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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 105 of 112  ·  2,226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 WHD CACTUS INC Energy 27.0 $1K $50.85 +35.4%
2082 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 22.0 $1K $62.23 -31.9%
2083 IDA IDACORP INC Utilities 9.0 $1K $151.33 -7.4%
2084 COOPER COS INC 19.0 $1K +2.0 +11.8% $71.68
2085 ASIA MATTHEWS INTL FDS 30.0 $1K NEW $45.27 -8.9%
2086 ROP ROPER TECHNOLOGIES INC Industrials 4.0 $1K -12.0 -75.0% $338.50 +21.3%
2087 POR PORTLAND GEN ELEC CO Utilities 26.0 $1K $51.85 -3.2%
2088 HMN HORACE MANN EDUCATORS CORP N Financial Services 26.0 $1K $51.65 -2.4%
2089 AIOT POWERFLEET INC Technology 350.0 $1K NEW $3.83 -21.2%
2090 VKTX VIKING THERAPEUTICS INC Healthcare 34.0 $1K NEW $39.00 -11.9%
2091 EMBC EMBECTA CORP Healthcare 404.0 $1K NEW $3.26 +67.8%
2092 TPL TEXAS PACIFIC LAND CORPORATI Energy 3.0 $1K -7K -100.0% $437.67 -15.6%
2093 PII POLARIS INC Consumer Cyclical 19.0 $1K NEW $68.42 -5.8%
2094 GPC GENUINE PARTS CO Consumer Cyclical 11.0 $1K -11.0 -50.0% $118.18 +12.5%
2095 SMURFIT WESTROCK PLC 28.0 $1K +9.0 +47.4% $46.32
2096 LEG LEGGETT PLATT INC Consumer Cyclical 110.0 $1K $11.71 -20.2%
2097 FETH FIDELITY ETHEREUM FD Financial Services 80.0 $1K $15.74 +47.2%
2098 WDS WOODSIDE ENERGY GROUP LTD Energy 65.0 $1K -1.0 -1.5% $19.32 +24.8%
2099 BANK AMERICA CORP 1.0 $1K $1255.00
2100 MLPA GLOBAL X FDS 24.0 $1K +1.0 +4.3% $52.25 +8.1%
Page 105 of 112  ·  2,226 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%