Position in AI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$4,210
-$7,199 QoQ
Shares Held
500
-24.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Spire Wealth Management holds $95,301,236 across 40 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
131,257 | $48,961,485 | |
| 2 | PANW |
Palo Alto Networks Inc
|
64,370 | $21,951,456 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
68,847 | $8,032,379 | |
| 4 | TWLO |
Twilio Inc
|
29,172 | $6,019,058 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
22,431 | $3,522,339 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
53,304 | $2,542,400 | |
| 7 | ORCL |
Oracle Corp
|
12,550 | $1,839,202 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,558 | $546,579 |
All Filings in AI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,210 | 500 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $11,409 | 658 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $77,592 | 3,158 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $66,896 | 3,178 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $250,512 | 7,276 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $49,913 | 2,060 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $59,918 | 2,069 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $81,155 | 2,998 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $303,292 | 10,564 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $320,531 | 12,560 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $235,447 | 6,463 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $155,462 | 4,631 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2 | 150 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $625 | 50 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,739 | 150 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,405 | 150 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $9,375 | 300 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $16,219 | 350 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $18,759 | 300 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||