Spire Wealth Management reported 1,236 positions worth $1.48B for the quarter ended Jun 30, 2026, up 15.7% on the prior quarter. It opened 121 new positions, added to 347, trimmed 481 and exited 121. Its largest holding is Nvidia Corp at 7.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| JBL Jabil Inc | +20.8K | +7,213.9% | $8.01M | 0.547% |
| TWLO Twilio Inc | +29.1K | +85,700.0% | $6.01M | 0.406% |
| FTI TechnipFMC plc | +81.7K | +131,719.4% | $5.41M | 0.365% |
| FLEX Flex Ltd. | +27.2K | – | $4.40M | 0.297% |
| DOCN DigitalOcean Holdings, Inc. | +22.4K | – | $3.51M | 0.237% |
| RVMD Revolution Medicines, Inc. | +16.1K | – | $3.02M | 0.204% |
| TXN Texas Instruments Inc | +9,290 | +409.3% | $2.77M | 0.232% |
| ROST Ross Stores, Inc. | +13.0K | +7,227.2% | $2.77M | 0.189% |
| ORLY O Reilly Automotive Inc | +28.8K | +45.3% | $2.66M | 0.574% |
| PANW Palo Alto Networks Inc | +7,024 | +12.2% | $2.40M | 1.48% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DELL Dell Technologies Inc. | -23.1K | -48.6% | $9.97M | 0.71% |
| NVDA Nvidia Corp | -30.4K | -5.0% | $6.07M | 7.84% |
| META Meta Platforms, Inc. | -10.3K | -19.4% | $5.81M | 1.62% |
| AAPL Apple Inc. | -17.3K | -4.5% | $5.00M | 7.14% |
| LITE Lumentum Holdings Inc. | -5,623 | -29.4% | $4.81M | 0.781% |
| SCHW Schwab Charles Corp | -50.2K | -80.0% | $4.63M | 0.078% |
| NXT Nextpower Inc. | -38.1K | -99.6% | $4.53M | <0.01% |
| ADBE Adobe Inc. | -21.9K | -90.9% | $4.48M | 0.03% |
| NOW ServiceNow, Inc. | -44.8K | -95.6% | $4.45M | 0.014% |
| GOOGL Alphabet Inc. | -11.4K | -6.2% | $4.06M | 4.12% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| FLEX Flex Ltd. | +27.2K | $4.40M | 0.297% |
| DOCN DigitalOcean Holdings, Inc. | +22.4K | $3.51M | 0.237% |
| RVMD Revolution Medicines, Inc. | +16.1K | $3.02M | 0.204% |
| ENVA Enova International, Inc. | +3,527 | $849.06K | 0.057% |
| ARGX Argenx Se | +914 | $847.98K | 0.057% |
| CSTM Constellium Se | +25.9K | $826.07K | 0.056% |
| FSTR Foster L B Co | +15.2K | $688.03K | 0.046% |
| LMAT Lemaitre Vascular Inc | +3,700 | $355.05K | 0.024% |
| RNR Renaissancere Holdings Ltd | +915 | $289.96K | 0.02% |
| CGNX Cognex Corp | +2,012 | $145.71K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HON Honeywell International Inc | -2,170 | $981.03K | 0.077% |
| UCO ProShares Trust II | -17.9K | $703.56K | 0.055% |
| FET Forum Energy Technologies, Inc. | -11.0K | $646.08K | 0.05% |
| PAHC Phibro Animal Health Corp | -4,300 | $237.83K | 0.019% |
| USO United States Oil Fund, LP | -1,155 | $146.97K | 0.011% |
| CCL Carnival Corp Ltd. | -5,647 | $146.16K | 0.011% |
| WGS GeneDx Holdings Corp. | -1,500 | $96.33K | <0.01% |
| VITL Vital Farms, Inc. | -5,500 | $77.66K | <0.01% |
| DD DuPont de Nemours, Inc. | -529 | $72.65K | <0.01% |
| CLNE Clean Energy Fuels Corp. | -18.8K | $46.51K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 581.4K | $116.33M | 7.84% | -30.4K | -5.0% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 366.1K | $105.95M | 7.14% | -17.3K | -4.5% | Reduced | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 314.2K | $74.89M | 5.05% | -7,722 | -2.4% | Reduced | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 171.0K | $61.13M | 4.12% | -11.4K | -6.2% | Reduced | 0% |
| 5 | MSFT Microsoft Corp | Technology | 131.3K | $48.97M | 3.3% | -813 | -0.6% | Reduced | 0% |
| 6 | AVGO Broadcom Inc. | Technology | 98.3K | $37.11M | 2.5% | -9,944 | -9.2% | Reduced | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 97.3K | $34.36M | 2.32% | -3,153 | -3.1% | Reduced | 0% |
| 8 | LLY ELI LILLY & Co | Healthcare | 27.9K | $33.51M | 2.26% | +364 | +1.3% | Added | 0% |
| 9 | AMAT Applied Materials Inc | Technology | 39.4K | $28.46M | 1.92% | +914 | +2.4% | Added | 0% |
| 10 | COST Costco Wholesale Corp | Consumer Staples | 30.0K | $28.06M | 1.89% | +197 | +0.7% | Added | 0.01% |
| 11 | KLAC Kla Corp | Technology | 92.8K | $27.92M | 1.88% | +5,274 | +6.0% | Added | 0.01% |
| 12 | META Meta Platforms, Inc. | Technology | 42.8K | $24.09M | 1.62% | -10.3K | -19.4% | Reduced | 0% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 72.9K | $23.87M | 1.61% | -280 | -0.4% | Reduced | 0% |
| 14 | MU Micron Technology Inc | Technology | 20.4K | $23.49M | 1.58% | -2,026 | -9.0% | Reduced | 0% |
| 15 | CAT Caterpillar Inc | Industrials | 21.8K | $23.23M | 1.57% | +126 | +0.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Spire Wealth Management.
As of its Q2 2026 13F filing, Spire Wealth Management’s five largest positions were Nvidia Corp (NVDA) at 7.8%, Apple Inc. (AAPL) at 7.1%, Amazon Com Inc (AMZN) at 5.1%, Alphabet Inc. (GOOGL) at 4.1%, Microsoft Corp (MSFT) at 3.3% of the reported portfolio.
Spire Wealth Management reported a 13F portfolio worth $1.48B across 1,236 positions for Q2 2026. That is up 15.7% from the previous quarter.
Its largest purchases by value were Jabil Inc ($8.01M), Twilio Inc ($6.01M), TechnipFMC plc ($5.41M). It opened 121 new positions.
Its largest sales by value were Dell Technologies Inc. ($9.97M), Nvidia Corp ($6.07M), Meta Platforms, Inc. ($5.81M). It exited 121 positions entirely.
From the Form 13F-HR reports Spire Wealth Management files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.