Spire Wealth Management

CIK 0001858740 · Q2 2026

13F Equity AUM

$3.3B

+13.0% QoQ

Positions

2,226

-2087 QoQ

AUM Rank

#1,832

Top 15%

Skill Alpha (FF)

-2.0%/yr

Underperformer

Rank #5,180 · Top 63%

vs S&P -3.5%/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

No sector data available.

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

New0Increased0Decreased0Exited0

No position changes this quarter.

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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