Spire Wealth Management 13F Holdings · Q2 2026
Spire Wealth Management reported 2,224 securities worth $3.31B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (5.25%), NVDA (3.51%), AAPL (3.20%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | $173.7M | 5.25% | 231,914 | Trimmed |
| 2 | NVDA | NVIDIA Corporation | $116.3M | 3.51% | 581,448 | Trimmed |
| 3 | AAPL | Apple, Inc. | $105.9M | 3.20% | 366,114 | Trimmed |
| 4 | AMZN | Amazon.com | $74.9M | 2.26% | 314,175 | Trimmed |
| 5 | VGT | VANGUARD WORLD FD | $68.8M | 2.08% | 575,609 | Added |
| 6 | GOOGL | Alphabet Inc | $61.1M | 1.85% | 171,035 | Trimmed |
| 7 | MSFT | Microsoft Corp | $49.0M | 1.48% | 131,257 | Trimmed |
| 8 | SPY | STATE STREET SPDR S&P 500 ETF | $44.1M | 1.33% | 59,066 | Added |
| 9 | IUSB | ISHARES TR | $40.1M | 1.21% | 868,483 | Trimmed |
| 10 | AVGO | Broadcom Inc. | $37.1M | 1.12% | 98,265 | Trimmed |
| 11 | GOOG | ALPHABET INC | $34.4M | 1.04% | 97,256 | Trimmed |
| 12 | JBND | J P MORGAN EXCHANGE TRADED F | $33.9M | 1.02% | 633,749 | Trimmed |
| 13 | LLY | Eli Lilly and Company | $33.5M | 1.01% | 27,938 | Added |
| 14 | VOO | Vanguard S&P 500 ETF | $31.0M | 0.94% | 45,087 | Added |
| 15 | IEFA | ISHARES TR | $30.8M | 0.93% | 319,116 | Added |
| 16 | AGG | ISHARES TR | $30.4M | 0.92% | 307,520 | Added |
| 17 | IVW | ISHARES TR | $28.7M | 0.87% | 209,006 | Trimmed |
| 18 | AMAT | Applied Materials | $28.5M | 0.86% | 39,393 | Added |
| 19 | COST | Costco Wholesale Corp | $28.1M | 0.85% | 29,995 | Added |
| 20 | XLK | SELECT SECTOR SPDR TR | $28.0M | 0.85% | 146,887 | Trimmed |
| 21 | KLAC | KLA Corporation | $27.9M | 0.84% | 92,834 | Added |
| 22 | IVE | iShares S&P 500 Value ETF | $27.1M | 0.82% | 119,497 | Trimmed |
| 23 | IUSG | iShares Core S&P US Growth ETF | $26.0M | 0.79% | 138,357 | Trimmed |
| 24 | SSO | PROSHARES TR | $25.7M | 0.78% | 381,985 | Trimmed |
| 25 | FBND | Fidelity Total Bond ETF | $24.8M | 0.75% | 544,210 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR