Q2 2026 13F · SEC CIK 1858740

Spire Wealth Management

Wealth managerFiled 2026-07-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.3B
Reported positions: 2,226
Top holdings a year, 3 yrs: +17.5%
Assets under management: $4.5B

Spire Wealth Management is a wealth manager that reported 2,226 positions worth $3.3B in its Q2 2026 13F, filed 2026-07-15. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 5.2%), Nvidia Corporation Com (NVDA, 3.5%), Apple Inc (AAPL, 3.2%). A portfolio copying its top holdings returned 17.5% a year over the last 3 years, against 20.4% for the S&P 500.

Spire Wealth Management holdings largest 50 of 2,226 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Spire Wealth Management 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	5.2%	5.3%	231,914	-1.8%	$173.7M
NVDANvidia Corporation Com	3.5%	3.6%	581,448	-5.0%	$116.3M
AAPLApple Inc	3.2%	3.3%	366,114	-4.5%	$105.9M
AMZNAmazon Com Inc Com	2.3%	2.3%	314,175	-2.4%	$74.9M
VGTVanguard Info Tech	2.1%	1.8%	575,609	+669.8%	$68.8M
GOOGLAlphabet Inc	1.8%	1.8%	171,035	-6.2%	$61.1M
MSFTMicrosoft Corp	1.5%	1.7%	131,257	-0.6%	$49.0M
SPYSpdr S&p 500 ETF Tr	1.3%	1.3%	59,066	+2.8%	$44.1M
IUSBIshares Core Universal Usd Bond ETF	1.2%	1.4%	868,483	-1.1%	$40.1M
AVGOBroadcom Inc	1.1%	1.1%	98,265	-9.2%	$37.1M
GOOGAlphabet Inc	1.0%	1.0%	97,256	-3.1%	$34.4M
JBNDJpmorgan Active Bond ETF	1.0%	1.2%	633,749	-2.7%	$33.9M
LLYLilly Eli & Co	1.0%	0.9%	27,938	+1.3%	$33.5M
VOOVanguard S&p 500 ETF	0.9%	0.8%	45,087	+13.4%	$31.0M
IEFAIshares Core Msci Eafe ETF	0.9%	1.0%	319,116	+0.8%	$30.8M
AGGIshares Tr	0.9%	1.0%	307,520	+0.3%	$30.4M
IVWIshares	0.9%	0.8%	209,006	-0.3%	$28.7M
AMATApplied Matls Inc	0.9%	0.4%	39,393	+2.4%	$28.5M
COSTCostco Whsl Corp New	0.8%	1.0%	29,995	+0.7%	$28.1M
XLKState Street Technology Select Sector Sp	0.8%	0.7%	146,887	-6.4%	$28.0M
KLACKla Corp	0.8%	0.4%	92,834	+960.2%	$27.9M
IVEIshares S&p 500 Value ETF	0.8%	0.9%	119,497	-1.5%	$27.1M
IUSGiShares ETFs/USA	0.8%	0.7%	138,357	-0.1%	$26.0M
SSOProshares Tr	0.8%	0.7%	381,985	-9.0%	$25.7M
JCPBJ P Morgan Exchange Traded F	0.8%	0.9%	531,055	+0.0%	$24.9M
XLFSelect Sector Spdr Tr	0.7%	0.8%	461,922	-4.2%	$24.8M
FBNDFidelity Merrimack Str Tr	0.7%	0.9%	544,210	-0.7%	$24.8M
JPSTJ P Morgan Exchange Traded Fd	0.7%	0.9%	482,831	-3.0%	$24.4M
VTVVanguard Value ETF	0.7%	0.8%	110,697	-2.4%	$24.1M
METAMeta Platforms Inc Class A	0.7%	1.0%	42,751	-19.4%	$24.1M
HTRBHartford Fds Exchange Traded	0.7%	0.8%	713,501	-0.1%	$24.1M
EVTRMorgan Stanley ETF Trust	0.7%	0.8%	472,603	-0.0%	$24.0M
JPMJpmorgan Chase & Co	0.7%	0.7%	72,887	-0.4%	$23.9M
QQQInvesco Qqq Tr	0.7%	0.6%	32,192	+3.4%	$23.7M
MUMicron Technology Inc	0.7%	—	20,380	—	$23.5M
CATCaterpillar Inc Com	0.7%	0.5%	21,827	+0.6%	$23.2M
IWFIshares Russell 1000 Growth ETF	0.7%	0.7%	183,936	+291.5%	$22.8M
PANWPalo Alto Networks Inc	0.7%	—	64,370	—	$22.0M
LRCXLam Research Corp	0.7%	—	49,914	—	$21.6M
DFUSDimensional ETF Trust	0.6%	0.6%	251,155	+1.2%	$20.6M
IEMGIshares	0.6%	0.6%	238,127	-6.1%	$19.7M
XLISelect Sector Spdr Tr	0.6%	0.6%	99,489	-0.7%	$18.4M
DFUVDimensional U.s. Marketwide Val	0.5%	0.5%	330,164	+1.3%	$18.2M
INTCIntel Corp	0.5%	—	126,386	—	$17.6M
PWRQuanta Svcs Inc Com	0.5%	0.5%	24,272	-0.8%	$17.5M
MAMastercard Inc.	0.5%	0.6%	33,293	-2.6%	$17.1M
ACWXIshares Tr	0.5%	0.5%	212,797	-3.1%	$16.2M
WMTWalmart Inc	0.5%	0.6%	141,149	+3.3%	$16.0M
XLCSelect Sector Spdr Tr	0.5%	0.6%	143,550	-7.0%	$15.4M
VCRVanguard World Fd	0.4%	0.5%	36,002	-3.4%	$14.3M

What Spire Wealth Management bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+960.2% shares
VGT Vanguard Info Tech+669.8% shares
IWF Ishares Russell 1000 Growth ETF+291.5% shares
VOO Vanguard S&p 500 ETF+13.4% shares

Reduced

META Meta Platforms Inc Class A-19.4% shares
AVGO Broadcom Inc-9.2% shares
SSO Proshares Tr-9.0% shares
XLC Select Sector Spdr Tr-7.0% shares
XLK State Street Technology Select Sector Sp-6.4% shares
GOOGL Alphabet Inc-6.2% shares
IEMG Ishares-6.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.8% /yr; S&P 500 +20.1%
3 years: +17.5% /yr; S&P 500 +20.4%
5 years: +8.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.3B	2,226
Q1 2026	$2.9B	2,248
Q4 2025	$3.0B	2,298
Q3 2025	$2.9B	2,357
Q2 2025	$2.8B	2,376
Q1 2025	$3.1B	2,463
Q4 2024	$3.2B	2,440
Q3 2024	$3.0B	2,156
Q2 2024	$2.8B	2,202
Q1 2024	$5.5B	2,298
Q4 2023	$3.0B	2,357
Q3 2023	$2.6B	2,349

Questions about Spire Wealth Management's portfolio

What stocks does Spire Wealth Management own?

Spire Wealth Management's latest 13F, for Q2 2026 and filed Jul 15, 2026, lists 2,226 positions worth $3.3B. The largest are Ishares Core S&p 500 ETF (IVV) at 5.2%, Nvidia Corporation Com (NVDA) at 3.5%, Apple Inc (AAPL) at 3.2%, Amazon Com Inc Com (AMZN) at 2.3% and Vanguard Info Tech (VGT) at 2.1%.

What did Spire Wealth Management buy last quarter?

In Q2 2026, Spire Wealth Management added Kla Corp (KLAC) (+960.2% shares), Vanguard Info Tech (VGT) (+669.8% shares) and Ishares Russell 1000 Growth ETF (IWF) (+291.5% shares), compared with its Q1 2026 filing.

What did Spire Wealth Management sell last quarter?

In Q2 2026, Spire Wealth Management cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Lumentum Hldgs Inc Com (LITE), cut from its top 50 Spdr Gold Shares (GLD), cut from its top 50 iShs MSCI EAFE (EFA), Meta Platforms Inc Class A (META) (-19.4% shares), Broadcom Inc (AVGO) (-9.2% shares) and Proshares Tr (SSO) (-9.0% shares), compared with its Q1 2026 filing.

How has Spire Wealth Management's portfolio performed?

A portfolio copying Spire Wealth Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.8% against +20.1%. Over 5 years: +8.5% a year against +11.6%.

When is Spire Wealth Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Spire Wealth Management's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Spire Wealth Management manage?

Spire Wealth Management reported $4.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.3B.