Spire Wealth Management holds a diversified book of 2248 reported positions worth $2.9B as of Q1 2026 (disclosed Apr 22, 2026, a ~22-day 13F lag). This quarter they opened Casey's General Stores Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 5% of the reported non-option book. Cloning the disclosed picks since 2021 would be +55% (+8.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Spire Wealth Management is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +66.9%, a 11.9-point gap that is the cost of the ~22-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Spire Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
44% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Spire Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 11 / 80 | $4.5B |
| BlueSpruce Investments, LP | 9 / 80 | $641.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 30 / 80 | $1.0B |
| Noked Israel Ltd | 8 / 80 | $889.3M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Spire Wealth Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $154.3M | 236.3K | 5.3% | ▼−2.4% Reduced · −6K sh | |
| 2 | Nvidia Corporation COM | $106.7M | 611.8K | 3.6% | ▼−2.0% Reduced · −12K sh | |
| 3 | Apple Inc COM | $97.3M | 383.4K | 3.3% | ▼−0.8% Reduced · −3K sh | |
| 4 | Amazon Com Inc COM | $67.0M | 321.9K | 2.3% | ▼−3.1% Reduced · −10K sh | |
| 5 | Alphabet Inc CAP STK CL A | $52.4M | 182.4K | 1.8% | ▼−0.8% Reduced · −2K sh | |
| 6 | Vanguard World FD INF TECH ETF | $52.2M | 74.8K | 1.8% | ▼−11% Reduced · −9K sh | |
| 7 | Microsoft Corp COM | $48.9M | 132.1K | 1.7% | ▼−3.7% Reduced · −5K sh | |
| 8 | Ishares TR CORE TOTAL USD | $40.6M | 878.0K | 1.4% | ▲+93% Added · +424K sh | |
| 9 | SPDR S P 500 ETF TR TR UNIT | $37.3M | 57.4K | 1.3% | ▼−2.3% Reduced · −1K sh | |
| 10 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $35.0M | 651.0K | 1.2% | ▲+124% Added · +360K sh | |
| 11 | Broadcom Inc COM | $33.5M | 108.2K | 1.1% | ▼−1.4% Reduced · −2K sh | |
| 12 | Ishares TR CORE US AGGBD ET | $30.5M | 306.7K | 1.0% | ▲+6.2% Added · +18K sh | |
| 13 | Meta Platforms Inc CL A | $30.4M | 53.1K | 1.0% | ▼−3.7% Reduced · −2K sh | |
| 14 | Costco WHSL Corp New COM | $29.7M | 29.8K | 1.0% | ▲+4.9% Added · +1K sh | |
| 15 | Alphabet Inc CAP STK CL C | $28.8M | 100.4K | 1.0% | ▼−3.9% Reduced · −4K sh | |
| 16 | Ishares TR CORE MSCI EAFE | $28.6M | 316.5K | 1.0% | ▲+1.5% Added · +5K sh | |
| 17 | Ishares TR S&P 500 VAL ETF | $25.6M | 121.4K | 0.9% | ▼−2.7% Reduced · −3K sh | |
| 18 | Eli Lilly Co COM | $25.4M | 27.6K | 0.9% | ▼−0.5% Reduced · −145 sh | |
| 19 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $25.2M | 497.8K | 0.9% | ▼−3.5% Reduced · −18K sh | |
| 20 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $25.0M | 531.0K | 0.9% | ▲+27% Added · +114K sh | |
| 21 | Fidelity Merrimack STR TR TOTAL BD ETF | $25.0M | 548.0K | 0.9% | ▲+6.3% Added · +33K sh | |
| 22 | Hartford FDS Exchange Traded TOTAL RTRN ETF | $24.1M | 714.4K | 0.8% | ▲+7.4% Added · +49K sh | |
| 23 | Morgan Stanley ETF Trust EATON VANCE TOTA | $24.0M | 472.6K | 0.8% | ▲+28% Added · +104K sh | |
| 24 | Select Sector SPDR TR FINANCIAL | $23.8M | 482.1K | 0.8% | ▼−11% Reduced · −60K sh | |
| 25 | Vanguard Index FDS S&P 500 ETF SHS | $23.8M | 39.8K | 0.8% | ▼−4.0% Reduced · −2K sh | |
| 26 | Ishares TR S&P 500 GRWT ETF | $23.7M | 209.7K | 0.8% | ▲+2.1% Added · +4K sh | |
| 27 | Vanguard Index FDS VALUE ETF | $22.2M | 113.4K | 0.8% | ▼−1.2% Reduced · −1K sh | |
| 28 | Proshares TR PSHS ULT S&P 500 | $21.8M | 419.9K | 0.7% | ▲+13% Added · +50K sh | |
| 29 | JPMorgan Chase Co COM | $21.5M | 73.2K | 0.7% | ▼−1.8% Reduced · −1K sh | |
| 30 | Ishares TR CORE S&P US GWT | $21.5M | 138.5K | 0.7% | ▼−2.2% Reduced · −3K sh | |
| 31 | Select Sector SPDR TR TECHNOLOGY | $20.9M | 156.9K | 0.7% | ▼−4.3% Reduced · −7K sh | |
| 32 | Ishares TR RUS 1000 GRW ETF | $20.0M | 47.0K | 0.7% | ▼−6.6% Reduced · −3K sh | |
| 33 | Invesco QQQ TR UNIT SER 1 | $18.0M | 31.1K | 0.6% | ▲+4.1% Added · +1K sh | |
| 34 | Ishares Inc CORE MSCI EMKT | $17.7M | 253.6K | 0.6% | ▼−3.6% Reduced · −10K sh | |
| 35 | Dimensional ETF Trust US EQUITY MARKET | $17.6M | 248.1K | 0.6% | ▼−0.6% Reduced · −2K sh | |
| 36 | Select Sector SPDR TR COMMUNICATION | $17.1M | 154.4K | 0.6% | ▼−12% Reduced · −21K sh | |
| 37 | Mastercard Incorporated CL A | $17.1M | 34.2K | 0.6% | ▼−3.2% Reduced · −1K sh | |
| 38 | Walmart Inc COM | $17.0M | 136.6K | 0.6% | ▼−3.7% Reduced · −5K sh | |
| 39 | Netflix Inc COM | $16.3M | 169.1K | 0.6% | ▲+24% Added · +32K sh | |
| 40 | Select Sector SPDR TR INDL | $16.2M | 100.2K | 0.6% | ▼−7.0% Reduced · −8K sh | |
| 41 | Dimensional ETF Trust US MKTWIDE VALUE | $15.8M | 325.9K | 0.5% | ▲+2.1% Added · +7K sh | |
| 42 | Caterpillar Inc COM | $15.4M | 21.7K | 0.5% | ▼−0.1% Reduced · −24 sh | |
| 43 | Ishares TR MSCI ACWI EX US | $15.0M | 219.7K | 0.5% | ▼−3.4% Reduced · −8K sh | |
| 44 | Lumentum Hldgs Inc COM | $13.5M | 19.1K | 0.5% | ▼−5.8% Reduced · −1K sh | |
| 45 | Quanta Svcs Inc COM | $13.4M | 24.5K | 0.5% | ▲+12% Added · +3K sh | |
| 46 | Vanguard World FD CONSUM DIS ETF | $13.4M | 37.3K | 0.5% | ▼−12% Reduced · −5K sh | |
| 47 | Applied Matls Inc COM | $13.2M | 38.5K | 0.4% | ▲+200% Added · +26K sh | |
| 48 | SPDR Gold TR GOLD SHS | $13.1M | 30.4K | 0.4% | ▼−0.2% Reduced · −53 sh | |
| 49 | Kla Corp COM NEW | $12.9M | 8.8K | 0.4% | ▼−16% Reduced · −2K sh | |
| 50 | Ishares TR MSCI EAFE ETF | $12.5M | 128.4K | 0.4% | ▼−3.5% Reduced · −5K sh |
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Use Arkolith to show Spire Wealth Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 22d | 2,413 | $2.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 2,456 | $3.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 2,506 | $2.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 35d | 2,539 | $2.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 23d | 2,464 | $3.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 24d | 2,443 | $3.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 15d | 2,160 | $3.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 31, 2024 | 31d | 2,270 | $2.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 24, 2024 | 24d | 2,367 | $5.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 37d | 2,426 | $3.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 39d | 2,421 | $2.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 40d | 2,446 | $2.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 9, 2023 | 39d | 2,528 | $2.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 3, 2023 | 34d | 2,352 | $1.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 7, 2022 | 38d | 2,223 | $1.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 22, 2022 | 22d | 2,640 | $2.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 18, 2022 | 18d | 2,499 | $3.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 14, 2022 | 14d | 2,921 | $4.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 22, 2021 | 22d | 2,559 | $3.8B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 26, 2021 | 26d | 2,562 | $3.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 21, 2021 | 51d | 2,972 | $3.8B | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.