Position in WU
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$995
-$252 QoQ
Shares Held
114
-14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 quarters on record
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $36,531,024 across 14 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in WU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $995 | 114 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,247 | 134 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,078 | 135 | Shares | Sole | 2025-10-23 | |
| 2024-12-31 | $2,946 | 278 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,564 | 215 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,358 | 193 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,341 | 239 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,883 | 158 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,059 | 308 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,618 | 138 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,505 | 135 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,921 | 430 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,755 | 130 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,108 | 128 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,490 | 293 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $41,585 | 2,331 | Shares | Sole | 2022-01-14 | |
| 2021-06-30 | $9,188 | 400 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $277,227 | 11,242 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||