Position in SNOW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$171,024
-$80,543 QoQ
Shares Held
672
-59.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,190
of 1,454 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Spire Wealth Management holds $12,087,032 across 44 Software - Application names. SNOW ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
61,240 | $4,419,078 | |
| 2 | SHOP |
Shopify Inc.
|
25,749 | $2,940,020 | |
| 3 | MSTR |
Strategy Inc
|
9,763 | $848,697 | |
| 4 | CRM |
Salesforce, Inc.
|
3,683 | $576,978 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,570 | $575,550 | |
| 6 | ADBE |
Adobe Inc.
|
2,175 | $445,918 | |
| 7 | DAVE |
Dave Inc./DE
|
1,032 | $384,512 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
806 | $302,507 |
All Filings in SNOW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,024 | 672 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $251,567 | 1,668 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $539,406 | 2,459 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $312,612 | 1,386 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $146,345 | 654 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $111,666 | 764 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $131,711 | 853 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $134,041 | 1,167 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $238,704 | 1,767 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $417,897 | 2,586 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,025,845 | 5,155 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $205,628 | 1,346 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $168,060 | 955 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $147,501 | 956 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $165,932 | 1,156 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $268,366 | 1,579 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $368,787 | 2,652 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $631,024 | 2,754 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,389,552 | 4,102 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $899,729 | 2,975 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $329,573 | 1,363 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||