Spire Wealth Management
Top Portfolio Positions
1,349 positions ·
$1,316,199,589 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
611,808 | $106,699,314 | 8.11% |
| AAPL |
Apple Inc.
Technology
|
383,388 | $97,300,040 | 7.39% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
321,897 | $67,041,487 | 5.09% |
| GOOGL |
Alphabet Inc.
Communication Services
|
182,388 | $52,447,492 | 3.98% |
| MSFT |
Microsoft Corp
Technology
|
132,070 | $48,888,351 | 3.71% |
| SPY |
Spdr S&P 500 ETF Trust
|
57,430 | $37,349,025 | 2.84% |
| AVGO |
Broadcom Inc.
Technology
|
108,209 | $33,491,766 | 2.54% |
| META |
Meta Platforms, Inc.
Communication Services
|
53,056 | $30,354,929 | 2.31% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
29,798 | $29,691,620 | 2.26% |
| LLY |
ELI LILLY & Co
Healthcare
|
27,574 | $25,361,737 | 1.93% |
Portfolio Trend
Holdings in PHK
Shares Held
Position Value (USD)
21 of 21 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,070 | 14,918 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $72,501 | 14,918 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $76,521 | 15,335 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $71,606 | 14,918 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $113,780 | 23,268 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $113,082 | 23,268 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $118,185 | 23,637 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $113,877 | 23,626 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $114,943 | 23,268 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $116,107 | 23,268 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $104,285 | 23,594 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $117,920 | 23,584 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $112,452 | 23,575 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $110,057 | 23,268 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $108,196 | 23,268 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $121,743 | 23,548 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $137,639 | 23,813 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $178,602 | 29,041 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $149,382 | 23,787 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $162,627 | 23,776 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $195,109 | 28,948 | Shares | Sole | 2021-05-21 | |
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