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

About Spire Wealth Management

Investment Activity

  • Spire Wealth Management has $3.27 billion in total holdings as of September 30, 2026.
  • Spire Wealth Management owns shares of 2,357 different stocks, but just 185 companies or ETFs make up 80% of its holdings.
  • Approximately 54.90% of the portfolio was purchased this quarter.
  • About 10.92% of the portfolio was sold this quarter.
  • This quarter, Spire Wealth Management has purchased 2,386 new stocks and bought additional shares in 854 stocks.
  • Spire Wealth Management sold shares of 696 stocks and completely divested from 140 stocks this quarter.

Largest Holdings

NVIDIA
$135,176,640
Apple
$119,194,006
Amazon.com
$79,576,656

Largest New Holdings this Quarter

78462F103 - SPDR S&P 500 ETF Trust
$42,100,274 Holding
46090E103 - Invesco QQQ
$15,129,927 Holding
69344A800 - PGIM Total Return Bond ETF
$11,326,389 Holding
G7709Q104 - Royalty Pharma
$4,159,827 Holding
675232102 - Oceaneering International
$3,031,707 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
217,938 shares (about $166.91M)
Apple
356,426 shares (about $118.70M)
Amazon.com
317,441 shares (about $79.09M)
Vanguard Information Technology ETF
540,079 shares (about $67.87M)
Alphabet
158,426 shares (about $54.51M)

Largest Sales this Quarter

NVIDIA
577,566 shares (about $131.90M)
Microsoft
129,933 shares (about $66.64M)
McKesson
13,649 shares (about $11.65M)
Berkshire Hathaway
21,883 shares (about $10.90M)
JPMorgan Equity Premium Income ETF
108,802 shares (about $6.12M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSpire Wealth Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$170,307,070$166,907,469 ▲4,909.6%222,3775.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$135,176,640$2,385,656 ▲1.8%591,8944.1%Technology
Apple Inc. stock logo
AAPL
Apple
$119,194,006$118,697,140 ▲23,889.1%357,9183.6%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$79,576,656$79,090,316 ▲16,262.3%319,3932.4%Consumer Discretionary
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$68,693,164$67,871,784 ▲8,263.1%546,6152.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$68,611,574$1,289,942 ▲1.9%133,7722.1%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$55,340,910$54,511,331 ▲6,571.0%160,8371.7%Communication Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$42,100,274$42,100,274 ▲New Holding55,2041.3%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$37,780,381$511,047 ▼-1.3%856,8921.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$35,903,884$35,576,433 ▲10,864.7%31,0301.1%Healthcare
Broadcom Inc. stock logo
AVGO
Broadcom
$33,659,027$33,334,879 ▲10,283.9%95,8431.0%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$33,531,269$392,193 ▲1.2%98,4071.0%Communication Services
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$33,515,808$33,513,705 ▲1,593,933.3%47,8211.0%ETF
ALPHABET INC
$31,595,328$801,919 ▼-2.5%618,0621.0%CAP STK CL C
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$29,942,133$208,980 ▲0.7%210,4750.9%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$29,493,752$27,954,620 ▲1,816.3%304,4360.9%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$28,851,600$28,505,678 ▲8,240.5%305,1790.9%ETF
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$28,035,353$1,552,301 ▲5.9%404,3750.9%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$27,939,506$813,534 ▼-2.8%142,7310.9%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$26,826,951$26,499,168 ▲8,084.4%67,5210.8%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$26,525,901$26,441,054 ▲31,163.2%36,5780.8%Communication Services
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$26,144,070$25,911,406 ▲11,136.8%489,5890.8%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$25,195,692$24,912,574 ▲8,799.4%27,6770.8%Consumer Staples
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$24,947,601$23,233,445 ▲1,355.4%109,2850.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$24,887,111$24,507,978 ▲6,464.2%75,2260.8%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$23,827,944$91,402 ▼-0.4%110,2740.7%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$23,697,706$23,416,126 ▲8,316.0%547,2910.7%ETF
FIDELITY MERRIMACK STR TR
$23,677,452$23,384,143 ▲7,972.5%528,7510.7%TOTAL BD ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$23,597,698$21,358,537 ▲953.9%121,7950.7%ETF
MORGAN STANLEY ETF TRUST
$22,672,086$22,391,861 ▲7,990.7%470,4730.7%EATON VANCE TOTA
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$21,860,728$1,179,071 ▼-5.1%174,5230.7%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$21,814,159$21,814,058 ▲21,653,800.0%433,0780.7%ETF
DIMENSIONAL ETF TRUST
$20,833,948$20,501,486 ▲6,166.6%102,3330.6%US EQUITY MARKET
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$20,766,626$86,766 ▼-0.4%250,1100.6%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$19,880,949$19,597,495 ▲6,913.8%36,0510.6%Finance
PALANTIR TECHNOLOGIES INC
$19,189,893$19,114,138 ▲25,231.4%102,5920.6%CL A
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$18,779,576$18,575,022 ▲9,080.8%36,7230.6%Technology
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$18,067,460$91,575 ▼-0.5%328,4990.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$17,494,774$16,134,126 ▲1,185.8%215,5590.5%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$17,441,687$17,091,256 ▲4,877.2%16,3750.5%Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$16,090,247$15,946,978 ▲11,130.8%96,3600.5%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$15,858,783$12,330,726 ▲349.5%59,9010.5%Technology
Direxion Daily Small Cap Bull 3X ETF stock logo
TNA
Direxion Daily Small Cap Bull 3X ETF
$15,737,418$15,619,686 ▲13,267.2%272,5570.5%ETF
LAM RESEARCH CORP
$15,187,865$14,933,929 ▲5,881.0%46,2330.5%COM NEW
Invesco QQQ stock logo
QQQ
Invesco QQQ
$15,129,927$15,129,927 ▲New Holding20,4520.5%ETF
XLC
Communication Services Select Sector SPDR Fund
$15,035,809$14,867,134 ▲8,814.1%135,4940.5%ETF
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$14,876,371$13,563,757 ▲1,033.3%196,7250.5%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$14,542,637$14,110,868 ▲3,268.2%22,6340.4%Industrials
Visa Inc. stock logo
V
Visa
$13,716,939$13,696,457 ▲66,871.9%38,1740.4%Finance
Intel Corporation stock logo
INTC
Intel
$13,230,382$12,797,793 ▲2,958.4%110,0420.4%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$12,994,052$12,705,285 ▲4,399.8%28,4840.4%Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$12,868,226$12,726,249 ▲8,963.6%76,4060.4%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$12,669,645$168,084 ▼-1.3%20,8040.4%ETF
VANGUARD WORLD FD
$12,587,915$7,020,212 ▲126.1%125,0290.4%CONSUM DIS ETF
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$12,487,058$12,350,547 ▲9,047.3%13,5380.4%Technology
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$12,452,028$12,298,497 ▲8,010.5%34,1450.4%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$12,429,597$683,284 ▼-5.2%119,6420.4%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$12,366,220$278,132 ▼-2.2%34,7690.4%Consumer Discretionary
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$12,338,887$11,899,877 ▲2,710.6%12,7040.4%Technology
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$12,322,022$12,216,692 ▲11,598.5%78,1460.4%ETF
McKesson Corporation stock logo
MCK
McKesson
$12,134,436$157,956 ▲1.3%14,2120.4%Healthcare
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$12,104,889$11,942,773 ▲7,366.8%19,7870.4%Technology
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$11,960,956$87,834 ▼-0.7%180,0260.4%ETF
WALMART INC
$11,691,161$11,640,448 ▲22,953.7%112,5020.4%COM
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$11,668,461$750,909 ▲6.9%23,4330.4%Finance
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$11,624,660$11,482,042 ▲8,050.9%127,9690.4%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$11,592,820$11,513,429 ▲14,502.2%166,6110.4%Communication Services
HTRB
Hartford Total Return Bond ETF
$11,394,916$11,112,556 ▲3,935.6%355,5360.3%ETF
PGIM Total Return Bond ETF stock logo
PTRB
PGIM Total Return Bond ETF
$11,326,389$11,326,389 ▲New Holding287,1800.3%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$11,038,166$10,974,480 ▲17,232.1%19,4120.3%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$10,872,011$88,801 ▼-0.8%140,4290.3%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$10,854,076$1,216,163 ▼-10.1%40,9740.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$10,850,681$10,605,825 ▲4,331.5%13,3830.3%Industrials
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$10,826,801$526,474 ▲5.1%138,6270.3%ETF
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$10,534,441$10,213,561 ▲3,183.0%6,3690.3%Industrials
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$10,253,970$516,896 ▲5.3%120,6920.3%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$10,171,139$9,929,848 ▲4,115.3%11,2970.3%Finance
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$10,089,082$301,705 ▲3.1%164,6930.3%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$9,962,601$1,520,715 ▲18.0%122,6920.3%ETF
Direxion Daily S&P 500 Bull 3X ETF stock logo
SPXL
Direxion Daily S&P 500 Bull 3X ETF
$9,294,103$361,498 ▲4.0%33,0630.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$9,267,765$505,880 ▼-5.2%102,8490.3%ETF
Twilio Inc. stock logo
TWLO
Twilio
$9,218,924$8,886,105 ▲2,669.9%31,5220.3%Technology
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$9,110,564$717,663 ▲8.6%184,2010.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$8,750,814$331,675 ▼-3.7%110,5740.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$8,579,146$1,664 ▲0.0%20,6170.3%ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$8,290,528$8,102,241 ▲4,303.1%15,4110.3%Technology
ActivePassive U.S. Equity ETF stock logo
APUE
ActivePassive U.S. Equity ETF
$8,281,869$663,170 ▼-7.4%176,2850.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,219,471$7,917,066 ▲2,618.0%114,2390.3%ETF
KLA Corporation stock logo
KLAC
KLA
$8,217,979$7,591,480 ▲1,211.7%42,1590.3%Technology
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$8,180,300$986,962 ▲13.7%77,2890.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$8,095,222$281,841 ▲3.6%34,6970.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$8,001,521$7,724,133 ▲2,784.6%58,8170.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$7,715,313$3,806,434 ▼-33.0%20,2590.2%ETF
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$7,692,537$7,140,673 ▲1,293.9%107,5130.2%ETF
FIRST TR EXCHANGE TRADED FD
$7,611,527$7,581,111 ▲24,925.0%8,0080.2%RISNG DIVD ACHIV
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$7,608,381$459,797 ▲6.4%97,1820.2%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$7,583,928$7,458,956 ▲5,968.5%28,7040.2%Technology
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$7,440,142$7,236,354 ▲3,550.9%87,1110.2%Consumer Discretionary
The Progressive Corporation stock logo
PGR
Progressive
$7,318,080$7,267,703 ▲14,426.7%35,3000.2%Finance
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$7,153,994$7,117,434 ▲19,468.0%83,7510.2%Finance

Showing largest 100 holdings. View all holdings.
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