Spire Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on October 30, 2026, Spire Wealth Management disclosed 2179 stock positions valued at approximately $3.27B as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 2179
- Portfolio Value
- $3.27B
Holdings by Sector
Spire Wealth Management Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 5.32% | 227,468 | -5,098 | -2.19% | $174,205,765 |
| NVIDIA CORPORATION | NVDA | Technology | 4.16% | 595,776 | -573,776 | -49.06% | $136,063,211 |
| APPLE INC | AAPL | Technology | 3.66% | 359,404 | -363,136 | -50.26% | $119,689,874 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.45% | 321,484 | +317,441 | +7851.62% | $80,097,629 |
| VANGUARD WORLD FD | VGT | Other | 2.13% | 555,249 | -22,458 | -3.89% | $69,778,199 |
| MICROSOFT CORP | MSFT | Technology | 2.12% | 135,096 | +3,556 | +2.70% | $69,290,654 |
| ALPHABET INC | GOOGL | Communication Services | 1.71% | 162,849 | -7,787 | -4.56% | $56,033,199 |
| SPDR S P 500 ETF TR | SPY | Other | 1.29% | 55,204 | +55,204 | +100.00% | $42,100,274 |
| ISHARES TR | IUSB | Other | 1.15% | 856,892 | -11,591 | -1.33% | $37,780,381 |
| ELI LILLY CO | LLY | Healthcare | 1.11% | 31,342 | -27,343 | -46.59% | $36,264,893 |
| VANGUARD INDEX FDS | AVGO | Technology | 1.04% | 96,635 | -1,499 | -1.53% | $33,937,169 |
| BROADCOM INC | GOOG | Communication Services | 1.02% | 98,407 | +1,151 | +1.18% | $33,531,269 |
| J P MORGAN EXCHANGE TRADED F | VOO | Other | 1.02% | 47,824 | - | - | $33,517,967 |
| ALPHABET INC | JBND | Other | 0.97% | 618,062 | -15,687 | -2.48% | $31,595,328 |
| ISHARES TR | IEFA | Other | 0.95% | 321,980 | +1,207 | +0.38% | $31,193,371 |
| ISHARES TR | IVW | Other | 0.91% | 210,475 | +1,469 | +0.70% | $29,942,133 |
| ISHARES TR | AGG | Other | 0.90% | 310,717 | +301,520 | +3278.46% | $29,375,163 |
| PROSHARES TR | SSO | Other | 0.86% | 404,375 | +22,390 | +5.86% | $28,035,353 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.85% | 142,731 | -4,156 | -2.83% | $27,939,506 |
| SELECT SECTOR SPDR TR | PANW | Technology | 0.83% | 68,522 | +66,696 | +3652.57% | $27,224,658 |
| ISHARES TR | IVE | Other | 0.82% | 117,600 | -103,673 | -46.85% | $26,845,803 |
| META PLATFORMS INC | META | Communication Services | 0.81% | 36,578 | -6,056 | -14.20% | $26,525,901 |
| PALO ALTO NETWORKS INC | XLF | Other | 0.81% | 495,370 | +1,424 | +0.29% | $26,452,775 |
| J P MORGAN EXCHANGE TRADED F | IUSG | Other | 0.80% | 134,621 | -5,005 | -3.58% | $26,082,770 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.78% | 27,977 | -11 | -0.04% | $25,468,794 |
| JPMORGAN CHASE CO | JPM | Financial Services | 0.77% | 76,349 | -23 | -0.03% | $25,258,633 |
| ISHARES TR | FBND | Other | 0.74% | 557,120 | +3,326 | +0.60% | $24,123,302 |
| FIDELITY MERRIMACK STR TR | JCPB | Other | 0.74% | 538,626 | -514,630 | -48.86% | $24,119,655 |
| VANGUARD INDEX FDS | VTV | Other | 0.73% | 110,274 | -423 | -0.38% | $23,827,944 |
| MORGAN STANLEY ETF TRUST | EVTR | Other | 0.71% | 479,242 | +3,685 | +0.77% | $23,094,664 |
Showing 30 of 2,179 holdings in the latest reporting period.