Spire Wealth Management
2,251 holdingsFiling period: 2026-03-31Current AUM: $3.30Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 236.3K | $154.3M | $177.3M | 5.37% | -5,877 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 611.8K | $106.7M | $122.8M | 3.72% | -12,426 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 383.4K | $97.3M | $118.4M | 3.59% | -3,010 | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 321.9K | $67.0M | $87.4M | 2.65% | -10,451 | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 182.4K | $52.4M | $65.0M | 1.97% | -1,582 | 2026-03-31 |
| 6 | VGT | VANGUARD WORLD FD | 74.8K | $52.2M | $67.7M | 2.05% | -9,011 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 132.1K | $48.9M | $61.4M | 1.86% | -5,115 | 2026-03-31 |
| 8 | IUSB | ISHARES TR | 878.0K | $40.6M | $39.9M | 1.21% | +424.0K | 2026-03-31 |
| 9 | SPY | SPDR S P 500 ETF TR | 57.4K | $37.3M | $42.9M | 1.30% | -1,358 | 2026-03-31 |
| 10 | JBND | J P MORGAN EXCHANGE TRADED F | 651.0K | $35.0M | $34.3M | 1.04% | +360.2K | 2026-03-31 |
| 11 | AVGO | BROADCOM INC | 108.2K | $33.5M | $42.1M | 1.28% | -1,528 | 2026-03-31 |
| 12 | AGG | ISHARES TR | 306.7K | $30.4M | $29.9M | 0.90% | +17.9K | 2026-03-31 |
| 13 | META | META PLATFORMS INC | 53.1K | $30.4M | $29.5M | 0.89% | -2,036 | 2026-03-31 |
| 14 | COST | COSTCO WHSL CORP NEW | 29.8K | $29.7M | $28.4M | 0.86% | +1.4K | 2026-03-31 |
| 15 | GOOG | ALPHABET INC | 100.4K | $28.8M | $35.8M | 1.08% | -4,032 | 2026-03-31 |
| 16 | IEFA | ISHARES TR | 316.5K | $28.6M | $31.1M | 0.94% | +4.7K | 2026-03-31 |
| 17 | IVE | ISHARES TR | 121.4K | $25.6M | $28.1M | 0.85% | -3,406 | 2026-03-31 |
| 18 | LLY | ELI LILLY CO | 27.6K | $25.4M | $31.7M | 0.96% | -145 | 2026-03-31 |
| 19 | JPST | J P MORGAN EXCHANGE TRADED F | 497.8K | $25.2M | $25.2M | 0.76% | -18,229 | 2026-03-31 |
| 20 | JCPB | J P MORGAN EXCHANGE TRADED F | 531.0K | $25.0M | $24.5M | 0.74% | +114.0K | 2026-03-31 |
| 21 | FBND | FIDELITY MERRIMACK STR TR | 548.0K | $25.0M | $24.5M | 0.74% | +32.7K | 2026-03-31 |
| 22 | HTRB | HARTFORD FDS EXCHANGE TRADED | 714.4K | $24.1M | $23.6M | 0.72% | +49.0K | 2026-03-31 |
| 23 | EVTR | MORGAN STANLEY ETF TRUST | 472.6K | $24.0M | $23.6M | 0.71% | +104.5K | 2026-03-31 |
| 24 | XLF | SELECT SECTOR SPDR TR | 482.1K | $23.8M | $27.4M | 0.83% | -60,028 | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 39.8K | $23.8M | $27.3M | 0.83% | -1,669 | 2026-03-31 |
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