Spire Wealth Management
CIK 1858740
13F filing for Q2 2026・No. 1,205
- Holdings
- US$3.31B
- Quarter change
- +US$379.72M
- Entries
- 2,393
- Net bought (estimate)
- −US$54.35M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 148
- Sold out 171
- Cut 840
- Added 664
- Corporate actions 0
- Unchanged 573
Largest holdings
2,225 stocks worth US$3.31B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 231,914 | US$173.69M | 5.25% |
| NVDANvidiaCOM | Cut | 581,448 | US$116.33M | 3.51% |
| AAPLAppleCOM | Cut | 366,114 | US$105.95M | 3.20% |
| AMZNAmazonCOM | Cut | 314,175 | US$74.89M | 2.26% |
| VANGUARD WORLD FDINF TECH ETF | CutSplit 8:1 | 575,609 | US$68.79M | 2.08% |
| GOOGLAlphabetCAP STK CL A | Cut | 171,035 | US$61.13M | 1.85% |
| MSFTMicrosoftCOM | Cut | 131,257 | US$48.97M | 1.48% |
| SPYSPDR S P 500 ETF TRTR UNIT | Added | 59,066 | US$44.11M | 1.33% |
| ISHARES TRCORE TOTAL USD | Cut | 868,483 | US$40.08M | 1.21% |
| AVGOBroadcomCOM | Cut | 98,265 | US$37.11M | 1.12% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.