EdgeMarket › What Spire Wealth Management reported owning
What Spire Wealth Management reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.9BPositions
2,248Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 154.3M | 5.3% | 236.3K | 769.31 | +20.0% |
| NVDA NVIDIA CORP | 106.7M | 3.6% | 611.8K | 214.72 | +22.4% |
| AAPL Apple Inc. | 97.3M | 3.3% | 383.4K | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 67.0M | 2.3% | 321.9K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 52.4M | 1.8% | 182.4K | 344.82 | +73.0% |
| VGT Vanguard Information Tech ETF | 52.2M | 1.8% | 74.8K | 118.42 | +38.5% |
| MSFT MICROSOFT CORP | 48.9M | 1.7% | 132.1K | 483.24 | -4.4% |
| IUSB iShares Core Universal USD Bond ETF | 40.6M | 1.4% | 878.0K | 45.43 | -1.7% |
| SPY SPDR S&P 500 ETF TRUST | 37.3M | 1.3% | 57.4K | 765.72 | +20.0% |
| JBND JPMorgan Active Bond ETF | 35.0M | 1.2% | 651.0K | 52.65 | -1.7% |
| AVGO Broadcom Inc. | 33.5M | 1.1% | 108.2K | 368.45 | +26.5% |
| AGG iShares Core U.S. Aggregate Bond ETF | 30.5M | 1.0% | 306.7K | 97.35 | -1.7% |
| META Meta Platforms, Inc. | 30.4M | 1.0% | 53.1K | 549.90 | -26.5% |
| COST COSTCO WHOLESALE CORP /NEW | 29.7M | 1.0% | 29.8K | 947.74 | -4.7% |
| GOOG Alphabet Inc. | 28.8M | 1.0% | 100.4K | 341.75 | +70.7% |
| IEFA iShares Core MSCI EAFE ETF | 28.6M | 1.0% | 316.5K | 100.85 | +16.8% |
| IVE iShares S&P 500 Value ETF | 25.6M | 0.9% | 121.4K | 237.24 | +17.6% |
| LLY ELI LILLY & Co | 25.4M | 0.9% | 27.6K | 1,255.40 | +78.0% |
| JPST JPMorgan Ultra-Short Income ETF | 25.2M | 0.9% | 497.8K | 50.53 | -0.3% |
| JCPB JPMorgan Core Plus Bond ETF | 25.0M | 0.9% | 531.0K | 46.16 | -1.8% |
| FBND Fidelity Total Bond ETF | 25.0M | 0.9% | 548.0K | 44.90 | -2.1% |
| HTRB Hartford Total Return Bond ETF | 24.1M | 0.8% | 714.4K | 33.24 | -2.1% |
| EVTR Eaton Vance Total Return Bond ETF | 24.0M | 0.8% | 472.6K | 50.10 | -2.0% |
| XLF State Street Financial Select Sector SPDR ETF | 23.8M | 0.8% | 482.1K | 57.48 | +8.7% |
| VOO Vanguard S&P 500 ETF | 23.8M | 0.8% | 39.8K | 703.71 | +20.0% |
| IVW iShares S&P 500 Growth ETF | 23.7M | 0.8% | 209.7K | 138.83 | +22.2% |
| VTV Vanguard Morningstar Value ETF | 22.2M | 0.8% | 113.4K | 226.40 | +24.6% |
| SSO ProShares Ultra S&P500 | 21.8M | 0.7% | 419.9K | 70.15 | +35.9% |
| JPM JPMORGAN CHASE & CO | 21.5M | 0.7% | 73.2K | 351.58 | +20.3% |
| IUSG iShares Core S&P U.S. Growth ETF | 21.5M | 0.7% | 138.5K | 189.82 | +22.3% |
| XLK State Street Technology Select Sector SPDR ETF | 20.9M | 0.7% | 156.9K | 183.31 | +41.1% |
| IWF iShares Russell 1000 Growth Fund | 20.0M | 0.7% | 47.0K | 122.39 | +11.2% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 18.0M | 0.6% | 31.1K | 713.44 | +26.1% |
| IEMG iShares Core MSCI Emerging Markets ETF | 17.7M | 0.6% | 253.6K | 81.57 | +31.9% |
| DFUS Dimensional U.S. Equity Market ETF | 17.6M | 0.6% | 248.1K | 83.64 | +20.8% |
| XLC State Street Communication Services Select Sec | 17.1M | 0.6% | 154.4K | 111.40 | +1.4% |
| MA Mastercard Inc | 17.1M | 0.6% | 34.2K | 580.63 | -2.0% |
| WMT Walmart Inc. | 17.0M | 0.6% | 136.6K | 103.70 | +1.1% |
| NFLX NETFLIX INC | 16.3M | 0.6% | 169.1K | 79.59 | -34.4% |
| XLI State Street Industrial Select Sector SPDR ETF | 16.2M | 0.6% | 100.2K | 180.25 | +19.2% |
| DFUV Dimensional US Marketwide Value ETF | 15.8M | 0.5% | 325.9K | 57.43 | +31.9% |
| CAT CATERPILLAR INC | 15.4M | 0.5% | 21.7K | 827.90 | +96.8% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 15.0M | 0.5% | 219.7K | 77.94 | +23.9% |
| LITE Lumentum Holdings Inc. | 13.5M | 0.5% | 19.1K | 866.71 | +647.9% |
| PWR QUANTA SERVICES, INC. | 13.4M | 0.5% | 24.5K | 639.34 | +70.1% |
| VCR Vanguard Consumer Discretion ETF | 13.4M | 0.5% | 37.3K | 397.13 | +5.1% |
| AMAT APPLIED MATERIALS INC /DE | 13.2M | 0.4% | 38.5K | 492.32 | +205.9% |
| GLD SPDR GOLD TRUST | 13.1M | 0.4% | 30.4K | 423.36 | +37.3% |
| KLAC KLA CORP | 12.9M | 0.4% | 8.8K | 183.99 | +109.5% |
| EFA iShares MSCI EAFE ETF | 12.5M | 0.4% | 128.4K | 108.24 | +17.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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