Holders — by stockHoldings — by fund
Spire Wealth Management
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001858740
$3.31B
disclosed book value
2,226
positions
5.1%
largest position share
Positions, as of 2026-06-30
top 100 of 2,226 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 227,475 | $170.4M | 5.1% |
| 2 | NVDANVIDIA CORPORATION | 577,658 | $115.6M | 3.5% |
| 3 | AAPLAPPLE INC | 364,622 | $105.5M | 3.2% |
| 4 | AMZNAMAZON COM INC | 312,223 | $74.4M | 2.2% |
| 5 | VGTVANGUARD WORLD FD | 569,073 | $68.0M | 2.1% |
| 6 | GOOGLALPHABET INC | 168,624 | $60.3M | 1.8% |
| 7 | MSFTMICROSOFT CORP | 130,216 | $48.6M | 1.5% |
| 8 | SPYSPDR S P 500 ETF TR | 59,066 | $44.1M | 1.3% |
| 9 | IUSBISHARES TR | 868,483 | $40.1M | 1.2% |
| 10 | AVGOBROADCOM INC | 97,342 | $36.8M | 1.1% |
| 11 | GOOGALPHABET INC | 97,256 | $34.4M | 1% |
| 12 | JBNDJ P MORGAN EXCHANGE TRADED F | 633,749 | $33.9M | 1% |
| 13 | LLYELI LILLY CO | 27,655 | $33.2M | 1% |
| 14 | VOOVANGUARD INDEX FDS | 45,084 | $31.0M | 0.9% |
| 15 | AGGISHARES TR | 303,861 | $30.1M | 0.9% |
| 16 | IEFAISHARES TR | 303,229 | $29.3M | 0.9% |
| 17 | IVWISHARES TR | 209,006 | $28.7M | 0.9% |
| 18 | AMATAPPLIED MATLS INC | 38,993 | $28.2M | 0.9% |
| 19 | XLKSELECT SECTOR SPDR TR | 146,887 | $28.0M | 0.8% |
| 20 | COSTCOSTCO WHSL CORP NEW | 29,684 | $27.8M | 0.8% |
| 21 | KLACKLA CORP | 89,620 | $27.0M | 0.8% |
| 22 | SSOPROSHARES TR | 381,985 | $25.7M | 0.8% |
| 23 | IVEISHARES TR | 111,988 | $25.4M | 0.8% |
| 24 | JCPBJ P MORGAN EXCHANGE TRADED F | 524,505 | $24.6M | 0.7% |
| 25 | XLFSELECT SECTOR SPDR TR | 457,565 | $24.5M | 0.7% |
| 26 | FBNDFIDELITY MERRIMACK STR TR | 537,707 | $24.5M | 0.7% |
| 27 | JPSTJ P MORGAN EXCHANGE TRADED F | 482,829 | $24.4M | 0.7% |
| 28 | VTVVANGUARD INDEX FDS | 110,697 | $24.1M | 0.7% |
| 29 | METAMETA PLATFORMS INC | 42,634 | $24.0M | 0.7% |
| 30 | IUSGISHARES TR | 126,800 | $23.8M | 0.7% |
| 31 | HTRBHARTFORD FDS EXCHANGE TRADED | 704,691 | $23.8M | 0.7% |
| 32 | QQQINVESCO QQQ TR | 32,192 | $23.7M | 0.7% |
| 33 | EVTRMORGAN STANLEY ETF TRUST | 466,788 | $23.7M | 0.7% |
| 34 | JPMJPMORGAN CHASE CO | 71,741 | $23.5M | 0.7% |
| 35 | MUMICRON TECHNOLOGY INC | 20,051 | $23.1M | 0.7% |
| 36 | CATCATERPILLAR INC | 21,525 | $22.9M | 0.7% |
| 37 | IWFISHARES TR | 183,936 | $22.8M | 0.7% |
| 38 | PANWPALO ALTO NETWORKS INC | 63,545 | $21.7M | 0.7% |
| 39 | LRCXLAM RESEARCH CORP | 49,141 | $21.3M | 0.6% |
| 40 | DFUSDIMENSIONAL ETF TRUST | 251,155 | $20.6M | 0.6% |
| 41 | IEMGISHARES INC | 221,362 | $18.3M | 0.6% |
| 42 | XLISELECT SECTOR SPDR TR | 98,631 | $18.3M | 0.6% |
| 43 | DFUVDIMENSIONAL ETF TRUST | 330,164 | $18.2M | 0.5% |
| 44 | INTCINTEL CORP | 122,788 | $17.1M | 0.5% |
| 45 | PWRQUANTA SVCS INC | 23,600 | $17.0M | 0.5% |
| 46 | MAMASTERCARD INCORPORATED | 32,779 | $16.8M | 0.5% |
| 47 | WMTWALMART INC | 140,661 | $15.9M | 0.5% |
| 48 | XLCSELECT SECTOR SPDR TR | 142,030 | $15.2M | 0.5% |
| 49 | ACWXISHARES TR | 195,439 | $14.9M | 0.4% |
| 50 | VCRVANGUARD WORLD FD | 35,581 | $14.1M | 0.4% |
| 51 | AMDADVANCED MICRO DEVICES INC | 24,193 | $14.1M | 0.4% |
| 52 | SMHVANECK ETF TRUST | 21,080 | $13.8M | 0.4% |
| 53 | VVISA INC | 39,978 | $13.7M | 0.4% |
| 54 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 27,861 | $13.3M | 0.4% |
| 55 | FIXCOMFORT SYS USA INC | 6,707 | $13.3M | 0.4% |
| 56 | MARMARRIOTT INTL INC NEW | 35,551 | $13.2M | 0.4% |
| 57 | EFAISHARES TR | 126,219 | $13.1M | 0.4% |
| 58 | SOXXISHARES TR | 20,164 | $12.9M | 0.4% |
| 59 | DFATDIMENSIONAL ETF TRUST | 181,348 | $12.7M | 0.4% |
| 60 | NFLXNETFLIX INC | 176,523 | $12.6M | 0.4% |
| 61 | XBISPDR SER TR | 79,257 | $12.5M | 0.4% |
| 62 | XLVSELECT SECTOR SPDR TR | 78,157 | $12.4M | 0.4% |
| 63 | EMBISHARES TR | 126,901 | $12.2M | 0.4% |
| 64 | GSGOLDMAN SACHS GROUP INC | 12,071 | $12.2M | 0.4% |
| 65 | DFASDIMENSIONAL ETF TRUST | 141,576 | $11.7M | 0.4% |
| 66 | IYWISHARES TR | 45,565 | $11.5M | 0.3% |
| 67 | ANETARISTA NETWORKS INC | 66,915 | $11.4M | 0.3% |
| 68 | LITELUMENTUM HLDGS INC | 13,069 | $11.2M | 0.3% |
| 69 | GLDSPDR GOLD TR | 30,254 | $11.1M | 0.3% |
| 70 | BRK/BBERKSHIRE HATHAWAY INC DEL | 21,925 | $11.0M | 0.3% |
| 71 | SEAGATE TECHNOLOGY HLDNGS PL | 11,361 | $11.0M | 0.3% |
| 72 | IEFISHARES TR | 110,800 | $10.5M | 0.3% |
| 73 | DELLDELL TECHNOLOGIES INC | 24,062 | $10.4M | 0.3% |
| 74 | MCKMCKESSON CORP | 13,659 | $10.3M | 0.3% |
| 75 | CRWDCROWDSTRIKE HLDGS INC | 13,326 | $10.2M | 0.3% |
| 76 | IAUISHARES GOLD TR | 131,886 | $10.0M | 0.3% |
| 77 | JEPQJ P MORGAN EXCHANGE TRADED F | 159,768 | $9.8M | 0.3% |
| 78 | VXUSVANGUARD STAR FDS | 114,608 | $9.8M | 0.3% |
| 79 | MRVLMARVELL TECHNOLOGY INC | 32,562 | $9.7M | 0.3% |
| 80 | IJHISHARES TR | 121,187 | $9.3M | 0.3% |
| 81 | VUGVANGUARD INDEX FDS | 108,463 | $9.3M | 0.3% |
| 82 | APUETRUST FOR PROFESSIONAL MANAG | 190,401 | $8.8M | 0.3% |
| 83 | EFVISHARES TR | 114,765 | $8.8M | 0.3% |
| 84 | GEVGE VERNOVA INC | 7,476 | $8.8M | 0.3% |
| 85 | IJRISHARES TR | 58,940 | $8.7M | 0.3% |
| 86 | SPXLDIREXION SHS ETF TR | 31,777 | $8.6M | 0.3% |
| 87 | SHYISHARES TR | 103,964 | $8.5M | 0.3% |
| 88 | WDCWESTERN DIGITAL CORP | 13,345 | $8.5M | 0.3% |
| 89 | IWBISHARES TR | 20,613 | $8.4M | 0.3% |
| 90 | TERTERADYNE INC | 17,440 | $8.4M | 0.3% |
| 91 | PULSPGIM ETF TR | 169,691 | $8.4M | 0.3% |
| 92 | ORLYOREILLY AUTOMOTIVE INC | 90,062 | $8.3M | 0.3% |
| 93 | QUALISHARES TR | 37,021 | $8.1M | 0.2% |
| 94 | JBLJABIL INC | 20,881 | $8.0M | 0.2% |
| 95 | PLTRPALANTIR TECHNOLOGIES INC | 68,442 | $8.0M | 0.2% |
| 96 | VIGVANGUARD SPECIALIZED FUNDS | 33,489 | $7.9M | 0.2% |
| 97 | GLWCORNING INC | 29,766 | $7.6M | 0.2% |
| 98 | AIRRFIRST TR EXCHANGE TRADED FD | 56,966 | $7.6M | 0.2% |
| 99 | UNHUNITEDHEALTH GROUP INC | 17,903 | $7.4M | 0.2% |
| 100 | RDVYFIRST TR EXCHANGE TRADED FD | 91,309 | $7.4M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.