Spire Wealth Management
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Spire Wealth Management reported 2,242 stock positions worth $2.9 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.3% of the portfolio, followed by Nvidia (NVDA, 3.6%) and Apple (AAPL, 3.3%). Compared with Q4 2025, it opened 136 new positions, sold out of 186, added to 676 and reduced 835. The biggest buy was Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares +93%) and the biggest sale Microsoft (MSFT, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001858740
- Portfolio Value
- $2.9B (Q1 2026)
- SEC Filing
- 0001858740-26-000002 ↗ filed Apr 22, 2026
Holdings Value
Holdings 2,242 stocks · $2.9B
| IVV iShares Core S&P 500 ETF | 5.27% | 236,266 | $154.3M | Reduce -2.4% |
| NVDA Nvidia Corp. | 3.64% | 611,808 | $106.7M | Reduce -2.0% |
| AAPL Apple Inc. | 3.32% | 383,388 | $97.3M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 2.29% | 321,897 | $67.0M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 1.79% | 182,388 | $52.4M | Reduce -0.9% |
| VGT Vanguard Info Tech ETF | 1.78% | 74,776 | $52.2M | Reduce -10.8% |
| MSFT Microsoft Corp. | 1.67% | 132,070 | $48.9M | Reduce -3.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.38% | 878,036 | $40.6M | Add +93.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.27% | 57,430 | $37.3M | Reduce -2.3% |
| JBND JPMorgan Active Bond ETF | 1.19% | 651,008 | $35.0M | Add +123.9% |
| AVGO Broadcom Inc. | 1.14% | 108,209 | $33.5M | Reduce -1.4% |
| AGG iShares Core U.S. Aggregate | 1.04% | 306,747 | $30.5M | Add +6.2% |
| META Meta Platforms Inc. Class A | 1.04% | 53,056 | $30.4M | Reduce -3.7% |
| COST Costco Wholesale Corp. | 1.01% | 29,798 | $29.7M | Add +4.9% |
| GOOG Alphabet Inc. Class C | 0.98% | 100,409 | $28.8M | Reduce -3.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.98% | 316,453 | $28.6M | Add +1.5% |
| IVE iShares S&P 500 Value ETF | 0.87% | 121,373 | $25.6M | Reduce -2.7% |
| LLY Eli Lilly & Co. | 0.87% | 27,574 | $25.4M | Reduce -0.5% |
| JPST JPMorgan Ultra-Short Income | 0.86% | 497,773 | $25.2M | Reduce -3.5% |
| JCPB JPMorgan Core Plus Bond ETF | 0.85% | 531,041 | $25.0M | Add +27.3% |
| FBND Fidelity Total Bond ETF | 0.85% | 547,955 | $25.0M | Add +6.3% |
| HTRB Hartford TTL RTRN BND ETF | 0.82% | 714,369 | $24.1M | Add +7.4% |
| EVTR Eaton Vance Total Return | 0.82% | 472,605 | $24.0M | Add +28.4% |
| XLF SS Financial Select Sector | 0.81% | 482,086 | $23.8M | Reduce -11.1% |
| VOO Vanguard S&P 500 ETF | 0.81% | 39,773 | $23.8M | Reduce -4.0% |
| IVW iShares S&P 500 Growth ETF | 0.81% | 209,739 | $23.7M | Add +2.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.76% | 113,366 | $22.2M | Reduce -1.2% |
| SSO Proshares Ultra S&P500 | 0.74% | 419,892 | $21.8M | Add +13.4% |
| JPM JPMorgan Chase & Co. | 0.73% | 73,167 | $21.5M | Reduce -1.8% |
| IUSG iShares Core S&P U.S. Growth | 0.73% | 138,542 | $21.5M | Reduce -2.2% |
| XLK SS Technology Select Sector | 0.71% | 156,938 | $20.9M | Reduce -4.3% |
| IWF iShares Russell 1000 Growth | 0.68% | 46,978 | $20.0M | Reduce -6.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 31,138 | $18.0M | Add +4.1% |
| IEMG iShares Core MSCI Emerging | 0.60% | 253,597 | $17.7M | Reduce -3.6% |
| DFUS Dimensional US Eq MKT ETF | 0.60% | 248,067 | $17.6M | Reduce -0.6% |
| XLC SS Comm Select Sector SPDR | 0.58% | 154,431 | $17.1M | Reduce -12.0% |
| MA Mastercard Inc. Class A | 0.58% | 34,185 | $17.1M | Reduce -3.2% |
| WMT Walmart Inc. | 0.58% | 136,611 | $17.0M | Reduce -3.7% |
| NFLX Netflix Inc. | 0.55% | 169,057 | $16.3M | Add +23.7% |
| XLI SS Industrial Select Sector | 0.55% | 100,239 | $16.2M | Reduce -7.0% |
| DFUV Dimensional US Marketwide Va | 0.54% | 325,948 | $15.8M | Add +2.1% |
| CAT Caterpillar Inc. | 0.52% | 21,701 | $15.4M | Reduce -0.1% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.51% | 219,671 | $15.0M | Reduce -3.4% |
| LITE Lumentum Holdings Inc. | 0.46% | 19,144 | $13.5M | Reduce -5.8% |
| PWR Quanta Services Inc. | 0.46% | 24,457 | $13.4M | Add +11.6% |
| VCR Vanguard Consumer Discre ETF | 0.46% | 37,281 | $13.4M | Reduce -11.6% |
| AMAT Applied Materials Inc. | 0.45% | 38,479 | $13.2M | Add +200.5% |
| GLD SPDR Gold Shares | 0.45% | 30,381 | $13.1M | Reduce -0.2% |
| KLAC KLA Corp. | 0.44% | 8,756 | $12.9M | Reduce -16.4% |
| EFA iShares MSCI Eafe ETF | 0.43% | 128,374 | $12.5M | Reduce -3.5% |
| V Visa Inc. Class A | 0.42% | 40,318 | $12.2M | Reduce -0.3% |
| IAU iShares Gold Trust | 0.41% | 137,797 | $12.1M | Reduce -3.9% |
| EMB iShares JP Morgan Usd Emergi | 0.41% | 129,134 | $12.1M | Add +3.5% |
| XLV SS Health Care Select Sector | 0.41% | 81,628 | $12.0M | Reduce -6.7% |
| MCK McKesson Corp. | 0.40% | 13,628 | $11.8M | Reduce -1.3% |
| MAR Marriott International Class A | 0.40% | 35,911 | $11.7M | Reduce -3.8% |
| IEF iShares 7-10 Year Treasury B | 0.39% | 121,129 | $11.6M | Add +12.3% |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 78,960 | $11.6M | Reduce -7.8% |
| LRCX Lam Research Corp. | 0.39% | 52,821 | $11.3M | Add +106.3% |
| DFAT Dimensional US Target Value | 0.38% | 178,309 | $11.1M | Add +1.3% |
| GS Goldman Sachs Group Inc. | 0.36% | 12,622 | $10.7M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 22,229 | $10.7M | Reduce -3.8% |
| DFAS Dimensional US Small Cap ETF | 0.34% | 138,294 | $9.8M | Add +1.8% |
| PANW Palo Alto Networks Inc. | 0.31% | 57,346 | $9.2M | Add +0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 26,879 | $9.1M | Add +111.6% |
| HD Home Depot Inc. | 0.31% | 27,275 | $9.0M | Add +23.3% |
| EFV iShares MSCI Eafe Value ETF | 0.30% | 119,881 | $8.9M | Reduce -3.1% |
| FIX Comfort Systems USA Inc. | 0.30% | 6,450 | $8.9M | Add +19.7% |
| XBI SS SPDR S&P Biotech ETF | 0.30% | 68,553 | $8.8M | Reduce -8.7% |
| IJH iShares Core S&P Midcap ETF | 0.30% | 128,960 | $8.7M | Reduce -9.2% |
| ANET Arista Networks Inc. | 0.30% | 70,447 | $8.6M | Reduce -22.1% |
| SOXX iShares Semiconductor ETF | 0.29% | 26,185 | $8.6M | Add +126.8% |
| IYW iShares Ustechnology ETF | 0.28% | 46,022 | $8.3M | Reduce -2.5% |
| QUAL iShares MSCI USA Quality Fac | 0.28% | 42,929 | $8.2M | Reduce -4.2% |
| VXUS Vanguard Total Intl Stock | 0.27% | 104,491 | $8.1M | Add +34.1% |
| SMH Vaneck Semiconductor ETF | 0.27% | 20,885 | $8.0M | Add +6.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.27% | 96,345 | $8.0M | Add +1.6% |
| SECT Main Sector Rotation ETF | 0.27% | 131,619 | $7.9M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 18,166 | $7.9M | Add +15.0% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 63,542 | $7.9M | Add +27.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.27% | 140,657 | $7.8M | Add +27.8% |
| DELL Dell Technologies -C | 0.27% | 47,519 | $7.8M | Reduce -7.8% |
| MU Micron Technology Inc. | 0.26% | 22,406 | $7.6M | Add +31.0% |
| IWB iShares Russell 1000 ETF | 0.25% | 20,862 | $7.4M | Add +0.0% |
| TER Teradyne Inc. | 0.25% | 24,861 | $7.4M | Reduce -1.9% |
| OIH Vaneck Oil Services ETF | 0.24% | 17,361 | $7.0M | Add +275.4% |
| XOM Exxon Mobil Corp. | 0.23% | 40,275 | $6.8M | Add +7.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.23% | 120,396 | $6.8M | Add +0.5% |
| APUE Activepassive US Equity ETF | 0.23% | 167,768 | $6.7M | Reduce -7.3% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 31,230 | $6.7M | Add +47.8% |
| SPXL Direxion Daily S&P 500 Bull | 0.23% | 35,812 | $6.6M | Add +7.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 20,262 | $6.5M | Reduce -15.4% |
| TSLA Tesla Inc. | 0.22% | 17,432 | $6.5M | Reduce -6.8% |
| ISRG Intuitive Surgical Inc. | 0.22% | 14,021 | $6.5M | Add +6.6% |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 110,171 | $6.2M | Add +2.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.21% | 135,291 | $6.2M | Reduce -10.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.21% | 33,345 | $6.1M | Add +14.7% |
| RDVY First Trust Rising Dividend | 0.21% | 89,892 | $6.1M | Reduce -2.9% |
| RSP Invesco S&P 500 Equal Weight | 0.21% | 31,778 | $6.1M | Add +71.8% |
| XLP SS Consumer Staples Sel Sect | 0.21% | 74,384 | $6.1M | Reduce -3.0% |
Other holdings (6): bonds, preferreds, convertibles and warrants · $56K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 575 | $37K | No change |
| NNAVW Nextnav Inc. | *W EXP 99/99/999 | 2,000 | $13K | No change |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 2 | $2K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 37 | $2K | No change |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 1 | $1K | No change |
| RGTIW Rigetti Computing -CW27 | *W EXP 03/02/202 | 170 | $933 | No change |
Total filed on the 13F, all lines: $2.9B.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -3.7% | 1.67% | −0.55 |
| VGT Vanguard Info Tech ETF | Reduce -10.8% | 1.78% | −0.34 |
| SHOP Shopify Inc. Class A | Reduce -66.2% | 0.10% | −0.30 |
| IVV iShares Core S&P 500 ETF | Reduce -2.4% | 5.27% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -3.1% | 2.29% | −0.28 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -50.2% | 0.19% | −0.27 |
| NVDA Nvidia Corp. | Reduce -2.0% | 3.64% | −0.26 |
| HOOD Robinhood Markets Inc. Class A | Reduce -91.6% | 0.01% | −0.26 |
| TIP iShares Tips Bond ETF | Reduce -93.3% | 0.02% | −0.25 |
| FSLR First Solar Inc. | Reduce -99.4% | 0.00% | −0.24 |
| TEL Te Connectivity PLC | Reduce -98.5% | 0.00% | −0.20 |
| CTSH Cognizant Tech Solutions-A | Reduce -99.6% | 0.00% | −0.20 |
| VWO Vanguard Ftse Emerging Marke | Reduce -64.0% | 0.12% | −0.20 |
| AAPL Apple Inc. | Reduce -0.8% | 3.32% | −0.20 |
| APH Amphenol Corp. Class A | Reduce -85.8% | 0.03% | −0.19 |
| SCCO Southern Copper Corp. | Reduce -86.6% | 0.04% | −0.18 |
| AXP American Express Co. | Reduce -71.3% | 0.06% | −0.18 |
| TAN Invesco Solar ETF | Reduce -99.4% | 0.00% | −0.18 |
| XLF SS Financial Select Sector | Reduce -11.1% | 0.81% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -3.7% | 1.04% | −0.18 |
| MEDP Medpace Holdings Inc. | Reduce -99.9% | 0.00% | −0.18 |
| NET Cloudflare Inc. Class A | Reduce -96.5% | 0.01% | −0.16 |
| ROK Rockwell Automation Inc. | Reduce -98.5% | 0.00% | −0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 1.79% | −0.14 |
| BLD Topbuild Corp. | Reduce -97.6% | 0.00% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -0.5% | 0.87% | −0.13 |
| AVGO Broadcom Inc. | Reduce -1.4% | 1.14% | −0.13 |
| APP AppLovin Corp. Class A | Reduce -37.7% | 0.07% | −0.12 |
| PLTR Palantir Technologies Inc. Class A | Reduce -7.8% | 0.39% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -3.9% | 0.98% | −0.11 |
| IWF iShares Russell 1000 Growth | Reduce -6.6% | 0.68% | −0.11 |
| XLC SS Comm Select Sector SPDR | Reduce -12.0% | 0.58% | −0.11 |
| ANET Arista Networks Inc. | Reduce -22.1% | 0.30% | −0.10 |
| VCR Vanguard Consumer Discre ETF | Reduce -11.6% | 0.46% | −0.10 |
| CEG Constellation Energy | Reduce -47.5% | 0.07% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -3.2% | 0.58% | −0.09 |
| VRT Vertiv Holdings Co. Class A | Reduce -67.7% | 0.09% | −0.09 |
| XLK SS Technology Select Sector | Reduce -4.3% | 0.71% | −0.08 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Reduce -96.3% | 0.00% | −0.08 |
| INTU Intuit Inc. | Reduce -71.4% | 0.02% | −0.08 |
| IYF iShares US Financials ETF | Reduce -89.6% | 0.01% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -1.8% | 0.73% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.3% | 1.27% | −0.07 |
| ORLY O'reilly Automotive Inc. | Reduce -27.2% | 0.20% | −0.07 |
| IUSG iShares Core S&P U.S. Growth | Reduce -2.2% | 0.73% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -71.6% | 0.02% | −0.06 |
| VST Vistra Corp. | Reduce -75.8% | 0.02% | −0.06 |
| BBY Best Buy Co. Inc. | Reduce -97.5% | 0.00% | −0.06 |
| TSLA Tesla Inc. | Reduce -6.8% | 0.22% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -4.0% | 0.81% | −0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +93.4% | 1.38% | +0.68 |
| JBND JPMorgan Active Bond ETF | Add +123.9% | 1.19% | +0.67 |
| AMAT Applied Materials Inc. | Add +200.5% | 0.45% | +0.34 |
| LRCX Lam Research Corp. | Add +106.3% | 0.39% | +0.24 |
| CASY Casey's General Stores Inc. | New | 0.20% | +0.20 |
| OIH Vaneck Oil Services ETF | Add +275.4% | 0.24% | +0.20 |
| COST Costco Wholesale Corp. | Add +4.9% | 1.01% | +0.19 |
| JCPB JPMorgan Core Plus Bond ETF | Add +27.3% | 0.85% | +0.19 |
| EVTR Eaton Vance Total Return | Add +28.4% | 0.82% | +0.18 |
| TSM Taiwan Semiconductor-SP ADR | Add +111.6% | 0.31% | +0.18 |
| XPO Xpo Inc. | Add +13560.5% | 0.18% | +0.18 |
| SOXX iShares Semiconductor ETF | Add +126.8% | 0.29% | +0.18 |
| ATI Ati Inc. | New | 0.17% | +0.17 |
| WFRD Weatherford International PL | New | 0.17% | +0.17 |
| INTC Intel Corp. | Add +355.6% | 0.20% | +0.16 |
| NXT Nextpower Inc. | New | 0.16% | +0.16 |
| CF CF Industries Holdings Inc. | Add +1485.3% | 0.16% | +0.15 |
| PWR Quanta Services Inc. | Add +11.6% | 0.46% | +0.15 |
| FIX Comfort Systems USA Inc. | Add +19.7% | 0.30% | +0.14 |
| ALB Albemarle Corp. | Add +3763.7% | 0.13% | +0.13 |
| NFLX Netflix Inc. | Add +23.7% | 0.55% | +0.13 |
| NOW ServiceNow Inc. | Add +450.0% | 0.17% | +0.12 |
| WDC Western Digital Corp. | Add +396.4% | 0.14% | +0.12 |
| STX Seagate Technology Holdings | Add +648.8% | 0.13% | +0.12 |
| TPL Texas Pacific Land Corp. | Add +235566.7% | 0.11% | +0.11 |
| CCJ Cameco Corp. | Add +288.3% | 0.14% | +0.11 |
| ADBE Adobe Inc. | Add +208.1% | 0.20% | +0.11 |
| PBFB Pgim S&P 500 Buffer 20-Feb | New | 0.10% | +0.10 |
| MU Micron Technology Inc. | Add +31.0% | 0.26% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +73.0% | 0.17% | +0.09 |
| MRVL Marvell Technology Inc. | Add +280.4% | 0.12% | +0.09 |
| RSP Invesco S&P 500 Equal Weight | Add +71.8% | 0.21% | +0.09 |
| DPZ Domino's Pizza Inc. | Add +103171.4% | 0.09% | +0.09 |
| PBJA Pgim S&P 500 Buffer 20-Jan | New | 0.08% | +0.08 |
| XOM Exxon Mobil Corp. | Add +7.5% | 0.23% | +0.08 |
| XLE SS Energy Select Sector | Add +23.6% | 0.19% | +0.08 |
| VXUS Vanguard Total Intl Stock | Add +34.1% | 0.27% | +0.08 |
| VIG Vanguard Dividend Apprec ETF | Add +47.8% | 0.23% | +0.07 |
| AGG iShares Core U.S. Aggregate | Add +6.2% | 1.04% | +0.07 |
| IJR iShares Core S&P Small-Cap E | Add +27.5% | 0.27% | +0.07 |
| GRID First TRST Nasd Class Edg Sgiif | Add +742.2% | 0.07% | +0.06 |
| CL Colgate-Palmolive Co. | Add +788.8% | 0.07% | +0.06 |
| HTRB Hartford TTL RTRN BND ETF | Add +7.4% | 0.82% | +0.06 |
| MRSH Marsh & McLennan Cos | Add +1244.3% | 0.07% | +0.06 |
| FBND Fidelity Total Bond ETF | Add +6.3% | 0.85% | +0.06 |
| FEBW Alianzim US Eq BFR20 Feb-Usd | Add +144.3% | 0.10% | +0.06 |
| WCMI FT WCM International ETF | New | 0.06% | +0.06 |
| SLV iShares Silver Trust | Add +96.2% | 0.11% | +0.06 |
| GLW Corning Inc. | Add +11.4% | 0.13% | +0.06 |
| UFEB Innovator U.S. Equity Ultra | Add +136.0% | 0.10% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,220 | $3.3B | IVV, NVDA, AAPL, AMZN, VGT |
| Q1 2026 | 2,242 | $2.9B | IVV, NVDA, AAPL, AMZN, GOOGL |
| Q4 2025 | 2,292 | $3.0B | IVV, NVDA, AAPL, AMZN, MSFT |
| Q3 2025 | 2,350 | $2.9B | IVV, NVDA, AAPL, JPST, MSFT |
| Q2 2025 | 2,369 | $2.8B | IVV, NVDA, IUSB, JPST, AAPL |
| Q1 2025 | 2,455 | $3.1B | IVV, AAPL, JPST, NVDA, MSFT |
| Q4 2024 | 2,434 | $3.2B | IVV, AAPL, JPST, NVDA, AMZN |
| Q3 2024 | 2,151 | $3.0B | IVV, AAPL, JPST, NVDA, MSFT |
| Q2 2024 | 2,197 | $2.8B | IVV, AAPL, NVDA, MSFT, VGT |
| Q1 2024 | 2,293 | $5.4B | IVV, IJH, VGT, IVE, AGG |