Position in SEZL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$29,005
+$28,373 QoQ
Shares Held
169
+1590.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#263
of 323 holders
Holding Since
Jun 2025
3 quarters on record
Common Shares in SEZL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $36,531,024 across 14 Credit Services names. SEZL ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
33,293 | $17,099,284 | |
| 2 | V |
Visa Inc.
|
40,035 | $13,735,608 | |
| 3 | AXP |
American Express Co
|
5,286 | $1,787,989 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
77,238 | $1,384,877 | |
| 5 | COF |
Capital One Financial Corp
|
5,905 | $1,184,661 | |
| 6 | ENVA |
Enova International, Inc.
|
3,527 | $849,054 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
2,668 | $217,575 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
2,441 | $105,402 |
All Filings in SEZL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,005 | 169 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $632 | 10 | Shares | Sole | 2026-04-22 | |
| 2025-06-30 | $32,085 | 179 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||