Spire Wealth Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.93B
Q ending 2026-03-31
Prior quarter
$2.99B
Q ending 2025-12-31
Change
-1.8% QoQ · -6.2% YoY
Positions
2,248
reported holdings
Largest positions
Top 100 of 2,248 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Core S&P 500 Etf | IVV | Shares | $154.3M | 236K |
| Nvidia Corporation | NVDA | Shares | $106.7M | 612K |
| Apple, Inc. | AAPL | Shares | $97.3M | 383K |
| Amazon.Com | AMZN | Shares | $67.0M | 322K |
| Alphabet Inc | GOOGL | Shares | $52.4M | 182K |
| Information Technology Etf (Vangua | VGT | Shares | $52.2M | 75K |
| Microsoft Corp | MSFT | Shares | $48.9M | 132K |
| Ishares Tr | IUSB | Shares | $40.6M | 878K |
| State Street Spdr S&P 500 Etf Unit | SPY | Shares | $37.3M | 57K |
| J P Morgan Exchange Traded F | JBND | Shares | $35.0M | 651K |
| Broadcom Inc. | AVGO | Shares | $33.5M | 108K |
| Ishares Core Us Aggregate Bond Etf | AGG | Shares | $30.5M | 307K |
| Meta Platforms | META | Shares | $30.4M | 53K |
| Costco Wholesale Corp | COST | Shares | $29.7M | 30K |
| Alphabet Inc | GOOG | Shares | $28.8M | 100K |
| Ishares Trust Core Msci Eafe Etf | IEFA | Shares | $28.6M | 316K |
| Ishares Tr | IVE | Shares | $25.6M | 121K |
| Eli Lilly Co | LLY | Shares | $25.4M | 28K |
| J P Morgan Exchange Traded F | JPST | Shares | $25.2M | 498K |
| J P Morgan Exchange Traded F | JCPB | Shares | $25.0M | 531K |
| Fidelity Merrimack Str Tr | FBND | Shares | $25.0M | 548K |
| Hartford Fds Exchange Traded | HTRB | Shares | $24.1M | 714K |
| Morgan Stanley Etf Trust | EVTR | Shares | $24.0M | 473K |
| Select Sector Spdr Tr | XLF | Shares | $23.8M | 482K |
| Vanguard Index Fds | VOO | Shares | $23.8M | 40K |
| Ishares Tr | IVW | Shares | $23.7M | 210K |
| Vanguard Index Fds | VTV | Shares | $22.2M | 113K |
| Proshares Tr | SSO | Shares | $21.8M | 420K |
| Jpmorgan Chase Co | JPM | Shares | $21.5M | 73K |
| Ishares Tr | IUSG | Shares | $21.5M | 139K |
| Select Sector Spdr Tr | XLK | Shares | $20.9M | 157K |
| Ishares Tr | IWF | Shares | $20.0M | 47K |
| Invesco Qqq Tr | QQQ | Shares | $18.0M | 31K |
| Ishares Inc | IEMG | Shares | $17.7M | 254K |
| Dimensional Etf Trust | DFUS | Shares | $17.6M | 248K |
| Select Sector Spdr Tr | XLC | Shares | $17.1M | 154K |
| Mastercard Incorporated | MA | Shares | $17.1M | 34K |
| Walmart Inc | WMT | Shares | $17.0M | 137K |
| Netflix Inc | NFLX | Shares | $16.3M | 169K |
| Select Sector Spdr Tr | XLI | Shares | $16.2M | 100K |
| Dimensional Etf Trust | DFUV | Shares | $15.8M | 326K |
| Caterpillar Inc | CAT | Shares | $15.4M | 22K |
| Ishares Tr | ACWX | Shares | $15.0M | 220K |
| Lumentum Hldgs Inc | LITE | Shares | $13.5M | 19K |
| Quanta Svcs Inc | PWR | Shares | $13.4M | 24K |
| Vanguard World Fd | VCR | Shares | $13.4M | 37K |
| Applied Matls Inc | AMAT | Shares | $13.2M | 38K |
| Spdr Gold Tr | GLD | Shares | $13.1M | 30K |
| Kla Corp | KLAC | Shares | $12.9M | 9K |
| Ishares Tr | EFA | Shares | $12.5M | 128K |
| Visa Inc | V | Shares | $12.2M | 40K |
| Ishares Gold Tr | IAU | Shares | $12.1M | 138K |
| Ishares Tr | EMB | Shares | $12.1M | 129K |
| Select Sector Spdr Tr | XLV | Shares | $12.0M | 82K |
| Mckesson Corp | MCK | Shares | $11.8M | 14K |
| Marriott Intl Inc New | MAR | Shares | $11.7M | 36K |
| Ishares Tr | IEF | Shares | $11.6M | 121K |
| Palantir Technologies Inc | PLTR | Shares | $11.6M | 79K |
| Lam Research Corp | LRCX | Shares | $11.3M | 53K |
| Dimensional Etf Trust | DFAT | Shares | $11.1M | 178K |
| Goldman Sachs Group Inc | GS | Shares | $10.7M | 13K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $10.7M | 22K |
| Dimensional Etf Trust | DFAS | Shares | $9.8M | 138K |
| Palo Alto Networks Inc | PANW | Shares | $9.2M | 57K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $9.1M | 27K |
| Home Depot Inc | HD | Shares | $9.0M | 27K |
| Ishares Tr | EFV | Shares | $8.9M | 120K |
| Comfort Sys Usa Inc | FIX | Shares | $8.9M | 6K |
| Spdr Ser Tr | XBI | Shares | $8.8M | 69K |
| Ishares Tr | IJH | Shares | $8.7M | 129K |
| Arista Networks Inc | ANET | Shares | $8.6M | 70K |
| Ishares Tr | SOXX | Shares | $8.6M | 26K |
| Ishares Tr | IYW | Shares | $8.3M | 46K |
| Ishares Tr | QUAL | Shares | $8.2M | 43K |
| Vanguard Star Fds | VXUS | Shares | $8.1M | 104K |
| Vaneck Etf Trust | SMH | Shares | $8.0M | 21K |
| Ishares Tr | SHY | Shares | $8.0M | 96K |
| Northern Lts Fd Tr Iv | SECT | Shares | $7.9M | 132K |
| Vanguard Index Fds | VUG | Shares | $7.9M | 18K |
| Ishares Tr | IJR | Shares | $7.9M | 64K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $7.8M | 141K |
| Dell Technologies Inc | DELL | Shares | $7.8M | 48K |
| Micron Technology Inc | MU | Shares | $7.6M | 22K |
| Ishares Tr | IWB | Shares | $7.4M | 21K |
| Teradyne Inc | TER | Shares | $7.4M | 25K |
| Vaneck Etf Trust | OIH | Shares | $7.0M | 17K |
| Exxon Mobil Corp | XOM | Shares | $6.8M | 40K |
| Spdr Ser Tr | SPYV | Shares | $6.8M | 120K |
| Trust For Professional Manag | APUE | Shares | $6.7M | 168K |
| Vanguard Specialized Funds | VIG | Shares | $6.7M | 31K |
| Direxion Shs Etf Tr | SPXL | Shares | $6.6M | 36K |
| Vanguard Index Fds | VTI | Shares | $6.5M | 20K |
| Tesla Inc | TSLA | Shares | $6.5M | 17K |
| Intuitive Surgical Inc | ISRG | Shares | $6.5M | 14K |
| J P Morgan Exchange Traded F | JEPI | Shares | $6.2M | 110K |
| Select Sector Spdr Tr | XLU | Shares | $6.2M | 135K |
| Vanguard Index Fds | VOE | Shares | $6.1M | 33K |
| First Tr Exchange Traded Fd | RDVY | Shares | $6.1M | 90K |
| Invesco Exchange Traded Fd T | RSP | Shares | $6.1M | 32K |
| Select Sector Spdr Tr | XLP | Shares | $6.1M | 74K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.