Position in INVZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,524
+$253 QoQ
Shares Held
2,003
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 11 holders
Holding Since
Jun 2022
11 quarters on record
Common Shares in INVZ Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $9,697,123 across 17 Auto Parts names. INVZ ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORLY |
O Reilly Automotive Inc
|
92,448 | $8,513,535 | |
| 2 | MOD |
Modine Manufacturing Co
|
3,319 | $886,239 | |
| 3 | DAN |
DANA Inc
|
4,569 | $124,322 | |
| 4 | AZO |
Autozone Inc
|
10 | $31,959 | |
| 5 | GTX |
Garrett Motion Inc.
|
860 | $31,157 | |
| 6 | LEA |
Lear Corp
|
200 | $26,812 | |
| 7 | QS |
QuantumScape Corp
|
2,600 | $19,656 | |
| 8 | PLOW |
Douglas Dynamics, Inc
|
300 | $16,185 |
All Filings in INVZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,524 | 2,003 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,271 | 2,008 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,711 | 2,007 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,080 | 2,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,280 | 2,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,307 | 2,006 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,680 | 1,000 | Shares | Sole | 2025-01-24 | |
| 2023-09-30 | $9,750 | 5,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,200 | 5,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $14,000 | 4,000 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $1,568 | 400 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||