Spire Wealth Management
Spire Wealth Management reported 2,226 positions worth $3.31B as of June 30, 2026 (13F filed July 15, 2026). Largest holding: IVV (5.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $173.7M | 5.25% | 231,914 | — | — | |
| ▸ 2 | NVDA | SH | $116.3M | 3.51% | 581,448 | — | — | |
| ▸ 3 | AAPL | SH | $105.9M | 3.20% | 366,114 | — | — | |
| ▸ 4 | AMZN | SH | $74.9M | 2.26% | 314,175 | — | — | |
| ▸ 5 | VGT | SH | $68.8M | 2.08% | 575,609 | — | — | |
| ▸ 6 | GOOGL | SH | $61.1M | 1.85% | 171,035 | — | — | |
| ▸ 7 | MSFT | SH | $49.0M | 1.48% | 131,257 | — | — | |
| ▸ 8 | SPY | SH | $44.1M | 1.33% | 59,066 | — | — | |
| ▸ 9 | IUSB | SH | $40.1M | 1.21% | 868,483 | — | — | |
| ▸ 10 | AVGO | SH | $37.1M | 1.12% | 98,265 | — | — |
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Frequently Asked Questions
What stocks does Spire Wealth Management hold as of Q2 2026?
Spire Wealth Management reported 2226 positions worth $3.31B in its Q2 2026 13F filing. Largest positions: IVV (5.2%), NVDA (3.5%), AAPL (3.2%), AMZN (2.3%) and VGT (2.1%).
What did Spire Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Spire Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.