Spire Wealth Management

CIK

1858740

City

MCLEAN

State / Country

Stock

Top Portfolio Positions

1,354 positions · $1,325,734,223 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	611,808	$106,699,314	8.05%
AAPL	Apple Inc. Technology	383,388	$97,300,040	7.34%
AMZN	Amazon Com Inc Consumer Cyclical	321,897	$67,041,487	5.06%
GOOGL	Alphabet Inc. Communication Services	182,388	$52,447,492	3.96%
MSFT	Microsoft Corp Technology	132,070	$48,888,351	3.69%
SPY	Spdr S&P 500 ETF Trust	57,430	$37,349,025	2.82%
AVGO	Broadcom Inc. Technology	108,209	$33,491,766	2.53%
META	Meta Platforms, Inc. Communication Services	53,056	$30,354,929	2.29%
COST	Costco Wholesale Corp /New Consumer Defensive	29,798	$29,691,620	2.24%
LLY	ELI LILLY & Co Healthcare	27,574	$25,361,737	1.91%

21 quarters · across all stocks

19 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,525	1,302	0.0%	Shares	Sole	2026-04-22
2025-12-31	$12,967	1,302	0.0%	Shares	Sole	2026-01-14
2025-09-30	$12,824	1,302	0.0%	Shares	Sole	2025-10-23
2025-06-30	$12,212	1,302	0.0%	Shares	Sole	2025-08-04
2025-03-31	$12,603	1,302	0.0%	Shares	Sole	2025-04-23
2024-12-31	$12,837	1,302	0.0%	Shares	Sole	2025-01-24
2024-09-30	$13,592	1,302	0.0%	Shares	Sole	2024-10-15
2024-06-30	$12,915	1,302	0.0%	Shares	Sole	2024-07-31
2024-03-31	$12,603	1,302	0.0%	Shares	Sole	2024-04-24
2023-12-31	$12,382	1,302	0.0%	Shares	Sole	2024-02-06
2023-09-30	$10,923	1,302	-45.9%	Shares	Sole	2023-11-08
2023-06-30	$23,001	2,406	0.0%	Shares	Sole	2023-08-09
2023-03-31	$24,011	2,406	0.0%	Shares	Sole	2023-05-09
2022-06-30	$24,565	2,406	-50.0%	Shares	Sole	2022-07-22
2022-03-31	$54,519	4,812	0.0%	Shares	Sole	2022-04-18
2021-12-31	$65,395	4,812	0.0%	Shares	Sole	2022-01-14
2021-09-30	$63,422	4,812	0.0%	Shares	Sole	2021-10-22
2021-06-30	$64,962	4,812	0.0%	Shares	Sole	2021-07-26
2021-03-31	$62,411	4,812	—	Shares	Sole	2021-05-21
No 13F history on record for this holder in this stock.