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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 2 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RACE FERRARI N V Consumer Cyclical 142.0 $53K 0.00% NEW $372.29 +15.1%
22 QQQY TIDAL TR II 2,175.0 $52K 0.00% NEW $24.05 -6.8%
23 SEI SOLARIS ENERGY INFRAS INC Energy 646.0 $52K 0.00% NEW $80.43 -32.6%
24 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 419.0 $50K 0.00% NEW $118.95 +7.6%
25 RYN RAYONIER INC Real Estate 2,140.0 $46K 0.00% NEW $21.28 +0.0%
26 WTV WISDOMTREE TR 434.0 $44K 0.00% NEW $101.72 +5.7%
27 DRS LEONARDO DRS INC Industrials 921.0 $39K 0.00% NEW $42.67 -3.9%
28 WING WINGSTOP INC Consumer Cyclical 213.0 $37K 0.00% NEW $173.41 -34.5%
29 ARLO ARLO TECHNOLOGIES INC Industrials 2,726.0 $37K 0.00% NEW $13.48 -3.3%
30 TVTX TRAVERE THERAPEUTICS INC Healthcare 600.0 $34K 0.00% NEW $56.81 +13.5%
31 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 59.0 $32K 0.00% NEW $541.83 -3.8%
32 VMI VALMONT INDS INC Industrials 50.0 $29K 0.00% NEW $577.60 -16.6%
33 SF STIFEL FINL CORP Financial Services 403.0 $28K 0.00% NEW $69.77 +14.5%
34 UMAC UNUSUAL MACHS INC Financial Services 1,247.0 $28K 0.00% NEW $22.30 +16.5%
35 SATS ECHOSTAR CORP Technology 258.0 $26K 0.00% NEW $101.50 -8.9%
36 DIEBOLD NIXDORF INC 305.0 $26K 0.00% NEW $85.02
37 CGGO CAPITAL GROUP GBL GROWTH EQT 599.0 $25K 0.00% NEW $42.33 -4.2%
38 ASTS AST SPACEMOBILE INC Technology 250.0 $22K 0.00% NEW $88.86 -26.8%
39 ROKT SPDR SER TR 167.0 $20K 0.00% NEW $119.74 -4.5%
40 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 50.0 $19K 0.00% NEW $380.36 -30.0%
Page 2 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%