
| 45 |  $PWR | QUANTA SERVICES, INC. | $17.5M | 0.5% | -1% | 72.1 |
| 46 |  $MA | Mastercard Inc | $17.1M | 0.5% | -3% | 85.1 |
| 47 | — | ISHARES TR - MSCI ACWI EX US | $16.2M | 0.5% | -3% | — |
| 48 |  $WMT | Walmart Inc. | $16.0M | 0.5% | +3% | 60.2 |
| 49 | — | SELECT SECTOR SPDR TR - COMMUNICATION | $15.4M | 0.5% | -7% | — |
| 50 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $14.3M | 0.4% | -3% | — |
| 51 |  $AMD | ADVANCED MICRO DEVICES INC | $14.2M | 0.4% | -10% | 79.8 |
| 52 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $13.8M | 0.4% | +1% | — |
| 53 |  $V | VISA INC. | $13.7M | 0.4% | -1% | 82.9 |
| 54 |  $FIX | COMFORT SYSTEMS USA INC | $13.7M | 0.4% | +7% | 77.7 |
| 55 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $13.6M | 0.4% | +6% | — |
| 56 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $13.2M | 0.4% | -1% | 61.7 |
| 57 | — | ISHARES TR - MSCI EAFE ETF | $13.1M | 0.4% | -2% | — |
| 58 | — | ISHARES TR - ISHARES SEMICDTR | $13.0M | 0.4% | -23% | — |
| 59 |  $NFLX | NETFLIX INC | $12.7M | 0.4% | +5% | 78.8 |
| 60 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $12.7M | 0.4% | +2% | — |
| 61 | — | SPDR SER TR - S&P BIOTECH | $12.6M | 0.4% | +17% | — |
| 62 | — | SELECT SECTOR SPDR TR - SBI HEALTHCARE | $12.5M | 0.4% | -3% | — |
| 63 |  $GS | GOLDMAN SACHS GROUP INC | $12.5M | 0.4% | -2% | 73.5 |
| 64 | — | ISHARES TR - JPMORGAN USD EMG | $12.4M | 0.4% | -1% | — |
| 65 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $11.7M | 0.3% | +2% | — |
| 66 |  $ANET | Arista Networks, Inc. | $11.6M | 0.3% | -3% | 81.9 |
| 67 |  $LITE | Lumentum Holdings Inc. | $11.6M | 0.3% | -29% | 44.3 |
| 68 | — | ISHARES TR - U.S. TECH ETF | $11.5M | 0.3% | -1% | — |
| 69 |  $GLD | SPDR GOLD TRUST | $11.1M | 0.3% | -0% | — |
| 70 |  $STX | Seagate Technology Holdings plc | $11.1M | 0.3% | +20% | — |
| 71 |  $BRK.B | BERKSHIRE HATHAWAY INC | $11.0M | 0.3% | -1% | 73.8 |
| 72 |  $MCK | MCKESSON CORP | $10.6M | 0.3% | +3% | 63.4 |
| 73 | — | ISHARES TR - 7-10 YR TRSY BD | $10.6M | 0.3% | -8% | — |
| 74 |  $DELL | Dell Technologies Inc. | $10.5M | 0.3% | -49% | 71.2 |
| 75 |  $CRWD | CrowdStrike Holdings, Inc. | $10.2M | 0.3% | -9% | 67.7 |
| 76 |  $IAU | ISHARES GOLD TRUST | $10.0M | 0.3% | -4% | — |
| 77 |  $MRVL | Marvell Technology, Inc. | $9.8M | 0.3% | -4% | 76.5 |
| 78 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $9.8M | 0.3% | +14% | — |
| 79 | — | VANGUARD STAR FDS - VG TL INTL STK F | $9.8M | 0.3% | +10% | — |
| 80 | — | ISHARES TR - CORE S&P MCP ETF | $9.7M | 0.3% | -3% | — |
| 81 | — | VANGUARD INDEX FDS - GROWTH ETF | $9.3M | 0.3% | +497% | — |
| 82 | — | ISHARES TR - CORE S&P SCP ETF | $9.0M | 0.3% | -4% | — |
| 83 |  $GEV | GE Vernova Inc. | $8.8M | 0.3% | +18% | 81.1 |
| 84 | — | TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US | $8.8M | 0.3% | +13% | — |
| 85 | — | ISHARES TR - EAFE VALUE ETF | $8.8M | 0.3% | -4% | — |
| 86 |  $TER | TERADYNE, INC | $8.7M | 0.3% | -27% | 77.3 |
| 87 |  $WDC | WESTERN DIGITAL CORP | $8.7M | 0.3% | -10% | 80.7 |
| 88 | — | DIREXION SHS ETF TR - DRX S&P500BULL | $8.6M | 0.3% | -11% | — |
| 89 | — | ISHARES TR - 1 3 YR TREAS BD | $8.5M | 0.3% | +8% | — |
| 90 |  $ORLY | O REILLY AUTOMOTIVE INC | $8.5M | 0.3% | +45% | 67.4 |
| 91 | — | ISHARES TR - RUS 1000 ETF | $8.4M | 0.3% | -1% | — |
| 92 | — | PGIM ETF TR - PGIM ULTRA SH BD | $8.4M | 0.3% | +54% | — |
| 93 | — | ISHARES TR - MSCI USA QLT FCT | $8.1M | 0.3% | -14% | — |
| 94 |  $JBL | JABIL INC | $8.1M | 0.3% | +7214% | 57.4 |
| 95 |  $PLTR | Palantir Technologies Inc. | $8.0M | 0.2% | -13% | 84.6 |
| 96 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $7.9M | 0.2% | +7% | — |
| 97 | — | NORTHERN LTS FD TR IV - MAIN SECTR ROTN | $7.7M | 0.2% | -19% | — |
| 98 |  $GLW | CORNING INC /NY | $7.6M | 0.2% | +4% | 73.7 |
| 99 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $7.6M | 0.2% | +17% | — |
| 100 |  $UNH | UNITEDHEALTH GROUP INC | $7.5M | 0.2% | +1% | 62.7 |
| 101 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $7.4M | 0.2% | +2% | — |
| 102 |  $ASML | ASML HOLDING NV | $7.2M | 0.2% | -4% | — |
| 103 | — | SPDR SER TR - PRTFLO S&P500 VL | $7.2M | 0.2% | -2% | — |
| 104 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $7.0M | 0.2% | -3% | — |
| 105 |  $TSLA | Tesla, Inc. | $6.9M | 0.2% | -6% | 53.9 |
| 106 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $6.8M | 0.2% | +3% | — |
| 107 | — | SPDR SER TR - BLOOMBERG 1-3 MO | $6.6M | 0.2% | +13% | — |
| 108 |  $ATI | ATI INC | $6.6M | 0.2% | -0% | 63.1 |
| 109 |  $XOM.R34088 | EXXON MOBIL CORP | $6.5M | 0.2% | +19% | 57.9 |
| 110 | — | LISTED FD TR - ROUNDHILL MAGNIF | $6.5M | 0.2% | -3% | — |
| 111 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $6.2M | 0.2% | -0% | — |
| 112 |  $CASY | CASEYS GENERAL STORES INC | $6.2M | 0.2% | -2% | 65.1 |
| 113 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $6.1M | 0.2% | +1% | — |
| 114 | — | ISHARES TR - RUSSELL 2000 ETF | $6.1M | 0.2% | -2% | — |
| 115 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $6.0M | 0.2% | +4% | — |
| 116 |  $TWLO | TWILIO INC | $6.0M | 0.2% | NEW | 70.4 |
| 117 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $6.0M | 0.2% | +3% | — |
| 118 | — | TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE CR | $6.0M | 0.2% | +17% | — |
| 119 | — | ISHARES TR - CORE MSCI INTL | $6.0M | 0.2% | -5% | — |
| 120 | — | SELECT SECTOR SPDR TR - SBI INT-UTILS | $6.0M | 0.2% | -3% | — |
| 121 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $5.9M | 0.2% | +466% | — |
| 122 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREATION UNI | $5.9M | 0.2% | +1% | — |
| 123 | — | INVESCO EXCHANGE TRADED FD T - LARGE CAP GROWTH | $5.8M | 0.2% | +4% | — |
| 124 |  $WELL | WELLTOWER INC. | $5.8M | 0.2% | -0% | 59.8 |
| 125 | — | SELECT SECTOR SPDR TR - SBI CONS STPLS | $5.7M | 0.2% | -7% | — |
| 126 |  $XPO | XPO, Inc. | $5.6M | 0.2% | +1% | 58.4 |
| 127 |  $NVS | NOVARTIS AG | $5.6M | 0.2% | -2% | — |
| 128 | — | ISHARES TR - CORE S&P US VLU | $5.6M | 0.2% | -1% | — |
| 129 |  $HD | HOME DEPOT, INC. | $5.6M | 0.2% | -42% | 60.3 |
| 130 | — | ISHARES TR - 0-3 MNTH TREASRY | $5.6M | 0.2% | +26% | — |
| 131 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $5.5M | 0.2% | +2% | — |
| 132 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $5.5M | 0.2% | -27% | — |
| 133 |  $FTI | TechnipFMC plc | $5.4M | 0.2% | NEW | — |
| 134 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $5.4M | 0.2% | +345% | — |
| 135 |  $IVZ | Invesco Ltd. | $5.2M | 0.2% | -23% | — |
| 136 |  $CSCO | CISCO SYSTEMS, INC. | $5.2M | 0.2% | -9% | 70.3 |
| 137 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $5.0M | 0.1% | +2% | — |
| 138 | — | ISHARES TR - RUS 1000 VAL ETF | $5.0M | 0.1% | -6% | — |
| 139 |  $BWXT | BWX Technologies, Inc. | $4.9M | 0.1% | +2% | 63.8 |
| 140 | — | ISHARES TR - MSCI EMG MKT ETF | $4.9M | 0.1% | +5% | — |
| 141 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $4.8M | 0.1% | -2% | — |
| 142 |  $BNY | Bank of New York Mellon Corp | $4.8M | 0.1% | +2115% | 74.1 |
| 143 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $4.7M | 0.1% | +4% | — |
| 144 |  $EME | EMCOR Group, Inc. | $4.7M | 0.1% | +4% | 69.3 |
| 145 |  $TJX | TJX COMPANIES INC /DE/ | $4.7M | 0.1% | +27% | 68.7 |
| 146 | — | VANECK ETF TRUST - OIL SERVICES ETF | $4.6M | 0.1% | -29% | — |
| 147 |  $TT | Trane Technologies plc | $4.6M | 0.1% | -9% | — |
| 148 | — | ISHARES TR - CORE MSCI TOTAL | $4.6M | 0.1% | +1% | — |
| 149 |  $UBER | Uber Technologies, Inc | $4.4M | 0.1% | -2% | 73.5 |
| 150 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $4.4M | 0.1% | -6% | — |
New Positions (143)
$FLEX FLEX LTD.$4.4M SPDR SER TR - HLTH CARE SVCS$3.7M
$DOCN DigitalOcean Holdings, Inc.$3.5M
$RVMD Revolution Medicines, Inc.$3.0M
$ENVA Enova International, Inc.$849,055
$ARGX ARGENX SE$847,982
$CSTM CONSTELLIUM SE$826,070
$FSTR FOSTER L B CO$688,029
$LMAT LEMAITRE VASCULAR INC$355,052
$RNR RENAISSANCERE HOLDINGS LTD$289,964
$SNDK Sandisk Corp$271,428
$CGNX COGNEX CORP$145,709 FIRST TR EXCHANGE TRADED FD - US EQTY OPPT ETF$131,543
AMERICAN CENTY ETF TR - AVANTIS US SMALL$110,964
$AORT ARTIVION, INC.$92,891Exited Positions (167)
$HON HONEYWELL INTERNATIONAL INC PROSHARES TR II
$FET FORUM ENERGY TECHNOLOGIES, INC. SPROTT FDS TR
EA SERIES TRUST
$PAHC PHIBRO ANIMAL HEALTH CORP FIRST TR EXCH TRD ALPHDX FD
$USO United States Oil Fund, LP
$CCL Carnival Corp Ltd.
$WGS GeneDx Holdings Corp.
$CTRA Coterra Energy Inc. DIMENSIONAL ETF TRUST
$VITL Vital Farms, Inc. SPDR INDEX SHS FDS
$DD DuPont de Nemours, Inc.Browse Top Institutional Investors
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