Spire Wealth Management
All 13F Filings
- Location
- Mclean, VA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 2,930,931
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 2,409 | 2,930,931 | 13F-HR | Spire Wealth Management |
| Q4 2025 | 1/14/2026 | 2,455 | 2,986,055 | 13F-HR | Spire Wealth Management |
| Q3 2025 | 10/23/2025 | 2,427 | 2,938,229 | 13F-HR | Spire Wealth Management |
| Q2 2025 | 8/4/2025 | 2,458 | 2,784,161 | 13F-HR | Spire Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.401 M | 47.9% | 0 | 802.4 K | -802.4 K |
| ETFs | 1.487 M | 50.8% | 761.1 K | 0 | 761.1 K |
| Debt | 39.82 K | 1.4% | 18.94 K | 0 | 18.94 K |
| Other | 75 | 0.0% | 0 | 33.34 K | -33.34 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
2,930,931
Holdings
2409
QoQ value change ($000)
-55,124
(-1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.