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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 7 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PZZA PAPA JOHNS INTL INC Consumer Cyclical 30.0 $1K NEW $36.77 -36.6%
122 NKSH NATIONAL BANKSHARES INC VA Financial Services 30.0 $1K NEW $36.33 +12.4%
123 SKILLZ INC 100.0 $1K NEW $10.18
124 SFLR INNOVATOR ETFS TRUST 26.0 $1K NEW $38.58 +0.3%
125 FMAT FIDELITY COVINGTON TRUST 16.0 $936.0 NEW $58.50 +2.6%
126 CNOB CONNECTONE BANCORP INC Financial Services 27.0 $903.0 NEW $33.44 -3.6%
127 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 11.0 $780.0 NEW $70.91 +3.8%
128 NEO NEOGENOMICS INC Healthcare 51.0 $744.0 NEW $14.59 +13.3%
129 WSC WILLSCOT HLDGS CORP Industrials 25.0 $722.0 NEW $28.88 -23.8%
130 KLIC KULICKE SOFFA INDS INC Technology 5.0 $669.0 NEW $133.80 -36.4%
131 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 29.0 $648.0 NEW $22.34 +2.6%
132 RBC RBC BEARINGS INC Industrials 1.0 $644.0 NEW $644.00 -21.6%
133 PEN PENUMBRA INC Healthcare 2.0 $632.0 NEW $316.00 +2.5%
134 HCAT HEALTH CATALYST INC Healthcare 300.0 $597.0 NEW $1.99 -18.1%
135 AAL AMERICAN AIRLS GROUP INC Industrials 33.0 $596.0 NEW $18.06 -25.1%
136 KALU KAISER ALUMINUM CORP Basic Materials 3.0 $587.0 NEW $195.67 -22.8%
137 FTRE FORTREA HLDGS INC Healthcare 33.0 $574.0 NEW $17.39 +4.6%
138 DT DYNATRACE INC Technology 13.0 $571.0 NEW $43.92 +12.0%
139 MANH MANHATTAN ASSOCIATES INC Technology 4.0 $557.0 NEW $139.25 +51.7%
140 IRT INDEPENDENCE RLTY TR INC Real Estate 33.0 $551.0 NEW $16.70 -0.4%
Page 7 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%