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Spire Wealth Management

Latest statistics and disclosures from Spire Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, NVDA, AAPL, AMZN, VGT, and represent 16.30% of Spire Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VGT (+$60M), KLAC (+$25M), IWF (+$17M), JBL (+$8.0M), VUG (+$7.8M), TWLO (+$6.0M), FTI (+$5.4M), HACK, BNY, FLEX.
Started 149 new stock positions in WTV, AAOI, MKSI, HIVE, QQQY, GSIE, DBD, URAA, ATRC, DT.
Reduced shares in these 10 stocks: DELL (-$10M), NVDA (-$6.1M), META (-$5.8M), AAPL, LITE, SCHW, NXT, ADBE, NOW, COPX.
Sold out of its positions in AGCO, PALL, AOD, ADUR, PSIL, Air Lease Corp, ACI, SHOC, AMTM, AMSF.
Spire Wealth Management was a net buyer of stock by $52M.
Spire Wealth Management has $3.3B in assets under management (AUM), dropping by 12.96%.
Central Index Key (CIK): 0001858740

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Portfolio Holdings for Spire Wealth Management

Spire Wealth Management holds 2226 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Spire Wealth Management has 2226 total positions. Only the first 250 positions are shown.

Sign up to view all of the Spire Wealth Management June 30, 2026 positions
Download the Spire Wealth Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.2	$174M		232k	748.89	View chart
NVIDIA Corporation (NVDA)	3.5	$116M	-4%	581k	200.09	View chart
Apple (AAPL)	3.2	$106M	-4%	366k	289.36	View chart
Amazon (AMZN)	2.3	$75M	-2%	314k	238.34	View chart
Vanguard World Inf Tech Etf (VGT)	2.1	$69M	+669%	576k	119.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$61M	-6%	171k	357.37	View chart
Microsoft Corporation (MSFT)	1.5	$49M		131k	373.02	View chart
Spdr S P 500 Etf Tr Tr Unit (SPY)	1.3	$44M	+2%	59k	746.77	View chart
Ishares Tr Core Total Usd (IUSB)	1.2	$40M		869k	46.15	View chart
Broadcom (AVGO)	1.1	$37M	-9%	98k	377.75	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$34M	-3%	97k	353.33	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.0	$34M	-2%	634k	53.50	View chart
Eli Lilly & Co. (LLY)	1.0	$34M		28k	1199.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$31M	+13%	45k	686.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$31M		319k	96.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$30M		308k	98.98	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$29M		209k	137.53	View chart
Applied Materials (AMAT)	0.9	$29M	+2%	39k	723.00	View chart
Costco Wholesale Corporation (COST)	0.8	$28M		30k	935.48	View chart
Kla Corp Com New (KLAC)	0.8	$28M	+960%	93k	301.71	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$28M	-6%	147k	190.52	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$27M		120k	227.06	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.8	$26M		138k	188.09	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.8	$26M	-9%	382k	67.38	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.8	$25M		531k	46.94	View chart
Select Sector Spdr Tr Financial (XLF)	0.7	$25M	-4%	462k	53.61	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.7	$25M		544k	45.49	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$24M	-3%	483k	50.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$24M	-2%	111k	217.93	View chart
Meta Platforms Cl A (META)	0.7	$24M	-19%	43k	563.29	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.7	$24M		714k	33.74	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.7	$24M		473k	50.71	View chart
JPMorgan Chase & Co. (JPM)	0.7	$24M		73k	327.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$24M	+3%	32k	736.41	View chart
Micron Technology (MU)	0.7	$24M	-9%	20k	1154.28	View chart
Caterpillar (CAT)	0.7	$23M		22k	1064.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$23M	+291%	184k	124.17	View chart
Palo Alto Networks (PANW)	0.7	$22M	+12%	64k	341.02	View chart
Lam Research Corp Com New (LRCX)	0.7	$22M	-5%	50k	433.33	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$21M		251k	81.94	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$20M	-6%	238k	82.84	View chart
Select Sector Spdr Tr Indl (XLI)	0.6	$18M		100k	185.23	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$18M		330k	55.01	View chart
Intel Corporation (INTC)	0.5	$18M	-3%	126k	139.63	View chart
Quanta Services (PWR)	0.5	$18M		24k	720.04	View chart
Mastercard Incorporated Cl A (MA)	0.5	$17M	-2%	33k	513.59	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.5	$16M	-3%	213k	76.11	View chart
Wal-Mart Stores (WMT)	0.5	$16M	+3%	141k	113.26	View chart
Select Sector Spdr Tr Communication (XLC)	0.5	$15M	-7%	144k	107.13	View chart
Vanguard World Consum Dis Etf (VCR)	0.4	$14M	-3%	36k	396.61	View chart
Advanced Micro Devices (AMD)	0.4	$14M	-9%	25k	580.90	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$14M		21k	655.89	View chart
Visa Com Cl A (V)	0.4	$14M		40k	343.09	View chart
Comfort Systems USA (FIX)	0.4	$14M	+6%	6.9k	1981.86	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$14M	+6%	29k	477.56	View chart
Marriott Intl Cl A (MAR)	0.4	$13M		36k	370.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$13M		126k	103.88	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$13M	-22%	20k	640.77	View chart
Netflix (NFLX)	0.4	$13M	+5%	178k	71.40	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$13M		181k	69.90	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.4	$13M	+16%	80k	158.25	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$13M	-3%	79k	158.66	View chart
Goldman Sachs (GS)	0.4	$13M	-2%	12k	1011.34	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$12M		129k	96.44	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$12M	+2%	142k	82.34	View chart
Arista Networks Com Shs (ANET)	0.4	$12M	-2%	69k	169.88	View chart
Lumentum Hldgs (LITE)	0.4	$12M	-29%	14k	858.06	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$12M		46k	252.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$11M		30k	368.38	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$11M	+20%	12k	964.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$11M		22k	500.39	View chart
McKesson Corporation (MCK)	0.3	$11M	+2%	14k	755.62	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$11M	-7%	112k	94.57	View chart
Dell Technologies CL C (DELL)	0.3	$11M	-48%	24k	431.46	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$10M	-8%	13k	763.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$10M	-4%	132k	75.51	View chart
Marvell Technology (MRVL)	0.3	$9.8M	-3%	33k	297.89	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$9.8M	+13%	160k	61.46	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$9.8M	+9%	115k	85.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$9.7M	-2%	125k	77.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$9.3M	+497%	109k	86.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$9.0M	-4%	61k	148.31	View chart
Ge Vernova (GEV)	0.3	$8.8M	+18%	7.5k	1174.83	View chart
Trust For Professional Man Activepassive Us (APUE)	0.3	$8.8M	+13%	190k	46.20	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$8.8M	-4%	115k	76.55	View chart
Teradyne (TER)	0.3	$8.7M	-27%	18k	483.85	View chart
Western Digital (WDC)	0.3	$8.7M	-10%	14k	638.71	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.3	$8.6M	-11%	32k	270.67	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$8.5M	+7%	104k	82.11	View chart
O'reilly Automotive (ORLY)	0.3	$8.5M	+45%	92k	92.09	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$8.4M		21k	409.50	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$8.4M	+53%	170k	49.55	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$8.1M	-13%	37k	219.43	View chart
Jabil Circuit (JBL)	0.2	$8.1M	+7213%	21k	385.47	View chart
Palantir Technologies Cl A (PLTR)	0.2	$8.0M	-12%	69k	116.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$7.9M	+7%	34k	236.62	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.2	$7.7M	-18%	107k	72.06	View chart
Corning Incorporated (GLW)	0.2	$7.6M	+4%	30k	255.43	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$7.6M	+17%	57k	133.25	View chart
UnitedHealth (UNH)	0.2	$7.5M		18k	415.64	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$7.4M		91k	81.06	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$7.2M	-3%	3.6k	1989.21	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$7.2M	-2%	118k	60.79	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$7.0M	-2%	68k	103.22	View chart
Tesla Motors (TSLA)	0.2	$6.9M	-6%	16k	420.59	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$6.8M	+2%	34k	197.60	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$6.6M	+13%	72k	91.64	View chart
Allegheny Technologies Incorporated (ATI)	0.2	$6.6M		33k	197.10	View chart
Exxon Mobil Corporation (XOM)	0.2	$6.5M	+18%	48k	136.72	View chart
Listed Fd Tr Roundhill Magnif (MAGS)	0.2	$6.5M	-3%	101k	64.30	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$6.2M		110k	56.48	View chart
Casey's General Stores (CASY)	0.2	$6.2M	-2%	7.7k	794.80	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$6.1M		194k	31.71	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$6.1M		20k	300.46	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$6.0M	+3%	89k	68.01	View chart
Twilio Cl A (TWLO)	0.2	$6.0M	+85700%	29k	206.33	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$6.0M	+2%	120k	50.23	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.2	$6.0M	+17%	204k	29.43	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$6.0M	-5%	67k	89.01	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$6.0M	-2%	132k	45.34	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$5.9M	+465%	57k	104.93	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$5.9M		119k	49.28	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$5.8M	+3%	35k	168.46	View chart
Welltower Inc Com reit (WELL)	0.2	$5.8M		26k	226.97	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$5.7M	-6%	69k	83.07	View chart
Xpo Logistics Inc equity (XPO)	0.2	$5.6M		28k	205.29	View chart
Novartis Sponsored Adr (NVS)	0.2	$5.6M		36k	156.72	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$5.6M		51k	110.15	View chart
Home Depot (HD)	0.2	$5.6M	-41%	16k	352.69	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$5.6M	+26%	55k	100.67	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$5.5M		103k	54.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$5.5M	-26%	15k	370.03	View chart
Technipfmc (FTI)	0.2	$5.4M	+131719%	82k	66.30	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$5.4M	+345%	61k	87.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$5.2M	-22%	25k	212.77	View chart
Cisco Systems (CSCO)	0.2	$5.2M	-9%	44k	117.46	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$5.0M		174k	28.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$5.0M	-6%	21k	242.44	View chart
Bwx Technologies (BWXT)	0.1	$5.0M	+2%	25k	194.65	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$4.9M	+5%	72k	68.41	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$4.8M		105k	45.70	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$4.8M	+2114%	33k	144.61	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$4.7M	+3%	94k	50.58	View chart
Emcor (EME)	0.1	$4.7M	+4%	5.7k	829.85	View chart
TJX Companies (TJX)	0.1	$4.7M	+26%	31k	151.50	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.1	$4.6M	-28%	12k	372.03	View chart
Trane Technologies SHS (TT)	0.1	$4.6M	-9%	9.3k	491.14	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$4.6M		48k	95.44	View chart
Uber Technologies (UBER)	0.1	$4.4M	-2%	61k	72.16	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$4.4M	-5%	18k	246.21	View chart
Flex Ord (FLEX)	0.1	$4.4M	NEW	27k	162.07	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$4.2M	+13%	26k	161.54	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$4.2M	+21%	32k	132.22	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$4.2M	+2%	89k	47.20	View chart
Intuitive Surgical Com New (ISRG)	0.1	$4.2M	-25%	11k	397.70	View chart
Weatherford Intl Ord Shs (WFRD)	0.1	$4.2M		51k	81.50	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$4.0M		115k	35.03	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$4.0M	-18%	75k	53.11	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$4.0M		100k	40.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$4.0M		36k	110.32	View chart
Lowe's Companies (LOW)	0.1	$3.9M	+45%	18k	220.49	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$3.8M	+3%	75k	50.95	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.8M		50k	76.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$3.8M		63k	59.69	View chart
Spdr Ser Tr Hlth Care Svcs (XHS)	0.1	$3.7M	NEW	28k	132.10	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$3.7M		11k	334.82	View chart
Analog Devices (ADI)	0.1	$3.7M	+27%	9.3k	397.15	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.7M	+13%	109k	33.84	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.1	$3.7M	+14%	94k	38.76	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.6M		7.1k	509.44	View chart
Howmet Aerospace (HWM)	0.1	$3.6M	+97%	13k	268.87	View chart
Ge Aerospace Com New (GE)	0.1	$3.5M	+7%	9.5k	373.73	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.5M		42k	83.75	View chart
CVS Caremark Corporation (CVS)	0.1	$3.5M	+2%	34k	103.45	View chart
Digitalocean Hldgs (DOCN)	0.1	$3.5M	NEW	22k	157.03	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$3.5M		77k	45.33	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.4M	+409%	12k	298.08	View chart
International Business Machines (IBM)	0.1	$3.4M	-2%	12k	281.22	View chart
Omega Healthcare Investors (OHI)	0.1	$3.4M		71k	47.68	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$3.4M	+35%	18k	191.75	View chart
Celestica (CLS)	0.1	$3.3M	+31%	9.1k	364.80	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$3.3M		77k	43.14	View chart
Abbvie (ABBV)	0.1	$3.3M	+9%	13k	251.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.3M	-3%	13k	242.99	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$3.2M	-4%	79k	41.11	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$3.2M	+15%	63k	51.05	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.1	$3.2M	-4%	116k	27.68	View chart
Cardinal Health (CAH)	0.1	$3.2M	+4%	13k	237.55	View chart
Nextera Energy (NEE)	0.1	$3.1M	-12%	36k	87.77	View chart
Eaton Corp SHS (ETN)	0.1	$3.1M	-13%	7.3k	426.10	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$3.1M		90k	34.62	View chart
Johnson & Johnson (JNJ)	0.1	$3.1M	-7%	12k	253.97	View chart
Pgim Rock Etf Tr Us Large Cap Buf (PBOC)	0.1	$3.1M	-4%	101k	30.64	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.1	$3.1M	-4%	76k	40.91	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$3.1M		19k	159.60	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$3.1M		80k	38.65	View chart
Progressive Corporation (PGR)	0.1	$3.0M	-10%	14k	218.45	View chart
Revolution Medicines (RVMD)	0.1	$3.0M	NEW	16k	187.28	View chart
Pgim Rock Etf Tr Us Large Cap Buf (PBFB)	0.1	$3.0M		95k	31.92	View chart
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW)	0.1	$3.0M		85k	35.54	View chart
Hca Holdings (HCA)	0.1	$3.0M	-6%	7.6k	389.87	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$3.0M		61k	48.81	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$3.0M		25k	117.50	View chart
Shopify Cl A (SHOP)	0.1	$2.9M		26k	114.18	View chart
Applovin Corp Com Cl A (APP)	0.1	$2.9M	+6%	5.7k	515.26	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.9M	+4%	12k	242.42	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$2.9M	+14917%	38k	76.16	View chart
Chevron Corporation (CVX)	0.1	$2.9M	-12%	18k	165.76	View chart
Chubb (CB)	0.1	$2.9M	+3%	8.4k	340.72	View chart
Allstate Corporation (ALL)	0.1	$2.9M	+4%	12k	237.95	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$2.9M	+10%	16k	176.65	View chart
W.W. Grainger (GWW)	0.1	$2.8M	+134%	2.1k	1360.71	View chart
Travelers Companies (TRV)	0.1	$2.8M	+5%	8.6k	330.14	View chart
Ross Stores (ROST)	0.1	$2.8M	+7227%	13k	212.84	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$2.8M	+4%	68k	41.25	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.7M	+13%	18k	156.95	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.7M	-8%	23k	117.67	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.7M	-2%	11k	255.68	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	0.1	$2.7M		70k	38.67	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$2.7M	-2%	65k	41.68	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$2.7M	+35%	229k	11.74	View chart
Pgim Rock Etf Tr Pgim Us Large Ca (PBJA)	0.1	$2.7M	+2%	83k	32.28	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$2.6M	-3%	59k	44.03	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.1	$2.6M	+70%	68k	38.54	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$2.6M	+16%	29k	90.60	View chart
Pgim Rock Etf Tr Us Large Cap Buf (PBDE)	0.1	$2.6M	-2%	83k	30.95	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$2.6M	-3%	36k	72.28	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$2.6M	-17%	127k	20.37	View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)	0.1	$2.6M	-2%	72k	35.65	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$2.6M	-22%	62k	41.33	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.6M	+24%	33k	77.91	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.1	$2.5M		63k	40.16	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$2.5M	-3%	23k	110.35	View chart
Procter & Gamble Company (PG)	0.1	$2.5M	-14%	17k	146.64	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	0.1	$2.5M	-22%	75k	33.39	View chart
Pgim Rock Etf Tr Us Large Cap Buf (PBSE)	0.1	$2.5M	-22%	81k	30.87	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$2.5M	-5%	29k	87.04	View chart
Merck & Co (MRK)	0.1	$2.5M	-4%	19k	128.50	View chart
Bank of America Corporation (BAC)	0.1	$2.5M	+6%	43k	56.98	View chart
Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW)	0.1	$2.4M	+83%	70k	34.39	View chart
Pgim Rock Etf Tr Pgim Us Larg Cap (PBJN)	0.1	$2.4M	+83%	78k	30.84	View chart
Philip Morris International (PM)	0.1	$2.4M	+3%	13k	180.91	View chart
Sprott Physical Gold Silve Tr Unit (CEF)	0.1	$2.4M		59k	40.23	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$2.4M	+2%	20k	117.33	View chart
Linde SHS (LIN)	0.1	$2.4M	+582%	4.5k	518.90	View chart
First Tr Exchange Traded Core Investment (FTCB)	0.1	$2.4M	-8%	113k	20.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$2.3M	-2%	49k	47.77	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$2.3M		8.2k	285.59	View chart
Aim Etf Products Trust Us Lrgcp B20 Nov (NVBW)	0.1	$2.3M		65k	35.62	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.3M		19k	124.42	View chart

Past Filings by Spire Wealth Management

SEC 13F filings are viewable for Spire Wealth Management going back to 2021

Spire Wealth Management 2026 Q2 filed July 15, 2026
Spire Wealth Management 2026 Q1 filed April 22, 2026
Spire Wealth Management 2025 Q4 filed Jan. 14, 2026
Spire Wealth Management 2025 Q3 filed Oct. 23, 2025
Spire Wealth Management 2025 Q2 filed Aug. 4, 2025
Spire Wealth Management 2025 Q1 filed April 23, 2025
Spire Wealth Management 2024 Q4 filed Jan. 24, 2025
Spire Wealth Management 2024 Q3 filed Oct. 15, 2024
Spire Wealth Management 2024 Q2 filed July 31, 2024
Spire Wealth Management 2024 Q1 filed April 24, 2024
Spire Wealth Management 2023 Q4 filed Feb. 6, 2024
Spire Wealth Management 2023 Q3 filed Nov. 8, 2023
Spire Wealth Management 2023 Q2 filed Aug. 9, 2023
Spire Wealth Management 2023 Q1 filed May 9, 2023
Spire Wealth Management 2022 Q4 filed Feb. 3, 2023
Spire Wealth Management 2022 Q3 filed Nov. 7, 2022

View all past filings

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