13F filer

Spire Wealth Management

As of Jun 30, 2026 Filed Jul 15, 2026 CIK 1858740 SEC filings ↗

13F Value

$3.31B

Positions

2,225

Top Position

IVV5.2%

Top 5

16.3%

Latest filing changes

vs Mar 31, 2026

1 KLAC KLA +960.2%+$25.3M

2 JBL Jabil >999%+$8.0M

3 TWLO Twilio >999%+$6.0M

4 FTI Technipfmc >999%+$5.4M

5 HACK Amplify ETF Tr — Amplify Cybersec +465.8%+$4.9M

Holdings2,225

#							Trend (4Q)
1	IVV iShares Core S&P 500 ETF	5.2%	$173.7M	-1.8%	231.9K	5.3%		ETF
2	NVDA NVIDIA	3.5%	$116.3M	-5.0%	581.4K	3.6%		Common Stock
3	AAPL Apple	3.2%	$105.9M	-4.5%	366.1K	3.3%		Common Stock
4	AMZN Amazon	2.3%	$74.9M	-2.4%	314.2K	2.3%		Common Stock
5	VGT Vanguard Information Technology Index Fund — ETF Shares	2.1%	$68.8M	—	575.6K	1.8%	—	ETF
6	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 168,624 reported quantity $60,261,145 reported value 02079K305 Jun 30, 2026 2,411 reported quantity $872,589 reported value	1.8%	$61.1M	-6.2%	171.0K	1.8%		Common Stock
7	MSFT Microsoft	1.5%	$49.0M	-0.6%	131.3K	1.7%		Common Stock
8	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.3%	$44.1M	—	—	1.3%	—	ETF
9	IUSB iShares Core Universal USD Bond ETF	1.2%	$40.1M	-1.1%	868.5K	1.4%		ETF
10	AVGO Broadcom	1.1%	$37.1M	-9.2%	98.3K	1.1%		Common Stock
11	GOOG Alphabet Class C	1.0%	$34.4M	-3.1%	97.3K	1.0%		Common Stock
12	JBND JPMorgan Active Bond ETF	1.0%	$33.9M	-2.7%	633.7K	1.2%		ETF
13	LLY Eli Lilly	1.0%	$33.5M	+1.3%	27.9K	0.9%		Common Stock
14	VOO Vanguard 500 Index Fund — ETF Shares	0.9%	$31.0M	+13.4%	45.1K	0.8%		ETF
15	IEFA iShares Core MSCI EAFE ETF	0.9%	$30.8M	+0.8%	319.1K	1.0%		ETF
16	AGG iShares Core U.S. Aggregate Bond ETF	0.9%	$30.4M	+0.3%	307.5K	1.0%		ETF
17	IVW iShares S&P 500 Growth ETF	0.9%	$28.7M	-0.3%	209.0K	0.8%		ETF
18	AMAT Applied Materials	0.9%	$28.5M	+2.4%	39.4K	0.4%		Common Stock
19	COST Costco Wholesale	0.8%	$28.1M	+0.7%	30.0K	1.0%		Common Stock
20	XLK State Street(R) Technology Select Sector SPDR(R) ETF	0.8%	$28.0M	-6.4%	146.9K	0.7%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing171

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.