Position in LPLA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$2,105
-$641,872 QoQ
Shares Held
7
-99.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $19,153,153 across 20 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,339 | $12,479,294 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
28,641 | $2,492,912 | |
| 3 | MS |
Morgan Stanley
|
9,096 | $1,901,427 | |
| 4 | SCHW |
Schwab Charles Corp
|
12,539 | $1,156,973 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,729 | $574,504 | |
| 6 | IREN |
IREN Ltd
|
8,083 | $369,635 | |
| 7 | TW |
Tradeweb Markets Inc.
|
301 | $29,997 | |
| 8 | FUTU |
Futu Holdings Ltd
|
300 | $28,122 |
All Filings in LPLA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,105 | 7 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $643,977 | 1,803 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $667,376 | 2,006 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $751,814 | 2,005 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $56,922 | 174 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $47,670 | 146 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $29,311 | 126 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $44,408 | 159 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $37,780 | 143 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $27,769 | 122 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $19,487 | 82 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $17,829 | 82 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $16,596 | 82 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $9,511 | 44 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $14,856 | 68 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $23,428 | 127 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $23,200 | 127 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $60,674 | 379 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $24,924 | 159 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $17,007 | 126 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||