Spire Wealth Management

CIK

1858740

City

MCLEAN

State / Country

Stock

Top Portfolio Positions

1,354 positions · $1,330,002,770 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	611,808	$106,699,314	8.02%
AAPL	Apple Inc. Technology	383,388	$97,300,040	7.32%
AMZN	Amazon Com Inc Consumer Cyclical	321,897	$67,041,487	5.04%
GOOGL	Alphabet Inc. Communication Services	182,388	$52,447,492	3.94%
MSFT	Microsoft Corp Technology	132,070	$48,888,351	3.68%
SPY	Spdr S&P 500 ETF Trust	57,430	$37,349,025	2.81%
AVGO	Broadcom Inc. Technology	108,209	$33,491,766	2.52%
META	Meta Platforms, Inc. Communication Services	53,056	$30,354,929	2.28%
COST	Costco Wholesale Corp /New Consumer Defensive	29,798	$29,691,620	2.23%
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	$2,972	1,077	0.0%	Shares	Sole	2026-04-22
2025-12-31	$2,810	1,077	-25.9%	Shares	Sole	2026-01-14
2025-09-30	$4,449	1,454	0.0%	Shares	Sole	2025-10-23
2025-06-30	$4,289	1,454	0.0%	Shares	Sole	2025-08-04
2025-03-31	$5,234	1,454	0.0%	Shares	Sole	2025-04-23
2024-12-31	$5,219	1,454	0.0%	Shares	Sole	2025-01-24
2024-09-30	$5,307	1,454	0.0%	Shares	Sole	2024-10-15
2024-06-30	$4,696	1,454	0.0%	Shares	Sole	2024-07-31
2024-03-31	$3,722	1,454	0.0%	Shares	Sole	2024-04-24
2023-12-31	$3,489	1,454	0.0%	Shares	Sole	2024-02-06
2023-09-30	$4,042	1,454	+0.1%	Shares	Sole	2023-11-08
2023-06-30	$3,123	1,453	+0.1%	Shares	Sole	2023-08-09
2023-03-31	$3,975	1,451	+0.1%	Shares	Sole	2023-05-09
2022-12-31	$4,350	1,450	+0.1%	Shares	Sole	2023-02-03
2022-06-30	$5,763	1,448	+0.1%	Shares	Sole	2022-07-22
2022-03-31	$6,073	1,446	-34.1%	Shares	Sole	2022-04-18
2021-12-31	$5,838	2,195	+0.0%	Shares	Sole	2022-01-14
2021-09-30	$7,020	2,194	+0.0%	Shares	Sole	2021-10-22
2021-06-30	$6,622	2,193	—	Shares	Sole	2021-07-26
No 13F history on record for this holder in this stock.