Spire Wealth Management

Q3 2026 13F-HR Holdings

Location
Mclean, VA
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
2,357
Total value ($000)
$3,273,572
Net value change ($000)
-37,079 (-1.1%)
New positions
106
Sold out positions
138
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VGT 67,920 8786.5%
SPY 42,100 NEW
JBND 31,595 NEW
COST 24,908 8648.6%
JPM 24,505 6414.9%
FBND 23,402 7906.1%
TNA 15,584 10185.6%
V 13,697 68485.0%
AAPL 13,687 13.0%
ACWX 13,555 1026.1%
Top Reduces (Value $000, Stocks/ETFs)
IVV -166,454 -97.7%
GOOGL -59,569 -98.9%
LLY -32,810 -98.9%
VOO -30,962 -100.0%
AGG -29,552 -98.3%
JPST -24,417 -100.0%
JCPB -24,178 -98.2%
HTRB -23,563 -99.1%
IVE -23,530 -92.5%
EVTR -23,248 -98.2%
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