13F Insight
DOSSIER · 13F-HR · Q2 2026

Spire Wealth Management

$3.3B in tracked AUM across 2,393 positions as of Q2 2026.

SW
CIK 0001858740 · last filed Jun 30, 2026
Total AUM
$3.3B
as of Q2 2026
Holdings
2,393
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Spire Wealth Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
iShares Core S&P 500 ETF
$174M232K5.2%02
NVDA
NVIDIA Corporation
$116M581K3.5%03
AAPL
Apple, Inc.
$106M366K3.2%04
AMZN
Amazon.com
$75M314K2.3%05
VGT
VANGUARD WORLD FD
$69M576K2.1%06
GOOGL
Alphabet Inc
$61M171K1.8%07
MSFT
Microsoft Corp
$49M131K1.5%08
SPY
STATE STREET SPDR S&P 500 ETF
$44M59K1.3%09
IUSB
ISHARES TR
$40M868K1.2%10
AVGO
Broadcom Inc.
$37M98K1.1%

Filing history

2026Q2Jun 30
$3.3B▲ 13.0%
2,393 positionsView →2026Q1Mar 31
$2.9B▼ 1.8%
2,413 positionsView →2025Q4Dec 31
$3.0B▲ 1.6%
2,456 positionsView →2025Q3Sep 30
$2.9B▲ 5.5%
2,506 positionsView →2025Q2Jun 30
$2.8B▼ 10.9%
2,539 positionsLocked2025Q1Mar 31
$3.1B▼ 3.0%
2,464 positionsLocked2024Q4Dec 31
$3.2B▲ 8.6%
2,443 positionsLocked2024Q3Sep 30
$3.0B▲ 4.7%
2,160 positionsLocked2024Q2Jun 30
$2.8B▼ 48.5%
2,270 positionsLocked2024Q1Mar 31
$5.5B▲ 82.0%
2,367 positionsLocked2023Q4Dec 31
$3.0B▲ 15.2%
2,426 positionsLocked2023Q3Sep 30
$2.6B▼ 3.0%
2,421 positionsLocked
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