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Portfolio (Quarterly) Guide ↗

Spire Wealth Management

· CIK 0001858740
13F Portfolio $3.3B AUM 2,393 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 149 New 599 Added 781 Reduced 171 Exited
Page 27 of 30  ·  599 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ETSY INC 126.0 $9K +95.0 +306.4% $75.33
522 IGBH ISHARES U S ETF TR 377.0 $9K +3.0 +0.8% $24.58 -0.5%
523 ROKU ROKU INC Communication Services 67.0 $9K +2.0 +3.1% $138.13 +14.4%
524 RIG TRANSOCEAN LTD Energy 1,870.0 $9K +2K +405.4% $4.89 +21.8%
525 CHRW C H ROBINSON WORLDWIDE INC Industrials 48.0 $9K +1.0 +2.1% $188.33 -24.2%
526 PEGA PEGASYSTEMS INC Technology 300.0 $9K +144.0 +92.3% $29.97 +11.7%
527 MCHI ISHARES TR 172.0 $9K +7.0 +4.2% $51.16 +8.8%
528 SPDN DIREXION SHS ETF TR 977.0 $8K +8.0 +0.8% $8.67 -1.5%
529 FENY FIDELITY COVINGTON TRUST 281.0 $8K +33.0 +13.3% $29.59 +19.4%
530 EZU ISHARES INC 115.0 $8K +15.0 +15.0% $69.50 +2.9%
531 GCT GIGACLOUD TECHNOLOGY INC Technology 250.0 $8K +100.0 +66.7% $31.60 +57.5%
532 CPZ CALAMOS LNG SHR EQT DYNAMIC Financial Services 600.0 $8K +185.0 +44.6% $13.09 +1.5%
533 GRAL GRAIL INC Healthcare 111.0 $8K +19.0 +20.6% $68.27 +15.0%
534 BROWN FORMAN CORP 283.0 $8K +141.0 +99.3% $26.68
535 LYFT LYFT INC Technology 493.0 $7K +4.0 +0.8% $14.61 +19.1%
536 FDLO FIDELITY COVINGTON TRUST 102.0 $7K +1.0 +1.0% $68.08 +6.7%
537 M MACYS INC Consumer Cyclical 294.0 $7K +235.0 +398.3% $23.55 -3.5%
538 FIS FIDELITY NATL INFORMATION SV Technology 177.0 $7K +131.0 +284.8% $38.88 +6.2%
539 JD JD COM INC Consumer Cyclical 269.0 $7K +5.0 +1.9% $25.48 +15.6%
540 BRO BROWN BROWN INC Financial Services 106.0 $7K +88.0 +488.9% $64.33 +12.9%
Page 27 of 30  ·  599 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.6%
Financial Services 15.6%
Consumer Cyclical 9.3%
Industrials 8.9%
Communication Services 7.2%
Healthcare 6.5%
Consumer Defensive 3.8%
Energy 2.2%
Utilities 1.6%
Real Estate 1.3%