StockDriftsStockDriftsTop 50 Spire Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 5.25% | 231.9K | $173.7M | -1.84%(-4.35K) | $454.71(+70.95%) | 2026-06-30 | |
| NVDA | NVIDIA Corporation | 3.51% | 581.4K | $116.3M | -4.96%(-30.36K) | $29.46(+648.29%) | 2026-06-30 | |
| AAPL | Apple, Inc. | 3.2% | 366.1K | $105.9M | -4.51%(-17.27K) | $146.82(+108.87%) | 2026-06-30 | |
| AMZN | Amazon.com | 2.26% | 314.2K | $74.9M | -2.40%(-7.72K) | $161.24(+70.53%) | 2026-06-30 | |
| VGT | Information Technology ETF (Vanguard) | 2.08% | 575.6K | $68.8M | -3.78%(-22.60K) | $49.00(+145.85%) | 2026-06-30 | |
| GOOGL | Alphabet Inc | 1.85% | 171.0K | $61.1M | -6.22%(-11.35K) | $109.90(+219.79%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 1.48% | 131.3K | $49.0M | -0.62%(-813) | $279.63(+79.80%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 1.33% | 59.1K | $44.1M | +2.85%(+1.64K) | $416.46(+85.74%) | 2026-06-30 | |
| IUSB | ISHARES TR | 1.21% | 868.5K | $40.1M | -1.09%(-9.55K) | $46.43(-2.11%) | 2026-06-30 | |
| AVGO | Broadcom Inc. | 1.12% | 98.3K | $37.1M | -9.19%(-9.94K) | $177.47(+136.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.70% | +54.88% | +7.49% | +43.50% |
| Top 20 Holdings Unweighted | +15.20% | +52.87% | +7.43% | +43.07% |
Spire Wealth Management reports $3.31B in US-listed equity holdings across 2,226 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.3%), NVDA (3.5%) and AAPL (3.2%). The top 20 holdings account for 32.58% of reported assets. Its disclosed equity book has returned +54.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Spire Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1858740). View Spire Wealth Management’s 13F filings on SEC