Institutional Fund
Spire Wealth Management
Mclean, VACIK 18587405 filings on record
Portfolio Value
$2.93B
Q1 2026
Holdings
2,248
Reported positions
New Buys
137
Opened this quarter
QoQ Change
-1.8%
from $2.99B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr5.3%
- Nvidia Corporation3.6%
- Apple Inc3.3%
- Amazon Com Inc2.3%
- Alphabet Inc1.8%
- Vanguard World Fd1.8%
- Other81.9%
Portfolio Holdings
2,248 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 236.3K | $154.33M | 5.3% | −5.9K | Reduced |
| 2 | Nvidia Corporation | 611.8K | $106.70M | 3.6% | −12.4K | Reduced |
| 3 | Apple Inc | 383.4K | $97.30M | 3.3% | −3.0K | Reduced |
| 4 | Amazon Com Inc | 321.9K | $67.04M | 2.3% | −10.5K | Reduced |
| 5 | Alphabet Inc | 182.4K | $52.45M | 1.8% | −1.6K | Reduced |
| 6 | Vanguard World Fd | 74.8K | $52.17M | 1.8% | −9.0K | Reduced |
| 7 | Microsoft Corp | 132.1K | $48.89M | 1.7% | −5.1K | Reduced |
| 8 | Ishares Tr | 878.0K | $40.56M | 1.4% | +424.0K | Added |
| 9 | Spdr S&P 500 ETF Tr | 57.4K | $37.35M | 1.3% | −1.4K | Reduced |
| 10 | J P Morgan Exchange Traded F | 651.0K | $35.00M | 1.2% | +360.2K | Added |
2,238 more holdings on Premium
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