§ 13F · FUND PROFILE
Spire Wealth Management.
AUM · $3.3B (13F)Positions · 2393Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 227K | $170M | 5.1% | −2% |
| 2 | NVDA | NVIDIA CORPORATION | 578K | $116M | 3.5% | −5% |
| 3 | AAPL | APPLE INC | 365K | $106M | 3.2% | −5% |
| 4 | AMZN | AMAZON COM INC | 312K | $74M | 2.2% | −2% |
| 5 | VGT | VANGUARD WORLD FD | 569K | $68M | 2.1% | +670% |
| 6 | GOOGL | ALPHABET INC | 169K | $60M | 1.8% | −6% |
| 7 | MSFT | MICROSOFT CORP | 130K | $49M | 1.5% | −1% |
| 8 | SPY | SPDR S P 500 ETF TR | 59K | $44M | 1.3% | +3% |
| 9 | IUSB | ISHARES TR | 868K | $40M | 1.2% | −1% |
| 10 | AVGO | BROADCOM INC | 97K | $37M | 1.1% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPIRE SIGNAL
AC read
Spire Wealth Management is a Other fund managing $3.3 billion in assets. The fund runs a massive portfolio of 2,393 positions.
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