Spirepoint Private Client, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Spirepoint Private Client, LLC reported 322 stock positions worth $1.1 billion. Its top holding was United Parcel Service Class B (UPS) at 9.6% of the portfolio, followed by Apple (AAPL, 4.2%) and Vanguard S&P 500 ETF (VOO, 3.0%). Compared with Q4 2025, it opened 29 new positions, sold out of 20, added to 129 and reduced 120. The biggest buy was Lam Research (LRCX, shares +110%) and the biggest sale St Sr Utl SL SE SPDR ETF-Usd (XLU, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- VERO BEACH, FL
- CIK
- 0002022908
- Portfolio Value
- $1.1B (Q1 2026)
- SEC Filing
- 0002022908-26-000002 ↗ filed Apr 22, 2026
Holdings Value
Holdings 322 stocks · $1.1B
| UPS United Parcel Service Class B | 9.60% | 1,026,359 | $101.0M | No change |
| AAPL Apple Inc. | 4.16% | 172,126 | $43.7M | Add +1.2% |
| VOO Vanguard S&P 500 ETF | 3.02% | 53,120 | $31.7M | Reduce -24.5% |
| AVGO Broadcom Inc. | 2.99% | 101,558 | $31.4M | Add +9.3% |
| MSFT Microsoft Corp. | 2.90% | 82,374 | $30.5M | Add +3.8% |
| CLH Clean Harbors Inc. | 2.89% | 106,046 | $30.4M | Add +0.2% |
| PLTR Palantir Technologies Inc. Class A | 2.87% | 206,589 | $30.2M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 2.66% | 97,182 | $27.9M | Add +2.8% |
| JNJ Johnson & Johnson | 2.54% | 109,419 | $26.7M | Add +2.3% |
| NVDA Nvidia Corp. | 2.48% | 149,346 | $26.0M | Add +1.5% |
| AMLP Alerian MLP ETF | 2.13% | 424,860 | $22.4M | Add +13.8% |
| AMZN Amazon.com Inc. | 2.01% | 101,239 | $21.1M | Add +6.4% |
| LLY Eli Lilly & Co. | 1.74% | 19,906 | $18.3M | Add +5.0% |
| NEE Nextera Energy Inc. | 1.72% | 194,786 | $18.1M | Add +4.0% |
| XOM Exxon Mobil Corp. | 1.71% | 106,087 | $18.0M | Add +3.2% |
| XLK SS Technology Select Sector | 1.66% | 131,150 | $17.4M | Add +6.4% |
| CVX Chevron Corp. | 1.53% | 77,674 | $16.1M | Add +8.6% |
| BND Vanguard Total Bond Market | 1.44% | 205,373 | $15.1M | Add +17.6% |
| VIG Vanguard Dividend Apprec ETF | 1.36% | 66,284 | $14.3M | Add +6.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.30% | 85,442 | $13.6M | Add +3.4% |
| WMT Walmart Inc. | 1.28% | 108,286 | $13.5M | Add +5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.20% | 26,425 | $12.7M | Add +9.1% |
| NOC Northrop Grumman Corp. | 1.14% | 17,490 | $11.9M | Add +3.7% |
| V Visa Inc. Class A | 1.11% | 38,737 | $11.7M | Add +4.7% |
| GD General Dynamics Corp. | 1.11% | 33,863 | $11.6M | Add +7.2% |
| PANW Palo Alto Networks Inc. | 1.09% | 71,515 | $11.5M | Add +7.2% |
| GILD Gilead Sciences Inc. | 1.07% | 80,399 | $11.2M | Add +5.3% |
| ABBV Abbvie Inc. | 1.02% | 49,453 | $10.8M | Add +3.2% |
| SO The Southern Co. | 0.96% | 104,493 | $10.1M | Add +7.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.94% | 197,971 | $9.9M | Add +3.3% |
| AXON Axon Enterprise Inc. | 0.94% | 23,179 | $9.8M | Add +14.2% |
| TMO Thermo Fisher Scientific Inc. | 0.90% | 19,325 | $9.5M | Add +50.5% |
| LRCX Lam Research Corp. | 0.88% | 43,313 | $9.3M | Add +110.1% |
| JPM JPMorgan Chase & Co. | 0.82% | 29,193 | $8.6M | Reduce -1.3% |
| COST Costco Wholesale Corp. | 0.79% | 8,309 | $8.3M | Reduce -4.4% |
| MA Mastercard Inc. Class A | 0.75% | 15,729 | $7.9M | Add +8.0% |
| JEPI JPMorgan Equity Premium Inco | 0.74% | 136,432 | $7.7M | Add +10.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.72% | 13,030 | $7.5M | Reduce -0.0% |
| GS Goldman Sachs Group Inc. | 0.71% | 8,799 | $7.4M | Add +0.1% |
| PG The Procter & Gamble Co. | 0.70% | 50,980 | $7.4M | Add +0.4% |
| UBER Uber Technologies Inc. | 0.68% | 99,807 | $7.2M | Add +14.3% |
| BSX Boston Scientific Corp. | 0.63% | 105,697 | $6.6M | Add +12.3% |
| RIVN Rivian Automotive Inc. Class A | 0.62% | 431,960 | $6.5M | No change |
| GOOG Alphabet Inc. Class C | 0.58% | 21,236 | $6.1M | Add +4.5% |
| DUK Duke Energy Corp. | 0.55% | 43,788 | $5.7M | Add +2360.0% |
| RCL Royal Caribbean Cruises Ltd. | 0.53% | 20,366 | $5.6M | Reduce -9.0% |
| KLAC KLA Corp. | 0.52% | 3,699 | $5.4M | Add +1636.6% |
| IWF iShares Russell 1000 Growth | 0.51% | 12,563 | $5.4M | No change |
| P Everpure Inc. Class A | 0.51% | 90,440 | $5.3M | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.50% | 24,247 | $5.3M | Add +10.3% |
| ORLY O'reilly Automotive Inc. | 0.50% | 56,505 | $5.2M | Reduce -0.0% |
| MSGE Madison Square Garden Entert | 0.46% | 82,153 | $4.8M | New |
| SGI Somnigroup International Inc. | 0.41% | 58,101 | $4.3M | Add +2.1% |
| OTIS Otis Worldwide Corp. | 0.38% | 52,008 | $4.0M | Add +17.6% |
| XLE SS Energy Select Sector | 0.38% | 64,921 | $4.0M | Reduce -0.2% |
| ARES Ares Management Corp. Class A | 0.38% | 36,413 | $4.0M | New |
| KTOS Kratos Defense & Security | 0.34% | 50,541 | $3.6M | Add +1172.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.33% | 74,757 | $3.4M | Reduce -81.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 5,109 | $3.3M | Reduce -4.5% |
| VFLO Victoryshares Free Cash Flow | 0.32% | 84,119 | $3.3M | Add +4.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.32% | 9,032 | $3.3M | Add +0.7% |
| SOFI Sofi Technologies Inc. | 0.30% | 201,551 | $3.2M | New |
| XYZ Block Inc. | 0.30% | 52,531 | $3.2M | No change |
| IVW iShares S&P 500 Growth ETF | 0.30% | 27,829 | $3.1M | Reduce -1.4% |
| PHYS Sprott Physical Gold Trust | 0.29% | 87,150 | $3.1M | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.28% | 5,224 | $3.0M | Add +1.0% |
| EMR Emerson Electric Co. | 0.28% | 22,135 | $2.9M | Add +0.2% |
| RECS Columbia Resear Enh Cor ETF | 0.27% | 73,564 | $2.9M | Add +5.1% |
| CMG Chipotle Mexican Grill Inc. | 0.26% | 85,452 | $2.7M | Reduce -0.5% |
| BLK BlackRock Inc. | 0.26% | 2,813 | $2.7M | Add +2.4% |
| MIAX Miami International Holdings | 0.26% | 68,883 | $2.7M | New |
| HD Home Depot Inc. | 0.25% | 7,849 | $2.6M | Add +13.4% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 36,125 | $2.4M | Add +50.2% |
| C Citigroup Inc. | 0.22% | 20,847 | $2.4M | Reduce -4.2% |
| ACN Accenture PLC Class A | 0.22% | 11,887 | $2.4M | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 0.22% | 3,511 | $2.3M | Reduce -33.1% |
| IWD iShares Russell 1000 Value E | 0.22% | 10,595 | $2.3M | No change |
| ANET Arista Networks Inc. | 0.21% | 18,285 | $2.2M | Add +0.1% |
| ITW Illinois Tool Works | 0.20% | 8,080 | $2.1M | Reduce -0.3% |
| DGRO iShares Core Dividend Growth | 0.19% | 28,912 | $2.0M | Reduce -34.8% |
| PSLV Sprott Physical Silver Trust | 0.19% | 81,260 | $2.0M | Reduce -15.5% |
| AMGN Amgen Inc. | 0.19% | 5,603 | $2.0M | Reduce -4.7% |
| NKE Nike Inc. Class B | 0.18% | 35,982 | $1.9M | Reduce -0.4% |
| PM Philip Morris International | 0.18% | 11,347 | $1.9M | Add +11.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.18% | 24,112 | $1.8M | Add +3.1% |
| CSCO Cisco Systems Inc. | 0.17% | 22,928 | $1.8M | Add +2.8% |
| SRE Sempra | 0.17% | 18,113 | $1.8M | Reduce -0.7% |
| LIN Linde PLC | 0.16% | 3,424 | $1.7M | Reduce -2.7% |
| AXP American Express Co. | 0.15% | 5,385 | $1.6M | Reduce -1.0% |
| PEP Pepsico Inc. | 0.15% | 10,432 | $1.6M | Reduce -1.8% |
| NOBL Proshares S&P 500 Dividend A | 0.15% | 15,050 | $1.6M | Reduce -1.9% |
| ORCL Oracle Corp. | 0.15% | 10,706 | $1.6M | Reduce -3.6% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 12,593 | $1.6M | Add +5.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 31,325 | $1.5M | Reduce -1.2% |
| CAT Caterpillar Inc. | 0.14% | 2,137 | $1.5M | Reduce -0.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 4,426 | $1.5M | Reduce -0.8% |
| VONG Vanguard Russell 1000 Growth | 0.14% | 13,549 | $1.5M | Add +3.6% |
| ETN Eaton Corp. PLC | 0.14% | 4,085 | $1.5M | Add +0.3% |
| MCD McDonald's Corp. | 0.14% | 4,646 | $1.4M | Reduce -0.6% |
| UL Unilever PLC-Sponsored ADR | 0.14% | 25,191 | $1.4M | Reduce -1.6% |
Portfolio Sells Q4 2025 → Q1 2026
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -81.0% | 0.33% | −1.27 |
| VOO Vanguard S&P 500 ETF | Reduce -24.5% | 3.02% | −1.20 |
| LMT Lockheed Martin Corp. | Reduce -88.2% | 0.11% | −0.66 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.39 |
| IVV iShares Core S&P 500 ETF | Reduce -33.1% | 0.22% | −0.13 |
| DGRO iShares Core Dividend Growth | Reduce -34.8% | 0.19% | −0.10 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 0.82% | −0.09 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -9.0% | 0.53% | −0.06 |
| ORCL Oracle Corp. | Reduce -3.6% | 0.15% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.0% | 0.72% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.5% | 0.26% | −0.04 |
| DXPE DXP Enterprises Inc. | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Reduce -18.0% | 0.08% | −0.04 |
| LRN Stride Inc. | Sold out | 0.00% | −0.04 |
| NKE Nike Inc. Class B | Reduce -0.4% | 0.18% | −0.04 |
| AXP American Express Co. | Reduce -1.0% | 0.15% | −0.04 |
| TSLA Tesla Inc. | Reduce -4.4% | 0.13% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.4% | 0.30% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.5% | 0.32% | −0.03 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.03 |
| PSLV Sprott Physical Silver Trust | Reduce -15.5% | 0.19% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -48.8% | 0.03% | −0.03 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.03 |
| KKR KKR & Co. Inc. | Reduce -0.8% | 0.07% | −0.03 |
| SPGI S&P Global Inc. | Reduce -14.5% | 0.06% | −0.03 |
| INGR Ingredion Inc. | Sold out | 0.00% | −0.03 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.02 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.02 |
| IT Gartner Inc. | Sold out | 0.00% | −0.02 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.02 |
| UL Unilever PLC-Sponsored ADR | Reduce -1.6% | 0.14% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.8% | 0.10% | −0.02 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −0.02 |
| GM General Motors Co. | Sold out | 0.00% | −0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.02 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.02 |
| BAC Bank of America Corp. | Reduce -1.2% | 0.15% | −0.02 |
| CEG Constellation Energy | Reduce -14.3% | 0.04% | −0.02 |
| SYK Stryker Corp. | Reduce -12.2% | 0.09% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -22.5% | 0.03% | −0.02 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.02 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.02 |
| SNV Synovus Financial Corp. | Sold out | 0.00% | −0.02 |
| LII Lennox International Inc. | Sold out | 0.00% | −0.02 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.02 |
| COIN Coinbase Global Inc. Class A | Reduce -12.8% | 0.04% | −0.02 |
| C Citigroup Inc. | Reduce -4.2% | 0.22% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -6.9% | 0.05% | −0.02 |
| CPB The Campbell's Company | Reduce -1.6% | 0.06% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -5.7% | 0.05% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| LRCX Lam Research Corp. | Add +110.1% | 0.88% | +0.54 |
| XOM Exxon Mobil Corp. | Add +3.2% | 1.71% | +0.53 |
| DUK Duke Energy Corp. | Add +2360.0% | 0.55% | +0.53 |
| CLH Clean Harbors Inc. | Add +0.2% | 2.89% | +0.52 |
| KLAC KLA Corp. | Add +1636.6% | 0.52% | +0.49 |
| CVX Chevron Corp. | Add +8.6% | 1.53% | +0.49 |
| MSGE Madison Square Garden Entert | New | 0.46% | +0.46 |
| AMLP Alerian MLP ETF | Add +13.8% | 2.13% | +0.45 |
| JNJ Johnson & Johnson | Add +2.3% | 2.54% | +0.43 |
| ARES Ares Management Corp. Class A | New | 0.38% | +0.38 |
| KTOS Kratos Defense & Security | Add +1172.4% | 0.34% | +0.31 |
| SOFI Sofi Technologies Inc. | New | 0.30% | +0.30 |
| NEE Nextera Energy Inc. | Add +4.0% | 1.72% | +0.28 |
| MIAX Miami International Holdings | New | 0.26% | +0.26 |
| NOC Northrop Grumman Corp. | Add +3.7% | 1.14% | +0.22 |
| BND Vanguard Total Bond Market | Add +17.6% | 1.44% | +0.20 |
| TMO Thermo Fisher Scientific Inc. | Add +50.5% | 0.90% | +0.19 |
| WMT Walmart Inc. | Add +5.3% | 1.28% | +0.19 |
| GILD Gilead Sciences Inc. | Add +5.3% | 1.07% | +0.17 |
| SO The Southern Co. | Add +7.0% | 0.96% | +0.15 |
| BKGI BNY Mellon GLBL Infra Inc. | New | 0.12% | +0.12 |
| GD General Dynamics Corp. | Add +7.2% | 1.11% | +0.09 |
| TJX TJX Companies Inc. | Add +3.4% | 1.30% | +0.08 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.08% | +0.08 |
| IJH iShares Core S&P Midcap ETF | Add +50.2% | 0.23% | +0.08 |
| JEPI JPMorgan Equity Premium Inco | Add +10.8% | 0.74% | +0.06 |
| PARR Par Pacific Holdings Inc. | Add +65.6% | 0.07% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +6.0% | 1.36% | +0.04 |
| CCJ Cameco Corp. | New | 0.04% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +160.1% | 0.07% | +0.04 |
| LYFT LYFT Inc. Class A | New | 0.04% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.1% | 1.20% | +0.04 |
| STRL Sterling Infrastructure Inc. | Add +12.2% | 0.12% | +0.04 |
| IOT Samsara Inc. Class A | New | 0.04% | +0.04 |
| MLI Mueller Industries Inc. | New | 0.04% | +0.04 |
| IPAC iShares Core MSCI Pacific Et | New | 0.03% | +0.03 |
| VGK Vanguard Ftse Europe ETF | New | 0.03% | +0.03 |
| LEU Centrus Energy Corp. Class A | New | 0.03% | +0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.03% | +0.03 |
| BWXT BWX Technologies Inc. | Add +28.0% | 0.08% | +0.03 |
| W Wayfair Inc. Class A | New | 0.03% | +0.03 |
| RDDT Reddit Inc. Class A | New | 0.03% | +0.03 |
| GLW Corning Inc. | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | Add +25.8% | 0.07% | +0.02 |
| WMB Williams Cos Inc. | New | 0.02% | +0.02 |
| EEM iShares MSCI Emerging Market | New | 0.02% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.02% | +0.02 |
| PM Philip Morris International | Add +11.3% | 0.18% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +34.3% | 0.08% | +0.02 |
| AZN Astrazeneca PLC | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 332 | $1.2B | UPS, AAPL, GOOGL, VOO, AVGO |
| Q1 2026 | 322 | $1.1B | UPS, AAPL, VOO, AVGO, MSFT |
| Q4 2025 | 313 | $1.0B | UPS, AAPL, VOO, MSFT, PLTR |
| Q3 2025 | 280 | $951.1M | UPS, AAPL, MSFT, PLTR, AVGO |
| Q2 2025 | 232 | $885.6M | UPS, MSFT, AAPL, PLTR, AVGO |
| Q1 2025 | 214 | $765.5M | UPS, AAPL, MSFT, CLH, PLTR |
| Q4 2024 | 220 | $797.9M | UPS, AAPL, MSFT, CLH, AVGO |
| Q3 2024 | 211 | $755.3M | UPS, AAPL, MSFT, CLH, NVDA |
| Q2 2024 | 207 | $705.5M | UPS, MSFT, AAPL, RIVN, CLH |
| Q1 2024 | 201 | $656.6M | UPS, MSFT, AAPL, CLH, RIVN |