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Spire Wealth Management
Updated 6 days agoManaged by Spire Wealth Management • Latest filing Q3 2026
Portfolio value
$3.3B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $3B |
| Q1 2026 | $2.9B |
| Q2 2026 | $3.3B |
| Q3 2026 | $3.3B |
Top holdings
2,357 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $170.3M | 222.4K | 5.20% | — | |
| 2 | $135.2M | 591.9K | 4.13% | — | |
| 3 | $119.2M | 357.9K | 3.64% | — | |
| 4 | $79.6M | 319.4K | 2.43% | — | |
| 5 | $68.7M | 546.6K | 2.10% | — | |
| 6 | $68.6M | 133.8K | 2.10% | — | |
| 7 | $55.3M | 160.8K | 1.69% | — | |
| 8 | $42.1M | 55.2K | 1.29% | — | |
| 9 | $37.8M | 856.9K | 1.15% | — | |
| 10 | $35.9M | 31.0K | 1.10% | — | |
| 11 | $33.7M | 95.8K | 1.03% | — | |
| 12 | $33.5M | 98.4K | 1.02% | — | |
| 13 | $33.5M | 47.8K | 1.02% | — | |
| 14 | $31.6M | 618.1K | 0.97% | — | |
| 15 | $29.9M | 210.5K | 0.91% | — | |
| 16 | $29.5M | 304.4K | 0.90% | — | |
| 17 | $28.9M | 305.2K | 0.88% | — | |
| 18 | $28M | 404.4K | 0.86% | — | |
| 19 | $27.9M | 142.7K | 0.85% | — | |
| 20 | $26.8M | 67.5K | 0.82% | — |