Spire Wealth Management has filed its Form 13F-HR, disclosing the equity securities held in its portfolio as of the close of business on September 30, 2026. The filing, submitted on October 30, 2026, lists the firm’s total assets under management at approximately $3.27 billion.
The report details a portfolio consisting of 2357 individual securities. The top holding in the filing is the iShares Core S&P 500 ETF, which Spire holds 464,287,200 shares. Other significant positions include NVIDIA Corporation, with 135,176,640 shares, and Apple Inc., with 119,194,006 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with Spire holding shares in various funds tracking global markets, technology sectors, and fixed income. Major ETF positions include the Vanguard World Fund Inf Tech ETF, the iShares Core Total USD Bond ETF, and the SPDR S&P 500 ETF Trust.
Among individual equities, Spire lists substantial stakes in Amazon.com Inc., Microsoft Corporation, Alphabet Inc. Class A and C, and Eli Lilly & Co. The filing also includes positions in Mastercard Incorporated, Visa Inc., and Taiwan Semiconductor Manufacturing Co.
The report lists Jeffrey Ameen, an Associate Vice President of Compliance, as the authorized signatory for the filing.
