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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 1 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FLEX FLEX LTD Technology 27,190.0 $4.4M 0.13% NEW $161.73 -30.1%
2 XHS SPDR SER TR 28,286.0 $3.7M 0.11% NEW $132.14 +2.4%
3 DOCN DIGITALOCEAN HLDGS INC Technology 22,431.0 $3.5M 0.11% NEW $156.60 -25.5%
4 RVMD REVOLUTION MEDICINES INC Healthcare 16,140.0 $3.0M 0.09% NEW $187.29 +14.6%
5 ENVA ENOVA INTL INC Financial Services 3,527.0 $849K 0.03% NEW $240.73 +5.7%
6 ARGX ARGENX SE Healthcare 914.0 $848K 0.03% NEW $927.77 +11.3%
7 CSTM CONSTELLIUM SE Basic Materials 25,920.0 $826K 0.03% NEW $31.87 -16.7%
8 FSTR FOSTER L B CO Industrials 15,232.0 $688K 0.02% NEW $45.17 -18.1%
9 LMAT LEMAITRE VASCULAR INC Healthcare 3,700.0 $355K 0.01% NEW $95.96 -12.6%
10 RNR RENAISSANCERE HLDGS LTD Financial Services 915.0 $290K 0.01% NEW $316.90 +0.1%
11 SNDK SANDISK CORP COM Technology 131.0 $271K 0.01% NEW $2071.97 -24.3%
12 CGNX COGNEX CORP Technology 2,012.0 $146K 0.00% NEW $72.42 -16.3%
13 FPX FIRST TR EXCHANGE TRADED FD 638.0 $132K 0.00% NEW $206.18 -10.6%
14 AVSC AMERICAN CENTY ETF TR 1,513.0 $111K 0.00% NEW $73.34 +1.0%
15 CRY ARTIVION INC 4,134.0 $93K 0.00% NEW $22.47 -21.9%
16 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 2,666.0 $79K 0.00% NEW $29.78 -20.8%
17 USFR WISDOMTREE TR 1,300.0 $65K 0.00% NEW $50.35 +0.3%
18 OILT TEXAS CAP TEX EQUITY INDEX E 2,400.0 $65K 0.00% NEW $27.05 +18.8%
19 VSEC VSE CORP Industrials 257.0 $59K 0.00% NEW $228.50 +0.8%
20 ATEN A10 NETWORKS INC Technology 1,510.0 $56K 0.00% NEW $37.36 -31.1%
Page 1 of 8  ·  149 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 41.6%
Financial Services 15.3%
Communication Services 9.3%
Consumer Cyclical 9.1%
Industrials 8.7%
Healthcare 6.3%
Consumer Defensive 3.7%
Energy 2.2%
Utilities 1.6%
Real Estate 1.3%