Spire Wealth Management

Position in AFRM — Affirm Holdings, Inc.

CIK 1858740 MCLEAN, VA

Position in AFRM

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$117,161

-$82,385 QoQ

Shares Held

2,557

-4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

17 quarters on record

Financial Services · as of Mar 31, 2026

Spire Wealth Management holds $33,817,415 across 14 Credit Services names. AFRM ranks #6 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	34,185	$17,080,876
2	V	Visa Inc.	40,318	$12,185,711
3	AXP	American Express Co	5,586	$1,689,653
4	COF	Capital One Financial Corp	7,038	$1,283,942
5	SOFI	SoFi Technologies, Inc.	78,120	$1,240,545
6	AFRM	Affirm Holdings, Inc. This page	2,557	$117,161
7	PYPL	PayPal Holdings, Inc.	2,552	$115,426
8	OMF	OneMain Holdings, Inc.	1,000	$53,490

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$117,161	2,557	-4.6%	Shares	Sole	2026-04-22
2025-12-31	$199,546	2,681	+0.9%	Shares	Sole	2026-01-14
2025-09-30	$194,246	2,658	0.0%	Shares	Sole	2025-10-23
2025-06-30	$183,774	2,658	0.0%	Shares	Sole	2025-08-04
2025-03-31	$120,115	2,658	+155.6%	Shares	Sole	2025-04-23
2023-12-31	$51,105	1,040	-1.3%	Shares	Sole	2024-02-06
2023-09-30	$22,418	1,054	+90.3%	Shares	Sole	2023-11-08
2023-06-30	$8,492	554	-3.5%	Shares	Sole	2023-08-09
2023-03-31	$6,468	574	+1.8%	Shares	Sole	2023-05-09
2022-12-31	$5,453	564	0.0%	Shares	Sole	2023-02-03
2022-09-30	$10,580	564	-28.1%	Shares	Sole	2022-11-07
2022-06-30	$14,159	784	-22.7%	Shares	Sole	2022-07-22
2022-03-31	$46,927	1,014	-73.1%	Shares	Sole	2022-04-18
2021-12-31	$378,507	3,764	+841.0%	Shares	Sole	2022-01-14
2021-09-30	$47,652	400	+14.3%	Shares	Sole	2021-10-22
2021-06-30	$23,572	350	0.0%	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.