Filed: 7/15/2026ACC: 0001858740-26-000003
📋 What this filing means
SPIRE WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 2307 equity positions with a total reported market value of $3.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2307
Positions
$3.31B
Total AUM (reported)
31.06M
Total Shares
Allocation by class
COM$1.08B32.7%
CORE S&P500 ETF$170.35M5.1%
CL A$86.97M2.6%
INF TECH ETF$68.02M2.1%
COM NEW$65.75M2.0%
CAP STK CL A$60.26M1.8%
TR UNIT$46.57M1.4%
Portfolio Concentration
Top 3$392.63M11.9%
4–10$373.45M11.3%
11–25$432.70M13.1%
Rest$2.11B63.8%
Top 3 weight
11.9%
Top 10 weight
23.1%
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)
Sole2307
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings2307
Rows:
ISHARES TR
SOLEShares227.47K
TypeSH
Market value$170.35M
5.15%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares581.45K
TypeSH
Market value$116.33M
3.51%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares366.11K
TypeSH
Market value$105.95M
3.20%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares314.18K
TypeSH
Market value$74.89M
2.26%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares569.07K
TypeSH
Market value$68.02M
2.05%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares168.62K
TypeSH
Market value$60.26M
1.82%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares131.26K
TypeSH
Market value$48.97M
1.48%
Sole
0.00
Shared
0.00
None
0.00
SPDR S P 500 ETF TR
SOLEShares59.07K
TypeSH
Market value$44.11M
1.33%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares868.48K
TypeSH
Market value$40.08M
1.21%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares98.27K
TypeSH
Market value$37.11M
1.12%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares97.26K
TypeSH
Market value$34.36M
1.04%
Sole
0.00
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares633.75K
TypeSH
Market value$33.91M
1.02%
Sole
0.00
Shared
0.00
None
0.00
ELI LILLY CO
SOLEShares27.94K
TypeSH
Market value$33.51M
1.01%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares45.08K
TypeSH
Market value$30.96M
0.94%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares303.86K
TypeSH
Market value$30.08M
0.91%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares303.23K
TypeSH
Market value$29.29M
0.88%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares209.01K
TypeSH
Market value$28.74M
0.87%
Sole
0.00
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares39.39K
TypeSH
Market value$28.46M
0.86%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares30K
TypeSH
Market value$28.06M
0.85%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares146.89K
TypeSH
Market value$27.98M
0.85%
Sole
0.00
Shared
0.00
None
0.00
KLA CORP
SOLEShares89.62K
TypeSH
Market value$27.04M
0.82%
Sole
0.00
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares381.99K
TypeSH
Market value$25.74M
0.78%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares111.99K
TypeSH
Market value$25.43M
0.77%
Sole
0.00
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares524.50K
TypeSH
Market value$24.62M
0.74%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares457.56K
TypeSH
Market value$24.53M
0.74%
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 | 227.47K | SH | $170.35M 5.15% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 581.45K | SH | $116.33M 3.51% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 366.11K | SH | $105.95M 3.20% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 314.18K | SH | $74.89M 2.26% | 0.00 | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 569.07K | SH | $68.02M 2.05% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 168.62K | SH | $60.26M 1.82% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 131.26K | SH | $48.97M 1.48% | 0.00 | 0.00 | 0.00 |
SPDR S P 500 ETF TRSOLE | TR UNIT | 59.07K | SH | $44.11M 1.33% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 868.48K | SH | $40.08M 1.21% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 98.27K | SH | $37.11M 1.12% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 97.26K | SH | $34.36M 1.04% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 633.75K | SH | $33.91M 1.02% | 0.00 | 0.00 | 0.00 |
ELI LILLY COSOLE | COM | 27.94K | SH | $33.51M 1.01% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 45.08K | SH | $30.96M 0.94% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 303.86K | SH | $30.08M 0.91% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 303.23K | SH | $29.29M 0.88% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 209.01K | SH | $28.74M 0.87% | 0.00 | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 39.39K | SH | $28.46M 0.86% | 0.00 | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 30K | SH | $28.06M 0.85% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 146.89K | SH | $27.98M 0.85% | 0.00 | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 89.62K | SH | $27.04M 0.82% | 0.00 | 0.00 | 0.00 |
PROSHARES TRSOLE | PSHS ULT S&P 500 | 381.99K | SH | $25.74M 0.78% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 111.99K | SH | $25.43M 0.77% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 524.50K | SH | $24.62M 0.74% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 457.56K | SH | $24.53M 0.74% | 0.00 | 0.00 | 0.00 |
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