Position in AFRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$217,575
+$100,414 QoQ
Shares Held
2,668
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#480
of 654 holders
Holding Since
Mar 2021
18 quarters on record
Common Shares in AFRM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $36,531,024 across 14 Credit Services names. AFRM ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
33,293 | $17,099,284 | |
| 2 | V |
Visa Inc.
|
40,035 | $13,735,608 | |
| 3 | AXP |
American Express Co
|
5,286 | $1,787,989 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
77,238 | $1,384,877 | |
| 5 | COF |
Capital One Financial Corp
|
5,905 | $1,184,661 | |
| 6 | ENVA |
Enova International, Inc.
|
3,527 | $849,054 | |
| 7 | AFRM |
Affirm Holdings, Inc.
This page
|
2,668 | $217,575 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
2,441 | $105,402 |
All Filings in AFRM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,575 | 2,668 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $117,161 | 2,557 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $199,546 | 2,681 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $194,246 | 2,658 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $183,774 | 2,658 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $120,115 | 2,658 | Shares | Sole | 2025-04-23 | |
| 2023-12-31 | $51,105 | 1,040 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $22,418 | 1,054 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,492 | 554 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,468 | 574 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,453 | 564 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $10,580 | 564 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $14,159 | 784 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $46,927 | 1,014 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $378,507 | 3,764 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $47,652 | 400 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $23,572 | 350 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $24,752 | 350 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||