§ 13F · FUND PROFILE
Spire Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.9B (13F)Positions · 2506Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$35M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 233K | $152M | 5.2% | −2% |
| 2 | NVDA | NVIDIA CORPORATION | 608K | $106M | 3.6% | −2% |
| 3 | AAPL | APPLE INC | 382K | $97M | 3.3% | −1% |
| 4 | AMZN | AMAZON COM INC | 320K | $67M | 2.3% | −3% |
| 5 | VGT | VANGUARD WORLD FD | 74K | $52M | 1.8% | −11% |
| 6 | GOOGL | ALPHABET INC | 180K | $52M | 1.8% | −1% |
| 7 | MSFT | MICROSOFT CORP | 131K | $49M | 1.7% | −4% |
| 8 | IUSB | ISHARES TR | 878K | $41M | 1.4% | +93% |
| 9 | SPY | SPDR S P 500 ETF TR | 57K | $37M | 1.3% | −2% |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | 651K | $35M | 1.2% | +124% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPIRE SIGNAL
AC read
Spire Wealth Management is a Other fund managing $2.9 billion in assets. The fund runs a massive portfolio of 2,506 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed