Q2 2026 13F · SEC CIK 2022908

Spirepoint Private Client, LLC

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 332
Top holdings a year, 3 yrs: +9.1%
Assets under management: $1.4B

Spirepoint Private Client, LLC is a wealth manager that reported 332 positions worth $1.2B in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were United Parcel Svcs Inc (UPS, 8.9%), Apple Inc (AAPL, 4.0%), Alphabet Inc (GOOGL, 3.5%). A portfolio copying its top holdings returned 9.1% a year over the last 3 years, against 16.5% for the S&P 500.

Spirepoint Private Client, LLC holdings largest 50 of 332 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.

Spirepoint Private Client, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
UPSUnited Parcel Svcs Inc	8.9%	9.6%	1,023,838	-0.2%	$110.1M
AAPLApple Inc	4.0%	4.2%	171,652	-0.3%	$49.7M
GOOGLAlphabet Inc	3.5%	2.7%	120,542	+24.0%	$43.1M
VOOVanguard Index Fds	3.5%	3.0%	62,537	+17.7%	$43.0M
AVGOBroadcom Inc	3.5%	3.0%	113,135	+11.4%	$42.7M
NVDANvidia Corporation	2.9%	2.5%	180,362	+20.8%	$36.1M
MSFTMicrosoft Corp	2.8%	2.9%	92,515	+12.3%	$34.5M
CLHClean Harbors Inc	2.6%	2.9%	105,838	-0.2%	$31.6M
PANWPalo Alto Networks Inc	2.4%	1.1%	86,429	+20.9%	$29.5M
AMZNAmazon Com Inc	2.3%	2.0%	119,451	+18.0%	$28.5M
JNJJohnson & Johnson	2.2%	2.5%	108,989	-0.4%	$27.7M
XLKSelect Sector Spdr Tr	2.0%	1.7%	132,688	+1.2%	$25.3M
PLTRPalantir Technologies Inc	2.0%	2.9%	208,372	+0.9%	$24.3M
LLYEli Lilly & Co	2.0%	1.7%	20,170	+1.3%	$24.2M
AMLPAlps ETF Tr	1.9%	2.1%	448,645	+5.6%	$23.3M
LRCXLam Research Corp	1.6%	0.9%	45,202	+4.4%	$19.6M
NEENextera Energy Inc	1.4%	1.7%	196,687	+1.0%	$17.3M
SOXXIshares Tr	1.4%	—	26,384	—	$16.9M
GDGeneral Dynamics Corp	1.4%	1.1%	47,251	+39.5%	$16.7M
XOMExxon Mobil Corp	1.2%	1.7%	106,263	+0.2%	$14.5M
AXONAxon Enterprise Inc	1.2%	0.9%	25,790	+11.3%	$14.5M
ANETArista Networks Inc	1.2%	—	84,426	—	$14.3M
VVisa Inc	1.1%	1.1%	39,487	+1.9%	$13.5M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.2%	26,939	+1.9%	$13.5M
CVXChevron Corporation	1.1%	1.5%	80,352	+3.4%	$13.3M
TJXTjx Cos Inc New	1.1%	1.3%	86,256	+1.0%	$13.1M
TSMTaiwan Semiconductor Manufac	1.1%	—	27,324	—	$13.0M
BNDVanguard Bd Index Fds	1.1%	1.4%	177,309	-13.7%	$13.0M
WMTWalmart Inc	1.0%	1.3%	108,989	+0.6%	$12.3M
VIGVanguard Specialized Funds	1.0%	1.4%	51,631	-22.1%	$12.2M
KLACKla Corp	1.0%	0.5%	39,513	+968.2%	$11.9M
VTEBVanguard Mun Bd Fds	0.9%	0.9%	216,474	+9.3%	$10.9M
GILDGilead Sciences Inc	0.8%	1.1%	81,278	+1.1%	$10.3M
SOSouthern Co	0.8%	1.0%	105,995	+1.4%	$10.1M
QQQInvesco Qqq Tr	0.8%	0.7%	13,627	+4.6%	$10.0M
JPMJpmorgan Chase & Co	0.8%	0.8%	28,920	-0.9%	$9.5M
NOCNorthrop Grumman Corp	0.7%	1.1%	17,522	+0.2%	$8.9M
GSGoldman Sachs Group Inc	0.7%	0.7%	8,784	-0.2%	$8.9M
MAMastercard Incorporated	0.7%	0.7%	16,213	+3.1%	$8.3M
JEPIJ P Morgan Exchange Traded F	0.6%	0.7%	141,906	+4.0%	$8.0M
CBChubb Limited	0.6%	—	22,473	—	$7.7M
UBERUber Technologies Inc	0.6%	0.7%	104,759	+5.0%	$7.6M
GOOGAlphabet Inc	0.6%	0.6%	21,331	+0.4%	$7.5M
RIVNRivian Automotive Inc	0.6%	0.6%	432,450	+0.1%	$7.5M
PGProcter & Gamble Co	0.6%	0.7%	51,095	+0.2%	$7.5M
COSTCostco Wholesale Corporation	0.6%	0.8%	7,907	-4.8%	$7.4M
MSGEMadison Square Garden Entmt	0.6%	—	89,994	—	$7.3M
PSTGEverpure Inc	0.6%	0.5%	90,484	+0.0%	$7.1M
ABBVAbbvie Inc	0.5%	1.0%	26,767	-45.9%	$6.7M
NOWServicenow Inc	0.5%	—	65,325	—	$6.5M

What Spirepoint Private Client, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

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

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: +9.6% /yr; S&P 500 +11.7%
3 years: +9.1% /yr; S&P 500 +16.5%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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	$1.2B	332
Q1 2026	$1.1B	322
Q4 2025	$1.0B	313
Q3 2025	$951.1M	280
Q2 2025	$885.6M	232
Q1 2025	$765.5M	214
Q4 2024	$797.9M	220
Q3 2024	$755.3M	211
Q2 2024	$705.5M	207
Q1 2024	$656.6M	201

Questions about Spirepoint Private Client, LLC's portfolio

What stocks does Spirepoint Private Client, LLC own?

Spirepoint Private Client, LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 332 positions worth $1.2B. The largest are United Parcel Svcs Inc (UPS) at 8.9%, Apple Inc (AAPL) at 4.0%, Alphabet Inc (GOOGL) at 3.5%, Vanguard Index Fds (VOO) at 3.5% and Broadcom Inc (AVGO) at 3.5%.

What did Spirepoint Private Client, LLC buy last quarter?

In Q2 2026, Spirepoint Private Client, LLC added Kla Corp (KLAC) (+968.2% shares), General Dynamics Corp (GD) (+39.5% shares) and Alphabet Inc (GOOGL) (+24.0% shares), compared with its Q1 2026 filing.

What did Spirepoint Private Client, LLC sell last quarter?

In Q2 2026, Spirepoint Private Client, LLC cut from its top 50 Thermo Fisher Scientific Inc (TMO), cut from its top 50 Boston Scientific Corp (BSX), cut from its top 50 Duke Energy Corp New (DUK), cut from its top 50 Royal Caribbean Group (RCL), cut from its top 50 Ishares Tr (IWF), Abbvie Inc (ABBV) (-45.9% shares), Vanguard Specialized Funds (VIG) (-22.1% shares) and Vanguard Bd Index Fds (BND) (-13.7% shares), compared with its Q1 2026 filing.

How has Spirepoint Private Client, LLC's portfolio performed?

A portfolio copying Spirepoint Private Client, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.1% a year over the last 3 years, against +16.5% for the S&P 500. Over 1 year: +9.6% against +11.7%.

When is Spirepoint Private Client, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Spirepoint Private Client, LLC'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 Spirepoint Private Client, LLC manage?

Spirepoint Private Client, LLC reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.