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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 3 of 113  ·  2,248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFUV DIMENSIONAL ETF TRUST 325,948.0 $15.8M 0.54% +7K +2.1% $48.46 +9.6%
42 CAT CATERPILLAR INC Industrials 21,701.0 $15.4M 0.53% $708.46 +24.2%
43 ACWX ISHARES TR 219,671.0 $15.0M 0.51% -8K -3.4% $68.47 +9.7%
44 LITE LUMENTUM HLDGS INC Technology 19,144.0 $13.5M 0.46% -1K -5.8% $702.76 +34.7%
45 PWR QUANTA SVCS INC Industrials 24,457.0 $13.4M 0.46% +3K +11.6% $549.02 +31.8%
46 VCR VANGUARD WORLD FD 37,281.0 $13.4M 0.46% -5K -11.6% $359.03 +9.9%
47 AMAT APPLIED MATLS INC Technology 38,479.0 $13.2M 0.45% +26K +200.5% $341.79 +26.4%
48 GLD SPDR GOLD TR Financial Services 30,381.0 $13.1M 0.45% $430.29 -3.8%
49 KLAC KLA CORP Technology 8,756.0 $12.9M 0.44% -2K -16.4% $1472.48 +28.2%
50 EFA ISHARES TR 128,374.0 $12.5M 0.42% -5K -3.5% $97.13 +7.1%
51 V VISA INC Financial Services 40,318.0 $12.2M 0.42% $302.24 +8.8%
52 IAU ISHARES GOLD TR Financial Services 137,797.0 $12.1M 0.41% -6K -3.9% $88.16 -3.8%
53 EMB ISHARES TR 129,134.0 $12.1M 0.41% +4K +3.5% $93.93 +1.3%
54 XLV SELECT SECTOR SPDR TR 81,628.0 $12.0M 0.41% -6K -6.7% $146.61 +2.2%
55 MCK MCKESSON CORP Healthcare 13,628.0 $11.8M 0.40% -172.0 -1.2% $865.34 -11.5%
56 MAR MARRIOTT INTL INC NEW Consumer Cyclical 35,911.0 $11.7M 0.40% -1K -3.8% $327.07 +12.9%
57 IEF ISHARES TR 121,129.0 $11.6M 0.39% +13K +12.3% $95.44 -1.6%
58 PLTR PALANTIR TECHNOLOGIES INC Technology 78,960.0 $11.6M 0.39% -7K -7.8% $146.28 -6.4%
59 LRCX LAM RESEARCH CORP Technology 52,821.0 $11.3M 0.39% +27K +106.3% $213.66 +42.9%
60 DFAT DIMENSIONAL ETF TRUST 178,309.0 $11.1M 0.38% +2K +1.3% $62.45 +7.2%
Page 3 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%