Spire Wealth Management holds a diversified book of 1527 stocks worth $2.9B as of Q1 2026 (disclosed Apr 22, 2026, a ~45-day 13F lag). This quarter they opened ATI INC and trimmed ISHR IBX USD INVGD CB ETF-UI. Their largest long position is ISHR IBX USD INVGD CB ETF-UI at 13% of the equity book.
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Use Arkolith to show Spire Wealth Management's latest holdings, largest changes, and filing provenance.
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.
11% mapped to company sectors
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 2,413 | $2.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 2,456 | $3.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 2,506 | $2.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 2,539 | $2.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 2,464 | $3.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 2,443 | $3.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 2,160 | $3.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 31, 2024 | 2,270 | $2.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 24, 2024 | 2,367 | $5.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 2,426 | $3.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 2,421 | $2.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 2,446 | $2.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 9, 2023 | 2,528 | $2.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 3, 2023 | 2,352 | $1.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 7, 2022 | 2,223 | $1.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 22, 2022 | 2,640 | $2.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 18, 2022 | 2,499 | $3.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 14, 2022 | 2,921 | $4.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 22, 2021 | 2,559 | $3.8B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 26, 2021 | 2,562 | $3.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 21, 2021 | 2,972 | $3.8B | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.