Spire Wealth Management

Q2 2026 13F-HR Holdings

Location
Mclean, VA
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
2,392
Total value ($000)
$3,310,651
Net value change ($000)
+379,720 (13.0%)
New positions
149
Sold out positions
170
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 168,244 7977.4%
AAPL 105,160 30305.5%
GOOGL 59,605 9086.1%
LLY 32,916 12908.2%
VOO 30,963 3096300.0%
AGG 29,870 14500.0%
IEFA 28,190 2572.1%
QQQ 23,706 NEW
IUSG 22,520 1693.2%
LRCX 21,136 13377.2%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -105,356 -99.3%
AMZN -66,190 -99.3%
SPY -37,348 -100.0%
AVGO -32,818 -99.0%
COST -29,151 -99.0%
JPM -20,837 -98.2%
XLC -16,852 -99.0%
MA -16,604 -98.4%
ACWX -12,809 -90.7%
LITE -12,687 -97.2%
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