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Portfolio (Quarterly) Guide ↗

Spire Wealth Management

· CIK 0001858740
13F Portfolio $2.9B AUM 2,413 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 137 New 603 Added 772 Reduced 187 Exited
Page 21 of 31  ·  603 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TKO TKO GROUP HOLDINGS INC Communication Services 350.0 $71K 0.00% +17.0 +5.1% $201.67 -5.0%
402 ARMOUR RESIDENTIAL REIT INC 4,221.0 $70K 0.00% +498.0 +13.4% $16.68
403 KVUE KENVUE INC Consumer Defensive 4,062.0 $70K 0.00% +260.0 +6.8% $17.24 +1.7%
404 MSI MOTOROLA SOLUTIONS INC Technology 155.0 $67K 0.00% +1.0 +0.7% $432.70 -6.6%
405 ISTB ISHARES TR 1,333.0 $65K 0.00% +533.0 +66.6% $48.44 -0.5%
406 LEN LENNAR CORP Consumer Cyclical 739.0 $64K 0.00% +222.0 +42.9% $86.78 +2.4%
407 AA ALCOA CORP Basic Materials 938.0 $62K 0.00% +501.0 +114.7% $66.32 +7.6%
408 ZS ZSCALER INC Technology 429.0 $60K 0.00% +37.0 +9.4% $140.29 +21.9%
409 OTIS OTIS WORLDWIDE CORP Industrials 778.0 $60K 0.00% +73.0 +10.3% $77.10 -5.6%
410 LAZ LAZARD INC Financial Services 1,409.0 $60K 0.00% +12.0 +0.9% $42.48 +13.1%
411 DNP DNP SELECT INCOME FD INC Financial Services 5,735.0 $59K 0.00% +2K +68.7% $10.30 +5.0%
412 VIS VANGUARD WORLD FD 187.0 $58K 0.00% +96.0 +105.5% $311.46 +7.9%
413 RITM RITHM CAPITAL CORP Real Estate 6,053.0 $57K 0.00% +53.0 +0.9% $9.48 -2.3%
414 PCAR PACCAR INC Industrials 492.0 $57K 0.00% +13.0 +2.7% $115.51 -5.3%
415 TW TRADEWEB MKTS INC Financial Services 483.0 $57K 0.00% +183.0 +61.0% $117.66 -9.7%
416 REMX VANECK ETF TRUST 630.0 $55K 0.00% +93.0 +17.3% $88.00 +10.0%
417 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 3,575.0 $54K 0.00% +2K +197.9% $15.05 -5.5%
418 OMF ONEMAIN HLDGS INC Financial Services 1,000.0 $53K 0.00% +300.0 +42.9% $53.49 -0.0%
419 TOST TOAST INC Technology 2,000.0 $53K 0.00% +300.0 +17.6% $26.51 -12.6%
420 DDOG DATADOG INC Technology 442.0 $52K 0.00% +47.0 +11.9% $118.05 +88.3%
Page 21 of 31  ·  603 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.2%
Financial Services 16.8%
Communication Services 10.0%
Consumer Cyclical 9.8%
Industrials 8.1%
Healthcare 6.4%
Consumer Defensive 4.6%
Energy 3.5%
Utilities 1.7%
Basic Materials 1.6%