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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 10 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 PCRX PACIRA BIOSCIENCES INC Healthcare 21 $543.0 SOLD
182 TEGNA INC 28 $543.0 SOLD
183 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 5 $529.0 SOLD
184 RNG RINGCENTRAL INC Technology 18 $520.0 SOLD
185 TREEHOUSE FOODS INC 22 $519.0 SOLD
186 EAT BRINKER INTL INC Consumer Cyclical 4 $505.0 SOLD
187 FTAI AVIATION LTD 3 $502.0 SOLD
Page 10 of 10  ·  187 positions
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%