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

About Spire Wealth Management

Investment Activity

  • Spire Wealth Management has $3.31 billion in total holdings as of June 30, 2026.
  • Spire Wealth Management owns shares of 2,384 different stocks, but just 189 companies or ETFs make up 80% of its holdings.
  • Approximately 56.16% of the portfolio was purchased this quarter.
  • About ∞ of the portfolio was sold this quarter.
  • This quarter, Spire Wealth Management has purchased 2,402 new stocks and bought additional shares in 842 stocks.
  • Spire Wealth Management sold shares of 796 stocks and completely divested from 171 stocks this quarter.

Largest Holdings

NVIDIA
$116,330,537
Apple
$105,507,130
Amazon.com
$74,415,143

Largest New Holdings this Quarter

Y2573F102 - Flex
$4,231,161 Holding
78464A573 - SPDR S&P Health Care Services ETF
$3,690,081 Holding
25402D102 - DIGITALOCEAN HLDGS INC
$3,382,112 Holding
76155X100 - Revolution Medicines
$2,901,716 Holding
29357K103 - Enova International
$849,055 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
224,246 shares (about $167.94M)
Apple
363,253 shares (about $105.11M)
Amazon.com
310,417 shares (about $73.98M)
Vanguard Information Technology ETF
568,582 shares (about $67.96M)
Alphabet
166,344 shares (about $59.45M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
1 shares (about $∞T)
Invesco QQQ
1 shares (about $∞T)
GE Verona Inc.
6,312 shares (about $7.27M)
NVIDIA
30,360 shares (about $6.07M)
ServiceNow
44,820 shares (about $4.45M)

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
$170,353,467$167,935,305 â–²6,944.8%227,4755.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$116,330,537$6,074,138 â–¼-5.0%581,4483.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$105,507,130$105,110,996 â–²26,534.2%364,6223.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$74,415,143$73,984,701 â–²17,188.1%312,2232.2%Retail/Wholesale
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$68,015,633$67,956,949 â–²115,800.8%569,0732.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$60,261,145$59,446,342 â–²7,295.8%168,6241.8%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$48,974,749$303,347 â–¼-0.6%131,2571.5%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$44,108,492$44,107,745 â–²5,906,500.0%59,0661.3%Finance
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$40,080,476$440,871 â–¼-1.1%868,4831.2%Manufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$36,770,793$36,368,113 â–²9,031.5%97,3421.1%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$34,363,444$1,114,049 â–¼-3.1%97,2561.0%Computer and Technology
J P MORGAN EXCHANGE TRADED F
$33,905,573$923,357 â–¼-2.7%633,7491.0%ACTIVE BOND ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$33,170,803$32,838,555 â–²9,883.8%27,6551.0%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$30,964,063$30,962,689 â–²2,254,100.0%45,0840.9%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$30,076,141$29,870,362 â–²14,515.7%303,8610.9%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$29,285,856$28,116,852 â–²2,405.2%303,2290.9%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$28,744,658$100,810 â–¼-0.3%209,0060.9%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$28,192,047$27,950,564 â–²11,574.6%38,9930.9%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$27,984,829$1,914,911 â–¼-6.4%146,8870.8%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$27,768,894$27,531,281 â–²11,586.6%29,6840.8%Retail/Wholesale
KLA Corporation stock logo
KLAC
KLA
$27,039,238$26,959,587 â–²33,847.0%89,6200.8%Computer and Technology
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$25,738,176$2,554,176 â–¼-9.0%381,9850.8%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$25,427,883$24,160,894 â–²1,907.0%111,9880.8%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$24,620,242$24,446,423 â–²14,064.3%524,5050.7%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$24,530,080$24,390,158 â–²17,431.2%457,5650.7%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$24,460,286$24,293,292 â–²14,547.4%537,7070.7%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$24,416,646$24,416,545 â–²24,141,350.0%482,8290.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$24,124,195$581,655 â–¼-2.4%110,6970.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$24,015,259$23,867,114 â–²16,110.6%42,6340.7%Computer and Technology
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$23,849,879$22,237,191 â–²1,378.9%126,8000.7%Manufacturing
HTRB
Hartford Total Return Bond ETF
$23,776,266$23,608,038 â–²14,033.4%704,6910.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$23,706,488$23,705,752 â–²3,219,100.0%32,1920.7%Finance
MORGAN STANLEY ETF TRUST
$23,670,835$23,503,137 â–²14,015.1%466,7880.7%EATON VANCE TOTA
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$23,483,083$23,144,950 â–²6,844.9%71,7410.7%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$23,144,479$22,830,515 â–²7,271.7%20,0510.7%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$22,921,491$22,637,169 â–²7,961.8%21,5250.7%Industrials
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$22,839,375$17,006,106 â–²291.5%183,9360.7%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$21,670,273$21,599,681 â–²30,598.1%63,5450.7%Computer and Technology
LAM RESEARCH CORP
$21,294,418$20,974,185 â–²6,549.7%49,1410.6%COM NEW
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$20,579,630$253,031 â–²1.2%251,1550.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$18,337,614$17,240,233 â–²1,571.0%221,3620.6%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$18,269,438$18,174,785 â–²19,201.6%98,6310.6%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$18,162,337$231,922 â–²1.3%330,1640.5%ETF
Intel Corporation stock logo
INTC
Intel
$17,144,941$16,698,403 â–²3,739.5%122,7880.5%Computer and Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$16,992,997$16,555,211 â–²3,781.6%23,6000.5%Construction
Mastercard Incorporated stock logo
MA
Mastercard
$16,835,098$16,624,011 â–²7,875.4%32,7790.5%Business Services
WALMART INC
$15,931,263$15,887,658 â–²36,435.3%140,6610.5%COM
XLC
Communication Services Select Sector SPDR Fund
$15,215,691$15,119,060 â–²15,646.1%142,0300.5%ETF
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$14,874,879$13,862,539 â–²1,369.4%195,4390.4%Manufacturing
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$14,111,740$14,011,795 â–²14,019.4%35,5810.4%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$14,053,833$13,916,739 â–²10,151.3%24,1930.4%Computer and Technology
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$13,826,259$127,899 â–²0.9%21,0800.4%Manufacturing
Visa Inc. stock logo
V
Visa
$13,716,122$13,696,566 â–²70,036.8%39,9780.4%Business Services
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$13,305,388$13,032,222 â–²4,770.8%27,8610.4%Computer and Technology
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$13,292,302$12,935,568 â–²3,626.1%6,7070.4%Construction
Marriott International, Inc. stock logo
MAR
Marriott International
$13,174,822$133,412 â–¼-1.0%35,5510.4%Consumer Discretionary
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$13,111,665$223,862 â–¼-1.7%126,2190.4%Finance
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$12,920,458$12,850,614 â–²18,399.1%20,1640.4%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$12,676,249$212,426 â–²1.7%181,3480.4%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$12,603,746$12,538,701 â–²19,276.8%176,5230.4%Consumer Discretionary
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$12,542,414$12,480,222 â–²20,067.2%79,2570.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$12,400,326$12,320,679 â–²15,469.1%78,1570.4%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$12,238,359$12,151,949 â–²14,063.1%126,9010.4%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$12,207,860$11,962,105 â–²4,867.5%12,0710.4%Finance
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$11,657,342$270,239 â–²2.4%141,5760.4%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$11,492,950$115,270 â–¼-1.0%45,5650.3%Manufacturing
ARISTA NETWORKS INC
$11,367,498$11,118,794 â–²4,470.7%66,9150.3%COM SHS
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$11,213,986$10,721,460 â–²2,176.8%13,0690.3%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$11,144,848$46,784 â–¼-0.4%30,2540.3%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,970,968$152,117 â–¼-1.4%21,9250.3%Finance
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$10,963,145$10,834,803 â–²8,442.1%11,3610.3%Computer and Technology
McKesson Corporation stock logo
MCK
McKesson
$10,601,818$301,570 â–²2.9%14,0270.3%Medical
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$10,478,378$10,416,435 â–²16,816.0%110,8000.3%ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$10,381,780$10,133,691 â–²4,084.7%24,0620.3%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$10,169,272$955,420 â–¼-8.6%13,3260.3%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$9,958,693$446,339 â–¼-4.3%131,8860.3%Finance
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$9,819,352$1,174,563 â–²13.6%159,7680.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$9,797,879$864,906 â–²9.7%114,6080.3%ETF
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$9,699,874$9,573,867 â–²7,597.9%32,5620.3%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$9,344,716$9,110,225 â–²3,885.1%121,1870.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$9,342,969$7,778,155 â–²497.1%108,4630.3%ETF
ActivePassive U.S. Equity ETF stock logo
APUE
ActivePassive U.S. Equity ETF
$8,796,526$1,045,645 â–²13.5%190,4010.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$8,785,236$391,629 â–¼-4.3%114,7650.3%ETF
GE VERNOVA INC
$8,783,032$1,329,908 â–²17.8%7,4760.3%COM
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$8,741,319$8,499,279 â–²3,511.5%58,9400.3%ETF
Direxion Daily S&P 500 Bull 3x Shares stock logo
SPXL
Direxion Daily S&P 500 Bull 3x Shares
$8,601,078$1,092,153 â–¼-11.3%31,7770.3%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$8,536,470$625,595 â–²7.9%103,9640.3%Manufacturing
Western Digital Corporation stock logo
WDC
Western Digital
$8,523,566$8,315,347 â–²3,993.6%13,3450.3%Computer and Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$8,441,095$101,966 â–¼-1.2%20,6130.3%ETF
Teradyne, Inc. stock logo
TER
Teradyne
$8,438,294$8,025,572 â–²1,944.5%17,4400.3%Computer and Technology
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$8,408,172$2,938,408 â–²53.7%169,6910.3%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$8,293,801$8,123,250 â–²4,763.0%90,0620.3%Retail/Wholesale
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$8,123,608$1,296,407 â–¼-13.8%37,0210.2%ETF
Jabil, Inc. stock logo
JBL
Jabil
$8,049,102$7,938,085 â–²7,150.3%20,8810.2%Computer and Technology
PALANTIR TECHNOLOGIES INC
$7,985,165$7,935,697 â–²16,042.0%68,4420.2%CL A
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,924,266$534,531 â–²7.2%33,4890.2%ETF
Corning Incorporated stock logo
GLW
Corning
$7,603,073$293,487 â–²4.0%29,7660.2%Computer and Technology
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$7,590,753$1,114,375 â–²17.2%56,9660.2%Manufacturing
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$7,441,161$7,422,042 â–²38,819.6%17,9030.2%Medical
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$7,401,481$114,862 â–²1.6%91,3090.2%Manufacturing

Showing largest 100 holdings. View all holdings.
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