Spire Wealth Management Portfolio Stock Holdings
Spire Wealth Management disclosed 2226 stock positions valued at approximately $3.3 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, NVIDIA CORPORATION, and APPLE INC. The filing reflects positions held as of June 30, 2026 and was filed on July 15, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 2226
- Portfolio Value
- $3.3B
Holdings by Sector
Spire Wealth Management Portfolio Holdings in Q2 2026
2112 holdings in the latest reporting period.
Page 1 of 22
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 5.25% | 231,914 | -228,598 | -49.64% | $173,693,757 |
| NVIDIA CORPORATION | NVDA | Technology | 3.51% | 581,448 | +574,241 | +7967.82% | $116,330,537 |
| APPLE INC | AAPL | Technology | 3.20% | 366,114 | +123 | +0.03% | $105,947,538 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.26% | 314,175 | -318,139 | -50.31% | $74,890,026 |
| VANGUARD WORLD FD | VGT | Other | 2.08% | 575,609 | -67,749 | -10.53% | $68,789,103 |
| ALPHABET INC | GOOGL | Communication Services | 1.85% | 171,035 | -177,697 | -50.96% | $61,133,734 |
| MICROSOFT CORP | MSFT | Technology | 1.48% | 131,257 | +129,327 | +6700.88% | $48,974,749 |
| SPDR S P 500 ETF TR | SPY | Other | 1.33% | 59,066 | -57,429 | -49.30% | $44,108,614 |
| ISHARES TR | IUSB | Other | 1.21% | 868,483 | -9,553 | -1.09% | $40,080,476 |
| BROADCOM INC | AVGO | Technology | 1.12% | 98,265 | +96,276 | +4840.42% | $37,114,652 |
| ALPHABET INC | GOOG | Communication Services | 1.04% | 97,256 | -3,153 | -3.14% | $34,363,444 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 1.02% | 633,749 | -17,259 | -2.65% | $33,905,573 |
| ELI LILLY CO | LLY | Healthcare | 1.01% | 27,938 | +27,378 | +4888.93% | $33,506,418 |
| VANGUARD INDEX FDS | VOO | Other | 0.94% | 45,087 | -39,768 | -46.87% | $30,966,404 |
| ISHARES TR | IEFA | Other | 0.93% | 319,116 | -1,120 | -0.35% | $30,820,179 |
| ISHARES TR | AGG | Other | 0.92% | 307,520 | +301,782 | +5259.36% | $30,438,309 |
| ISHARES TR | IVW | Other | 0.87% | 209,006 | -733 | -0.35% | $28,744,658 |
| APPLIED MATLS INC | AMAT | Technology | 0.86% | 39,393 | +848 | +2.20% | $28,459,271 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.85% | 29,995 | -29,233 | -49.36% | $28,056,496 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.85% | 146,887 | -10,051 | -6.40% | $27,984,829 |
| KLA CORP | KLAC | Technology | 0.84% | 92,834 | +2,950 | +3.28% | $27,920,324 |
| ISHARES TR | IVE | Other | 0.82% | 119,497 | -108,284 | -47.54% | $27,132,827 |
| ISHARES TR | IUSG | Other | 0.79% | 138,357 | -118,411 | -46.12% | $26,023,626 |
| PROSHARES TR | SSO | Other | 0.78% | 381,985 | -37,907 | -9.03% | $25,738,176 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.75% | 531,055 | -520,788 | -49.51% | $24,927,699 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.75% | 461,922 | -475,119 | -50.70% | $24,768,386 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.75% | 544,210 | -6,577 | -1.19% | $24,756,107 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.74% | 482,831 | +482,827 | +12070675.00% | $24,416,762 |
| VANGUARD INDEX FDS | VTV | Other | 0.73% | 110,697 | -2,669 | -2.35% | $24,124,195 |
| META PLATFORMS INC | META | Communication Services | 0.73% | 42,751 | -10,159 | -19.20% | $24,088,366 |
| HARTFORD FDS EXCHANGE TRADED | HTRB | Other | 0.73% | 713,501 | +699,705 | +5071.80% | $24,073,471 |
| MORGAN STANLEY ETF TRUST | EVTR | Other | 0.72% | 472,603 | +2,508 | +0.53% | $23,965,714 |
| JPMORGAN CHASE CO | JPM | Financial Services | 0.72% | 72,887 | +70,708 | +3244.97% | $23,865,079 |
| INVESCO QQQ TR | QQQ | Other | 0.72% | 32,192 | +1,055 | +3.39% | $23,706,549 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.71% | 20,380 | -2,083 | -9.27% | $23,493,814 |
| CATERPILLAR INC | CAT | Industrials | 0.70% | 21,827 | -21,132 | -49.19% | $23,228,649 |
| ISHARES TR | IWF | Other | 0.69% | 183,936 | +136,958 | +291.54% | $22,839,375 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.66% | 64,370 | -56,314 | -46.66% | $21,964,008 |
| LAM RESEARCH CORP | LRCX | Other | 0.65% | 49,914 | +34 | +0.07% | $21,603,618 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.62% | 251,155 | +3,088 | +1.24% | $20,579,630 |
| ISHARES INC | IEMG | Other | 0.60% | 238,127 | +208,115 | +693.44% | $19,726,457 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.56% | 99,489 | +347 | +0.35% | $18,428,245 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.55% | 330,164 | +4,216 | +1.29% | $18,162,337 |
| INTEL CORP | INTC | Technology | 0.53% | 126,386 | +119,590 | +1759.71% | $17,613,580 |
| QUANTA SVCS INC | PWR | Industrials | 0.53% | 24,272 | +22,992 | +1796.25% | $17,461,052 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.52% | 33,293 | -33,260 | -49.98% | $17,105,719 |
| ISHARES TR | ACWX | Other | 0.49% | 212,797 | +4,057 | +1.94% | $16,196,028 |
| WALMART INC | WMT | Consumer Defensive | 0.48% | 141,149 | +4,435 | +3.24% | $15,983,843 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.46% | 143,550 | -152,009 | -51.43% | $15,383,864 |
| VANGUARD WORLD FD | VCR | Other | 0.43% | 36,002 | +169 | +0.47% | $14,281,066 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.43% | 24,458 | +29 | +0.12% | $14,201,041 |
| VANECK ETF TRUST | SMH | Other | 0.42% | 21,080 | +195 | +0.93% | $13,826,259 |
| VISA INC | V | Financial Services | 0.41% | 40,035 | -283 | -0.70% | $13,736,098 |
| COMFORT SYS USA INC | FIX | Industrials | 0.41% | 6,901 | +437 | +6.76% | $13,659,474 |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 0.41% | 28,494 | +27,289 | +2264.65% | $13,591,206 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.40% | 35,551 | -360 | -1.00% | $13,174,822 |
| ISHARES TR | EFA | Other | 0.40% | 126,219 | -2,155 | -1.68% | $13,111,665 |
| ISHARES TR | SOXX | Other | 0.39% | 20,276 | +3 | +0.01% | $12,988,924 |
| NETFLIX INC | NFLX | Communication Services | 0.38% | 177,664 | +230 | +0.13% | $12,687,096 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.38% | 181,348 | +3,039 | +1.70% | $12,676,249 |
| SPDR SER TR | XBI | Other | 0.38% | 79,925 | +275 | +0.35% | $12,647,935 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.38% | 79,000 | +341 | +0.43% | $12,534,325 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.38% | 12,339 | +11,828 | +2314.68% | $12,482,131 |
| ISHARES TR | EMB | Other | 0.37% | 128,471 | +674 | +0.53% | $12,389,770 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.35% | 141,576 | +3,282 | +2.37% | $11,657,342 |
| ARISTA NETWORKS INC | ANET | Other | 0.35% | 68,548 | +169 | +0.25% | $11,643,785 |
| LUMENTUM HLDGS INC | LITE | Technology | 0.35% | 13,521 | -18,118 | -57.26% | $11,577,394 |
| ISHARES TR | IYW | Other | 0.35% | 45,565 | -457 | -0.99% | $11,492,950 |
| SPDR GOLD TR | GLD | Other | 0.34% | 30,254 | -127 | -0.42% | $11,144,848 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.34% | 11,509 | +1,940 | +20.27% | $11,098,802 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.33% | 21,925 | -304 | -1.37% | $10,970,968 |
| MCKESSON CORP | MCK | Healthcare | 0.32% | 14,027 | -12,932 | -47.97% | $10,601,818 |
| ISHARES TR | IEF | Other | 0.32% | 111,947 | -119,327 | -51.60% | $10,586,850 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.32% | 24,412 | -225 | -0.91% | $10,533,246 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.31% | 13,326 | -1,252 | -8.59% | $10,169,272 |
| ISHARES GOLD TR | IAU | Other | 0.30% | 131,886 | -5,911 | -4.29% | $9,958,693 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.30% | 33,035 | +50 | +0.15% | $9,831,392 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.30% | 159,768 | +19,111 | +13.59% | $9,819,352 |
| VANGUARD STAR FDS | VXUS | Other | 0.30% | 114,608 | +10,117 | +9.68% | $9,797,879 |
| ISHARES TR | IJH | Other | 0.29% | 125,390 | -4,732 | -3.64% | $9,668,516 |
| VANGUARD INDEX FDS | VUG | Other | 0.28% | 108,463 | +90,297 | +497.07% | $9,342,969 |
| ISHARES TR | IJR | Other | 0.27% | 60,979 | -59,871 | -49.54% | $9,043,761 |
| GE VERNOVA INC | GEV | Utilities | 0.27% | 7,508 | +1,132 | +17.75% | $8,819,904 |
| TRUST FOR PROFESSIONAL MANAG | APUE | Other | 0.27% | 190,401 | +22,633 | +13.49% | $8,796,526 |
| ISHARES TR | EFV | Other | 0.27% | 114,765 | -5,116 | -4.27% | $8,785,236 |
| TERADYNE INC | TER | Technology | 0.26% | 18,063 | -6,568 | -26.67% | $8,712,071 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.26% | 13,574 | -97 | -0.71% | $8,661,390 |
| DIREXION SHS ETF TR | SPXL | Other | 0.26% | 31,777 | -4,035 | -11.27% | $8,601,078 |
| ISHARES TR | SHY | Other | 0.26% | 103,964 | +7,619 | +7.91% | $8,536,470 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.26% | 92,448 | +534 | +0.58% | $8,513,003 |
| ISHARES TR | IWB | Other | 0.25% | 20,613 | -249 | -1.19% | $8,441,095 |
| PGIM ETF TR | PULS | Other | 0.25% | 169,691 | +59,302 | +53.72% | $8,408,172 |
| ISHARES TR | QUAL | Other | 0.25% | 37,021 | -5,908 | -13.76% | $8,123,608 |
| JABIL INC | JBL | Technology | 0.25% | 21,064 | +20,593 | +4372.19% | $8,117,688 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.24% | 68,847 | -10,094 | -12.79% | $8,036,807 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.24% | 33,489 | +2,259 | +7.23% | $7,924,266 |
| NORTHERN LTS FD TR IV | SECT | Other | 0.23% | 106,703 | - | - | $7,689,005 |
| CORNING INC | GLW | Technology | 0.23% | 29,766 | +1,149 | +4.02% | $7,603,073 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.23% | 56,966 | +8,363 | +17.21% | $7,590,753 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.23% | 17,949 | +17,857 | +19409.78% | $7,460,464 |