Spire Wealth Management

Est. AUM

$1.21B

13F long equity, this entity only

Positions

2,214

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE TOTAL USD	$40.6M	878036	3.36%	SOLE
2	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$35.0M	651008	2.90%	SOLE
3	ALPHABET INC	CAP STK CL C	$28.8M	100409	2.38%	SOLE
4	ISHARES TR	S&P 500 GRWT ETF	$23.7M	209739	1.96%	SOLE
5	VANGUARD INDEX FDS	VALUE ETF	$22.2M	113366	1.84%	SOLE
6	PROSHARES TR	PSHS ULT S&P 500	$21.8M	419892	1.80%	SOLE
7	SELECT SECTOR SPDR TR	TECHNOLOGY	$20.9M	156938	1.73%	SOLE
8	ISHARES TR	RUS 1000 GRW ETF	$20.0M	46978	1.66%	SOLE
9	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$17.6M	248067	1.46%	SOLE
10	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$15.8M	325948	1.31%	SOLE
11	SPDR GOLD TR	GOLD SHS	$13.1M	30381	1.08%	SOLE
12	ISHARES TR	MSCI EAFE ETF	$12.5M	128374	1.03%	SOLE
13	ISHARES GOLD TR	ISHARES NEW	$12.1M	137797	1.01%	SOLE
14	MARRIOTT INTL INC NEW	CL A	$11.7M	35911	0.97%	SOLE
15	DIMENSIONAL ETF TRUST	US TARGETED VLU	$11.1M	178309	0.92%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.7M	22229	0.88%	SOLE
17	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$9.8M	138294	0.81%	SOLE
18	ISHARES TR	EAFE VALUE ETF	$8.9M	119881	0.74%	SOLE
19	ISHARES TR	U.S. TECH ETF	$8.3M	46022	0.69%	SOLE
20	ISHARES TR	MSCI USA QLT FCT	$8.2M	42929	0.68%	SOLE
21	VANGUARD STAR FDS	VG TL INTL STK F	$8.1M	104491	0.67%	SOLE
22	VANECK ETF TRUST	SEMICONDUCTR ETF	$8.0M	20885	0.66%	SOLE
23	ISHARES TR	1 3 YR TREAS BD	$8.0M	96345	0.66%	SOLE
24	VANGUARD INDEX FDS	GROWTH ETF	$7.9M	18166	0.66%	SOLE
25	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$7.8M	140657	0.65%	SOLE
26	ISHARES TR	RUS 1000 ETF	$7.4M	20862	0.62%	SOLE
27	EXXON MOBIL CORP	COM	$6.8M	40275	0.57%	SOLE
28	SPDR SER TR	PRTFLO S&P500 VL	$6.8M	120396	0.56%	SOLE
29	TRUST FOR PROFESSIONAL MANAG	ACTIVEPASSIVE US	$6.7M	167768	0.56%	SOLE
30	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.7M	31230	0.56%	SOLE
31	DIREXION SHS ETF TR	DRX S&P500BULL	$6.6M	35812	0.55%	SOLE
32	VANGUARD INDEX FDS	TOTAL STK MKT	$6.5M	20262	0.54%	SOLE
33	TESLA INC	COM	$6.5M	17432	0.54%	SOLE
34	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$6.2M	110171	0.52%	SOLE
35	VANGUARD INDEX FDS	MCAP VL IDXVIP	$6.1M	33345	0.51%	SOLE
36	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$6.1M	89892	0.51%	SOLE
37	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.1M	31778	0.50%	SOLE
38	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$5.9M	70050	0.49%	SOLE
39	SPDR SER TR	BLOOMBERG 1-3 MO	$5.8M	63580	0.48%	SOLE
40	VANGUARD MALVERN FDS	STRM INFPROIDX	$5.8M	116592	0.48%	SOLE
41	CROWDSTRIKE HLDGS INC	CL A	$5.7M	14578	0.47%	SOLE
42	GE VERNOVA INC	COM	$5.5M	6344	0.46%	SOLE
43	PGIM ETF TR	PGIM ULTRA SH BD	$5.5M	110389	0.45%	SOLE
44	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$5.4M	48603	0.45%	SOLE
45	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$5.3M	100519	0.44%	SOLE
46	ISHARES TR	CORE S&P US VLU	$5.3M	51395	0.43%	SOLE
47	ISHARES TR	RUSSELL 2000 ETF	$5.2M	20813	0.43%	SOLE
48	TRUST FOR PROFESSIONAL MANAG	ACTIVEPASSIVE CR	$5.1M	174338	0.42%	SOLE
49	VANGUARD WORLD FD	MEGA GRWTH IND	$5.1M	13749	0.42%	SOLE
50	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$5.0M	117092	0.41%	SOLE

1–50 of 2,214

1 / 45

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.