1y return+19.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $133 against $137 in the S&P 500.2
Spire Wealth ManagementS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $173.7M | 5.2% | −1.8% |
| NVDANVIDIA Corporation | $116.3M | 3.5% | −5.0% |
| AAPLApple, Inc. | $105.9M | 3.2% | −4.5% |
| AMZNAmazon.com | $74.9M | 2.3% | −2.4% |
| VGTInformation Technology ETF (Vanguard) | $68.8M | 2.1% | −3.8% |
| GOOGLAlphabet Inc | $61.1M | 1.8% | −6.2% |
| MSFTMicrosoft Corp | $49.0M | 1.5% | |
| SPYSpdr S P 500 Etf Tr | $44.1M | 1.3% | +2.8% |
| IUSBIshares Tr | $40.1M | 1.2% | −1.1% |
| AVGOBroadcom Inc. | $37.1M | 1.1% | −9.2% |
| GOOGAlphabet Inc | $34.4M | 1.0% | −3.1% |
| JBNDJ P Morgan Exchange Traded F | $33.9M | 1.0% | −2.7% |
| LLYEli Lilly and Company | $33.5M | 1.0% | +1.3% |
| VOOVanguard S&P 500 ETF | $31.0M | 0.9% | +13.4% |
| IEFAIshares Core Msci Eafe Etf | $30.8M | 0.9% | |
| AGGIshares Core U.s. Aggregate Bond Etf | $30.4M | 0.9% | |
| IVWIshares Tr | $28.7M | 0.9% | |
| AMATApplied Materials | $28.5M | 0.9% | +2.4% |
| COSTCostco Wholesale Corp | $28.1M | 0.8% | |
| XLKSelect Sector Spdr Tr | $28.0M | 0.8% | −6.4% |
| KLACKLA Corporation | $27.9M | 0.8% | +960.2% |
| IVEiShares S&P 500 Value ETF | $27.1M | 0.8% | −1.5% |
| IUSGiShares Core S&P US Growth ETF | $26.0M | 0.8% | |
| SSOProshares Tr | $25.7M | 0.8% | −9.0% |
| JCPBJPMorgan Core Plus Bond ETF | $24.9M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANVIDIA Corporation | March 31, 2021 | +1399.0% | $116.3M |
| AVGOBroadcom Inc. | March 31, 2021 | +714.7% | $37.1M |
| LLYEli Lilly and Company | March 31, 2021 | +542.0% | $33.5M |
| PANWPalo Alto Networks | March 31, 2021 | +535.3% | $22.0M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $21.6M |
| AMATApplied Materials | March 31, 2021 | +441.2% | $28.5M |
| CATCaterpillar, Inc. | March 31, 2021 | +359.3% | $23.2M |
| GOOGLAlphabet Inc | March 31, 2021 | +246.5% | $61.1M |
| GOOGAlphabet Inc | March 31, 2021 | +241.6% | $34.4M |
| XLKSelect Sector Spdr Tr | March 31, 2021 | +186.9% | $28.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $981K
- UCOProshares Tr II was $704K
- FETForum Energy Technologies In was $646K
- SETMSprott Fds Tr was $562K
- SHOCEa Series Trust was $259K
- PAHCPhibro Animal Health Corp was $238K
- FEMSFirst Tr Exch Trd Alphdx Fd was $182K
- USOUnited Sts Oil Fd LP was $147K
- Carnival CorpCUSIP 143658300 was $146K
- WGSGenedx Holdings Corp was $96K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.6% | +14.8% |
| March 31, 2026 | −2.9% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +9.3% | +10.5% |
| March 31, 2025 | −3.9% | −4.6% |
| December 31, 2024 | +1.2% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
| December 31, 2022 | +4.7% | +7.1% |
| September 30, 2022 | −4.8% | −5.3% |
| June 30, 2022 | −15.5% | −16.5% |
| March 31, 2022 | −6.7% | −4.9% |
| December 31, 2021 | +7.7% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Spire Wealth Management Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1858740&type=13F-HR&dateb=&owner=include&count=40CIK 1858740
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1858740/000185874026000003/Filed July 15, 2026 · accession 0001858740-26-000003