Position in PHIO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,039
-$401 QoQ
Shares Held
1,990
-0.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 24 holders
Holding Since
Mar 2021
3 quarters on record
Common Shares in PHIO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $7,680,555 across 34 Biotechnology names. PHIO ranks #28 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RVMD |
Revolution Medicines, Inc.
|
16,140 | $3,022,698 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,953 | $970,113 | |
| 3 | ARGX |
Argenx SE
|
914 | $847,981 | |
| 4 | NTLA |
Intellia Therapeutics, Inc.
|
39,516 | $668,610 | |
| 5 | HALO |
Halozyme Therapeutics, Inc.
|
7,144 | $559,160 | |
| 6 | EXEL |
Exelixis, Inc.
|
8,794 | $478,481 | |
| 7 | SRRK |
Scholar Rock Holding Corp
|
6,303 | $346,665 | |
| 8 | PVLA |
Palvella Therapeutics, Inc.
|
1,000 | $152,820 |
All Filings in PHIO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,039 | 1,990 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,440 | 2,000 | Shares | Sole | 2026-04-22 | |
| 2021-03-31 | $5,360 | 2,000 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||