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 $2.93B across 2,245 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($154.3M, 5.27%), NVDA ($106.7M, 3.64%), AAPL ($97.3M, 3.32%), AMZN ($67.0M, 2.29%), GOOGL ($52.4M, 1.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | $154.3M | 5.27% | 236,266 | Trimmed |
| 2 | NVDA | NVIDIA Corporation | $106.7M | 3.64% | 611,808 | Trimmed |
| 3 | AAPL | Apple, Inc. | $97.3M | 3.32% | 383,388 | Trimmed |
| 4 | AMZN | Amazon.com | $67.0M | 2.29% | 321,897 | Trimmed |
| 5 | GOOGL | Alphabet Inc | $52.4M | 1.79% | 182,388 | Trimmed |
| 6 | VGT | Information Technology ETF (Vanguard) | $52.2M | 1.78% | 74,776 | Trimmed |
| 7 | MSFT | Microsoft Corp | $48.9M | 1.67% | 132,070 | Trimmed |
| 8 | IUSB | ISHARES TR | $40.6M | 1.38% | 878,036 | Added |
| 9 | SPY | STATE STREET SPDR S&P 500 ETF UNITS | $37.3M | 1.27% | 57,430 | Trimmed |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | $35.0M | 1.19% | 651,008 | Added |
| 11 | AVGO | Broadcom Inc. | $33.5M | 1.14% | 108,209 | Trimmed |
| 12 | AGG | ISHARES CORE US AGGREGATE BOND ETF | $30.5M | 1.04% | 306,747 | Added |
| 13 | META | Meta Platforms | $30.4M | 1.04% | 53,056 | Trimmed |
| 14 | COST | Costco Wholesale Corp | $29.7M | 1.01% | 29,798 | Added |
| 15 | IEFA | ISHARES TRUST CORE MSCI EAFE ETF | $28.6M | 0.98% | 316,453 | Added |
| 16 | GOOG | ALPHABET INC | $28.8M | 0.98% | 100,409 | Trimmed |
| 17 | LLY | ELI LILLY CO | $25.4M | 0.87% | 27,574 | Trimmed |
| 18 | IVE | ISHARES TR | $25.6M | 0.87% | 121,373 | Trimmed |
| 19 | JPST | J P MORGAN EXCHANGE TRADED F | $25.2M | 0.86% | 497,773 | Trimmed |
| 20 | JCPB | J P MORGAN EXCHANGE TRADED F | $25.0M | 0.85% | 531,041 | Added |
| 21 | FBND | FIDELITY MERRIMACK STR TR | $25.0M | 0.85% | 547,955 | Added |
| 22 | EVTR | MORGAN STANLEY ETF TRUST | $24.0M | 0.82% | 472,605 | Added |
| 23 | HTRB | HARTFORD FDS EXCHANGE TRADED | $24.1M | 0.82% | 714,369 | Added |
| 24 | XLF | SELECT SECTOR SPDR TR | $23.8M | 0.81% | 482,086 | Trimmed |
| 25 | IVW | ISHARES TR | $23.7M | 0.81% | 209,739 | Added |
Source: SEC Form 13F filings · as of 2026-03-31