Position in CAVA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$305,051
-$38,531 QoQ
Shares Held
3,887
-8.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#332
of 533 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in CAVA Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $5,585,194 across 19 Restaurants names. CAVA ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
18,196 | $1,859,449 | |
| 2 | MCD |
Mcdonalds Corp
|
5,977 | $1,615,642 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
20,671 | $702,814 | |
| 4 | YUM |
Yum Brands Inc
|
3,112 | $497,484 | |
| 5 | BROS |
Dutch Bros Inc.
|
4,453 | $319,769 | |
| 6 | CAVA |
Cava Group, Inc.
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|
3,887 | $305,051 | |
| 7 | DRI |
Darden Restaurants Inc
|
660 | $135,966 | |
| 8 | WING |
Wingstop Inc.
|
213 | $36,936 |
All Filings in CAVA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,051 | 3,887 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $343,582 | 4,247 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $253,834 | 4,325 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $403,357 | 6,677 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $778,369 | 9,241 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $866,519 | 10,028 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,051,521 | 9,322 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||