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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 6 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VVX V2X INC Industrials 25.0 $2K NEW $74.56 +5.2%
102 AAOI APPLIED OPTOELECTRONICS INC Technology 11.0 $2K NEW $148.18 -15.8%
103 ELME COMMUNITIES 1,060.0 $2K NEW $1.48
104 UCTT ULTRA CLEAN HLDGS INC Technology 11.0 $2K NEW $142.55 -46.4%
105 PKE PARK AEROSPACE CORP Industrials 40.0 $2K NEW $38.15 -11.3%
106 GSIE GOLDMAN SACHS ETF TR 33.0 $2K NEW $45.70 +5.3%
107 SITM SITIME CORP Technology 2.0 $1K NEW $745.50 -17.5%
108 EEFT EURONET WORLDWIDE INC Technology 20.0 $1K NEW $73.20 -4.3%
109 SMTC SEMTECH CORP Technology 9.0 $1K NEW $161.89 -23.3%
110 SMTI SANARA MEDTECH INC Healthcare 60.0 $1K NEW $23.58 +46.1%
111 ASIA MATTHEWS INTL FDS 30.0 $1K NEW $45.27 -8.4%
112 AIOT POWERFLEET INC Technology 350.0 $1K NEW $3.83 -20.7%
113 VKTX VIKING THERAPEUTICS INC Healthcare 34.0 $1K NEW $39.00 -13.1%
114 EMBC EMBECTA CORP Healthcare 404.0 $1K NEW $3.26 +60.4%
115 PII POLARIS INC Consumer Cyclical 19.0 $1K NEW $68.42 -5.9%
116 GSC GOLDMAN SACHS ETF TR 18.0 $1K NEW $69.22 -4.0%
117 SPSB SPDR SER TR 41.0 $1K NEW $30.00 -0.2%
118 RDVT RED VIOLET INC Technology 18.0 $1K NEW $63.72 +11.7%
119 ICHR ICHOR HOLDINGS Technology 10.0 $1K NEW $112.30 -46.4%
120 PBI PITNEY BOWES INC Industrials 63.0 $1K NEW $17.52 -6.0%
Page 6 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 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%