Spire Wealth Management

CIK

1858740

Location

MCLEAN, VA

Portfolio Value

Micro $21,984,346

Diversification

Diversified

Filing Date

Global Rank

#1,504 / 8,586 ▼ 8

Top Industry

Semiconductors 14.2%

3Y Alpha vs SPY

-2.8%

Period ended 3 months ago

Filed Apr 22, 2026 · 56d

21 quarters · since Mar 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+66.1%

SPY

+78.1%

Annualised alpha

-2.8%

Max drawdown

−19.7%

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

8.0%

−0.3 pts

Top 5

28.0%

−2.3 pts

Top 10

39.7%

−2.6 pts

HHI

233

Diversified−23

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.6%	$486,665,192	187
Financial Services	10.7%	$142,123,857	282
Consumer Cyclical	10.0%	$132,637,321	129
Industrials	8.5%	$113,674,405	184
Communication Services	8.1%	$107,820,842	53
Unclassified	7.0%	$93,062,761	28
Healthcare	6.6%	$88,095,600	136
Consumer Defensive	4.6%	$61,327,721	62
Energy	3.6%	$47,316,675	82
Basic Materials	1.7%	$21,984,346	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	$1,059,373
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	$5,691,396
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
ANAB	Anaptysbio, Inc	400	$22,184
FXF	Invesco CurrencyShares Swiss Franc Trust	175	$19,321
DSU	Blackrock Debt Strategies Fund, Inc.	1,758	$16,859
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 Octagon 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

65 positions · $21,984,346 total · Basic Materials only · 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 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CF	CF Industries Holdings, Inc. Basic Materials	Added	36,049	+33,775	$4,680,602	+2561.4%	21.29%
ALB	Albemarle Corp Basic Materials	Added	21,830	+21,265	$3,919,139	+4804.3%	17.83%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	15,310	+2,758	$1,657,307	+32.2%	7.54%
ERO	Ero Copper Corp. Basic Materials	Reduced	47,174	-1,178	$1,258,130	−8.0%	5.72%
SHW	Sherwin Williams Co Basic Materials	Added	3,618	+201	$1,159,749	+4.7%	5.28%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	8,489	-118	$1,112,143	+10.0%	5.06%
SCCO	Southern Copper Corp/ Basic Materials	Reduced	6,157	-39,793	$1,059,373	−83.8%	4.82%
PAAS	Pan American Silver Corp Basic Materials	Reduced	15,915	-3,963	$869,436	−15.6%	3.95%
CRH	Crh Public Ltd Co Basic Materials	Added	5,938	+5,926	$624,202	+41596.9%	2.84%
RGLD	Royal Gold Inc Basic Materials	Reduced	1,828	-495	$465,207	−9.9%	2.12%
NG	Novagold Resources Inc Basic Materials	Held	44,540	0	$399,969	−3.6%	1.82%
RIO	Rio Tinto PLC Basic Materials	Added	4,274	+55	$398,721	+18.1%	1.81%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	6,171	+190	$362,731	+19.4%	1.65%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	1,233	+43	$358,174	+21.8%	1.63%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	1,656	-317	$336,134	+0.5%	1.53%
LIN	Linde PLC Basic Materials	Reduced	666	-39	$330,176	+9.8%	1.50%
HL	Hecla Mining Co/De/ Basic Materials	Added	17,709	+25	$329,918	−2.8%	1.50%
CTVA	Corteva, Inc. Basic Materials	Reduced	3,380	-448	$282,939	+10.3%	1.29%
NTR	Nutrien Ltd. Basic Materials	Added	3,491	+270	$263,430	+32.5%	1.20%
VMC	Vulcan Materials CO Basic Materials	Added	920	+3	$250,516	−4.2%	1.14%
NUE	Nucor Corp Basic Materials	Reduced	1,253	-1,133	$211,882	−45.6%	0.96%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	356	-937	$209,570	−74.0%	0.95%
DOW	Dow Inc. Basic Materials	Reduced	4,476	-750	$186,425	+52.6%	0.85%
FNV	FRANCO NEVADA Corp Basic Materials	Added	577	+105	$142,547	+45.7%	0.65%
STLD	Steel Dynamics Inc Basic Materials	Added	668	+501	$120,240	+324.9%	0.55%
RPM	Rpm International Inc/De/ Basic Materials	Held	1,000	0	$99,400	−4.4%	0.45%
ECL	Ecolab Inc. Basic Materials	Reduced	353	-3,490	$93,905	−90.7%	0.43%
IFF	International Flavors & Fragrances Inc Basic Materials	Added	1,194	+2	$86,624	+7.8%	0.39%
OLN	OLIN Corp Basic Materials	Reduced	2,571	-168	$76,435	+34.0%	0.35%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	1,586	-14	$72,638	+12.9%	0.33%
BHP	BHP Group Ltd Basic Materials	Reduced	996	-583	$72,449	−24.0%	0.33%
AA	Alcoa Corp Basic Materials	Added	938	+501	$62,217	+167.9%	0.28%
PPG	Ppg Industries Inc Basic Materials	Reduced	436	-473	$46,599	−50.0%	0.21%
CX	Cemex Sab De CV Basic Materials	Added	3,500	+363	$40,040	+11.1%	0.18%
MP	MP Materials Corp. / DE Basic Materials	Added	794	+200	$38,318	+27.7%	0.17%
BVN	Buenaventura Mining Co Inc Basic Materials	Held	1,000	0	$36,040	+29.5%	0.16%
SMG	Scotts Miracle-Gro Co Basic Materials	Added	542	+5	$32,959	+5.2%	0.15%
SSRM	Ssr Mining Inc. Basic Materials	Added	1,050	+50	$30,870	+40.8%	0.14%
HWKN	Hawkins Inc Basic Materials	Held	157	0	$24,115	+8.1%	0.11%
WLK	Westlake Corp Basic Materials	Reduced	172	-134	$20,093	−11.2%	0.09%
SSD	Simpson Manufacturing Co., Inc. Basic Materials	Held	116	0	$19,907	+6.3%	0.09%
CLMT	Calumet, Inc. /DE Basic Materials	Held	450	0	$16,155	+80.7%	0.07%
RS	Reliance, Inc. Basic Materials	Held	47	0	$14,284	+5.2%	0.06%
LYB	LyondellBasell Industries N.V. Basic Materials	Reduced	174	-193	$14,017	−11.8%	0.06%
KGC	Kinross Gold Corp Basic Materials	Reduced	441	-600	$13,459	−54.1%	0.06%
TMC	TMC the metals Co Inc. Basic Materials	Added	2,086	+836	$9,741	+26.3%	0.04%
MT	ArcelorMittal Basic Materials	Added	150	+21	$7,797	+32.6%	0.04%
CDE	Coeur Mining, Inc. Basic Materials	Held	415	0	$7,789	+5.3%	0.04%
AU	AngloGold Ashanti PLC Basic Materials	Held	68	0	$6,620	+14.2%	0.03%
AGI	Alamos Gold Inc Basic Materials	Reduced	144	-1,261	$6,397	−88.2%	0.03%