Position in VERX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$596
-$3,327 QoQ
Shares Held
52
-84.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#198
of 226 holders
Holding Since
Sep 2024
8 quarters on record
Common Shares in VERX 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. VERX ranks #42 (0.0% 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 VERX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596 | 52 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,923 | 330 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,590 | 330 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,180 | 330 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,660 | 330 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $176,100 | 5,030 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,627,175 | 30,500 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,197,661 | 31,100 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||