Spire Wealth Management
Spire Wealth Management reported 2,191 stocks worth $3.3B in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are IVV (5.3%), NVDA (4.2%) and AAPL (3.7%). Compared with Q2 2026, the fund opened new positions in PTRB, added to NVDA, AMZN and MSFT, trimmed IVV, AAPL and VGT and sold out of XOM, DOCN and OKE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $174M | 5.3% | 227K | −4,446 (−2%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $136M | 4.2% | 596K | +14K (+2%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $120M | 3.7% | 359K | −6,710 (−2%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $80.1M | 2.5% | 321K | +7,309 (+2%) | 8 of 8 | |
| 5 |  VGT Vanguard World FD | $69.8M | 2.1% | 555K | −20K (−4%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $69.3M | 2.1% | 135K | +3,839 (+3%) | 8 of 8 | |
| 7 |  GOOGL Alphabet Inc | $56M | 1.7% | 163K | −8,186 (−5%) | 8 of 8 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $42.1M | 1.3% | 55K | −3,862 (−7%) | 8 of 8 | |
| 9 |  IUSB Ishares Core | $37.8M | 1.1% | 857K | −12K (−1%) | 8 of 8 | |
| 10 |  LLY Eli Lilly & Co | $36.3M | 1.1% | 31K | +3,404 (+12%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $6.5M | 48K |
 DOCN Digitalocean Hldgs Inc | $3.5M | 22K |
 OKE Oneok Inc New | $1.3M | 15K |
 BXSL Blackstone Secured | $1.3M | 55K |
 OMFL Invesco Exch Trd Slf Idx FD | $1.1M | 16K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Spire Wealth Management 13F FAQ
What does Spire Wealth Management own?
Spire Wealth Management reported 2,191 stocks worth $3.3B in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are IVV (5.3%), NVDA (4.2%) and AAPL (3.7%). The table above lists every position in the filing (the top 10 without an account).
What did Spire Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 103 new positions, 668 added to, 709 trimmed and 137 sold out. New positions include PTRB. It sold all of XOM, DOCN and OKE.
When will Spire Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Spire Wealth Management's portfolio worth?
The Q3 2026 filing reports $3.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.