TraderTrends
Manager Profile

Spire Wealth Management

Diversified · Financial Services 47%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

MCLEAN, VA

Portfolio Value

$3.3B

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

ISHARES TR

Latest disclosed holding

Top 4

464287200 NVDA 037833100 023135106 92204A702

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
47.3%
Technology
21.8%
Healthcare
7.1%
Communication Services
5.4%
Consumer Cyclical
4.9%
Industrials
4.8%
Consumer Defensive
2.6%
Energy
1.6%
Basic Materials
1.5%
Real Estate
1.1%
Utilities
0.6%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
ISHARES TR

Shares: 227.5K

170.4M

Position Value
2
NVIDIA Corp

Shares: 577.7K

115.6M

Position Value
3
APPLE INC

Shares: 364.6K

105.5M

Position Value
4
AMAZON COM INC

Shares: 312.2K

74.4M

Position Value
5
VANGUARD WORLD FD

Shares: 569.1K

68M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID