Spire Wealth Management: 13F holdings
CIK 18587402026Q2
| Positions | 2,226 |
|---|
| Reported value | $3.3bn |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 2,226 (-22 vs prior quarter) |
|---|
| Reported value | $3.3bn (+13.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV iShares Core S&P 500 ETF | 231,914 | $173.7m | 5.2% |
| NVDA NVIDIA Corporation | 581,448 | $116.3m | 3.5% |
| AAPL Apple, Inc. | 366,114 | $105.9m | 3.2% |
| AMZN Amazon.com | 314,175 | $74.9m | 2.3% |
| VGT Information Technology ETF (Vanguard) | 575,609 | $68.8m | 2.1% |
| GOOGL Alphabet Inc | 171,035 | $61.1m | 1.8% |
| MSFT Microsoft Corp | 131,257 | $49.0m | 1.5% |
| SPY SPDR S P 500 ETF TR | 59,066 | $44.1m | 1.3% |
| IUSB ISHARES TR | 868,483 | $40.1m | 1.2% |
| AVGO Broadcom Inc. | 98,265 | $37.1m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1858740")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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