Position in ARES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$215,384
-$279,930 QoQ
Shares Held
1,935
-57.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#592
of 799 holders
Holding Since
Mar 2021
20 quarters on record
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $27,056,715 across 112 Asset Management names. ARES ranks #21 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
115,599 | $3,199,780 | |
| 2 | BX |
Blackstone Inc.
|
23,291 | $2,740,651 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
228,623 | $2,684,034 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
59,199 | $2,381,575 | |
| 5 | ARCC |
Ares Capital Corp
|
79,181 | $1,467,223 | |
| 6 | BLK |
BlackRock, Inc.
|
1,414 | $1,359,645 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
54,621 | $1,295,063 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,743 | $985,992 |
All Filings in ARES
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,384 | 1,935 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $495,314 | 4,540 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $781,481 | 4,835 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $549,541 | 3,437 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $461,578 | 2,665 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $737,155 | 5,028 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $868,332 | 4,905 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $752,395 | 4,828 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $580,567 | 4,356 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $315,827 | 2,375 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $152,217 | 1,280 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $822 | 8 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $28,703 | 344 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $23,543 | 344 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $76,419 | 1,344 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $538,636 | 6,631 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $677,060 | 8,331 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $567,383 | 7,685 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $545,475 | 8,578 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $569,320 | 10,161 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||