Spire Wealth Management

Q1 2026 13F-HR Holdings

Location
Mclean, VA
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
2,409
Total value ($000)
$2,930,931
Net value change ($000)
-55,124 (-1.8%)
New positions
137
Sold out positions
187
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 32,798 9010.4%
META 29,984 13629.1%
COST 29,242 14843.7%
HTRB 23,777 15048.7%
EVTR 23,684 17807.5%
XLF 23,529 16453.8%
IVE 23,183 1829.8%
JPM 20,893 6408.9%
IUSB 19,423 91.9%
ACWX 13,218 1449.3%
Top Reduces (Value $000, Stocks/ETFs)
IVV -161,616 -98.7%
MSFT -65,594 -99.5%
VOO -25,989 -100.0%
IEFA -25,708 -95.9%
FBND -23,397 -99.3%
QQQ -18,374 -100.0%
XLI -16,565 -99.5%
IEMG -15,857 -94.5%
WMT -15,714 -99.7%
EMB -11,843 -99.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type