Spire Wealth Management Portfolio Analysis: Q2 2026 Focus on Tech and Bonds

Spire Wealth Management's portfolio analysis for the second quarter of 2026 reveals a strategic focus on growth in technology stocks, coupled with significant investments across various bond ETFs.

Major Technology Purchases

The investor has demonstrated strong interest in high-growth tech companies this quarter. Notably, NVIDIA Corporation (NVDA), a leading chipmaker for AI and graphics applications, saw its position increase substantially by 15141.64%. Similarly, the portfolio's allocation to Apple Inc. (AAPL) grew significantly with a quarter-over-quarter share increase of 26534.19%, reflecting confidence in its diverse business segments.

The investor also added considerable weight to the Vanguard Information Technology ETF (VGT), which experienced a share increase of 666.07%. Furthermore, positions in other tech giants like Microsoft Corporation (MSFT) and Broadcom Inc. (AVGO) showed substantial growth, with the latter increasing by 10446.26%.

Bond ETF Allocations

In addition to tech stocks, Spire Wealth Management has significantly bolstered its exposure to fixed income through various bond exchange-traded funds (ETFs). The portfolio includes a substantial allocation to FIDELITY MERRIMACK STR TR (FBND) at 0.74%, which saw an impressive share increase of 8168.6%. Similarly, the Hartford Funds ETF (HTRB) was added with a massive 7898.76% share growth.

The portfolio also features positions in JPMorgan Core Plus Bond ETF (JPST), Eaton Vance Total Return Bond ETF (EVTR), and Financial Select Sector SPDR Fund (XLF). While JPST saw an increase of 24141350.0% shares, its allocation is small at 0.74%. The Morgan Stanley ETF Trust (EVTR) experienced a large share jump of 14015.15%, and the Vanguard Total Bond Market Index Fund (AGG), despite being an ETF rather than individual bonds, holds a significant portion of the portfolio valued at $30 million or more.

Consumer Cyclical and Other Sectors

The investor also noted purchases in consumer cyclical stocks. Amazon.com Inc. (AMZN)'s position increased by 15141.64% this quarter, adding to its existing allocation.

While the portfolio shows a heavy tilt towards technology and fixed income ETFs, it also includes other sectors like consumer cyclical (AMZN)). The total value invested in these specific areas is substantial.

Sales Observed

Conversely, the portfolio analysis indicates divestment activities as well. Shares of established ETFs like ISHARES TR (IVV) decreased by 2.39%, suggesting a reduction in exposure to broad market equities.

The investor also sold shares of the Vanguard World Fund (VGT) down by 98.85% and reduced positions in several bond ETFs, including FIDELITY MERRIMACK STR TR (FBND), JPMorgan Core Plus Bond ETF (JCPB), Morgan Stanley ETF Trust (EVTR), and Financial Select Sector SPDR Fund (XLF). These sales resulted in the exit or significant reduction of these holdings.

For a comprehensive view, you can explore Spire Wealth Management's complete portfolio details on Insiderset.com.