Spire Wealth Management

CIK

1858740

Location

MCLEAN, VA

Portfolio Value

Mid $1,311,708,856

Diversification

Diversified

Filing Date

Global Rank

#1,515 / 8,605 ▲ 1 · as of Mar 2026

Top Industry

Semiconductors 14.4%

3Y Alpha vs SPY

-2.5%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

21 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

+65.3%

SPY

+76.0%

Annualised alpha

-2.5%

Max drawdown

−19.6%

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

1,354 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.1%

−0.4 pts

Top 5

28.4%

−2.4 pts

Top 10

40.3%

−2.8 pts

HHI

238

Diversified−25

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.9%	$470,793,465	187
Financial Services	10.8%	$142,033,348	282
Consumer Cyclical	10.0%	$130,813,666	129
Industrials	8.6%	$113,087,374	185
Communication Services	8.2%	$107,820,842	53
Unclassified	7.1%	$93,019,661	28
Healthcare	6.7%	$88,088,205	136
Consumer Defensive	4.7%	$61,322,435	61
Energy	3.6%	$47,316,675	82
Basic Materials	1.7%	$22,119,135	65
Real Estate	1.4%	$18,316,814	92
Utilities	1.3%	$16,977,236	54

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	+101,817	130,451	$5,756,801
NOW	ServiceNow, Inc.	+38,351	46,874	$4,900,675
CF	CF Industries Holdings, Inc.	+33,775	36,049	$4,680,602
NFLX	Netflix Inc	+32,425	169,057	$16,254,829
CCJ	Cameco Corp	+28,599	38,519	$4,183,547
LRCX	Lam Research Corp	+27,221	52,821	$11,285,734
XPO	XPO, Inc.	+27,121	27,321	$5,315,300
SILA	Sila Realty Trust, Inc.	+26,047	31,323	$741,728
AMAT	Applied Materials Inc /De	+25,674	38,479	$13,151,736
MRVL	Marvell Technology, Inc.	+25,253	34,258	$3,393,254
SLV	iShares Silver Trust	+23,039	46,988	$3,201,762
ALB	Albemarle Corp	+21,265	21,830	$3,919,139
NEA	Nuveen AMT-Free Quality Municipal Income Fund	+20,992	168,726	$1,894,792
CL	Colgate Palmolive Co	+20,918	23,570	$2,008,870
BKR	Baker Hughes Co	+17,530	23,900	$1,459,094
ET	Energy Transfer LP	+16,450	78,689	$1,518,697
ADBE	Adobe Inc.	+16,232	24,033	$5,841,941
APA	APA Corp	+14,835	15,402	$653,660
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+14,177	26,879	$9,083,757
PAA	Plains All American Pipeline LP	+13,454	29,907	$667,823
PHYS	Sprott Physical Gold Trust	+13,106	16,493	$584,511
MHD	Blackrock Muniholdings Fund, Inc.	+12,472	16,472	$185,804
WDC	Western Digital Corp	+12,070	15,115	$4,088,455
MRSH	Marsh & Mclennan Companies, Inc.	+10,340	11,171	$1,937,609
MTCH	Match Group, Inc.	+9,547	10,137	$311,306
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CTSH	Cognizant Technology Solutions Corp	−72,715	303	$18,589
HOOD	Robinhood Markets, Inc.	−65,321	6,024	$417,463
SHOP	Shopify Inc.	−49,677	25,424	$3,015,794
NWG	NatWest Group plc	−45,817	5,500	$81,950
APH	Amphenol Corp /De/	−41,852	6,905	$872,446
SCCO	Southern Copper Corp/	−39,793	6,157	$1,048,884
BBY	Best Buy Co Inc	−27,405	688	$44,169
FSLR	First Solar, Inc.	−27,353	162	$31,956
TEL	TE Connectivity plc	−26,801	409	$85,489
NET	Cloudflare, Inc.	−23,794	877	$180,960
ORLY	O Reilly Automotive Inc	−23,726	63,608	$5,871,654
VRT	Vertiv Holdings Co	−23,226	11,098	$2,780,936
KR	Kroger Co	−20,194	6,254	$452,538
ANET	Arista Networks, Inc.	−20,021	70,447	$8,649,481
FE	Firstenergy Corp	−17,379	1,612	$81,663
RKT	Rocket Companies, Inc.	−16,929	5,388	$76,779
CRWD	CrowdStrike Holdings, Inc.	−14,671	14,578	$1,422,849
AXP	American Express Co	−13,875	5,586	$1,689,653
NVDA	Nvidia Corp	−12,426	611,808	$106,699,314
HIG	Hartford Insurance Group, Inc.	−11,919	4,684	$633,416
BSX	Boston Scientific Corp	−11,467	8,313	$521,640
VST	Vistra Corp.	−11,236	3,587	$539,233
ROK	Rockwell Automation, Inc	−11,157	168	$60,291
UPS	United Parcel Service Inc	−10,574	2,437	$239,752
TMQ	Trilogy Metals Inc.	−10,503	1,611	$5,783
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CASY	Caseys General Stores Inc	7,921	$5,765,378
ATI	Ati Inc	33,596	$4,886,873
WFRD	Weatherford International plc	51,294	$4,851,386
NXT	Nextpower Inc.	38,272	$4,613,689
FET	Forum Energy Technologies, Inc.	11,014	$646,081
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	36,051	$579,339
ORN	Orion Group Holdings Inc	20,066	$218,719
SNDA	Sonida Senior Living, Inc.	5,679	$183,147
USO	United States Oil Fund, LP	1,155	$146,973
NRIM	Northrim Bancorp Inc	6,300	$144,144
S	SentinelOne, Inc.	7,015	$90,353
LQDT	Liquidity Services Inc	2,300	$70,311
ITRI	Itron, Inc.	438	$39,257
ESE	Esco Technologies Inc	105	$29,543
GBAB	Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	2,000	$29,000
IESC	IES Holdings, Inc.	57	$27,158
PCT	PureCycle Technologies, Inc.	5,000	$25,950
NRP	Natural Resource Partners LP	200	$24,200
FXF	Invesco CurrencyShares Swiss Franc Trust	175	$19,321
DSU	Blackrock Debt Strategies Fund, Inc.	1,758	$16,859
ANAB	Anaptysbio, Inc	400	$14,789
CRUS	Cirrus Logic, Inc.	101	$14,606
BCS	Barclays PLC	616	$13,034
AR	ANTERO RESOURCES Corp	227	$9,633
DMB	BNY Mellon Municipal Bond Infrastructure Fund, Inc.	811	$8,547
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BXMX	Nuveen S&P 500 BuyWrite Income Fund	41,243	$606,272
VAL	Valaris Ltd	10,453	$526,831
INOD	Innodata Inc	8,526	$434,399
HIPO	Hippo Holdings Inc.	10,779	$324,232
TMDX	TransMedics Group, Inc.	2,236	$272,009
UTHR	UNITED THERAPEUTICS Corp	309	$150,560
XFLT	XAI Floating Rate & Alternative Income Trust	4,365	$104,760
EXAS	EXACT SCIENCES CORP	848	$86,122
GFF	Griffon Corp	700	$51,555
OBDC	Blue Owl Capital Corp	3,680	$45,742
SPNT	SiriusPoint Ltd	2,000	$43,780
PED	Pedevco Corp	3,637	$40,734
FT	Franklin Universal Trust	4,940	$39,520
AG	First Majestic Silver Corp	2,100	$34,986
TIGO	Millicom International Cellular SA	525	$29,106
COLD	Americold Realty Trust	2,200	$28,292
BBUC	Brookfield Business Corp	750	$26,910
FLG	Flagstar Bank, National Association	2,100	$26,439
WLDN	Willdan Group, Inc.	255	$26,433
CABO	Cable One, Inc.	220	$24,827
CRC	California Resources Corp	530	$23,696
AQN	Algonquin Power & Utilities Corp.	3,800	$23,370
SEB	Seaboard Corp /De/	5	$22,224
VNT	Vontier Corp	594	$22,084
NE	Noble Corp plc	763	$21,547
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,354 positions · $1,311,708,856 total · as of Mar 31, 2026

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

Showing 1–50 of 1,354 positions by value · page 1 of 28

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	611,808	-12,426	$106,699,314	−8.3%	8.13%
AAPL	Apple Inc. Technology	Reduced	383,388	-3,010	$97,300,040	−7.4%	7.42%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	321,897	-10,451	$67,041,487	−12.6%	5.11%
GOOGL	Alphabet Inc. Communication Services	Reduced	182,388	-1,582	$52,447,492	−8.9%	4.00%
MSFT	Microsoft Corp Technology	Reduced	132,070	-5,115	$48,888,351	−26.3%	3.73%
SPY	Spdr S&P 500 ETF Trust	Reduced	57,430	-1,358	$37,349,025	−6.8%	2.85%
AVGO	Broadcom Inc. Technology	Reduced	108,209	-1,528	$33,491,766	−11.8%	2.55%
META	Meta Platforms, Inc. Communication Services	Reduced	53,056	-2,036	$30,354,929	−16.5%	2.31%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	29,798	+1,398	$29,691,620	+21.2%	2.26%
LLY	ELI LILLY & Co Healthcare	Reduced	27,574	-145	$25,361,737	−14.9%	1.93%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	73,167	-1,330	$21,522,804	−10.3%	1.64%
QQQ	Invesco Qqq Trust, Series 1	Added	31,138	+1,228	$17,972,230	−2.2%	1.37%
MA	Mastercard Inc Financial Services	Reduced	34,185	-1,119	$17,080,876	−15.2%	1.30%
WMT	Walmart Inc. Consumer Defensive	Reduced	136,611	-5,251	$16,978,014	+7.4%	1.29%
NFLX	Netflix Inc Communication Services	Added	169,057	+32,425	$16,254,829	+26.9%	1.24%
CAT	Caterpillar Inc Industrials	Reduced	21,701	-24	$15,374,289	+23.5%	1.17%
LITE	Lumentum Holdings Inc. Technology	Reduced	19,144	-1,182	$13,453,637	+79.6%	1.03%
PWR	Quanta Services, Inc. Industrials	Added	24,457	+2,536	$13,427,381	+45.1%	1.02%
AMAT	Applied Materials Inc /De Technology	Added	38,479	+25,674	$13,151,736	+299.7%	1.00%
GLD	Spdr Gold Trust	Reduced	30,381	-53	$13,072,640	+8.4%	1.00%
V	Visa Inc. Financial Services	Reduced	40,318	-111	$12,185,711	−14.1%	0.93%
IAU	Ishares Gold Trust	Reduced	137,797	-5,629	$12,148,183	+4.3%	0.93%
MCK	Mckesson Corp Healthcare	Reduced	13,628	-172	$11,793,126	+4.2%	0.90%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	35,911	-1,432	$11,745,410	+1.4%	0.90%
PLTR	Palantir Technologies Inc. Technology	Reduced	78,960	-6,699	$11,550,268	−24.1%	0.88%
LRCX	Lam Research Corp Technology	Added	52,821	+27,221	$11,285,734	+157.5%	0.86%
GS	Goldman Sachs Group Inc Financial Services	Reduced	12,622	-81	$10,678,085	−4.4%	0.81%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	22,229	-869	$10,652,136	−8.3%	0.81%
PANW	Palo Alto Networks Inc Technology	Added	57,346	+12	$9,193,710	−12.9%	0.70%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	26,879	+14,177	$9,083,757	+135.3%	0.69%
HD	Home Depot, Inc. Consumer Cyclical	Added	27,275	+5,159	$8,970,474	+17.9%	0.68%
FIX	Comfort Systems USA Inc Industrials	Added	6,450	+1,060	$8,894,485	+76.8%	0.68%
ANET	Arista Networks, Inc. Technology	Reduced	70,447	-20,021	$8,649,481	−27.0%	0.66%
DELL	Dell Technologies Inc. Technology	Reduced	47,519	-4,042	$7,799,292	+20.2%	0.59%
MU	Micron Technology Inc Technology	Added	22,406	+5,303	$7,569,642	+55.1%	0.58%
TER	Teradyne, Inc Technology	Reduced	24,861	-481	$7,370,291	+50.3%	0.56%
XOM	ExxonMobil Holdings Corp Energy	Added	40,275	+2,821	$6,833,056	+51.6%	0.52%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	17,432	-1,281	$6,480,346	−23.0%	0.49%
ISRG	Intuitive Surgical Inc Healthcare	Added	14,021	+868	$6,463,540	−13.2%	0.49%
SCHW	Schwab Charles Corp Financial Services	Reduced	62,718	-2,384	$5,894,236	−9.4%	0.45%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	63,608	-23,726	$5,871,654	−26.3%	0.45%
ADBE	Adobe Inc. Technology	Added	24,033	+16,232	$5,841,941	+114.0%	0.45%
CASY	Caseys General Stores Inc Consumer Cyclical	NEW	7,921	NEW	$5,765,378	NEW	0.44%
INTC	Intel Corp Technology	Added	130,451	+101,817	$5,756,801	+444.8%	0.44%
NVS	Novartis AG Healthcare	Reduced	36,565	-2,418	$5,585,303	+3.9%	0.43%
GEV	GE Vernova Inc. Industrials	Added	6,344	+15	$5,537,677	+33.9%	0.42%
AMD	Advanced Micro Devices Inc Technology	Added	27,084	+515	$5,509,697	−3.2%	0.42%
XPO	XPO, Inc. Industrials	Added	27,321	+27,121	$5,315,300	+19454.5%	0.41%
BWXT	BWX Technologies, Inc. Industrials	Reduced	24,899	-1,678	$5,091,595	+10.8%	0.39%
WELL	Welltower Inc. Real Estate	Reduced	25,461	-1,872	$5,033,894	−0.8%	0.38%