Spire Wealth Management
Sector Allocation
- Other53.6%$1.8B
- Technology23.6%$779.9M
- Financials6.1%$201.3M
- Consumer Discretionary4.4%$146.0M
- Industrials3.7%$122.0M
- Healthcare2.6%$85.0M
- Consumer Staples2.2%$73.8M
- Energy1.2%$38.3M
- Materials1.1%$34.7M
- Real Estate0.6%$19.5M
AUM History
13fpro.ai/research/fund/spire-wealth-management-1858740
Conviction and streaks
Stable · top 10 = 23.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$173.7M
NVDA
$116.3MAAPL
$105.9MAMZN
$74.9M- VANGUARD$68.8M
GOOGL
$61.1MMSFT
$49.0MSPY
$44.1M- ISHARES$40.1M
AVGO
$37.1MGOOG
$34.4M- J$33.9M
LLY
$33.5M- VANGUARD$31.0M
- ISHARES$30.8M
- ISHARES$30.4M
- ISHARES$28.7M
AMAT
$28.5MCOST
$28.1M- SELECT$28.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/spire-wealth-management-1858740
Spire Wealth Management 13F holdings — Q2 2026
$3.3B portfolio (+13.0% QoQ) · 2,226 holdings · Q2 2026 13F · top 10 are 23% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$173.7M
5.3% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $116.3M
3.5% of stocks
-5%This quarter+1.6%Since filed10+ qtrsHeld$105.9M
3.2% of stocks
-5%This quarter+5.0%Since filed10+ qtrsHeld$74.9M
2.3% of stocks
-2%This quarter-2.3%Since filed10+ qtrsHeldAIQuality67.5#361Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 5
VANGUARD WORLD FD - INF TECH ETF
$68.8M
2.1% of stocks
+670%This quarter—Since filed—HeldAIQuality—Est. buy— $61.1M
1.9% of stocks
-6%This quarter-15.1%Since filed10+ qtrsHeld$49.0M
1.5% of stocks
-0.6%This quarter+34.6%Since filed10+ qtrsHeld$44.1M
1.3% of stocks
+3%This quarter+1.4%Since filed10+ qtrsHeld- 9
ISHARES TR - CORE TOTAL USD
$40.1M
1.2% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $37.1M
1.1% of stocks
-9%This quarter-16.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — Spire Wealth Management (Q2 2026)
2,226 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $34.4M | 1.0% | 97K | -3% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETFnote | — | $33.9M | 1.0% | 634K | -3% | — | — | 13F |
| 13 | ELI LILLY & Co | Healthcare | $33.5M | 1.0% | 28K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $31.0M | 0.9% | 45K | +13% | — | — | 13F |
| 15 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $30.8M | 0.9% | 319K | +0.8% | — | — | 13F |
| 16 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $30.4M | 0.9% | 308K | +0.3% | — | — | 13F |
| 17 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $28.7M | 0.9% | 209K | -0.3% | — | — | 13F |
| 18 | APPLIED MATERIALS INC /DE | Technology | $28.5M | 0.9% | 39K | +2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $28.1M | 0.8% | 30K | +0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SELECT SECTOR SPDR TR - TECHNOLOGYetf/fund | — | $28.0M | 0.8% | 147K | -6% | — | — | 13F |
| 21 | KLA CORP | Technology | $27.9M | 0.8% | 93K | +960% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - S&P 500 VAL ETFetf/fund | — | $27.1M | 0.8% | 119K | -2% | — | — | 13F |
| 23 | — | ISHARES TR - CORE S&P US GWTetf/fund | — | $26.0M | 0.8% | 138K | -0.1% | — | — | 13F |
| 24 | — | PROSHARES TR - PSHS ULT S&P 500etf/fund | — | $25.7M | 0.8% | 382K | -9% | — | — | 13F |
| 25 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETFetf/fund | — | $24.9M | 0.8% | 531K | +0.0% | — | — | 13F |
| 26 | — | SELECT SECTOR SPDR TR - FINANCIAL | — | $24.8M | 0.8% | 462K | -4% | |||
| 27 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $24.8M | 0.8% | 544K | -0.7% | |||
| 28 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $24.4M | 0.7% | 483K | -3% | |||
| 29 | — | VANGUARD INDEX FDS - VALUE ETF | — | $24.1M | 0.7% | 111K | -2% | |||
| 30 | $META | Meta Platforms, Inc. | Technology | $24.1M | 0.7% | 43K | -19% | |||
| 31 | — | HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | — | $24.1M | 0.7% | 714K | -0.1% | |||
| 32 | — | MORGAN STANLEY ETF TRUST - EATON VANCE TOTA | — | $24.0M | 0.7% | 473K | -0.0% | |||
| 33 | $JPM | JPMORGAN CHASE & CO | Financials | $23.9M | 0.7% | 73K | -0.4% | |||
| 34 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $23.7M | 0.7% | 32K | +3% | |||
| 35 | $MU | MICRON TECHNOLOGY INC | Technology | $23.5M | 0.7% | 20K | -9% | |||
| 36 | $CAT | CATERPILLAR INC | Industrials | $23.2M | 0.7% | 22K | +0.6% | |||
| 37 | — | ISHARES TR - RUS 1000 GRW ETF | — | $22.8M | 0.7% | 184K | +292% | |||
| 38 | $PANW | Palo Alto Networks Inc | Technology | $22.0M | 0.7% | 64K | +12% | |||
| 39 | $LRCX | LAM RESEARCH CORP | Technology | $21.6M | 0.7% | 50K | -6% | |||
| 40 | — | DIMENSIONAL ETF TRUST - US EQUITY MARKET | — | $20.6M | 0.6% | 251K | +1% | |||
| 41 | — | ISHARES INC - CORE MSCI EMKT | — | $19.7M | 0.6% | 238K | -6% | |||
| 42 | — | SELECT SECTOR SPDR TR - INDL | — | $18.4M | 0.6% | 99K | -0.7% | |||
| 43 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $18.2M | 0.6% | 330K | +1% | |||
| 44 | $INTC | INTEL CORP | Technology | $17.6M | 0.5% | 126K | -3% | |||
| 45 | $PWR | QUANTA SERVICES, INC. | Industrials | $17.5M | 0.5% | 24K | -0.8% | |||
| 46 | $MA | Mastercard Inc | Financials | $17.1M | 0.5% | 33K | -3% | |||
| 47 | — | ISHARES TR - MSCI ACWI EX US | — | $16.2M | 0.5% | 213K | -3% | |||
| 48 | $WMT | Walmart Inc. | Consumer Staples | $16.0M | 0.5% | 141K | +3% | |||
| 49 | — | SELECT SECTOR SPDR TR - COMMUNICATION | — | $15.4M | 0.5% | 144K | -7% | |||
| 50 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $14.3M | 0.4% | 36K | -3% | |||
| 51 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $14.2M | 0.4% | 24K | -10% | |||
| 52 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $13.8M | 0.4% | 21K | +0.9% | |||
| 53 | $V | VISA INC. | Financials | $13.7M | 0.4% | 40K | -0.7% | |||
| 54 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $13.7M | 0.4% | 6,901 | +7% | |||
| 55 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $13.6M | 0.4% | 28K | +6% | |||
| 56 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $13.2M | 0.4% | 36K | -1% | |||
| 57 | — | ISHARES TR - MSCI EAFE ETF | — | $13.1M | 0.4% | 126K | -2% | |||
| 58 | — | ISHARES TR - ISHARES SEMICDTR | — | $13.0M | 0.4% | 20K | -23% | |||
| 59 | $NFLX | NETFLIX INC | Communication Services | $12.7M | 0.4% | 178K | +5% | |||
| 60 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $12.7M | 0.4% | 181K | +2% | |||
| 61 | — | SPDR SER TR - S&P BIOTECH | — | $12.6M | 0.4% | 80K | +17% | |||
| 62 | — | SELECT SECTOR SPDR TR - SBI HEALTHCARE | — | $12.5M | 0.4% | 79K | -3% | |||
| 63 | $GS | GOLDMAN SACHS GROUP INC | Financials | $12.5M | 0.4% | 12K | -2% | |||
| 64 | — | ISHARES TR - JPMORGAN USD EMG | — | $12.4M | 0.4% | 128K | -0.5% | |||
| 65 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $11.7M | 0.3% | 142K | +2% | |||
| 66 | $ANET | Arista Networks, Inc. | Technology | $11.6M | 0.3% | 69K | -3% | |||
| 67 | $LITE | Lumentum Holdings Inc. | Technology | $11.6M | 0.3% | 14K | -29% | |||
| 68 | — | ISHARES TR - U.S. TECH ETF | — | $11.5M | 0.3% | 46K | -1.0% | |||
| 69 | $GLD | SPDR GOLD TRUST | Financials | $11.1M | 0.3% | 30K | -0.4% | |||
| 70 | $STX | Seagate Technology Holdings plc | Technology | $11.1M | 0.3% | 12K | +20% | |||
| 71 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $11.0M | 0.3% | 22K | -1% | |||
| 72 | $MCK | MCKESSON CORP | Consumer Staples | $10.6M | 0.3% | 14K | +3% | |||
| 73 | — | ISHARES TR - 7-10 YR TRSY BD | — | $10.6M | 0.3% | 112K | -8% | |||
| 74 | $DELL | Dell Technologies Inc. | Technology | $10.5M | 0.3% | 24K | -49% | |||
| 75 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $10.2M | 0.3% | 13K | -9% | |||
| 76 | $IAU | ISHARES GOLD TRUST | Financials | $10.0M | 0.3% | 132K | -4% | |||
| 77 | $MRVL | Marvell Technology, Inc. | Technology | $9.8M | 0.3% | 33K | -4% | |||
| 78 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $9.8M | 0.3% | 160K | +14% | |||
| 79 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $9.8M | 0.3% | 115K | +10% | |||
| 80 | — | ISHARES TR - CORE S&P MCP ETF | — | $9.7M | 0.3% | 125K | -3% | |||
| 81 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $9.3M | 0.3% | 108K | +497% | |||
| 82 | — | ISHARES TR - CORE S&P SCP ETF | — | $9.0M | 0.3% | 61K | -4% | |||
| 83 | $GEV | GE Vernova Inc. | Industrials | $8.8M | 0.3% | 7,508 | +18% | |||
| 84 | — | TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US | — | $8.8M | 0.3% | 190K | +13% | |||
| 85 | — | ISHARES TR - EAFE VALUE ETF | — | $8.8M | 0.3% | 115K | -4% | |||
| 86 | $TER | TERADYNE, INC | Technology | $8.7M | 0.3% | 18K | -27% | |||
| 87 | $WDC | WESTERN DIGITAL CORP | Technology | $8.7M | 0.3% | 14K | -10% | |||
| 88 | — | DIREXION SHS ETF TR - DRX S&P500BULL | — | $8.6M | 0.3% | 32K | -11% | |||
| 89 | — | ISHARES TR - 1 3 YR TREAS BD | — | $8.5M | 0.3% | 104K | +8% | |||
| 90 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $8.5M | 0.3% | 92K | +45% | |||
| 91 | — | ISHARES TR - RUS 1000 ETF | — | $8.4M | 0.3% | 21K | -1% | |||
| 92 | — | PGIM ETF TR - PGIM ULTRA SH BD | — | $8.4M | 0.3% | 170K | +54% | |||
| 93 | — | ISHARES TR - MSCI USA QLT FCT | — | $8.1M | 0.3% | 37K | -14% | |||
| 94 | $JBL | JABIL INC | Technology | $8.1M | 0.3% | 21K | +7214% | |||
| 95 | $PLTR | Palantir Technologies Inc. | Technology | $8.0M | 0.2% | 69K | -13% | |||
| 96 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $7.9M | 0.2% | 33K | +7% | |||
| 97 | — | NORTHERN LTS FD TR IV - MAIN SECTR ROTN | — | $7.7M | 0.2% | 107K | -19% | |||
| 98 | $GLW | CORNING INC /NY | Materials | $7.6M | 0.2% | 30K | +4% | |||
| 99 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | — | $7.6M | 0.2% | 57K | +17% | |||
| 100 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $7.5M | 0.2% | 18K | +1.0% | |||
| 101 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $7.4M | 0.2% | 91K | +2% | |||
| 102 | $ASML | ASML HOLDING NV | Technology | $7.2M | 0.2% | 3,632 | -4% | |||
| 103 | — | SPDR SER TR - PRTFLO S&P500 VL | — | $7.2M | 0.2% | 118K | -2% | |||
| 104 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | — | $7.0M | 0.2% | 68K | -3% | |||
| 105 | $TSLA | Tesla, Inc. | Consumer Discretionary | $6.9M | 0.2% | 16K | -6% | |||
| 106 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $6.8M | 0.2% | 34K | +3% | |||
| 107 | — | SPDR SER TR - BLOOMBERG 1-3 MO | — | $6.6M | 0.2% | 72K | +13% | |||
| 108 | $ATI | ATI INC | Materials | $6.6M | 0.2% | 33K | -0.5% | |||
| 109 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $6.5M | 0.2% | 48K | +19% | |||
| 110 | — | LISTED FD TR - ROUNDHILL MAGNIF | — | $6.5M | 0.2% | 101K | -3% | |||
| 111 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $6.2M | 0.2% | 110K | -0.1% | |||
| 112 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $6.2M | 0.2% | 7,747 | -2% | |||
| 113 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $6.1M | 0.2% | 194K | +1% | |||
| 114 | — | ISHARES TR - RUSSELL 2000 ETF | — | $6.1M | 0.2% | 20K | -2% | |||
| 115 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $6.0M | 0.2% | 89K | +4% | |||
| 116 | $TWLO | TWILIO INC | Technology | $6.0M | 0.2% | 29K | New | |||
| 117 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $6.0M | 0.2% | 120K | +3% | |||
| 118 | — | TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE CR | — | $6.0M | 0.2% | 204K | +17% | |||
| 119 | — | ISHARES TR - CORE MSCI INTL | — | $6.0M | 0.2% | 67K | -5% | |||
| 120 | — | SELECT SECTOR SPDR TR - SBI INT-UTILS | — | $6.0M | 0.2% | 132K | -3% | |||
| 121 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | — | $5.9M | 0.2% | 57K | +466% | |||
| 122 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREATION UNI | — | $5.9M | 0.2% | 119K | +1% | |||
| 123 | — | INVESCO EXCHANGE TRADED FD T - LARGE CAP GROWTH | — | $5.8M | 0.2% | 35K | +4% | |||
| 124 | $WELL | WELLTOWER INC. | Real Estate | $5.8M | 0.2% | 25K | -0.0% | |||
| 125 | — | SELECT SECTOR SPDR TR - SBI CONS STPLS | — | $5.7M | 0.2% | 69K | -7% | |||
| 126 | $XPO | XPO, Inc. | Industrials | $5.6M | 0.2% | 27K | +0.5% | |||
| 127 | $NVS | NOVARTIS AG | Healthcare | $5.6M | 0.2% | 36K | -2% | |||
| 128 | — | ISHARES TR - CORE S&P US VLU | — | $5.6M | 0.2% | 51K | -0.8% | |||
| 129 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $5.6M | 0.2% | 16K | -42% | |||
| 130 | — | ISHARES TR - 0-3 MNTH TREASRY | — | $5.6M | 0.2% | 55K | +26% | |||
| 131 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $5.5M | 0.2% | 103K | +2% | |||
| 132 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $5.5M | 0.2% | 15K | -27% | |||
| 133 | $FTI | TechnipFMC plc | Energy | $5.4M | 0.2% | 82K | New | |||
| 134 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $5.4M | 0.2% | 61K | +345% | |||
| 135 | $IVZ | Invesco Ltd. | Financials | $5.2M | 0.2% | 25K | -23% | |||
| 136 | $CSCO | CISCO SYSTEMS, INC. | Technology | $5.2M | 0.2% | 44K | -9% | |||
| 137 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | — | $5.0M | 0.1% | 174K | +2% | |||
| 138 | — | ISHARES TR - RUS 1000 VAL ETF | — | $5.0M | 0.1% | 21K | -6% | |||
| 139 | $BWXT | BWX Technologies, Inc. | Industrials | $4.9M | 0.1% | 25K | +2% | |||
| 140 | — | ISHARES TR - MSCI EMG MKT ETF | — | $4.9M | 0.1% | 72K | +5% | |||
| 141 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $4.8M | 0.1% | 105K | -2% | |||
| 142 | $BNY | Bank of New York Mellon Corp | Financials | $4.8M | 0.1% | 33K | +2115% | |||
| 143 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $4.7M | 0.1% | 94K | +4% | |||
| 144 | $EME | EMCOR Group, Inc. | Industrials | $4.7M | 0.1% | 5,674 | +4% | |||
| 145 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $4.7M | 0.1% | 31K | +27% | |||
| 146 | — | VANECK ETF TRUST - OIL SERVICES ETF | — | $4.6M | 0.1% | 12K | -29% | |||
| 147 | $TT | Trane Technologies plc | Technology | $4.6M | 0.1% | 9,340 | -9% | |||
| 148 | — | ISHARES TR - CORE MSCI TOTAL | — | $4.6M | 0.1% | 48K | +1% | |||
| 149 | $UBER | Uber Technologies, Inc | Technology | $4.4M | 0.1% | 61K | -2% | |||
| 150 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $4.4M | 0.1% | 18K | -6% |
What changed in Q2 2026
Against the previous quarter's 13F: 143 new, 666 added to, 839 trimmed, 167 sold out. Share-count changes; largest moves by dollar size first.
New positions (143)
$FLEXFLEX LTD.$4.4M
first bought this quarter
- SPDR SER TR - HLTH CARE SVCS$3.7M
first bought this quarter
$DOCNDigitalOcean Holdings, Inc.$3.5M
first bought this quarter
$RVMDRevolution Medicines, Inc.$3.0M
first bought this quarter
$ENVAEnova International, Inc.$849K
first bought this quarter
$ARGXARGENX SE$848K
first bought this quarter
+137 more in the Excel export
Added to (666)
- VANGUARD WORLD FD - INF TECH ETF+670%
now $68.8M
$KLACKLA CORP+960%
now $27.9M · held 10+ qtrs
- ISHARES TR - RUS 1000 GRW ETF+292%
now $22.8M
$JBLJABIL INC+7214%
now $8.1M · held 10+ qtrs
- VANGUARD INDEX FDS - GROWTH ETF+497%
now $9.3M
- AMPLIFY ETF TR - AMPLIFY CYBERSEC+466%
now $5.9M
+660 more in the Excel export
Trimmed (839)
$DELLDell Technologies Inc.-49%
now $10.5M · held 10+ qtrs, 2 trims in a row
now $116.3M · held 10+ qtrs, 2 trims in a row
$METAMeta Platforms, Inc.-19%
now $24.1M · held 10+ qtrs, 2 trims in a row
now $105.9M · held 10+ qtrs
$LITELumentum Holdings Inc.-29%
now $11.6M · held 4 qtrs, 2 trims in a row
$SCHWSCHWAB CHARLES CORP-80%
now $1.2M · held 10+ qtrs, 3 trims in a row
+833 more in the Excel export
Holdings by quarter
Every 13F Spire Wealth Management has filed, 21 earlier quarters. Pick one to see what it held then.
Is it too late to follow Spire Wealth Management?
Q2 2026 13F filed with the SEC on Jul 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Spire Wealth Management's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.7%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 36% over the last 4
Top 10 weight
23%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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