Position in MA
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$17,080,876
-$3,073,470 QoQ
Shares Held
34,185
-3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Spire Wealth Management holds $33,817,415 across 14 Credit Services names. MA ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
This page
|
34,185 | $17,080,876 | |
| 2 | V |
Visa Inc.
|
40,318 | $12,185,711 | |
| 3 | AXP |
American Express Co
|
5,586 | $1,689,653 | |
| 4 | COF |
Capital One Financial Corp
|
7,038 | $1,283,942 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
78,120 | $1,240,545 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
2,557 | $117,161 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
2,552 | $115,426 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
1,000 | $53,490 |
All Filings in MA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,080,876 | 34,185 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $20,154,346 | 35,304 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $18,906,105 | 33,238 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $17,414,520 | 30,990 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $21,172,779 | 38,628 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $25,112,123 | 47,690 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $24,364,092 | 49,340 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $24,735,399 | 56,069 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $27,850,155 | 57,832 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $24,767,008 | 58,069 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $20,921,071 | 52,843 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $19,724,388 | 50,151 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $22,399,138 | 61,636 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $11,950,088 | 34,366 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $10,048,290 | 35,339 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $21,047,248 | 66,715 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $35,422,076 | 99,116 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $40,027,529 | 111,398 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $37,415,235 | 107,614 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $39,215,412 | 107,413 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $46,418,950 | 130,372 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||