Spire Wealth Management
CIK
1858740
City
MCLEAN
State / Country
VA
Top Portfolio Positions
1,349 positions ·
$1,316,199,589 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
611,808 | $106,699,314 | 8.11% | |
| AAPL |
Apple Inc.
Technology
|
383,388 | $97,300,040 | 7.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
321,897 | $67,041,487 | 5.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
182,388 | $52,447,492 | 3.98% | |
| MSFT |
Microsoft Corp
Technology
|
132,070 | $48,888,351 | 3.71% | |
| SPY |
Spdr S&P 500 ETF Trust
|
57,430 | $37,349,025 | 2.84% | |
| AVGO |
Broadcom Inc.
Technology
|
108,209 | $33,491,766 | 2.54% | |
| META |
Meta Platforms, Inc.
Communication Services
|
53,056 | $30,354,929 | 2.31% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
29,798 | $29,691,620 | 2.26% | |
| LLY |
ELI LILLY & Co
Healthcare
|
27,574 | $25,361,737 | 1.93% |
Portfolio Trend
Holdings in HTD
Shares Held
Position Value (USD)
21 of 21 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $885,899 | 35,765 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $753,476 | 31,846 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $770,040 | 31,050 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $594,199 | 25,404 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $497,911 | 20,807 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $384,777 | 17,474 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $119,490 | 5,146 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $103,495 | 5,121 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $119,237 | 6,065 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $81,988 | 4,322 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $125,669 | 7,076 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $259,324 | 12,712 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $208,850 | 9,796 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $36,415 | 1,593 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $32,907 | 1,570 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $123,264 | 5,371 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $39,132 | 1,531 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $44,245 | 1,692 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $34,182 | 1,494 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $36,752 | 1,476 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $50,902 | 2,167 | Shares | Sole | 2021-05-21 | |
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