Spire Wealth Management
Top Portfolio Positions
1,259 positions ·
$1,337,764,390 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
624,234 | $116,419,641 | 8.70% |
| AAPL |
Apple Inc.
Technology
|
386,398 | $105,046,159 | 7.85% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
332,348 | $76,712,564 | 5.73% |
| MSFT |
Microsoft Corp
Technology
|
137,185 | $66,345,408 | 4.96% |
| GOOGL |
Alphabet Inc.
Communication Services
|
183,970 | $57,582,610 | 4.30% |
| SPY |
Spdr S&P 500 Etf Trust
|
58,788 | $40,088,712 | 3.00% |
| AVGO |
Broadcom Inc.
Technology
|
109,737 | $37,979,975 | 2.84% |
| META |
Meta Platforms, Inc.
Communication Services
|
55,092 | $36,365,678 | 2.72% |
| LLY |
ELI LILLY & Co
Healthcare
|
27,719 | $29,789,056 | 2.23% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
28,400 | $24,490,455 | 1.83% |
Portfolio Trend
Holdings in MHD
Export CSVShares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $46,960 | 4,000 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $47,000 | 4,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $44,800 | 4,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $46,960 | 4,000 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $46,680 | 4,000 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $50,600 | 4,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $48,360 | 4,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $48,320 | 4,000 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $47,640 | 4,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $27,197 | 2,638 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $30,679 | 2,638 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $31,787 | 2,638 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $33,476 | 2,638 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $37,538 | 2,638 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $111,252 | 6,638 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $135,478 | 8,276 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $138,871 | 8,276 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $115,728 | 7,233 | Shares | Sole | 2021-05-21 | |
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