Position in S
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$119,044
+$28,691 QoQ
Shares Held
7,015
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#356
of 484 holders
Holding Since
Jun 2022
16 quarters on record
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Spire Wealth Management holds $95,301,236 across 40 Software - Infrastructure names. S ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
131,257 | $48,961,485 | |
| 2 | PANW |
Palo Alto Networks Inc
|
64,370 | $21,951,456 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
68,847 | $8,032,379 | |
| 4 | TWLO |
Twilio Inc
|
29,172 | $6,019,058 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
22,431 | $3,522,339 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
53,304 | $2,542,400 | |
| 7 | ORCL |
Oracle Corp
|
12,550 | $1,839,202 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,558 | $546,579 |
All Filings in S
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,044 | 7,015 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $90,353 | 7,015 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $139,647 | 7,930 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $121,470 | 6,645 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $120,806 | 6,645 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $147,519 | 6,645 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $158,948 | 6,645 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $139,877 | 6,645 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $163,636 | 7,020 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $183,024 | 6,670 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $112,034 | 6,645 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $100,339 | 6,645 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $108,712 | 6,645 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $96,950 | 6,645 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $169,846 | 6,645 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $155,027 | 6,645 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||