Spire Wealth Management

Diversified strategyMomentum followerSector-focused

Total reported value

$2.9B

Reporting period: 2026-03-31 · Number of holdings: 2413

Spire Wealth Management disclosed 2413 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.9B and a quarterly turnover rate of 23.2%.

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Personality snowflake

Concentration: 4.02
Portfolio Stability: 23.19
Momentum/Contrarian: 85.57
Sector conviction: 76.62
Diversification: 100
Sizing Uniformity: 53.55

Recent moves

Add IUSB
+93.4%　$19.4M
Add JBND
+123.9%　$19.3M
Trim MSFT
-3.7%　-$17.5M
Trim VGT
-10.8%　-$11.0M
Add AMAT
+200.5%　$9.9M
Trim SHOP
-66.1%　-$9.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 2248 holdings (of 2413 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	5.27%	-0.28%	-2.43%
2	NVDA	Nvidia CORP	Stock-Tech	3.64%	-0.26%	-1.99%
3	AAPL	Apple INC	Stock-Tech	3.32%	-0.20%	-0.78%
4	AMZN	Amazon.com INC	Stock-Consumer Disc	2.29%	-0.28%	-3.14%
5	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.79%	-0.14%	-0.86%
6	VGT	Vanguard Info Tech ETF	ETF-Tech	1.78%	-0.34%	-10.75%
7	MSFT	Microsoft CORP	Stock-Tech	1.67%	-0.55%	-3.73%
8	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	1.38%	+0.67%	+93.37%
9	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.27%	—	-2.31%
10	JBND	Jpmorgan Active Bond ETF	ETF-Other	1.19%	+0.66%	+123.90%
11	AVGO	Broadcom INC	Stock-Tech	1.14%	-0.13%	-1.39%
12	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.04%	—	+6.20%
13	META	Meta Platforms Inc-class A	Stock-Comm Services	1.04%	-0.18%	-3.70%
14	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.01%	+0.19%	+4.92%
15	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.98%	-0.12%	-3.86%
16	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.98%	—	+1.52%
17	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.87%	—	-2.73%
18	LLY	Eli Lilly & Co	Stock-Healthcare	0.87%	-0.13%	-0.52%
19	JPST	Jpmorgan Ultra-short Income	ETF-Other	0.86%	—	-3.53%
20	JCPB	Jpmorgan Core Plus Bond ETF	ETF-Other	0.85%	+0.19%	+27.32%
21	FBND	Fidelity Total Bond ETF	ETF-Other	0.85%	—	+6.34%
22	HTRB	Hartford Ttl Rtrn Bnd ETF	ETF-Other	0.82%	—	+7.36%
23	EVTR	Eaton Vance Total Return	ETF-Other	0.82%	+0.19%	+28.39%
24	XLF	Ss Financial Select Sector	ETF-Other	0.81%	-0.18%	-11.07%
25	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.81%	—	-4.03%
26	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.81%	—	+2.08%
27	VTV	Vanguard Value ETF	ETF-Other	0.76%	—	-1.22%
28	SSO	Proshares Ultra S&p500	ETF-Other	0.74%	—	+13.38%
29	JPM	Jpmorgan Chase & Co	Stock-Financials	0.73%	—	-1.79%
30	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	0.73%	—	-2.22%
31	XLK	Ss Technology Select Sector	ETF-Tech	0.71%	—	-4.28%
32	IWF	Ishares Russell 1000 Growth	ETF-Other	0.68%	-0.12%	-6.56%
33	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.61%	—	+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%	—	-0.64%
36	XLC	Ss Comm Select Sector Spdr	ETF-Other	0.58%	—	-12.03%
37	MA	Mastercard INC - A	Stock-Financials	0.58%	—	-3.17%
38	WMT	Walmart INC	Stock-Consumer Staples	0.58%	—	-3.70%
39	NFLX	Netflix INC	Stock-Comm Services	0.55%	—	+23.73%
40	XLI	Ss Industrial Select Sector	ETF-Other	0.55%	—	-7.05%
41	DFUV	Dimensional US Marketwide Va	ETF-Other	0.54%	—	+2.07%
42	CAT	Caterpillar INC	Stock-Industrials	0.52%	—	-0.11%
43	ACWX	Ishares Msci Acwi Ex US ETF	ETF-Other	0.51%	—	-3.41%
44	LITE	Lumentum Holdings INC	Stock-Tech	0.46%	+0.21%	-5.82%
45	PWR	Quanta Services INC	Stock-Industrials	0.46%	+0.15%	+11.57%
46	VCR	Vanguard Consumer Discre ETF	ETF-Other	0.46%	—	-11.63%
47	AMAT	Applied Materials INC	Stock-Tech	0.45%	+0.34%	+200.50%
48	GLD	Spdr Gold Shares	ETF-Commodities	0.45%	—	-0.17%
49	KLAC	Kla CORP	Stock-Tech	0.44%	—	-16.43%
50	EFA	Ishares Msci Eafe ETF	ETF-Other	0.43%	—	-3.52%

1–50 of 2,248

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	2413	$2.9B	23	1IVV 2NVDA 3AAPL Top holdings2026-03-31 1.IVV 2.NVDA 3.AAPL 4.AMZN 5.GOOGL 6.VGT 7.MSFT 8.IUSB 9.SPY 10.JBND
2025-12-31	2456	$3.0B	22	1IVV 2NVDA 3AAPL Top holdings2025-12-31 1.IVV 2.NVDA 3.AAPL 4.AMZN 5.MSFT 6.VGT 7.GOOGL 8.SPY 9.AVGO 10.META
2025-09-30	2506	$2.9B	44	1IVV 2NVDA 3AAPL Top holdings2025-09-30 1.IVV 2.NVDA 3.AAPL 4.JPST 5.MSFT 6.AMZN 7.VGT 8.GOOGL 9.META 10.SPY
2025-06-30	2539	$2.8B	0	1IVV 2NVDA 3IUSB Top holdings2025-06-30 1.IVV 2.NVDA 3.IUSB 4.JPST 5.AAPL 6.AMZN 7.MSFT 8.VGT 9.META 10.SPY
2025-03-31	2464	$3.1B	100	1IVV 2AAPL 3JPST Top holdings2025-03-31 1.IVV 2.AAPL 3.JPST 4.NVDA 5.MSFT 6.AMZN 7.VGT 8.SPY 9.XLF 10.META
2024-12-31	2443	$3.2B	0	1IVV 2AAPL 3JPST Top holdings2024-12-31 1.IVV 2.AAPL 3.JPST 4.NVDA 5.AMZN 6.VGT 7.MSFT 8.SPY 9.GOOGL 10.META
2024-09-30	2160	$3.0B	0	1IVV 2AAPL 3JPST Top holdings2024-09-30 1.IVV 2.AAPL 3.JPST 4.NVDA 5.MSFT 6.VGT 7.AMZN 8.SPY 9.GOOGL 10.VGSH
2024-06-30	2270	$2.8B	0	1IVV 2AAPL 3NVDA Top holdings2024-06-30 1.IVV 2.AAPL 3.NVDA 4.MSFT 5.VGT 6.JPST 7.AMZN 8.SPY 9.GOOGL 10.AGG
2024-03-31	2367	$5.5B	0	1IVV 2IJH 3VGT Top holdings2024-03-31 1.IVV 2.IJH 3.VGT 4.IVE 5.AGG 6.ACWX 7.IUSG 8.FBND 9.HTRB 10.FIXD
2023-12-31	2426	$3.0B	0	1IVV 2AAPL 3EFA Top holdings2023-12-31 1.IVV 2.AAPL 3.EFA 4.JPST 5.MSFT 6.VGT 7.AMZN 8.NVDA 9.SPY 10.GOOGL
2023-09-30	2421	$2.6B	0	1IVV 2AAPL 3JPST Top holdings2023-09-30 1.IVV 2.AAPL 3.JPST 4.SHV 5.MSFT 6.VGT 7.AMZN 8.SPY 9.BIL 10.NVDA
2023-06-30	2446	$2.7B	0	1AAPL 2IVV 3JPST Top holdings2023-06-30 1.AAPL 2.IVV 3.JPST 4.MSFT 5.SHV 6.VGT 7.VGSH 8.AMZN 9.SPY 10.BIL
2023-03-31	2528	$2.6B	0	1JPST 2IVV 3AAPL Top holdings2023-03-31 1.JPST 2.IVV 3.AAPL 4.VGSH 5.SHV 6.BIL 7.MSFT 8.SPY 9.AMZN 10.VGT
2022-12-31	2352	$1.8B	0	1IVV 2JPST 3VGSH Top holdings2022-12-31 1.IVV 2.JPST 3.VGSH 4.AAPL 5.SHV 6.MSFT 7.BIL 8.AGG 9.AMZN 10.SPY
2022-09-30	2223	$1.6B	0	1IVV 2AAPL 3JPST Top holdings2022-09-30 1.IVV 2.AAPL 3.JPST 4.VGSH 5.SHV 6.AMZN 7.MSFT 8.BIL 9.30151E 10.AGG
2022-06-30	2640	$2.4B	0	1AAPL 2IVV 3MSFT Top holdings2022-06-30 1.AAPL 2.IVV 3.MSFT 4.JPST 5.AMZN 6.GOOGL 7.SPY 8.AGG 9.VOO 10.VGT
2022-03-31	2499	$3.7B	0	1AAPL 2IVV 3AMZN Top holdings2022-03-31 1.AAPL 2.IVV 3.AMZN 4.MSFT 5.VOO 6.GOOGL 7.VGT 8.NVDA 9.IJH 10.SPY
2021-12-31	2921	$4.5B	0	1AAPL 2IVV 3AMZN Top holdings2021-12-31 1.AAPL 2.IVV 3.AMZN 4.MSFT 5.NVDA 6.GOOGL 7.SPY 8.VGT 9.IJH 10.AGG
2021-09-30	2559	$3.8B	0	1AAPL 2IVV 3AMZN Top holdings2021-09-30 1.AAPL 2.IVV 3.AMZN 4.MSFT 5.GOOGL 6.VGT 7.AGG 8.IJH 9.NVDA 10.SPY
2021-06-30	2562	$3.7B	100	1AAPL 2AMZN 3IVV Top holdings2021-06-30 1.AAPL 2.AMZN 3.IVV 4.MSFT 5.GOOGL 6.VGT 7.AGG 8.IJH 9.META 10.NVDA
2021-03-31	2972	$3.8B	0	1AAPL 2AMZN 3IVV Top holdings2021-03-31 1.AAPL 2.AMZN 3.IVV 4.MSFT 5.JPST 6.SPY 7.MA 8.GOOGL 9.AGG 10.VGT

Holding changes this quarter

Spire Wealth Management's most significant position changes for 2026-03-31: New buy: Casey's General Stores INC (CASY); New buy: Ati INC (ATI); New buy: Weatherford International plc (WFRD); New buy: Nextpower Inc-cl A (NXT); Add: Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — shares +93.37%.

Position changes disclosed by Spire Wealth Management for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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	GOOG	Alphabet Inc-cl C	-0.1%	-3.86%	Trim
19	IWF	Ishares Russell 1000 Growth	-0.1%	-6.56%	Trim
20	AVGO	Broadcom INC	-0.1%	-1.39%	Trim
21	LLY	Eli Lilly & Co	-0.1%	-0.52%	Trim
22	GOOGL	Alphabet Inc-cl A	-0.1%	-0.86%	Trim
23	BLD	Topbuild CORP	-0.1%	-97.61%	Trim
24	NET	Cloudflare INC - Class A	-0.2%	-96.45%	Trim
25	ROK	Rockwell Automation INC	-0.2%	-98.52%	Trim
26	META	Meta Platforms Inc-class A	-0.2%	-3.70%	Trim
27	XLF	Ss Financial Select Sector	-0.2%	-11.07%	Trim
28	SCCO	Southern Copper CORP	-0.2%	-86.60%	Trim
29	AXP	American Express Co	-0.2%	-71.30%	Trim
30	TAN	Invesco Solar ETF	-0.2%	-99.39%	Trim
31	MEDP	Medpace Holdings INC	-0.2%	-99.86%	Trim
32	APH	Amphenol Corp-cl A	-0.2%	-85.84%	Trim
33	AAPL	Apple INC	-0.2%	-0.78%	Trim
34	VWO	Vanguard Ftse Emerging Marke	-0.2%	-64.04%	Trim
35	CTSH	Cognizant Tech Solutions-a	-0.2%	-99.58%	Trim
36	TEL	TE Connectivity plc	-0.2%	-98.50%	Trim
37	FSLR	First Solar INC	-0.2%	-99.41%	Trim
38	TIP	Ishares Tips Bond ETF	-0.3%	-93.25%	Trim
39	NVDA	Nvidia CORP	-0.3%	-1.99%	Trim
40	HOOD	Robinhood Markets INC - A	-0.3%	-91.56%	Trim
41	CRWD	Crowdstrike Holdings INC - A	-0.3%	-50.16%	Trim
42	IVV	Ishares Core S&p 500 ETF	-0.3%	-2.43%	Trim
43	AMZN	Amazon.com INC	-0.3%	-3.14%	Trim
44	SHOP	Shopify INC - Class A	-0.3%	-66.15%	Trim
45	VGT	Vanguard Info Tech ETF	-0.3%	-10.75%	Trim
46	MSFT	Microsoft CORP	-0.6%	-3.73%	Trim
47	CASY	Casey's General Stores INC	—	NEW	New buy
48	ATI	Ati INC	—	NEW	New buy
49	WFRD	Weatherford International plc	—	NEW	New buy
50	NXT	Nextpower Inc-cl A	—	NEW	New buy

FAQ

What is Spire Wealth Management and what type of investor is it?

Spire Wealth Management is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.9B, spread across 2413 disclosed positions.

What are Spire Wealth Management's largest equity positions?

Based on the latest 13F filing, Spire Wealth Management's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $154.3M (5.3%) 2. Nvidia CORP (NVDA) — $106.7M (3.6%) 3. Apple INC (AAPL) — $97.3M (3.3%) 4. Amazon.com INC (AMZN) — $67.0M (2.3%) 5. Alphabet Inc-cl A (GOOGL) — $52.4M (1.8%)

What changes did Spire Wealth Management make in its most recent portfolio filing?

In the latest reported quarter, Spire Wealth Management made 50 notable position adjustments: 4 new positions were initiated, 16 existing holdings were added to, 30 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Casey's General Stores INC (CASY); New buy: Ati INC (ATI); New buy: Weatherford International plc (WFRD); New buy: Nextpower Inc-cl A (NXT); Add: Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — shares +93.37%

What sectors does Spire Wealth Management focus on?

Spire Wealth Management is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 45.0% • Communication Services: 14.2% • Consumer Discretionary: 10.4% • Financials: 10.1% • Health Care: 7.4% • Consumer Staples: 5.9%