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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 112 of 112  ·  2,226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 VISN COMMSCOPE HLDG CO INC Technology 40.0 $511.0 $12.78 -12.1%
2222 USFD US FOODS HLDG CORP Consumer Defensive 5.0 $511.0 -26.0 -83.9% $102.20 +5.8%
2223 GO GROCERY OUTLET HLDG CORP Consumer Defensive 51.0 $509.0 NEW $9.98 +10.8%
2224 DLNG DYNAGAS LNG PARTNERS LP Energy 150.0 $507.0 $3.38 +12.4%
2225 PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 2.0 $39.0 $19.50 -7.7%
2226 CLF CLEVELAND-CLIFFS INC NEW COM Basic Materials $2.0 NEW
Page 112 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%