account_balance
Investment manager · 13F filer · SEC CIK 1858740
Spire Wealth Management
Reported value$3.27Bas of Sep 30, 2026
Positions2,191 103 new, 137 sold out
Top 10 weight25.1%IVV alone is 5%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.3%
NVDANVIDIA Corp
4.2%Added +2%
AAPLApple Inc.
3.7%
AMZNAmazon.com Inc
2.4%Added +2%
VGTVanguard World Fd
2.1%Trimmed −4%
MSFTMicrosoft Corp
2.1%Added +3%
GOOGLAlphabet Inc.
1.7%Trimmed −5%
SPYSPDR S&P 500 ETF Trust
1.3%Trimmed −7%
IUSBiShares Tr
1.2%
LLYELI Lilly & Co
1.1%+12%
AVGOBroadcom Inc.
1.0%
GOOGAlphabet Inc.
1.0%
IVViShares Tr
5.3%
NVDANVIDIA Corp
4.2%Added +2%
AAPLApple Inc.
3.7%
AMZNAmazon.com Inc
2.4%+2%
VGTVanguard World Fd
2.1%
MSFTMicrosoft Corp
2.1%
GOOGLAlphabet Inc.
1.7%
SPY1.3%IUSB
LLY1.1%AVGOGOOGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.3% Held
NVDA NVIDIA Corp 4.2% Added +2%AAPL Apple Inc. 3.7% HeldAMZN Amazon.com Inc 2.4% Added +2%VGT Vanguard World Fd 2.1% Trimmed −4%
MSFT Microsoft Corp 2.1% Added +3%GOOGL Alphabet Inc. 1.7% Trimmed −5%SPY SPDR S&P 500 ETF Trust 1.3% Trimmed −7%IUSB iShares Tr 1.2% Held
LLY ELI Lilly & Co 1.1% Added +12%AVGO Broadcom Inc. 1.0% HeldGOOG Alphabet Inc. 1.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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