Spire Wealth Management

CIK

1858740

Location

MCLEAN, VA

Portfolio Value

Mid $1,532,842,726

Diversification

Diversified

Filing Date

Global Rank

#237 / 2,719 ▲ 1276

Top Industry

Semiconductors 16.9%

3Y Alpha vs SPY

-2.8%

Period ended 28 days ago

Filed Jul 15, 2026 · 13d

22 quarters · since Mar 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.6%

SPY

+67.5%

Annualised alpha

-2.6%

Max drawdown

−19.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,342 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.6%

−0.5 pts

Top 5

26.6%

−1.8 pts

Top 10

37.7%

−2.6 pts

HHI

223

Diversified−15

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.0%	$643,647,091	207
Financial Services	9.8%	$149,939,296	266
Industrials	9.3%	$143,067,526	183
Consumer Cyclical	9.3%	$142,333,173	130
Communication Services	7.0%	$107,064,728	55
Healthcare	6.5%	$100,350,132	146
Unclassified	6.4%	$98,234,379	26
Consumer Defensive	3.8%	$58,327,285	56
Energy	2.6%	$39,218,598	73
Real Estate	1.3%	$20,016,978	90
Utilities	1.1%	$16,389,858	50
Basic Materials	0.9%	$14,253,682	60

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+84,078	92,834	$28,008,945
FTI	TechnipFMC plc	+81,666	81,728	$5,418,565
NEA	Nuveen AMT-Free Quality Municipal Income Fund	+59,897	228,623	$2,684,034
BNY	Bank of New York Mellon Corp	+31,740	33,241	$4,806,980
NTLA	Intellia Therapeutics, Inc.	+30,480	39,516	$668,610
TWLO	Twilio Inc	+29,138	29,172	$6,019,058
ORLY	O Reilly Automotive Inc	+28,840	92,448	$8,513,535
KR	Kroger Co	+24,730	30,984	$1,720,541
CSGP	Costar Group, Inc.	+23,210	23,713	$671,551
FE	Firstenergy Corp	+20,875	22,487	$1,069,031
JBL	Jabil Inc	+20,776	21,064	$8,119,749
HST	Host Hotels & Resorts, Inc.	+20,341	23,172	$549,407
VICI	Vici Properties Inc.	+13,727	14,177	$376,398
ROST	Ross Stores, Inc.	+13,009	13,189	$2,807,277
TXN	Texas Instruments Inc	+9,290	11,560	$3,445,688
NFLX	Netflix Inc	+8,607	177,664	$12,685,209
MO	Altria Group, Inc.	+8,346	28,416	$2,044,530
FBTC	Fidelity Wise Origin Bitcoin Fund	+8,217	62,903	$3,211,198
JPC	Nuveen Preferred & Income Opportunities Fund	+7,868	87,837	$692,155
FAST	Fastenal Co	+7,775	11,850	$569,155
XOM	ExxonMobil Holdings Corp	+7,624	47,899	$6,548,750
NAD	Nuveen Quality Municipal Income Fund	+7,500	49,547	$600,509
PANW	Palo Alto Networks Inc	+7,024	64,370	$21,951,456
ARCC	Ares Capital Corp	+6,788	79,181	$1,467,223
FOXA	Fox Corp	+6,684	7,106	$370,648
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHW	Schwab Charles Corp	−50,179	12,539	$1,156,973
NOW	ServiceNow, Inc.	−44,820	2,054	$203,921
ERO	Ero Copper Corp.	−39,218	7,956	$212,823
NXT	Nextpower Inc.	−38,128	144	$17,156
CF	CF Industries Holdings, Inc.	−32,919	3,130	$338,853
SLV	iShares Silver Trust	−32,634	14,354	$767,508
NVDA	Nvidia Corp	−30,360	581,448	$116,341,930
CCJ	Cameco Corp	−27,170	11,349	$1,156,009
PFE	Pfizer Inc	−26,665	18,451	$444,300
SILA	Sila Realty Trust, Inc.	−26,047	5,276	$160,179
BKR	Baker Hughes Co	−23,216	684	$37,962
DELL	Dell Technologies Inc.	−23,107	24,412	$10,532,801
ADBE	Adobe Inc.	−21,858	2,175	$445,918
ALB	Albemarle Corp	−21,667	163	$22,009
CMG	Chipotle Mexican Grill Inc	−20,840	20,671	$702,814
AAPL	Apple Inc.	−17,274	366,114	$105,938,746
CL	Colgate Palmolive Co	−16,452	7,118	$652,577
BXSL	Blackstone Secured Lending Fund	−16,206	54,621	$1,295,063
JOBY	Joby Aviation, Inc.	−15,690	11,229	$100,162
PHYS	Sprott Physical Gold Trust	−15,116	1,377	$41,544
APA	APA Corp	−14,859	543	$17,685
UBS	UBS Group AG	−11,798	472	$23,392
HD	Home Depot, Inc.	−11,449	15,826	$5,581,513
GOOGL	Alphabet Inc.	−11,353	171,035	$61,122,777
PAAS	Pan American Silver Corp	−11,146	4,769	$213,603
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
FLEX	Flex Ltd.	27,190	$4,406,682
DOCN	DigitalOcean Holdings, Inc.	22,431	$3,522,339
RVMD	Revolution Medicines, Inc.	16,140	$3,022,698
ENVA	Enova International, Inc.	3,527	$849,054
ARGX	Argenx SE	914	$847,981
CSTM	Constellium SE	25,920	$826,070
FSTR	Foster L B Co	15,232	$688,029
LMAT	Lemaitre Vascular Inc	3,700	$355,052
SNDK	Sandisk Corp	131	$297,858
RNR	Renaissancere Holdings Ltd	915	$289,963
CGNX	Cognex Corp	2,012	$145,709
AORT	Artivion, Inc.	4,134	$92,890
TCMD	Tactile Systems Technology Inc	2,666	$79,393
VSEC	Vse Corp	257	$58,724
ATEN	A10 Networks, Inc.	1,510	$56,413
RACE	Ferrari N.V.	142	$52,865
SEI	Solaris Energy Infrastructure, Inc.	646	$51,977
IRTC	iRhythm Holdings, Inc.	419	$49,840
RYN	Rayonier Inc	2,140	$45,539
DRS	Leonardo DRS, Inc.	921	$39,299
WING	Wingstop Inc.	213	$36,936
ARLO	Arlo Technologies, Inc.	2,726	$36,746
TVTX	Travere Therapeutics, Inc.	600	$34,086
UTHR	UNITED THERAPEUTICS Corp	59	$31,967
VMI	Valmont Industries Inc	50	$28,880
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	4,340	$1,028,810
FET	Forum Energy Technologies, Inc.	11,014	$646,081
PAHC	Phibro Animal Health Corp	4,300	$237,833
DD	DuPont de Nemours, Inc.	1,586	$217,916
USO	United States Oil Fund, LP	1,155	$146,973
CCL	Carnival Corp Ltd.	5,647	$146,144
WGS	GeneDx Holdings Corp.	1,500	$96,330
CTRA	Coterra Energy Inc.	2,596	$91,223
VITL	Vital Farms, Inc.	5,500	$77,660
CLNE	Clean Energy Fuels Corp.	18,753	$46,507
FERG	Ferguson Enterprises Inc. /DE/	190	$44,319
PKST	Peakstone Realty Trust	1,971	$41,174
JAZZ	Jazz Pharmaceuticals plc	201	$37,999
TRI	Thomson Reuters Corp /Can/	387	$34,822
GGN	GAMCO Global Gold, Natural Resources & Income Trust	6,000	$31,920
SSRM	Ssr Mining Inc.	1,050	$30,870
GBAB	Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	2,000	$29,000
NRP	Natural Resource Partners LP	200	$24,200
WBS	Webster Financial Corp	339	$23,533
AMSF	Amerisafe Inc	700	$23,331
CLH	Clean Harbors Inc	77	$22,078
AMTM	Amentum Holdings, Inc.	846	$22,063
ECC	Eagle Point Credit Co	5,600	$21,056
AOD	abrdn Total Dynamic Dividend Fund	2,200	$20,262
MKL	Markel Group Inc.	10	$19,140
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,342 positions · $1,532,842,726 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,342 positions by value · page 1 of 27

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	581,448	-30,360	$116,341,930	+9.0%	7.59%
AAPL	Apple Inc. Technology	Reduced	366,114	-17,274	$105,938,746	+8.9%	6.91%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	314,175	-7,722	$74,880,468	+11.7%	4.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	171,035	-11,353	$61,122,777	+16.5%	3.99%
MSFT	Microsoft Corp Technology	Reduced	131,257	-813	$48,961,485	+0.1%	3.19%
SPY	Spdr S&P 500 ETF Trust	Added	59,066	+1,636	$44,108,716	+18.1%	2.88%
AVGO	Broadcom Inc. Technology	Reduced	98,265	-9,944	$37,119,603	+10.8%	2.42%
LLY	ELI LILLY & Co Healthcare	Added	27,938	+364	$33,509,677	+32.1%	2.19%
AMAT	Applied Materials Inc /De Technology	Added	39,393	+914	$28,481,139	+116.6%	1.86%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	29,995	+197	$28,059,422	−5.5%	1.83%
KLAC	Kla Corp Technology	Added	92,834	+84,078	$28,008,945	+2072.5%	1.83%
META	Meta Platforms, Inc. Communication Services	Reduced	42,751	-10,305	$24,081,209	−20.7%	1.57%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	72,887	-280	$23,858,101	+10.9%	1.56%
QQQ	Invesco Qqq Trust, Series 1	Added	32,192	+1,054	$23,706,188	+31.9%	1.55%
MU	Micron Technology Inc Technology	Reduced	20,380	-2,026	$23,524,429	+210.8%	1.53%
CAT	Caterpillar Inc Industrials	Added	21,827	+126	$23,243,571	+51.2%	1.52%
PANW	Palo Alto Networks Inc Technology	Added	64,370	+7,024	$21,951,456	+138.8%	1.43%
LRCX	Lam Research Corp Technology	Reduced	49,914	-2,907	$21,629,233	+91.7%	1.41%
INTC	Intel Corp Technology	Reduced	126,386	-4,065	$17,647,276	+206.5%	1.15%
PWR	Quanta Services, Inc. Industrials	Reduced	24,272	-185	$17,476,810	+30.2%	1.14%
MA	Mastercard Inc Financial Services	Reduced	33,293	-892	$17,099,284	+0.1%	1.12%
WMT	Walmart Inc. Consumer Defensive	Added	141,149	+4,538	$15,986,534	−5.8%	1.04%
AMD	Advanced Micro Devices Inc Technology	Reduced	24,458	-2,626	$14,207,896	+157.9%	0.93%
V	Visa Inc. Financial Services	Reduced	40,035	-283	$13,735,608	+12.7%	0.90%
FIX	Comfort Systems USA Inc Industrials	Added	6,901	+451	$13,677,436	+53.8%	0.89%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	28,494	+1,615	$13,607,878	+49.8%	0.89%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	35,551	-360	$13,174,845	+12.2%	0.86%
NFLX	Netflix Inc Communication Services	Added	177,664	+8,607	$12,685,209	−22.0%	0.83%
GS	Goldman Sachs Group Inc Financial Services	Reduced	12,339	-283	$12,479,294	+16.9%	0.81%
ANET	Arista Networks, Inc. Technology	Reduced	68,548	-1,899	$11,644,934	+34.6%	0.76%
LITE	Lumentum Holdings Inc. Technology	Reduced	13,521	-5,623	$11,601,829	−13.8%	0.76%
GLD	Spdr Gold Trust	Reduced	30,254	-127	$11,144,968	−14.7%	0.73%
STX	Seagate Technology Holdings plc Technology	Added	11,509	+1,955	$11,106,185	+196.7%	0.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	21,925	-304	$10,971,050	+3.0%	0.72%
MCK	Mckesson Corp Healthcare	Added	14,027	+399	$10,598,800	−10.1%	0.69%
DELL	Dell Technologies Inc. Technology	Reduced	24,412	-23,107	$10,532,801	+35.0%	0.69%
IAU	Ishares Gold Trust	Reduced	131,886	-5,911	$9,958,711	−18.0%	0.65%
MRVL	Marvell Technology, Inc. Technology	Reduced	33,035	-1,223	$9,840,795	+190.0%	0.64%
GEV	GE Vernova Inc. Industrials	Added	7,508	+1,164	$8,820,848	+59.3%	0.58%
TER	Teradyne, Inc Technology	Reduced	18,063	-6,798	$8,739,601	+18.6%	0.57%
WDC	Western Digital Corp Technology	Reduced	13,574	-1,541	$8,669,984	+112.1%	0.57%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	92,448	+28,840	$8,513,535	+45.0%	0.56%
JBL	Jabil Inc Technology	Added	21,064	+20,776	$8,119,749	+10513.9%	0.53%
PLTR	Palantir Technologies Inc. Technology	Reduced	68,847	-10,113	$8,032,379	−30.5%	0.52%
GLW	Corning Inc /Ny Technology	Added	29,766	+1,149	$7,603,129	+95.4%	0.50%
UNH	Unitedhealth Group Inc Healthcare	Added	17,949	+170	$7,460,141	+55.1%	0.49%
ASML	Asml Holding NV Technology	Reduced	3,632	-133	$7,225,644	+45.3%	0.47%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	16,324	-1,108	$6,865,874	+5.9%	0.45%
ATI	Ati Inc Industrials	Reduced	33,435	-161	$6,590,037	+34.9%	0.43%
XOM	ExxonMobil Holdings Corp Energy	Added	47,899	+7,624	$6,548,750	−4.2%	0.43%