Spire Wealth Management

Q2 2026 13F-HR Detailed Holdings

Location
Mclean, VA
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
2,393
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 4/22/2026 Next filing: — SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 CORBETT ROAD CAPITAL MANAGEMENT, LLC 028-19848