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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 108 of 113  ·  2,248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 LEG LEGGETT PLATT INC Consumer Cyclical 110.0 $1K $9.88 +1.1%
2142 PRCH PORCH GROUP INC Technology 150.0 $1K +40.0 +36.4% $7.17 +33.3%
2143 CRK COMSTOCK RES INC Energy 51.0 $1K $21.08 -33.9%
2144 NLOP NET LEASE OFFICE PROPERTIES Real Estate 93.0 $1K $11.52 +3.0%
2145 M MACYS INC Consumer Cyclical 59.0 $1K -188.0 -76.1% $18.08 +14.2%
2146 FTV FORTIVE CORP Technology 19.0 $1K $55.32 +6.9%
2147 RCAT RED CAT HLDGS INC Technology 80.0 $1K $13.09 -28.1%
2148 SND SMART SAND INC Energy 200.0 $1K NEW $5.12 -4.1%
2149 LW LAMB WESTON HLDGS INC Consumer Defensive 24.0 $1K +8.0 +50.0% $42.25 +3.6%
2150 WU WESTERN UN CO Financial Services 114.0 $995.0 -20.0 -14.9% $8.73 -4.1%
2151 MGEE MGE ENERGY INC Utilities 13.0 $994.0 $76.46 -0.5%
2152 NWBI NORTHWEST BANCSHARES INC MD Financial Services 78.0 $990.0 -66.0 -45.8% $12.69 +10.1%
2153 HFWA HERITAGE FINL CORP WASH Financial Services 38.0 $988.0 $26.00 +4.5%
2154 CIFR CIPHER MINING INC Financial Services 75.0 $965.0 $12.87 +70.8%
2155 PAY PAYMENTUS HOLDINGS INC Technology 38.0 $965.0 $25.39 -7.7%
2156 APPN APPIAN CORP Technology 40.0 $964.0 $24.10 -11.3%
2157 COHR COHERENT CORP Technology 4.0 $953.0 $238.25 +58.5%
2158 CVNA CARVANA CO Consumer Cyclical 3.0 $943.0 -450.0 -99.3% $314.33 -78.3%
2159 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 68.0 $942.0 $13.85 -9.0%
2160 RWT REDWOOD TRUST INC Real Estate 167.0 $937.0 $5.61 -5.9%
Page 108 of 113  ·  2,248 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%