Filed: 4/22/2026ACC: 0001858740-26-000002
📋 What this filing means
SPIRE WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 2323 equity positions with a total reported market value of $2.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2323
Positions
$2.93B
Total AUM (reported)
30.56M
Total Shares
Allocation by class
COM$938.72M32.0%
CORE S&P500 ETF$152.22M5.2%
CL A$86.28M2.9%
INF TECH ETF$51.83M1.8%
CAP STK CL A$51.79M1.8%
COM NEW$41.12M1.4%
CORE TOTAL USD$40.56M1.4%
Portfolio Concentration
Top 3$356.22M12.2%
4–10$332.46M11.3%
11–25$399.89M13.6%
Rest$1.84B62.9%
Top 3 weight
12.2%
Top 10 weight
23.5%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole2323
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings2323
Rows:
ISHARES TR
SOLEShares233.04K
TypeSH
Market value$152.22M
5.19%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares611.81K
TypeSH
Market value$106.70M
3.64%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares383.39K
TypeSH
Market value$97.30M
3.32%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares321.90K
TypeSH
Market value$67.04M
2.29%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares74.28K
TypeSH
Market value$51.83M
1.77%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares180.11K
TypeSH
Market value$51.79M
1.77%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares132.07K
TypeSH
Market value$48.89M
1.67%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares878.04K
TypeSH
Market value$40.56M
1.38%
Sole
0.00
Shared
0.00
None
0.00
SPDR S P 500 ETF TR
SOLEShares57.43K
TypeSH
Market value$37.35M
1.27%
Sole
0.00
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares651.01K
TypeSH
Market value$35.00M
1.19%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares108.21K
TypeSH
Market value$33.49M
1.14%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares304.67K
TypeSH
Market value$30.24M
1.03%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares52.79K
TypeSH
Market value$30.20M
1.03%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares29.80K
TypeSH
Market value$29.69M
1.01%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares100.41K
TypeSH
Market value$28.80M
0.98%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares304.35K
TypeSH
Market value$27.55M
0.94%
Sole
0.00
Shared
0.00
None
0.00
ELI LILLY CO
SOLEShares27.57K
TypeSH
Market value$25.36M
0.87%
Sole
0.00
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares497.77K
TypeSH
Market value$25.19M
0.86%
Sole
0.00
Shared
0.00
None
0.00
FIDELITY MERRIMACK STR TR
SOLEShares544.28K
TypeSH
Market value$24.83M
0.85%
Sole
0.00
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares527.34K
TypeSH
Market value$24.83M
0.85%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares115.79K
TypeSH
Market value$24.45M
0.83%
Sole
0.00
Shared
0.00
None
0.00
HARTFORD FDS EXCHANGE TRADED
SOLEShares709.38K
TypeSH
Market value$23.93M
0.82%
Sole
0.00
Shared
0.00
None
0.00
MORGAN STANLEY ETF TRUST
SOLEShares469.30K
TypeSH
Market value$23.82M
0.81%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares39.77K
TypeSH
Market value$23.77M
0.81%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares209.74K
TypeSH
Market value$23.72M
0.81%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 233.04K | SH | $152.22M 5.19% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 611.81K | SH | $106.70M 3.64% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 383.39K | SH | $97.30M 3.32% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 321.90K | SH | $67.04M 2.29% | 0.00 | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 74.28K | SH | $51.83M 1.77% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 180.11K | SH | $51.79M 1.77% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 132.07K | SH | $48.89M 1.67% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 878.04K | SH | $40.56M 1.38% | 0.00 | 0.00 | 0.00 |
SPDR S P 500 ETF TRSOLE | TR UNIT | 57.43K | SH | $37.35M 1.27% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 651.01K | SH | $35.00M 1.19% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 108.21K | SH | $33.49M 1.14% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 304.67K | SH | $30.24M 1.03% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 52.79K | SH | $30.20M 1.03% | 0.00 | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 29.80K | SH | $29.69M 1.01% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 100.41K | SH | $28.80M 0.98% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 304.35K | SH | $27.55M 0.94% | 0.00 | 0.00 | 0.00 |
ELI LILLY COSOLE | COM | 27.57K | SH | $25.36M 0.87% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 497.77K | SH | $25.19M 0.86% | 0.00 | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 544.28K | SH | $24.83M 0.85% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 527.34K | SH | $24.83M 0.85% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 115.79K | SH | $24.45M 0.83% | 0.00 | 0.00 | 0.00 |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 709.38K | SH | $23.93M 0.82% | 0.00 | 0.00 | 0.00 |
MORGAN STANLEY ETF TRUSTSOLE | EATON VANCE TOTA | 469.30K | SH | $23.82M 0.81% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 39.77K | SH | $23.77M 0.81% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 209.74K | SH | $23.72M 0.81% | 0.00 | 0.00 | 0.00 |
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