Position in V
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$12,185,711
-$1,993,143 QoQ
Shares Held
40,318
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Spire Wealth Management holds $33,817,415 across 14 Credit Services names. V ranks #2 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
34,185 | $17,080,876 | |
| 2 | V |
Visa Inc.
This page
|
40,318 | $12,185,711 | |
| 3 | AXP |
American Express Co
|
5,586 | $1,689,653 | |
| 4 | COF |
Capital One Financial Corp
|
7,038 | $1,283,942 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
78,120 | $1,240,545 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
2,557 | $117,161 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
2,552 | $115,426 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
1,000 | $53,490 |
All Filings in V
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,185,711 | 40,318 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,178,854 | 40,429 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $13,717,330 | 40,182 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,442,723 | 40,678 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $21,830,503 | 62,291 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $18,330,003 | 57,999 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,305,366 | 55,666 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $16,532,460 | 62,988 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $20,708,015 | 74,201 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $21,444,769 | 82,369 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $18,275,214 | 79,454 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $24,383,495 | 102,676 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $24,057,934 | 106,706 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $22,070,968 | 106,233 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $18,977,105 | 106,823 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $30,156,263 | 153,163 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $34,707,005 | 156,500 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $33,299,875 | 153,661 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $30,977,174 | 139,067 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $32,567,852 | 139,286 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $38,707,208 | 182,814 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||