Position in SF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$28,117
+$26,415 QoQ
Shares Held
403
+1731.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#484
of 591 holders
Holding Since
Mar 2022
8 quarters on record
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $19,153,153 across 20 Capital Markets names. SF ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,339 | $12,479,294 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
28,641 | $2,492,912 | |
| 3 | MS |
Morgan Stanley
|
9,096 | $1,901,427 | |
| 4 | SCHW |
Schwab Charles Corp
|
12,539 | $1,156,973 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,729 | $574,504 | |
| 6 | IREN |
IREN Ltd
|
8,083 | $369,635 | |
| 7 | TW |
Tradeweb Markets Inc.
|
301 | $29,997 | |
| 8 | FUTU |
Futu Holdings Ltd
|
300 | $28,122 |
All Filings in SF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,117 | 403 | Shares | Sole | 2026-07-15 | |
| 2025-09-30 | $1,702 | 15 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,556 | 15 | Shares | Sole | 2025-08-04 | |
| 2023-03-31 | $886 | 15 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1 | 15 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $778 | 15 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $840 | 15 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,055 | 45 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||