Spire Wealth Management

Q3 2026 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 7/15/2026 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 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 Discretion Other Manager Sole Shared None

Other Managers

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