Spire Wealth Management

CIK 0001858740 · Q2 2026

13F Equity AUM

$3.3B

+13.0% QoQ

Positions

2,039

-48 QoQ

AUM Rank

#1,121

Top 13%

Skill Alpha (FF)

-1.6%/yr^ns

No Clear Edge

Rank #5,267 · Top 63%

vs S&P -3.3%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 16.3%Top 10: 23.3%Top 20: 32.6%

IVV5.3%

NVDA3.5%

AAPL3.2%

AMZN2.3%

VGT2.1%

GOOGL1.9%

MSFT1.5%

SPY1.3%

IUSB1.2%

AVGO1.1%

Others (2029)76.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services58.5%

Technology19.6%

Communication Services4.4%

Consumer Cyclical4.3%

Industrials3.9%

Healthcare3.0%

Other6.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 2039Median: 0.00%Avg: 0.05%

0–0.5%

1993(49.5%)

0.5–1%

33(24.1%)

1–3%

10(14.4%)

3–5%

2(6.7%)

5%+

1(5.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 2,039vs 20 funds

0%Low

2,039

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New149Increased666Decreased839Exited171

New Positions

FLEX0.1%

+27K

DOCN0.1%

+22K

XHS0.1%

+28K

RVMD0.1%

+16K

CSTM0.0%

+26K

ARGX0.0%

+914

ENVA0.0%

+4K

FSTR0.0%

+15K

SNDK0.0%

+131

LMAT0.0%

+4K

Increased

VGT2.1%

+501K(+670%)

IWF0.7%

+137K(+292%)

VUG0.3%

+90K(+497%)

KLAC0.8%

+84K(+960%)

FTI0.2%

+82K(+131719%)

XNEAX0.1%

+60K(+36%)

PULS0.3%

+59K(+54%)

MGK0.2%

+47K(+345%)

HACK0.2%

+47K(+466%)

PBMY0.1%

+39K(+160%)

Decreased

COPX0.0%

-57,430(-95%)

SCHW0.0%

-50,179(-80%)

NOW0.0%

-44,820(-96%)

ERO0.0%

-39,218(-83%)

NXT0.0%

-38,128(-100%)

SSO0.8%

-37,907(-9%)

PBAU0.0%

-33,436(-42%)

CF0.0%

-32,919(-91%)

SLV0.0%

-32,634(-69%)

AUGW0.0%

-31,098(-42%)

Exited

-4,340

-17,902

-16,993

-11,014

-4,300

-3,987

-5,647

-1,155

-3,600

-400

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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