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Livermore
Livermore
ZHEN

Spire Wealth Management

SEC CIK
0001858740
Latest filing
Jul 15, 2026

The latest 13F from Spire Wealth Management covers Q2 2026 (filed Jul 15, 2026): 2,226 long positions worth $3.31B. The top 10 holdings make up 23.3% of the portfolio, and the largest is iShares Core S&P 500 ETF at 5.2%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
149
Est. +$20.9M
Added
658
Est. +$136.5M
Reduced
845
Est. −$220.6M
Sold out
171
Est. −$5.92M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    5.2%$173.7M
  2. NVDANVIDIA Corp
    3.5%$116.3MHistory
  3. AAPLApple Inc.
    3.2%$105.9MHistory
  4. AMZNAmazon Com Inc
    2.3%$74.9MHistory
  5. Vanguard Information Technology ETF92204A702
    2.1%$68.8M

Biggest buys

New and added positions, by estimated amount bought

  1. JBLJabil Inc
    +$8.01MAddedHistory
  2. TWLOTwilio Inc
    +$6.01MAddedHistory
  3. FTITechnipFMC plc
    +$5.41MAddedHistory
  4. Amplify ETF Tr032108664
    +$4.90MAdded
  5. BNYBank of New York Mellon Corp
    +$4.59MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AMATApplied Materials Inc
    +0.41 pp0.4% → 0.9%History
  2. KLACKLA Corp
    +0.40 pp0.4% → 0.8%History
  3. PANWPalo Alto Networks Inc
    +0.35 pp0.3% → 0.7%History
  4. JBLJabil Inc
    +0.24 pp<0.1% → 0.2%History
  5. STXSeagate Technology Holdings plc
    +0.21 pp0.1% → 0.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. DELLDell Technologies Inc.
    −$9.97MReducedHistory
  2. NVDANVIDIA Corp
    −$6.07MReducedHistory
  3. METAMeta Platforms, Inc.
    −$5.81MReducedHistory
  4. AAPLApple Inc.
    −$5.00MReducedHistory
  5. LITELumentum Holdings Inc.
    −$4.81MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. METAMeta Platforms, Inc.
    −0.31 pp1.0% → 0.7%History
  2. MSFTMicrosoft Corp
    −0.19 pp1.7% → 1.5%History
  3. ADBEAdobe Inc.
    −0.19 pp0.2% → <0.1%History
  4. iShares Tr46434V613
    −0.17 pp1.4% → 1.2%
  5. J P Morgan Exchange Traded F46654Q716
    −0.17 pp1.2% → 1.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$3.31B
+$379.7M (+13.0%) vs. prior quarter
Positions
2,226
−22 vs. prior quarter
Top 10 concentration
23.3%
Top 10 as share of value
Turnover
5.0%
Q2 2026, one quarter
Average holding period
19.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $4.51B (Q4 2021)

Q1 2021: $3.76BQ2 2021: $3.70BQ3 2021: $3.77BQ4 2021: $4.51BQ1 2022: $3.74BQ2 2022: $2.43BQ3 2022: $1.65BQ4 2022: $1.78BQ1 2023: $2.57BQ2 2023: $2.71BQ3 2023: $2.63BQ4 2023: $2.91BQ1 2024: $3.71BQ2 2024: $2.83BQ3 2024: $2.97BQ4 2024: $3.22BQ1 2025: $3.12BQ2 2025: $2.78BQ3 2025: $2.94BQ4 2025: $2.99BQ1 2026: $2.93BQ2 2026: $3.31B
Q1 2021Q2 2026
13F filings of Spire Wealth Management by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 15, 20262,226$3.31BiShares Core S&P 500 ETFNVDAAAPLvs. Q1 2026SEC
Q1 2026Apr 22, 20262,248$2.93BiShares Core S&P 500 ETFNVDAAAPLvs. Q4 2025SEC
Q4 2025Jan 14, 20262,298$2.99BiShares Core S&P 500 ETFNVDAAAPLvs. Q3 2025SEC
Q3 2025Oct 23, 20252,357$2.94BiShares Core S&P 500 ETFNVDAAAPLvs. Q2 2025SEC
Q2 2025Aug 4, 20252,377$2.78BiShares Core S&P 500 ETFNVDAiShares Trvs. Q1 2025SEC
Q1 2025Apr 23, 20252,463$3.12BiShares Core S&P 500 ETFAAPLJPMorgan Ultra-Short Income ETFvs. Q4 2024SEC
Q4 2024Jan 24, 20252,440$3.22BiShares Core S&P 500 ETFAAPLJPMorgan Ultra-Short Income ETFvs. Q3 2024SEC
Q3 2024Oct 15, 20242,156$2.97BiShares Core S&P 500 ETFAAPLJPMorgan Ultra-Short Income ETFvs. Q2 2024SEC
Q2 2024Jul 31, 20242,202$2.83BiShares Core S&P 500 ETFAAPLNVDAvs. Q1 2024SEC
Q1 2024Apr 24, 20242,298$3.71BiShares Core S&P 500 ETFVanguard Information Technology ETFAAPLvs. Q4 2023SEC
Q4 2023Feb 6, 20242,357$2.91BiShares Core S&P 500 ETFAAPLJPMorgan Ultra-Short Income ETFvs. Q3 2023SEC
Q3 2023Nov 8, 20232,349$2.63BiShares Core S&P 500 ETFAAPLJPMorgan Ultra-Short Income ETFvs. Q2 2023SEC
Q2 2023Aug 9, 20232,381$2.71BAAPLiShares Core S&P 500 ETFJPMorgan Ultra-Short Income ETFvs. Q1 2023SEC
Q1 2023May 9, 20232,471$2.57BJPMorgan Ultra-Short Income ETFiShares Core S&P 500 ETFAAPLvs. Q4 2022SEC
Q4 2022Feb 3, 20232,295$1.78BiShares Core S&P 500 ETFJPMorgan Ultra-Short Income ETFVanguard Scottsdale FDSvs. Q3 2022SEC
Q3 2022Nov 7, 20222,167$1.65BiShares Core S&P 500 ETFAAPLJPMorgan Ultra-Short Income ETFvs. Q2 2022SEC
Q2 2022Jul 22, 20222,639$2.43BAAPLiShares Core S&P 500 ETFMSFTvs. Q1 2022SEC
Q1 2022Apr 18, 20222,499$3.74BAAPLiShares Core S&P 500 ETFAMZNvs. Q4 2021SEC
Q4 2021Jan 14, 20222,919$4.51BAAPLiShares Core S&P 500 ETFAMZNvs. Q3 2021SEC
Q3 2021Oct 22, 20212,557$3.77BAAPLiShares Core S&P 500 ETFAMZNvs. Q2 2021SEC
Q2 2021Jul 26, 20212,561$3.70BAAPLAMZNiShares Core S&P 500 ETFvs. Q1 2021SEC
Q1 2021May 21, 2021Amended2,972$3.76BAAPLAMZNiShares Core S&P 500 ETF–SEC