Spire Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on July 15, 2026, Spire Wealth Management disclosed 2112 stock positions valued at approximately $3.31B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 2112
- Portfolio Value
- $3.31B
Holdings by Sector
Spire Wealth Management Portfolio Holdings in Q2 2026
| 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 | -30,733 | -5.02% | $116,330,537 |
| APPLE INC | AAPL | Technology | 3.20% | 366,114 | -380,527 | -50.97% | $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 | +494,788 | +612.20% | $68,789,103 |
| ALPHABET INC | GOOGL | Communication Services | 1.85% | 171,035 | +131 | +0.08% | $61,133,734 |
| MICROSOFT CORP | MSFT | Technology | 1.48% | 131,257 | -965 | -0.73% | $48,974,749 |
| SPDR S P 500 ETF TR | SPY | Other | 1.33% | 59,066 | -1 | -0.00% | $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 | -9,801 | -9.07% | $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 | +6 | +0.02% | $33,506,418 |
| VANGUARD INDEX FDS | VOO | Other | 0.94% | 45,087 | +5,313 | +13.36% | $30,966,404 |
| ISHARES TR | IEFA | Other | 0.93% | 319,116 | +3,783 | +1.20% | $30,820,179 |
| ISHARES TR | AGG | Other | 0.92% | 307,520 | -807 | -0.26% | $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 | +38,659 | +5266.89% | $28,459,271 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.85% | 29,995 | +29,430 | +5208.85% | $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 | +81,128 | +693.05% | $27,920,324 |
| ISHARES TR | IVE | Other | 0.82% | 119,497 | +106,408 | +812.96% | $27,132,827 |
| ISHARES TR | IUSG | Other | 0.79% | 138,357 | +118,226 | +587.28% | $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 | +454,955 | +6530.14% | $24,768,386 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.75% | 544,210 | +2,832 | +0.52% | $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 | -52,676 | -55.20% | $24,088,366 |
Showing 30 of 2,112 holdings in the latest reporting period.