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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

NVIDIA
$106,699,345
Apple
$96,952,686
Amazon.com
$66,665,420

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

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
$152,222,305$150,192,779 7,400.4%233,0375.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$106,699,345$2,167,095 -2.0%611,8083.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$96,952,686$96,611,338 28,302.9%382,0193.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$66,665,420$66,278,246 17,118.5%320,0912.3%Retail/Wholesale
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$51,830,195$51,488,312 15,060.2%74,2851.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$51,791,835$51,155,465 8,038.6%180,1081.8%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$48,888,196$1,893,414 -3.7%132,0701.7%Computer and Technology
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$40,556,482$19,582,527 93.4%878,0361.4%Manufacturing
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$37,348,128$883,806 -2.3%57,4291.3%Finance
J P MORGAN EXCHANGE TRADED F
$35,004,721$19,370,439 123.9%651,0081.2%ACTIVE BOND ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$33,161,779$32,836,175 10,084.7%107,1431.1%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$30,244,441$30,049,474 15,412.6%304,6681.0%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$30,204,380$30,013,289 15,706.3%52,7931.0%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$29,438,615$29,210,432 12,801.3%29,5441.0%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$28,803,340$1,156,620 -3.9%100,4091.0%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$27,552,742$26,457,237 2,415.1%304,3490.9%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$25,192,209$922,672 -3.5%497,7710.9%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$25,107,175$24,850,557 9,683.9%27,2970.9%Medical
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$24,830,219$24,672,420 15,635.3%544,2840.8%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$24,827,064$24,690,579 18,090.3%527,3380.8%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$24,449,595$23,187,768 1,837.6%115,7930.8%ETF
HTRB
Hartford Total Return Bond ETF
$23,934,576$23,778,360 15,221.4%709,3830.8%ETF
MORGAN STANLEY ETF TRUST
$23,816,890$23,685,752 18,061.7%469,2980.8%EATON VANCE TOTA
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$23,765,300$998,512 -4.0%39,7710.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$23,723,548$484,223 2.1%209,7390.8%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$23,671,753$23,542,650 18,235.6%479,4760.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$22,242,474$274,877 -1.2%113,3660.8%ETF
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$21,783,981$2,570,081 13.4%419,8920.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$21,218,823$20,921,135 7,027.9%72,1340.7%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$20,857,022$933,621 -4.3%156,9380.7%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$20,159,358$18,837,974 1,425.6%129,9680.7%Manufacturing
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$20,031,260$1,406,682 -6.6%46,9780.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$17,971,544$708,196 4.1%31,1370.6%Finance
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$17,590,410$113,385 -0.6%248,0670.6%ETF
XLC
Communication Services Select Sector SPDR Fund
$17,020,243$16,919,693 16,827.1%153,5290.6%ETF
WALMART INC
$16,930,127$16,882,155 35,191.7%136,2260.6%COM
Mastercard Incorporated stock logo
MA
Mastercard
$16,875,341$16,658,491 7,682.0%33,7740.6%Business Services
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$16,764,443$15,820,724 1,676.4%240,3500.6%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$16,167,242$16,101,379 24,446.9%168,1460.6%Consumer Discretionary
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$16,129,076$16,045,785 19,264.7%99,7280.6%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$15,795,460$320,369 2.1%325,9480.5%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$15,185,136$14,996,686 7,957.9%21,4340.5%Industrials
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$14,130,172$13,199,937 1,419.0%206,3700.5%Manufacturing
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$13,294,532$13,204,774 14,711.6%37,0290.5%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$13,093,504$12,778,368 4,054.9%23,8490.4%Construction
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$13,072,500$22,805 -0.2%30,3810.4%Finance
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$13,050,253$12,646,869 3,135.2%18,5700.4%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$13,037,567$8,660,950 197.9%38,1450.4%Computer and Technology
KLA Corporation stock logo
KLAC
KLA
$12,504,347$12,061,129 2,721.3%8,4920.4%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$12,468,967$454,277 -3.5%128,3740.4%Finance
Visa Inc. stock logo
V
Visa
$12,168,385$12,153,273 80,422.0%40,2610.4%Business Services
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$12,148,187$496,253 -3.9%137,7970.4%Finance
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$12,045,355$11,964,482 14,794.1%128,2380.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$11,893,899$11,820,154 16,028.4%81,1260.4%ETF
McKesson Corporation stock logo
MCK
McKesson
$11,792,819$148,838 -1.2%13,6280.4%Medical
Marriott International, Inc. stock logo
MAR
Marriott International
$11,745,531$468,369 -3.8%35,9110.4%Consumer Discretionary
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$11,498,029$11,441,051 20,079.9%120,4740.4%ETF
PALANTIR TECHNOLOGIES INC
$11,488,227$11,426,204 18,422.6%78,5360.4%CL A
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$11,135,421$138,514 1.3%178,3090.4%ETF
LAM RESEARCH CORP
$11,127,738$11,010,867 9,421.4%52,0820.4%COM NEW
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,652,092$416,423 -3.8%22,2290.4%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$10,472,414$10,271,916 5,123.2%12,3790.4%Finance
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$9,836,842$175,335 1.8%138,2940.3%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$9,160,492$9,125,703 26,231.3%57,1390.3%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$8,946,749$1,673,055 23.0%27,2030.3%Retail/Wholesale
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$8,913,156$283,125 -3.1%119,8810.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$8,890,408$4,597,788 107.1%26,3070.3%Computer and Technology
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$8,706,113$8,655,532 17,112.1%68,1600.3%ETF
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$8,646,439$8,446,481 4,224.1%6,2700.3%Construction
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$8,570,133$4,775,427 125.8%26,0760.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,503,304$8,225,351 2,959.3%125,9190.3%ETF
ARISTA NETWORKS INC
$8,469,778$8,273,452 4,214.1%68,9830.3%COM SHS
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$8,349,308$212,624 -2.5%46,0220.3%Manufacturing
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$8,234,167$364,437 -4.2%42,9290.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$8,057,286$2,048,192 34.1%104,4910.3%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$8,007,190$501,863 6.7%20,8850.3%Manufacturing
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$7,955,222$123,773 1.6%96,3450.3%Manufacturing
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$7,934,539$1,032,984 15.0%18,1660.3%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$7,809,294$1,696,695 27.8%140,6570.3%ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$7,704,984$7,631,781 10,425.6%46,9440.3%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$7,696,058$7,589,275 7,107.2%61,9100.3%ETF
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$7,482,689$7,029,039 1,549.4%123,9060.3%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$7,477,807$7,385,914 8,037.5%22,1340.3%Computer and Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$7,438,677$1,070 0.0%20,8620.3%ETF
Teradyne, Inc. stock logo
TER
Teradyne
$7,117,497$6,874,397 2,827.8%24,0080.2%Computer and Technology
VanEck Oil Services ETF stock logo
OIH
VanEck Oil Services ETF
$6,980,302$5,110,831 273.4%17,2690.2%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$6,833,061$478,611 7.5%40,2750.2%Energy
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$6,812,003$33,382 0.5%120,3960.2%ETF
ActivePassive U.S. Equity ETF stock logo
APUE
ActivePassive U.S. Equity ETF
$6,724,141$526,611 -7.3%167,7680.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,716,284$2,171,448 47.8%31,2300.2%ETF
Direxion Daily S&P 500 Bull 3x Shares stock logo
SPXL
Direxion Daily S&P 500 Bull 3x Shares
$6,621,313$432,275 7.0%35,8120.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,500,098$1,180,874 -15.4%20,2620.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$6,480,267$476,206 -6.8%17,4320.2%Auto/Tires/Trucks
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$6,420,831$6,383,029 16,885.4%13,9280.2%Medical
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$6,244,469$139,602 2.3%110,1710.2%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$6,175,653$6,142,520 18,539.2%134,5750.2%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$6,144,744$786,129 14.7%33,3450.2%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$6,137,823$182,239 -2.9%89,8920.2%Manufacturing
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$6,098,897$2,548,148 71.8%31,7780.2%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$6,064,706$6,030,930 17,855.8%73,9780.2%ETF

Showing largest 100 holdings. View all holdings.
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