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CIK: 0001858740
Total reported value
$3.3B
$3.3B
2248 檔
14.4%
In Q1 2026, Spire Wealth Management's U.S. equity holdings reached a combined market value of $3.3B, distributed across 2248 disclosed stock positions.
During Q1 2026, Spire Wealth Management performed routine portfolio adjustments (10 new buys, 89 additions, 101 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 2248 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.27% | -0.02% | -2.43% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.64% | -0.13% | -1.99% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.32% | -0.12% | -0.78% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.29% | -0.03% | -3.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.79% | +0.06% | -0.86% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.78% | +0.30% | -10.75% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.19% | -3.73% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.38% | -0.17% | +93.37% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | +0.06% | -2.31% | |
| 10 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.19% | -0.17% | +123.90% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | -0.02% | -1.39% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.04% | -0.12% | +6.20% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.04% | -0.31% | -3.70% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.16% | +4.92% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | +0.06% | -3.86% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.98% | -0.05% | +1.52% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.87% | -0.05% | -2.73% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.14% | -0.52% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.86% | -0.12% | -3.53% | |
| 20 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.85% | -0.10% | +27.32% | |
| 21 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.85% | -0.10% | +6.34% | |
| 22 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.82% | -0.09% | +7.36% | |
| 23 | EVTR | Eaton Vance Total Return | ETF-Other | 0.82% | -0.10% | +28.39% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 0.81% | -0.06% | -11.07% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.13% | -4.03% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | +0.06% | +2.08% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.76% | -0.03% | -1.22% | |
| 28 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.74% | +0.04% | +13.38% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | -0.01% | -1.79% | |
| 30 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.73% | +0.06% | -2.22% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.71% | +0.14% | -4.28% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.68% | +0.01% | -6.56% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.11% | +4.11% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | — | -3.64% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.60% | +0.02% | -0.64% | |
| 36 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.58% | -0.12% | -12.03% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | -0.06% | -3.17% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.10% | -3.70% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.17% | +23.73% | |
| 40 | XLI | Ss Industrial Select Sector | ETF-Other | 0.55% | +0.01% | -7.05% | |
| 41 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.54% | +0.01% | +2.07% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | +0.18% | -0.11% | |
| 43 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.51% | -0.02% | -3.41% | |
| 44 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.46% | -0.11% | -5.82% | |
| 45 | PWR | Quanta Services Inc | Stock-Industrials | 0.46% | +0.07% | +11.57% | |
| 46 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.46% | -0.03% | -11.63% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.45% | +0.41% | +200.50% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -0.11% | -0.17% | |
| 49 | KLAC | Kla CORP | Stock-Tech | 0.44% | +0.40% | -16.43% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.43% | -0.03% | -3.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.7% | +93.37% | Add |
| 2 | JBND | Jpmorgan Active Bond ETF | +0.7% | +123.90% | Add |
| 3 | AMAT | Applied Materials Inc | +0.3% | +200.50% | Add |
| 4 | LRCX | Lam Research CORP | +0.2% | +106.33% | Add |
| 5 | LITE | Lumentum Holdings Inc | +0.2% | -5.82% | Trim |
| 6 | OIH | Vaneck Oil Services ETF | +0.2% | +275.37% | Add |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | +0.2% | +27.32% | Add |
| 8 | COST | Costco Wholesale CORP | +0.2% | +4.92% | Add |
| 9 | EVTR | Eaton Vance Total Return | +0.2% | +28.39% | Add |
| 10 | XPO | Xpo Inc | +0.2% | +13560.50% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +111.61% | Add |
| 12 | SOXX | Ishares Semiconductor ETF | +0.2% | +126.79% | Add |
| 13 | INTC | Intel CORP | +0.2% | +355.58% | Add |
| 14 | CF | Cf Industries Holdings Inc | +0.2% | +1485.27% | Add |
| 15 | PWR | Quanta Services Inc | +0.2% | +11.57% | Add |
| 16 | FIX | Comfort Systems USA Inc | +0.1% | +19.67% | Add |
| 17 | ALB | Albemarle CORP | +0.1% | +3763.72% | Add |
| 18 | NOW | Servicenow Inc | +0.1% | +449.97% | Add |
| 19 | WDC | Western Digital CORP | +0.1% | +396.39% | Add |
| 20 | NFLX | Netflix Inc | +0.1% | +23.73% | Add |
| 21 | STX | Seagate Technology Holdings plc | +0.1% | +648.75% | Add |
| 22 | TPL | Texas Pacific Land CORP | +0.1% | +235566.67% | Add |
| 23 | CCJ | Cameco CORP | +0.1% | +288.30% | Add |
| 24 | ADBE | Adobe Inc | +0.1% | +208.08% | Add |
| 25 | CAT | Caterpillar Inc | +0.1% | -0.11% | Trim |
| 26 | MU | Micron Technology Inc | +0.1% | +31.01% | Add |
| 27 | ASML | ASML Holding N.V. | +0.1% | +73.02% | Add |
| 28 | MRVL | Marvell Technology Inc | +0.1% | +280.43% | Add |
| 29 | DPZ | Domino's Pizza Inc | +0.1% | +103171.43% | Add |
| 30 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +71.76% | Add |
| 31 | TER | Teradyne Inc | +0.1% | -1.90% | Trim |
| 32 | XOM | Exxon Mobil CORP | +0.1% | +7.53% | Add |
| 33 | XLE | Ss Energy Select Sector | +0.1% | +23.65% | Add |
| 34 | VXUS | Vanguard Total Intl Stock | +0.1% | +34.08% | Add |
| 35 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +47.78% | Add |
| 36 | IJR | Ishares Core S&p Small-cap E | +0.1% | +27.48% | Add |
| 37 | AGG | Ishares Core U.s. Aggregate | +0.1% | +6.20% | Add |
| 38 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +742.17% | Add |
| 39 | CL | Colgate-palmolive Co | +0.1% | +788.76% | Add |
| 40 | MRSH | Marsh & Mclennan Cos | +0.1% | +1244.28% | Add |
| 41 | FEBW | Alianzim US Eq Bfr20 Feb-usd | +0.1% | +144.26% | Add |
| 42 | SLV | Ishares Silver Trust | +0.1% | +96.20% | Add |
| 43 | UFEB | Innovator U.s. Equity Ultra | +0.1% | +135.98% | Add |
| 44 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +27.76% | Add |
| 45 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.1% | +7.36% | Add |
| 46 | HD | Home Depot Inc | +0.1% | +23.33% | Add |
| 47 | FBND | Fidelity Total Bond ETF | +0.1% | +6.34% | Add |
| 48 | GLW | Corning Inc | +0.1% | +11.38% | Add |
| 49 | UJAN | Innovator U.s. Equity Ultra | +0.1% | +92.58% | Add |
| 50 | CVX | Chevron CORP | +0.1% | +14.66% | Add |
According to official SEC Form 13F filings, Spire Wealth Management reported a total U.S. public equity portfolio value of $3.3B across 2248 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, NVDA, AAPL) accounted for 14.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
CASY
市值: $5.8M
Top Position Liquidated / Trimmed
IVV
前期市值: $165.9M
During Q1 2026, Spire Wealth Management's top holdings by market value included IVV (5.3%)、NVDA (3.6%)、AAPL (3.3%). The largest single position, IVV, represented 5.3% of total portfolio value.
In Q1 2026, Spire Wealth Management made 200 total portfolio adjustments, initiating 10 new buys, adding to 89 positions, trimming 101 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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