Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Spire Wealth Management (CIK 1858740) reported $3.31B across 2,222 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($173.7M, 5.25%), NVDA ($116.3M, 3.51%), AAPL ($105.9M, 3.20%), AMZN ($74.9M, 2.26%), VGT ($68.8M, 2.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $173.7M | 5.25% | 231,914 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $116.3M | 3.51% | 581,448 | Trimmed |
| 3 | AAPL | APPLE INC | $105.9M | 3.20% | 366,114 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $74.9M | 2.26% | 314,175 | Trimmed |
| 5 | VGT | VANGUARD WORLD FD | $68.8M | 2.08% | 575,609 | Added |
| 6 | GOOGL | ALPHABET INC | $61.1M | 1.85% | 171,035 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $49.0M | 1.48% | 131,257 | Trimmed |
| 8 | SPY | SPDR S P 500 ETF TR | $44.1M | 1.33% | 59,066 | Added |
| 9 | IUSB | ISHARES TR | $40.1M | 1.21% | 868,483 | Trimmed |
| 10 | AVGO | BROADCOM INC | $37.1M | 1.12% | 98,265 | Trimmed |
| 11 | GOOG | ALPHABET INC | $34.4M | 1.04% | 97,256 | Trimmed |
| 12 | JBND | J P MORGAN EXCHANGE TRADED F | $33.9M | 1.02% | 633,749 | Trimmed |
| 13 | LLY | ELI LILLY CO | $33.5M | 1.01% | 27,938 | Added |
| 14 | VOO | VANGUARD INDEX FDS | $31.0M | 0.94% | 45,087 | Added |
| 15 | IEFA | ISHARES TR | $30.8M | 0.93% | 319,116 | Added |
| 16 | AGG | ISHARES TR | $30.4M | 0.92% | 307,520 | Added |
| 17 | IVW | ISHARES TR | $28.7M | 0.87% | 209,006 | Trimmed |
| 18 | AMAT | APPLIED MATLS INC | $28.5M | 0.86% | 39,393 | Added |
| 19 | XLK | SELECT SECTOR SPDR TR | $28.0M | 0.85% | 146,887 | Trimmed |
| 20 | COST | COSTCO WHSL CORP NEW | $28.1M | 0.85% | 29,995 | Added |
| 21 | KLAC | KLA CORP | $27.9M | 0.84% | 92,834 | Added |
| 22 | IVE | ISHARES TR | $27.1M | 0.82% | 119,497 | Trimmed |
| 23 | IUSG | ISHARES TR | $26.0M | 0.79% | 138,357 | Trimmed |
| 24 | SSO | PROSHARES TR | $25.7M | 0.78% | 381,985 | Trimmed |
| 25 | XLF | SELECT SECTOR SPDR TR | $24.8M | 0.75% | 461,922 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30