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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 5 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BLCN SIREN ETF TR 128.0 $3K NEW $25.37 -4.0%
82 MKSI MKS INSTRS INC Technology 7.0 $3K NEW $444.86 -36.6%
83 CLSK CLEANSPARK INC Technology 208.0 $3K NEW $14.55 -13.4%
84 ELECTROVAYA INC 280.0 $3K NEW $10.50
85 NMM NAVIOS MARITIME PARTNERS L P Industrials 38.0 $3K NEW $70.08 +21.7%
86 ONTO ONTO INNOVATION INC Technology 7.0 $3K NEW $378.43 -21.0%
87 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 500.0 $3K NEW $5.21 -35.3%
88 CORZ CORE SCIENTIFIC INC NEW Technology 100.0 $3K NEW $25.59 -28.1%
89 ARDX ARDELYX INC Healthcare 500.0 $3K NEW $5.10 -23.5%
90 URAA DIREXION SHS ETF TR 100.0 $3K NEW $25.31 -2.8%
91 VAL VALARIS LTD Energy 33.0 $2K NEW $72.61 +22.6%
92 NTGR NETGEAR INC Technology 100.0 $2K NEW $23.35 -9.6%
93 HUT 8 CORP 20.0 $2K NEW $115.45
94 ATKR ATKORE INC Industrials 30.0 $2K NEW $76.03 +23.0%
95 FEDEX FGHT HLDG CO INC COMMON STOCK 15.0 $2K NEW $151.00
96 AEIS ADVANCED ENERGY INDS Industrials 6.0 $2K NEW $373.00 -21.5%
97 GEM GOLDMAN SACHS ETF TR 40.0 $2K NEW $52.00 -2.3%
98 ILCV ISHARES TR 20.0 $2K NEW $101.25 +6.1%
99 CHICAGO ATLANTIC BDC INC 200.0 $2K NEW $9.77
100 KMX CARMAX INC Consumer Cyclical 36.0 $2K NEW $52.89 +15.4%
Page 5 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%