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Spire Wealth Management

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13F filer, CIK 1858740, MCLEAN, VA

Spire Wealth Management reported $2,930,930,835 across 2,248 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-22. Its ten largest share positions make up 23.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001858740-26-000002

Period
2026-03-31
Reported value
$2.93B
Holdings
2,248
Top 10 weight
23.6%
New
137
Sold out
187

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IUSBadded+423,956$19.6M
JBNDadded+360,246$19.4M
AMATadded+25,674$8.78M
LRCXadded+27,221$5.82M
CASYnew+7,921$5.77M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TIPreduced-67,985-$7.5M
SCCOreduced-39,793-$6.85M
VGTreduced-9,011-$6.29M
TANreduced-110,951-$6.18M
VWOreduced-113,001-$6.11M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 2,248 share positions

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BXMXNUVEEN S&P 500 BUY-WRITE INCOM41,243$606Kshares
AZNASTRAZENECA PLC-SPONS ADR6,556$603Kshares
VALVALARIS LTD10,453$527Kshares
INODINNODATA INC8,526$434Kshares
JPUSJ P MORGAN EXCHANGE TRADED F3,051$378Kshares
HIPOHIPPO HLDGS INC10,779$324Kshares
NTRLFIRST TR EXCH TRADED FD III15,006$310Kshares
IBHIISHARES TR12,548$297Kshares
TMDXTRANSMEDICS GROUP INC2,236$272Kshares
UTHRUNITED THERAPEUTICS CORP DEL309$151Kshares
SRVRPACER FDS TR4,034$116Kshares
FPXFIRST TR EXCHANGE-TRADED FD638$104Kshares
BLACKROCK MUN INCOME TRBLACKROCK MUN INCOME TR10,000$100Kshares
EXASEXACT SCIENCES CORP848$86.2Kshares
AIVCAMPLIFY ETF TR1,003$68Kshares
NFXSDIREXION SHARES ETF TRUST3,000$51.8Kshares
GFFGRIFFON CORP700$51.6Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL109$48.6Kshares
OBDCBLUE OWL CAPITAL CORPORATION3,680$45.7Kshares
SPNTSIRIUSPOINT LTD2,000$43.8Kshares
FTFRANKLIN UNVL TR4,940$39.5Kshares
ESMLISHARES TR797$36.7Kshares
AGFIRST MAJESTIC SILVER CORP2,100$35Kshares
TIGOMILLICOM INTL CELLULAR S A525$29.1Kshares
COLDAMERICOLD REALTY TRUST INC2,200$28.3Kshares
BBUCBROOKFIELD BUSINESS HOLDINGS750$26.9Kshares
FLGFLAGSTAR BANK NATIONAL ASSOC2,100$26.4Kshares
WLDNWILLDAN GROUP INC255$26.4Kshares
CABOCABLE ONE INC220$24.8Kshares
CMACOMERICA INC277$24.1Kshares
IYJISHARES TR160$23.7Kshares
CRCCALIFORNIA RES CORP530$23.7Kshares
AQNALGONQUIN POWER & UTILITIES3,800$23.4Kshares
JMBSJANUS DETROIT STR TR494$22.6Kshares
SEBSEABOARD CORP DEL5$22.2Kshares
VNTVONTIER CORPORATION594$22.1Kshares
WTIUBANK OF MONTREAL2,312$21.9Kshares
NENOBLE CORP PLC763$21.5Kshares
PBPROSPERITY BANCSHARES INC306$21.1Kshares
XPCQXPIMCO CALIF MUN INCOME FD2,415$21.1Kshares
XFLTXAI OCTAGON FLOATING RATE & AL4,365$21Kshares
UMHUMH PPTYS INC1,300$20.7Kshares
GPKGRAPHIC PACKAGING HLDG CO1,367$20.6Kshares
PIPRPIPER SANDLER COS59$20.1Kshares
OCSLOAKTREE SPECIALTY LENDING1,550$19.7Kshares
LBTYALIBERTY GLOBAL LTD1,714$19.1Kshares
PBFPBF ENERGY INC700$19Kshares
DBRGDIGITALBRIDGE GROUP INC1,210$18.6Kshares
AIOTPOWERFLEET INC3,400$18.1Kshares
PNFPPINNACLE FINANCIAL PARTNERS188$17.9Kshares
PPLIPEOPLE INC446$17.4Kshares
QDELQUIDELORTHO CORP603$17.2Kshares
FCNCAFIRST CTZNS BANCSHARES INC D8$17.2Kshares
TESLSIMPLIFY EXCHANGE TRADED FUN986$17Kshares
AVAHAVEANNA HEALTHCARE HLDGS INC2,000$16.3Kshares
HIMSHIMS & HERS HEALTH INC503$16.3Kshares
CAPEDOUBLELINE ETF TRUST500$16.1Kshares
FERFERROVIAL NV239$15.4Kshares
EVEREVERQUOTE INC567$15.3Kshares
PRGOPERRIGO CO PLC1,083$15.1Kshares
GMABGENMAB A/S484$14.9Kshares
CNNECANNAE HLDGS INC940$14.8Kshares
UPWKUPWORK INC734$14.5Kshares
FPHFIVE POINT HOLDINGS LLC2,600$14.5Kshares
HGHAMILTON INSURANCE GROUP LTD520$14.5Kshares
PKOHPARK-OHIO HLDGS CORP690$14.4Kshares
OSCROSCAR HEALTH INC1,000$14.4Kshares
ENVAENOVA INTL INC91$14.3Kshares
TDSTELEPHONE & DATA SYS INC343$14.1Kshares
DKSDICKS SPORTING GOODS INC69$13.7Kshares
VNOVORNADO RLTY TR400$13.3Kshares
ARCOARCOS DORADOS HLDGS INC1,800$13.2Kshares
AMCOR PLCAMCOR PLC1,519$12.7Kshares
CXMSPRINKLR INC1,599$12.4Kshares
USLMUNITED STS LIME & MINERALS I100$12Kshares
SPYINEOS ETF TRUST225$11.8Kshares
RUSHBRUSH ENTERPRISES INC210$11.8Kshares
SUISUN CMNTYS INC95$11.8Kshares
BSRRSIERRA BANCORP360$11.8Kshares
TARSTARSUS PHARMACEUTICALS INC143$11.7Kshares
PSFEPAYSAFE LIMITED1,400$11.3Kshares
EXKENDEAVOUR SILVER CORP1,200$11.3Kshares
DTDYNATRACE INC259$11.2Kshares
RPAYREPAY HLDGS CORP3,000$10.9Kshares
INSEINSPIRED ENTMT INC1,150$10.8Kshares
CNEQTHE ALGER ETF TRUST312$10.7Kshares
BRSPBRIGHTSPIRE CAPITAL INC1,900$10.6Kshares
BIOBIO RAD LABS INC35$10.6Kshares
GEFGREIF INC150$10.2Kshares
BLACKROCK MUNIHOLDINGS QUAL…BLACKROCK MUNIHOLDINGS QUALITY1,000$10Kshares
MSTXTIDAL TR II DEFIANCE DAILY TAR2,500$9.62Kshares
BHCBAUSCH HEALTH COS INC1,353$9.4Kshares
VSTSVESTIS CORPORATION1,400$9.34Kshares
LUCKLUCKY STRIKE ENTERTAINMENT C1,100$9.32Kshares
PEBOPEOPLES BANCORP INC310$9.31Kshares
PRDOPERDOCEO ED CORP315$9.24Kshares
OSURORASURE TECHNOLOGIES INC3,800$9.2Kshares
VCLTVANGUARD SCOTTSDALE FDS120$9.1Kshares
GLREGREENLIGHT CAP RE LTD620$9.04Kshares
EWBCEAST WEST BANCORP INC79$8.88Kshares
STNGSCORPIO TANKERS INC171$8.68Kshares
HCSGHEALTHCARE SVCS GROUP INC451$8.62Kshares
AMBPARDAGH METAL PACKAGING S A2,100$8.61Kshares
ASLEAERSALE CORPORATION1,200$8.53Kshares
NMLNEUBERGER ENGY INFRSTR & INC1,000$8.5Kshares
ANDEANDERSONS INC152$8.08Kshares
SUSCISHARES TR342$8Kshares
GLUEMONTE ROSA THERAPEUTICS INC509$7.98Kshares
LADLITHIA MTRS INC24$7.98Kshares
CWBCCOMMUNITY WEST BANCSHARES NE340$7.65Kshares
POSTPOST HLDGS INC74$7.33Kshares
BRWSABA CAPITAL INCOME & OPRNT1,000$7.01Kshares
CNHCNH INDL N V722$6.66Kshares
CLVTCLARIVATE PLC1,920$6.41Kshares
ONLORION PROPERTIES INC2,819$6.37Kshares
ASCARDMORE SHIPPING CORP590$6.25Kshares
BAMBROOKFIELD ASSET MANAGMT LTD110$5.76Kshares
BXPBXP INC78$5.26Kshares
KELYAKELLY SVCS INC580$5.1Kshares
BOCBOSTON OMAHA CORP410$5.07Kshares
PVHPVH CORPORATION75$5.03Kshares
RCREADY CAPITAL CORP2,300$5.01Kshares
DVDOUBLEVERIFY HLDGS INC433$4.95Kshares
FSPFRANKLIN STR PPTYS CORP4,790$4.53Kshares
SNVSYNOVUS FINANCIAL CORP80$4Kshares
FLJHFRANKLIN TEMPLETON ETF TR100$3.77Kshares
VGSRMANAGER DIRECTED PORTFOLIOS359$3.73Kshares
CCEPCOCA-COLA EUROPACIFIC PARTNE34$3.08Kshares
XRXXEROX HOLDINGS CORP1,300$3.08Kshares
BLCNSIREN ETF TR128$3.07Kshares
ESGFLEXSHARES TR19$3.06Kshares
ONEWONEWATER MARINE INC260$2.81Kshares
BHFBRIGHTHOUSE FINL INC40$2.59Kshares
FLLFULL HSE RESORTS INC900$2.35Kshares
OABIOMNIAB INC1,200$2.22Kshares
VALKYRIE ETF TRUST IIVALKYRIE ETF TRUST II410$2.14Kshares
BKLCBNY MELLON ETF TRUST16$2.09Kshares
UUNITY SOFTWARE INC47$2.08Kshares
PEDEVCO CORP CPEDEVCO CORP C3,637$2.04Kshares
DCTHDELCATH SYS INC200$2.02Kshares
MSGEMADISON SQUARE GARDEN ENTMT34$1.83Kshares
WHRWHIRLPOOL CORP24$1.73Kshares
NVMINOVA LTD5$1.64Kshares
DVAXDYNAVAX TECHNOLOGIES CORP100$1.54Kshares
RRXREGAL REXNORD CORPORATION10$1.47Kshares
AIOVIRTUS ARTIFICIAL INTELLIGEN59$1.28Kshares
CVLTCOMMVAULT SYS INC10$1.25Kshares
SNBRQSLEEP NUMBER CORP144$1.22Kshares
SNSHARKNINJA INC11$1.19Kshares
WSOWATSCO INC3$1.18Kshares
LBTYKLIBERTY GLOBAL LTD100$1.1Kshares
MKTXMARKETAXESS HLDGS INC6$1.09Kshares
LGIHLGI HOMES INC25$1.07Kshares
APPFAPPFOLIO INC4$1.01Kshares
SGISOMNIGROUP INTERNATIONAL INC11$954shares
BYDBOYD GAMING CORP11$938shares
PBHPRESTIGE CONSMR HEALTHCARE I15$925shares
AMGAFFILIATED MANAGERS GROUP3$865shares
LNCLINCOLN NATL CORP IND19$846shares
ANAUTONATION INC4$826shares
ZVIAZEVIA PBC350$812shares
GTBPGT BIOPHARMA INC994$785shares
NDSNNORDSON CORP3$779shares
KFRCKFORCE INC25$773shares
NOVNOV INC49$766shares
EVREVERCORE INC2$681shares
VRPINVESCO EXCH TRADED FD TR II28$681shares
SLISTANDARD LITHIUM CORP151$675shares
LOPEGRAND CANYON ED INC4$665shares
GSHDGOOSEHEAD INS INC9$645shares
HRZNHORIZON TECHNOLOGY FIN CORP100$645shares
EXLSEXLSERVICE HLDGS INC14$590shares
CPNGCOUPANG INC25$590shares
DBXDROPBOX INC21$584shares
YELPYELP INC19$577shares
IRTINDEPENDENCE RLTY TR INC33$577shares
BRCCBRC INC517$574shares
CERTCERTARA INC65$573shares
CHDNCHURCHILL DOWNS INC5$569shares
KBHKB HOME10$564shares
PCRXPACIRA BIOSCIENCES INC21$543shares
TGNATEGNA INC28$543shares
ALSNALLISON TRANSMISSION HLDGS I5$529shares
RNGRINGCENTRAL INC18$520shares
THSTREEHOUSE FOODS INC22$519shares
EATBRINKER INTL INC4$505shares
FTAIFTAI AVIATION LTD3$502shares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001858740-26-000002 base2026-04-22acceptance time not in the bulk data set