Spire Wealth Management
Top Portfolio Positions
1,352 positions ·
$1,319,191,460 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
611,808 | $106,699,314 | 8.09% | |
| AAPL |
Apple Inc.
Technology
|
383,388 | $97,300,040 | 7.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
321,897 | $67,041,487 | 5.08% | |
| 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 | 2.83% | |
| AVGO |
Broadcom Inc.
Technology
|
108,209 | $33,491,766 | 2.54% | |
| META |
Meta Platforms, Inc.
Communication Services
|
53,056 | $30,354,929 | 2.30% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
29,798 | $29,691,620 | 2.25% | |
| LLY |
ELI LILLY & Co
Healthcare
|
27,574 | $25,361,737 | 1.92% |
Portfolio Trend
Holdings in TCPC
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,883 | 4,954 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $28,378 | 5,188 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $78,467 | 12,656 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $103,064 | 12,867 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $110,895 | 12,732 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $110,820 | 13,368 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $142,527 | 13,197 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $134,953 | 12,939 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $148,300 | 12,851 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $130,560 | 11,121 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $120,282 | 11,025 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $109,015 | 10,584 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $102,277 | 7,904 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $86,336 | 7,899 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $95,979 | 7,660 | Shares | Sole | 2022-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||