Spire Wealth Management

Position in UPST — Upstart Holdings, Inc.

CIK 1858740 MCLEAN, VA

Position in UPST

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,543

+$2,620 QoQ

Shares Held

100

+566.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#307

of 364 holders

Holding Since

Mar 2021

16 quarters on record

Financial Services · as of Jun 30, 2026

Spire Wealth Management holds $36,531,024 across 14 Credit Services names. UPST ranks #13 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,543	100	+566.7%	Shares	Sole	2026-07-15
2024-12-31	$923	15	-72.7%	Shares	Sole	2025-01-24
2024-06-30	$1,297	55	-42.7%	Shares	Sole	2024-07-31
2024-03-31	$2,581	96	-42.5%	Shares	Sole	2024-04-24
2023-12-31	$6,823	167	-23.0%	Shares	Sole	2024-02-06
2023-09-30	$6,193	217	-90.8%	Shares	Sole	2023-11-08
2023-06-30	$84,046	2,347	+50.5%	Shares	Sole	2023-08-09
2023-03-31	$24,772	1,559	+22.3%	Shares	Sole	2023-05-09
2022-12-31	$16,855	1,275	+6.2%	Shares	Sole	2023-02-03
2022-09-30	$24,948	1,200	-23.8%	Shares	Sole	2022-11-07
2022-06-30	$49,801	1,575	-30.2%	Shares	Sole	2022-07-22
2022-03-31	$246,216	2,257	+52.6%	Shares	Sole	2022-04-18
2021-12-31	$223,772	1,479	+57.0%	Shares	Sole	2022-01-14
2021-09-30	$298,086	942	+144.0%	Shares	Sole	2021-10-22
2021-06-30	$48,211	386	+93.0%	Shares	Sole	2021-07-26
2021-03-31	$25,772	200	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.