Spire Wealth Management Top Holdings and 13F Report (2026)

About Spire Wealth Management

Investment Activity

Spire Wealth Management has $2.93 billion in total holdings as of March 31, 2026.
Spire Wealth Management owns shares of 2,399 different stocks, but just 200 companies or ETFs make up 80% of its holdings.
Approximately 51.55% of the portfolio was purchased this quarter.
About 6.91% of the portfolio was sold this quarter.
This quarter, Spire Wealth Management has purchased 2,445 new stocks and bought additional shares in 821 stocks.
Spire Wealth Management sold shares of 814 stocks and completely divested from 187 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $152,222,305
NVIDIA: $106,699,345
Apple: $96,952,686
Amazon.com: $66,665,420
Vanguard Information Technology ETF: $51,830,195

Largest New Holdings this Quarter

147528103 - Casey's General Stores: $5,563,038 Holding
01741R102 - ATI: $4,713,631 Holding
G48833118 - Weatherford International: $4,681,631 Holding
65290E101 - Nextpower: $4,458,060 Holding
69420N403 - PGIM ROCK ETF TR: $2,847,469 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 229,930 shares (about $150.19M)
Apple: 380,674 shares (about $96.61M)
Amazon.com: 318,232 shares (about $66.28M)
Vanguard Information Technology ETF: 73,795 shares (about $51.49M)
Alphabet: 177,895 shares (about $51.16M)

Largest Sales this Quarter

Vanguard S&P 500 ETF: 41,440 shares (about $30.62M)
JPMorgan Ultra-Short Income ETF: 516,000 shares (about $29.93M)
Home Depot: 22,044 shares (about $7.25M)
Southern Copper: 39,793 shares (about $6.85M)
Schwab US Dividend Equity ETF: 188,074 shares (about $6.58M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$152,222,305	$150,192,779 â–²	7,400.4%	233,037	5.2%	ETF
NVDA NVIDIA	$106,699,345	$2,167,095 â–¼	-2.0%	611,808	3.6%	Computer and Technology
AAPL Apple	$96,952,686	$96,611,338 â–²	28,302.9%	382,019	3.3%	Computer and Technology
AMZN Amazon.com	$66,665,420	$66,278,246 â–²	17,118.5%	320,091	2.3%	Retail/Wholesale
VGT Vanguard Information Technology ETF	$51,830,195	$51,488,312 â–²	15,060.2%	74,285	1.8%	ETF
GOOGL Alphabet	$51,791,835	$51,155,465 â–²	8,038.6%	180,108	1.8%	Computer and Technology
MSFT Microsoft	$48,888,196	$1,893,414 â–¼	-3.7%	132,070	1.7%	Computer and Technology
IUSB iShares Core Total USD Bond Market ETF	$40,556,482	$19,582,527 â–²	93.4%	878,036	1.4%	Manufacturing
SPY SPDR S&P 500 ETF Trust	$37,348,128	$883,806 â–¼	-2.3%	57,429	1.3%	Finance
J P MORGAN EXCHANGE TRADED F	$35,004,721	$19,370,439 â–²	123.9%	651,008	1.2%	ACTIVE BOND ETF
AVGO Broadcom	$33,161,779	$32,836,175 â–²	10,084.7%	107,143	1.1%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$30,244,441	$30,049,474 â–²	15,412.6%	304,668	1.0%	Finance
META Meta Platforms	$30,204,380	$30,013,289 â–²	15,706.3%	52,793	1.0%	Computer and Technology
COST Costco Wholesale	$29,438,615	$29,210,432 â–²	12,801.3%	29,544	1.0%	Retail/Wholesale
GOOG Alphabet	$28,803,340	$1,156,620 â–¼	-3.9%	100,409	1.0%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$27,552,742	$26,457,237 â–²	2,415.1%	304,349	0.9%	ETF
JPST JPMorgan Ultra-Short Income ETF	$25,192,209	$922,672 â–¼	-3.5%	497,771	0.9%	ETF
LLY Eli Lilly and Company	$25,107,175	$24,850,557 â–²	9,683.9%	27,297	0.9%	Medical
FBND Fidelity Total Bond ETF	$24,830,219	$24,672,420 â–²	15,635.3%	544,284	0.8%	ETF
JCPB JPMorgan Core Plus Bond ETF	$24,827,064	$24,690,579 â–²	18,090.3%	527,338	0.8%	ETF
IVE iShares S&P 500 Value ETF	$24,449,595	$23,187,768 â–²	1,837.6%	115,793	0.8%	ETF
HTRB Hartford Total Return Bond ETF	$23,934,576	$23,778,360 â–²	15,221.4%	709,383	0.8%	ETF
MORGAN STANLEY ETF TRUST	$23,816,890	$23,685,752 â–²	18,061.7%	469,298	0.8%	EATON VANCE TOTA
VOO Vanguard S&P 500 ETF	$23,765,300	$998,512 â–¼	-4.0%	39,771	0.8%	ETF
IVW iShares S&P 500 Growth ETF	$23,723,548	$484,223 â–²	2.1%	209,739	0.8%	ETF
XLF Financial Select Sector SPDR Fund	$23,671,753	$23,542,650 â–²	18,235.6%	479,476	0.8%	ETF
VTV Vanguard Value ETF	$22,242,474	$274,877 â–¼	-1.2%	113,366	0.8%	ETF
SSO ProShares Ultra S&P500	$21,783,981	$2,570,081 â–²	13.4%	419,892	0.7%	ETF
JPM JPMorgan Chase & Co.	$21,218,823	$20,921,135 â–²	7,027.9%	72,134	0.7%	Finance
XLK Technology Select Sector SPDR Fund	$20,857,022	$933,621 â–¼	-4.3%	156,938	0.7%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$20,159,358	$18,837,974 â–²	1,425.6%	129,968	0.7%	Manufacturing
IWF iShares Russell 1000 Growth ETF	$20,031,260	$1,406,682 â–¼	-6.6%	46,978	0.7%	ETF
QQQ Invesco QQQ	$17,971,544	$708,196 â–²	4.1%	31,137	0.6%	Finance
DFUS Dimensional U.S. Equity ETF	$17,590,410	$113,385 â–¼	-0.6%	248,067	0.6%	ETF
XLC Communication Services Select Sector SPDR Fund	$17,020,243	$16,919,693 â–²	16,827.1%	153,529	0.6%	ETF
WALMART INC	$16,930,127	$16,882,155 â–²	35,191.7%	136,226	0.6%	COM
MA Mastercard	$16,875,341	$16,658,491 â–²	7,682.0%	33,774	0.6%	Business Services
IEMG iShares Core MSCI Emerging Markets ETF	$16,764,443	$15,820,724 â–²	1,676.4%	240,350	0.6%	ETF
NFLX Netflix	$16,167,242	$16,101,379 â–²	24,446.9%	168,146	0.6%	Consumer Discretionary
XLI Industrial Select Sector SPDR Fund	$16,129,076	$16,045,785 â–²	19,264.7%	99,728	0.6%	ETF
DFUV Dimensional US Marketwide Value ETF	$15,795,460	$320,369 â–²	2.1%	325,948	0.5%	ETF
CAT Caterpillar	$15,185,136	$14,996,686 â–²	7,957.9%	21,434	0.5%	Industrials
ACWX iShares MSCI ACWI ex U.S. ETF	$14,130,172	$13,199,937 â–²	1,419.0%	206,370	0.5%	Manufacturing
VCR Vanguard Consumer Discretionary ETF	$13,294,532	$13,204,774 â–²	14,711.6%	37,029	0.5%	ETF
PWR Quanta Services	$13,093,504	$12,778,368 â–²	4,054.9%	23,849	0.4%	Construction
GLD SPDR Gold Shares	$13,072,500	$22,805 â–¼	-0.2%	30,381	0.4%	Finance
LITE Lumentum	$13,050,253	$12,646,869 â–²	3,135.2%	18,570	0.4%	Computer and Technology
AMAT Applied Materials	$13,037,567	$8,660,950 â–²	197.9%	38,145	0.4%	Computer and Technology
KLAC KLA	$12,504,347	$12,061,129 â–²	2,721.3%	8,492	0.4%	Computer and Technology
EFA iShares MSCI EAFE ETF	$12,468,967	$454,277 â–¼	-3.5%	128,374	0.4%	Finance
V Visa	$12,168,385	$12,153,273 â–²	80,422.0%	40,261	0.4%	Business Services
IAU iShares Gold Trust	$12,148,187	$496,253 â–¼	-3.9%	137,797	0.4%	Finance
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$12,045,355	$11,964,482 â–²	14,794.1%	128,238	0.4%	ETF
XLV Health Care Select Sector SPDR Fund	$11,893,899	$11,820,154 â–²	16,028.4%	81,126	0.4%	ETF
MCK McKesson	$11,792,819	$148,838 â–¼	-1.2%	13,628	0.4%	Medical
MAR Marriott International	$11,745,531	$468,369 â–¼	-3.8%	35,911	0.4%	Consumer Discretionary
IEF iShares 7-10 Year Treasury Bond ETF	$11,498,029	$11,441,051 â–²	20,079.9%	120,474	0.4%	ETF
PALANTIR TECHNOLOGIES INC	$11,488,227	$11,426,204 â–²	18,422.6%	78,536	0.4%	CL A
DFAT Dimensional U.S. Targeted Value ETF	$11,135,421	$138,514 â–²	1.3%	178,309	0.4%	ETF
LAM RESEARCH CORP	$11,127,738	$11,010,867 â–²	9,421.4%	52,082	0.4%	COM NEW
BRK.B Berkshire Hathaway	$10,652,092	$416,423 â–¼	-3.8%	22,229	0.4%	Finance
GS The Goldman Sachs Group	$10,472,414	$10,271,916 â–²	5,123.2%	12,379	0.4%	Finance
DFAS Dimensional U.S. Small Cap ETF	$9,836,842	$175,335 â–²	1.8%	138,294	0.3%	ETF
PANW Palo Alto Networks	$9,160,492	$9,125,703 â–²	26,231.3%	57,139	0.3%	Computer and Technology
HD Home Depot	$8,946,749	$1,673,055 â–²	23.0%	27,203	0.3%	Retail/Wholesale
EFV iShares MSCI EAFE Value ETF	$8,913,156	$283,125 â–¼	-3.1%	119,881	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$8,890,408	$4,597,788 â–²	107.1%	26,307	0.3%	Computer and Technology
XBI SPDR S&P Biotech ETF	$8,706,113	$8,655,532 â–²	17,112.1%	68,160	0.3%	ETF
FIX Comfort Systems USA	$8,646,439	$8,446,481 â–²	4,224.1%	6,270	0.3%	Construction
SOXX iShares Semiconductor ETF	$8,570,133	$4,775,427 â–²	125.8%	26,076	0.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$8,503,304	$8,225,351 â–²	2,959.3%	125,919	0.3%	ETF
ARISTA NETWORKS INC	$8,469,778	$8,273,452 â–²	4,214.1%	68,983	0.3%	COM SHS
IYW iShares U.S. Technology ETF	$8,349,308	$212,624 â–¼	-2.5%	46,022	0.3%	Manufacturing
QUAL iShares MSCI USA Quality Factor ETF	$8,234,167	$364,437 â–¼	-4.2%	42,929	0.3%	ETF
VXUS Vanguard Total International Stock ETF	$8,057,286	$2,048,192 â–²	34.1%	104,491	0.3%	ETF
SMH VanEck Semiconductor ETF	$8,007,190	$501,863 â–²	6.7%	20,885	0.3%	Manufacturing
SHY iShares 1-3 Year Treasury Bond ETF	$7,955,222	$123,773 â–²	1.6%	96,345	0.3%	Manufacturing
VUG Vanguard Growth ETF	$7,934,539	$1,032,984 â–²	15.0%	18,166	0.3%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$7,809,294	$1,696,695 â–²	27.8%	140,657	0.3%	ETF
DELL Dell Technologies	$7,704,984	$7,631,781 â–²	10,425.6%	46,944	0.3%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$7,696,058	$7,589,275 â–²	7,107.2%	61,910	0.3%	ETF
SECT Main Sector Rotation ETF	$7,482,689	$7,029,039 â–²	1,549.4%	123,906	0.3%	ETF
MU Micron Technology	$7,477,807	$7,385,914 â–²	8,037.5%	22,134	0.3%	Computer and Technology
IWB iShares Russell 1000 ETF	$7,438,677	$1,070 â–²	0.0%	20,862	0.3%	ETF
TER Teradyne	$7,117,497	$6,874,397 â–²	2,827.8%	24,008	0.2%	Computer and Technology
OIH VanEck Oil Services ETF	$6,980,302	$5,110,831 â–²	273.4%	17,269	0.2%	ETF
XOM ExxonMobil	$6,833,061	$478,611 â–²	7.5%	40,275	0.2%	Energy
SPYV SPDR Portfolio S&P 500 Value ETF	$6,812,003	$33,382 â–²	0.5%	120,396	0.2%	ETF
APUE ActivePassive U.S. Equity ETF	$6,724,141	$526,611 â–¼	-7.3%	167,768	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$6,716,284	$2,171,448 â–²	47.8%	31,230	0.2%	ETF
SPXL Direxion Daily S&P 500 Bull 3x Shares	$6,621,313	$432,275 â–²	7.0%	35,812	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$6,500,098	$1,180,874 â–¼	-15.4%	20,262	0.2%	ETF
TSLA Tesla	$6,480,267	$476,206 â–¼	-6.8%	17,432	0.2%	Auto/Tires/Trucks
ISRG Intuitive Surgical	$6,420,831	$6,383,029 â–²	16,885.4%	13,928	0.2%	Medical
JEPI JPMorgan Equity Premium Income ETF	$6,244,469	$139,602 â–²	2.3%	110,171	0.2%	ETF
XLU Utilities Select Sector SPDR Fund	$6,175,653	$6,142,520 â–²	18,539.2%	134,575	0.2%	ETF
VOE Vanguard Mid-Cap Value ETF	$6,144,744	$786,129 â–²	14.7%	33,345	0.2%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$6,137,823	$182,239 â–¼	-2.9%	89,892	0.2%	Manufacturing
RSP Invesco S&P 500 Equal Weight ETF	$6,098,897	$2,548,148 â–²	71.8%	31,778	0.2%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$6,064,706	$6,030,930 â–²	17,855.8%	73,978	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Spire Wealth Management Top Holdings and 13F Report (2026)

About Spire Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Spire Wealth Management Top Holdings and 13F Report (2026)

About Spire Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSpire Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools