Spire Wealth Management

13F filer · CIK 0001858740

Reported Jul 15, 2026

Net seller this quarter

13F portfolio value$3.31BU.S. long equity reported on 13F

Positions1,408126 new · 143 closed

Net flow last quarter-$46.2MBuys minus sells

Top 10 positions weight17.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 20261,408 positions
NVDANvidia Corp	$116M	3.51%	0.00%	-5.0%	Q1 2021
AAPLApple Inc.	$106M	3.20%	0.00%	-4.5%	Q1 2021
AMZNAmazon Com Inc	$74.9M	2.26%	0.00%	-2.4%	Q1 2021
GOOGLAlphabet Inc.	$61.1M	1.85%	0.00%	-6.2%	Q1 2021
MSFTMicrosoft Corp	$49M	1.48%	0.00%	-0.6%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$44.1M	1.33%	Not reported	+2.9%	Q1 2021
AVGOBroadcom Inc.	$37.1M	1.12%	0.00%	-9.2%	Q1 2021
GOOGAlphabet Inc.	$34.4M	1.04%	Not reported	-3.1%	Q1 2021
LLYELI LILLY & Co	$33.5M	1.01%	0.00%	+1.3%	Q1 2021
AMATApplied Materials Inc	$28.5M	0.86%	0.01%	+2.4%	Q1 2021
COSTCostco Wholesale Corp	$28.1M	0.85%	0.01%	+0.7%	Q1 2021
KLACKla Corp	$27.9M	0.84%	0.01%	+6.0%	Q1 2021
METAMeta Platforms, Inc.	$24.1M	0.73%	Not reported	-19.4%	Q1 2021
JPMJPMorgan Chase & Co	$23.9M	0.72%	0.00%	-0.4%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$23.7M	0.72%	Not reported	+3.4%	Q1 2021
MUMicron Technology Inc	$23.5M	0.71%	0.00%	-9.0%	Q1 2021
CATCaterpillar Inc	$23.2M	0.70%	0.00%	+0.6%	Q1 2021
PANWPalo Alto Networks Inc	$22M	0.66%	0.01%	+12.3%	Q1 2021
LRCXLam Research Corp	$21.6M	0.65%	0.00%	-5.5%	Q1 2021
INTCIntel Corp	$17.6M	0.53%	0.00%	-3.1%	Q1 2021
PWRQuanta Services, Inc.	$17.5M	0.53%	0.02%	-0.8%	Q1 2021
MAMastercard Inc	$17.1M	0.52%	0.00%	-2.6%	Q1 2021
WMTWalmart Inc.	$16M	0.48%	0.00%	+3.3%	Q1 2021
AMDAdvanced Micro Devices Inc	$14.2M	0.43%	0.00%	-9.7%	Q1 2021
SMHMarket Vectors ETF Trust	$13.8M	0.42%	Not reported	+0.9%	Q1 2021
VVisa Inc.	$13.7M	0.41%	0.00%	-0.7%	Q1 2021
FIXComfort Systems USA Inc	$13.7M	0.41%	0.02%	+7.0%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$13.6M	0.41%	0.00%	+6.0%	Q1 2021
MARMarriott International Inc	$13.2M	0.40%	0.01%	-1.0%	Q1 2021
NFLXNetflix Inc	$12.7M	0.38%	0.00%	+5.1%	Q1 2021
GSGoldman Sachs Group Inc	$12.5M	0.38%	0.00%	-2.2%	Q1 2021
ANETArista Networks, Inc.	$11.6M	0.35%	0.01%	-2.7%	Q1 2021
LITELumentum Holdings Inc.	$11.6M	0.35%	0.02%	-29.4%	Q1 2021
GLDSPDR Gold Trust	$11.1M	0.34%	0.01%	-0.4%	Q1 2021
STXSeagate Technology Holdings plc	$11.1M	0.34%	0.01%	+20.5%	Q1 2021
BRK.BBerkshire Hathaway Inc	$11M	0.33%	Not reported	-1.4%	Q1 2021
MCKMckesson Corp	$10.6M	0.32%	0.01%	+2.9%	Q1 2021
DELLDell Technologies Inc.	$10.5M	0.32%	0.00%	-48.6%	Q1 2021
IAUIshares Gold Trust	$10.2M	0.31%	0.02%	-4.0%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$10.2M	0.31%	0.01%	-8.6%	Q1 2021
MRVLMarvell Technology, Inc.	$9.83M	0.30%	0.00%	-3.6%	Q1 2021
GEVGE Vernova Inc.	$8.82M	0.27%	0.00%	+18.4%	Q2 2024
TERTeradyne, Inc	$8.71M	0.26%	0.01%	-27.3%	Q1 2021
WDCWestern Digital Corp	$8.66M	0.26%	0.00%	-10.2%	Q1 2021
ORLYO Reilly Automotive Inc	$8.51M	0.26%	0.01%	+45.3%	Q1 2021
PULSPulse Electronics Corp	$8.41M	0.25%	0.97%	+53.7%	Q1 2021
JBLJabil Inc	$8.12M	0.25%	0.02%	+7213.9%	Q1 2021
PLTRPalantir Technologies Inc.	$8.04M	0.24%	0.00%	-12.8%	Q1 2021
SECTSECTOR 10, Inc.	$7.69M	0.23%	Not reported	-18.9%	Q4 2022
GLWCorning Inc	$7.6M	0.23%	0.00%	+4.0%	Q1 2021

Q1 2026Reported Apr 22, 20261,424 positions
NVDANvidia Corp	$107M	3.64%	0.00%	-2.0%	Q1 2021
AAPLApple Inc.	$97.3M	3.32%	0.00%	-0.8%	Q1 2021
AMZNAmazon Com Inc	$67M	2.29%	0.00%	-3.1%	Q1 2021
GOOGLAlphabet Inc.	$52.4M	1.79%	0.00%	-0.9%	Q1 2021
MSFTMicrosoft Corp	$48.9M	1.67%	0.00%	-3.7%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$37.3M	1.27%	Not reported	-2.3%	Q1 2021
AVGOBroadcom Inc.	$33.5M	1.14%	0.00%	-1.4%	Q1 2021
METAMeta Platforms, Inc.	$30.4M	1.04%	Not reported	-3.7%	Q1 2021
COSTCostco Wholesale Corp	$29.7M	1.01%	0.01%	+4.9%	Q1 2021
GOOGAlphabet Inc.	$28.8M	0.98%	Not reported	-3.9%	Q1 2021
LLYELI LILLY & Co	$25.4M	0.87%	0.00%	-0.5%	Q1 2021
JPMJPMorgan Chase & Co	$21.5M	0.73%	0.00%	-1.8%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$18M	0.61%	Not reported	+4.1%	Q1 2021
MAMastercard Inc	$17.1M	0.58%	0.00%	-3.2%	Q1 2021
WMTWalmart Inc.	$17M	0.58%	0.00%	-3.7%	Q1 2021
NFLXNetflix Inc	$16.3M	0.55%	0.00%	+23.7%	Q1 2021
CATCaterpillar Inc	$15.4M	0.52%	0.00%	-0.1%	Q1 2021
LITELumentum Holdings Inc.	$13.5M	0.46%	0.03%	-5.8%	Q1 2021
PWRQuanta Services, Inc.	$13.4M	0.46%	0.02%	+11.6%	Q1 2021
AMATApplied Materials Inc	$13.2M	0.45%	0.00%	+200.5%	Q1 2021
GLDSPDR Gold Trust	$13.1M	0.45%	0.01%	-0.2%	Q1 2021
KLACKla Corp	$12.9M	0.44%	0.01%	-16.4%	Q1 2021
IAUIshares Gold Trust	$12.4M	0.42%	0.02%	-3.8%	Q1 2021
VVisa Inc.	$12.2M	0.42%	0.00%	-0.3%	Q1 2021
MCKMckesson Corp	$11.8M	0.40%	0.01%	-1.3%	Q1 2021
MARMarriott International Inc	$11.7M	0.40%	0.01%	-3.8%	Q1 2021
PLTRPalantir Technologies Inc.	$11.6M	0.39%	0.00%	-7.8%	Q1 2021
LRCXLam Research Corp	$11.3M	0.39%	0.00%	+106.3%	Q1 2021
GSGoldman Sachs Group Inc	$10.7M	0.36%	0.00%	-0.6%	Q1 2021
BRK.BBerkshire Hathaway Inc	$10.7M	0.36%	Not reported	-3.8%	Q1 2021
PANWPalo Alto Networks Inc	$9.19M	0.31%	0.01%	0.0%	Q1 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.08M	0.31%	0.00%	+111.6%	Q1 2021
HDHome Depot, Inc.	$8.97M	0.31%	0.00%	+23.3%	Q1 2021
FIXComfort Systems USA Inc	$8.89M	0.30%	0.02%	+19.7%	Q4 2023
ANETArista Networks, Inc.	$8.65M	0.30%	0.01%	-22.1%	Q1 2021
SMHMarket Vectors ETF Trust	$8.01M	0.27%	Not reported	+6.7%	Q1 2021
SECTSECTOR 10, Inc.	$7.95M	0.27%	Not reported	-0.8%	Q4 2022
DELLDell Technologies Inc.	$7.8M	0.27%	0.01%	-7.8%	Q1 2021
MUMicron Technology Inc	$7.57M	0.26%	0.00%	+31.0%	Q1 2021
TERTeradyne, Inc	$7.37M	0.25%	0.02%	-1.9%	Q1 2021
XOMExxonMobil Holdings Corp	$6.83M	0.23%	0.00%	+7.5%	Q1 2021
TSLATesla, Inc.	$6.48M	0.22%	0.00%	-6.9%	Q1 2021
ISRGIntuitive Surgical Inc	$6.46M	0.22%	0.00%	+6.6%	Q3 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$5.94M	0.20%	Not reported	0.0%	Q3 2021
SCHWSchwab Charles Corp	$5.89M	0.20%	0.00%	-3.7%	Q1 2021
ORLYO Reilly Automotive Inc	$5.87M	0.20%	0.01%	-27.2%	Q1 2021
ADBEAdobe Inc.	$5.84M	0.20%	0.01%	+208.1%	Q1 2021
CASYCaseys General Stores Inc	$5.77M	0.20%	0.02%	Not reported	Q1 2021
INTCIntel Corp	$5.76M	0.20%	0.00%	+355.6%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$5.69M	0.19%	0.01%	-50.2%	Q1 2021

Q4 2025Reported Jan 14, 20261,501 positions
NVDANvidia Corp	$116M	3.90%	0.00%	+2.2%	Q1 2021
AAPLApple Inc.	$105M	3.52%	0.00%	+0.7%	Q1 2021
AMZNAmazon Com Inc	$76.7M	2.57%	0.00%	+4.3%	Q1 2021
MSFTMicrosoft Corp	$66.3M	2.22%	0.00%	+0.8%	Q1 2021
GOOGLAlphabet Inc.	$57.6M	1.93%	0.00%	-7.8%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$40.1M	1.34%	Not reported	-6.7%	Q1 2021
AVGOBroadcom Inc.	$38M	1.27%	0.00%	+9.0%	Q1 2021
METAMeta Platforms, Inc.	$36.4M	1.22%	Not reported	-4.0%	Q1 2021
GOOGAlphabet Inc.	$32.8M	1.10%	Not reported	+12.0%	Q1 2021
LLYELI LILLY & Co	$29.8M	1.00%	0.00%	+2.2%	Q1 2021
COSTCostco Wholesale Corp	$24.5M	0.82%	0.01%	+1.7%	Q1 2021
JPMJPMorgan Chase & Co	$24M	0.80%	0.00%	+2.0%	Q1 2021
MAMastercard Inc	$20.2M	0.67%	0.00%	+6.2%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$18.4M	0.62%	Not reported	-5.6%	Q1 2021
WMTWalmart Inc.	$15.8M	0.53%	0.00%	-1.4%	Q1 2021
PLTRPalantir Technologies Inc.	$15.2M	0.51%	0.00%	+6.8%	Q1 2021
VVisa Inc.	$14.2M	0.47%	0.00%	+0.6%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$13.7M	0.46%	0.01%	+0.1%	Q1 2021
NFLXNetflix Inc	$12.8M	0.43%	0.00%	-17.3%	Q1 2021
KLACKla Corp	$12.7M	0.43%	0.01%	+0.1%	Q1 2021
CATCaterpillar Inc	$12.4M	0.42%	0.00%	+68.6%	Q1 2021
SHOPShopify Inc.	$12.1M	0.40%	0.02%	-3.7%	Q1 2021
GLDSPDR Gold Trust	$12.1M	0.40%	0.01%	-7.2%	Q1 2021
IAUIshares Gold Trust	$11.9M	0.40%	0.02%	+31.5%	Q1 2021
ANETArista Networks, Inc.	$11.9M	0.40%	0.01%	+6.9%	Q1 2021
BRK.BBerkshire Hathaway Inc	$11.6M	0.39%	Not reported	-15.8%	Q1 2021
MARMarriott International Inc	$11.6M	0.39%	0.01%	-6.8%	Q1 2021
MCKMckesson Corp	$11.3M	0.38%	0.01%	-2.2%	Q1 2021
GSGoldman Sachs Group Inc	$11.2M	0.37%	0.00%	+1.9%	Q1 2021
PANWPalo Alto Networks Inc	$10.6M	0.35%	0.01%	+14.8%	Q1 2021
PWRQuanta Services, Inc.	$9.25M	0.31%	0.01%	-14.8%	Q1 2021
SECTSECTOR 10, Inc.	$8.56M	0.29%	Not reported	+15.1%	Q4 2022
TSLATesla, Inc.	$8.42M	0.28%	0.00%	-0.9%	Q1 2021
HOODRobinhood Markets, Inc.	$8.07M	0.27%	0.03%	-4.2%	Q2 2022
ORLYO Reilly Automotive Inc	$7.97M	0.27%	0.01%	+1.5%	Q1 2021
HDHome Depot, Inc.	$7.61M	0.25%	0.00%	-23.3%	Q1 2021
LITELumentum Holdings Inc.	$7.49M	0.25%	0.03%	+260.9%	Q1 2021
ISRGIntuitive Surgical Inc	$7.45M	0.25%	0.00%	+63.7%	Q3 2021
AXPAmerican Express Co	$7.2M	0.24%	0.00%	+223.5%	Q1 2021
FSLRFirst Solar, Inc.	$7.19M	0.24%	0.03%	+16.0%	Q1 2021
SMHMarket Vectors ETF Trust	$7.05M	0.24%	Not reported	+16.9%	Q1 2021
SCCOSouthern Copper Corp/	$6.59M	0.22%	0.01%	+7827.9%	Q1 2021
APHAmphenol Corp	$6.59M	0.22%	0.00%	-12.6%	Q1 2021
SCHWSchwab Charles Corp	$6.5M	0.22%	0.00%	-3.2%	Q1 2021
DELLDell Technologies Inc.	$6.49M	0.22%	0.01%	+993.3%	Q1 2021
TELTE Connectivity plc	$6.19M	0.21%	0.01%	-4.8%	Q1 2021
CTSHCognizant Technology Solutions Corp	$6.06M	0.20%	0.02%	+16271.8%	Q1 2021
UNHUnitedhealth Group Inc	$5.87M	0.20%	0.00%	+2.3%	Q1 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$5.86M	0.20%	Not reported	+6729.9%	Q3 2021
APPAppLovin Corp	$5.79M	0.19%	0.00%	+0.3%	Q2 2024

Q3 2025Reported Oct 23, 20251,572 positions
NVDANvidia Corp	$114M	3.88%	0.00%	+2.7%	Q1 2021
AAPLApple Inc.	$97.7M	3.33%	0.00%	-1.0%	Q1 2021
MSFTMicrosoft Corp	$70.5M	2.40%	0.00%	+2.8%	Q1 2021
AMZNAmazon Com Inc	$70M	2.38%	0.00%	+3.5%	Q1 2021
GOOGLAlphabet Inc.	$48.5M	1.65%	0.00%	+5.0%	Q1 2021
METAMeta Platforms, Inc.	$42.1M	1.43%	Not reported	+1.4%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$42M	1.43%	Not reported	-2.5%	Q1 2021
AVGOBroadcom Inc.	$33.2M	1.13%	0.00%	+47.6%	Q1 2021
COSTCostco Wholesale Corp	$25.8M	0.88%	0.01%	+6.1%	Q1 2021
JPMJPMorgan Chase & Co	$23M	0.78%	0.00%	+9.8%	Q1 2021
GOOGAlphabet Inc.	$22.7M	0.77%	Not reported	+5.4%	Q1 2021
LLYELI LILLY & Co	$20.7M	0.70%	0.00%	-0.5%	Q1 2021
NFLXNetflix Inc	$19.8M	0.67%	0.00%	+3.0%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$19M	0.65%	Not reported	-34.2%	Q1 2021
MAMastercard Inc	$18.9M	0.64%	0.00%	+7.3%	Q1 2021
UBERUber Technologies, Inc	$15M	0.51%	0.01%	+1.3%	Q1 2021
WMTWalmart Inc.	$14.8M	0.50%	0.00%	+2.5%	Q1 2021
PLTRPalantir Technologies Inc.	$14.6M	0.50%	0.00%	+0.6%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$14.3M	0.49%	0.01%	+19.9%	Q1 2021
BRK.BBerkshire Hathaway Inc	$13.8M	0.47%	Not reported	-8.6%	Q1 2021
VVisa Inc.	$13.7M	0.47%	0.00%	-1.2%	Q1 2021
ANETArista Networks, Inc.	$12.3M	0.42%	0.01%	+48.5%	Q1 2021
HDHome Depot, Inc.	$11.7M	0.40%	0.00%	-0.7%	Q1 2021
GLDSPDR Gold Trust	$11.7M	0.40%	0.01%	+13.4%	Q1 2021
SHOPShopify Inc.	$11.6M	0.39%	0.02%	+11.2%	Q1 2021
FBTCFidelity Wise Origin Bitcoin Fund	$11.3M	0.39%	0.05%	+120.1%	Q1 2025
KLACKla Corp	$11.3M	0.38%	0.01%	-22.2%	Q1 2021
MCKMckesson Corp	$10.9M	0.37%	0.01%	+19.7%	Q1 2021
PWRQuanta Services, Inc.	$10.7M	0.36%	0.02%	+4855.7%	Q1 2021
HOODRobinhood Markets, Inc.	$10.7M	0.36%	0.03%	+248.7%	Q2 2022
MARMarriott International Inc	$10.4M	0.35%	0.01%	+1.7%	Q1 2021
PANWPalo Alto Networks Inc	$10.2M	0.35%	0.01%	+2.5%	Q1 2021
GSGoldman Sachs Group Inc	$9.93M	0.34%	0.00%	+142.1%	Q1 2021
ORLYO Reilly Automotive Inc	$9.27M	0.32%	0.01%	+21.4%	Q1 2021
ORCLOracle Corp	$9.11M	0.31%	0.00%	+264.5%	Q1 2021
GEVGE Vernova Inc.	$9.03M	0.31%	0.01%	+224.8%	Q2 2024
VOTVan Kampen Municipal Opportunity Trust II	$8.41M	0.29%	Not reported	+807.6%	Q1 2021
TSLATesla, Inc.	$8.4M	0.29%	0.00%	-13.1%	Q1 2021
ADBEAdobe Inc.	$8.33M	0.28%	0.01%	+85.7%	Q1 2021
IAUIshares Gold Trust	$8.08M	0.28%	0.01%	+13.4%	Q1 2021
SECTSECTOR 10, Inc.	$7.26M	0.25%	Not reported	-9.9%	Q4 2022
PMPhilip Morris International Inc.	$7.02M	0.24%	0.00%	+235.9%	Q1 2021
APHAmphenol Corp	$6.9M	0.23%	0.00%	+34.8%	Q1 2021
MELIMercadolibre Inc	$6.79M	0.23%	0.01%	+18.9%	Q1 2021
SCHWSchwab Charles Corp	$6.42M	0.22%	0.00%	+15.2%	Q1 2021
AXONAxon Enterprise, Inc.	$6.39M	0.22%	0.01%	-0.5%	Q1 2021
IBITiShares Bitcoin Trust ETF	$6.38M	0.22%	0.01%	+664.6%	Q1 2025
TELTE Connectivity plc	$6.27M	0.21%	0.01%	+3258.1%	Q1 2021
VEEVVeeva Systems Inc	$6.25M	0.21%	0.01%	+7006.4%	Q1 2021
CDNSCadence Design Systems Inc	$6.16M	0.21%	0.01%	+16.7%	Q1 2021

Premium opens every quarter this fund has filed