Spire Wealth Management — 13F Holdings & Portfolio
CIK 1858740 · latest 13F-HR filed 2026-10-30
Spire Wealth Management manages $3.27B in 13F-reported U.S. long-equity assets across 2,357 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are IVV (5.20%), NVDA (4.13%), AAPL (3.64%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 102 new positions and exited 137; 561 existing positions rose in reported value and 922 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$3.27B
Long-equity book
Holdings
2,357
Distinct positions
Period
2026-09-30
Filed 2026-10-30
Q/Q Activity
+102 / −137 / ↑561 / ↓922
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26IVV5.3% · -2%NVDA4.2% · +2%AAPL3.7% · -2%AMZN2.4% · +2%VGT2.1% · -4%MSFT2.1% · +3%GOOGL1.7% · -5%SPY1.3% · -6%IUSB1.2% · -1%LLY1.1% · +12%AVGO1.0% · -2%GOOG1.0% · +1%VOO1.0% · +6%JBND1.0% · -2%IEFA1.0% · +1%IVW0.9% · +1%AGG0.9% · +1%SSO0.9% · +6%XLK0.9% · -3%PANW0.8% · +6%IVE0.8% · -2%META0.8% · -14%XLF0.8% · +7%IUSG0.8% · -3%COST0.8% · -7%JPM0.8% · +5%FBND0.7% · +2%JCPB0.7% · +1%VTV0.7% · -0%EVTR0.7% · +1%IWF0.7% · -5%JPST0.7% · -10%ANET0.7% · +52%DFUS0.6% · -0%MA0.6% · +10%PLTR0.6% · +52%IEMG0.6% · -2%AMAT0.6% · -6%DFUV0.6% · -0%MU0.5% · -19%ACWX0.5% · +2%XLI0.5% · -2%CRWD0.5% · +352%TNA0.5% · +13267%LRCX0.5% · -6%XLC0.5% · -4%QQQ0.5% · -36%PWR0.5% · -4%V0.4% · -4%INTC0.4% · -11%TSM0.4% · +2%XLV0.4% · -0%LITE0.4% · -3%STX0.4% · +19%SMH0.4% · -1%VCR0.4% · -4%SGOV0.4% · +126%XBI0.4% · -1%MCK0.4% · +4%EFA0.4% · -5%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 25.1%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Jun 30, 2026.
Assets Under Management
$4.51B
Discretionary
$4.35B
Employees
145
Accounts
15,272
Address
7901 JONES BRANCH DR.
SUITE 800
MCLEAN, VA 22102
SUITE 800
MCLEAN, VA 22102
Phone
(703) 657-6060
Mailing Address
7901 JONES BRANCH DRIVE SUITE 800, MCLEAN, VA, 22102
This firm reports 9 disclosure items on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BLISK, DAVID, LLOYD Control | CEO since Mar 2010 | Less than 5% | Individual |
| LORD, ROBERT, MICHAEL Control | COO since Mar 2017 | Less than 5% | Individual |
| MALIK, FEISAL, AHMED KHAN Control | CHIEF COMPLIANCE OFFICER since Jun 2023 | Less than 5% | Individual |
| SPIRE INVESTMENT PARTNERS, LLC Control | PARENT FIRM since Oct 2007 | 75% or more | Domestic Entity |
| BLISK, DAVID, LLOYD Control Indirect owner via SPIRE INVESTMENT PARTNERS, LLC | MANAGING MEMBER since Mar 2010 | 75% or more | Individual |
| LM SECURITIES LLC Indirect owner via SPIRE INVESTMENT PARTNERS, LLC | MEMBER since May 2017 | General partner, trustee or manager | Domestic Entity |
Ownership & leadership changes · 15 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 26, 2026 filing
- No longer listedROSS, LAURAMARIE, ELIZABETH · CHIEF STRATEGY OFFICER · Less than 5% · control person · listed since Jan 2025
Mar 30, 2025 filing
- No longer listedBRIGHT, JOSHUA, JOSEPH · DIRECTOR OF FINANCE · Less than 5% · control person · listed since Apr 2018
- ChangedROSS, LAURAMARIE, ELIZABETH · title SR. VICE PRESIDENT → CHIEF STRATEGY OFFICER
Dec 19, 2023 filing
- No longer listedMCKEOWN, SUZANNE, MARIE · VICE PRESIDENT · Less than 5% · control person · listed since Jul 2003
- ChangedMALIK, FEISAL, AHMED KHAN · title CCO → CHIEF COMPLIANCE OFFICER; now a control person
Dec 13, 2023 filing
- ChangedMALIK, FEISAL, AHMED KHAN · title V. PRES. → CCO
- ChangedMCKEOWN, SUZANNE, MARIE · title CHIEF COMPLIANCE OFFICER → VICE PRESIDENT
Aug 15, 2023 filing
- No longer listedEICKELBERG, ALLEN, CHARLES · DIRECTOR OF OPERATIONS · Less than 5% · control person · listed since Mar 2019
- AddedMALIK, FEISAL, AHMED KHAN · V. PRES. · Less than 5%
Mar 10, 2021 filing
- AddedROSS, LAURAMARIE, ELIZABETH · SR. VICE PRESIDENT · Less than 5% · control person
Mar 29, 2019 filing
- No longer listedCHAO, WILLIAM · VP - OPERATIONS · Less than 5% · control person · listed since Dec 2016
- AddedEICKELBERG, ALLEN, CHARLES · DIRECTOR OF OPERATIONS · Less than 5% · control person
Apr 2, 2018 filing
- No longer listedBRAWLEY, STUART, EDWARD · VP - FINANCE · Less than 5% · control person · listed since Mar 2010
- AddedBRIGHT, JOSHUA, JOSEPH · DIRECTOR OF FINANCE · Less than 5% · control person
Dec 20, 2017 filing
- AddedLM SECURITIES LLC · MEMBER · General partner, trustee or manager · indirect via SPIRE INVESTMENT PARTNERS, LLC
Jul 25, 2017 filing
- No longer listedDONALD, STEVEN, CURTIS · VP - VENDOR RELATIONS · Less than 5% · control person · listed since Aug 2007
- AddedLORD, ROBERT, MICHAEL · COO · Less than 5% · control person
Older changes (6 more filings)
Dec 12, 2016 filing
- AddedCHAO, WILLIAM · VP - OPERATIONS · Less than 5% · control person
Nov 7, 2016 filing
- No longer listedMURPHY, PAUL, T · CMO · Less than 5% · control person · listed since Mar 2010
- No longer listedO'LEARY, TIMOTHY, ANDREW · DIRECTOR OF OPERATIONS · Less than 5% · control person · listed since Oct 2014
Apr 16, 2015 filing
- AddedO'LEARY, TIMOTHY, ANDREW · DIRECTOR OF OPERATIONS · Less than 5% · control person
Sep 12, 2014 filing
- No longer listedRAMOS, KEVIN, ALFRED · V.P. DIRECTOR OF OPERATIONS · Less than 5% · listed since Sep 2012
Apr 1, 2013 filing
- No longer listedWILKINSON, CHRISTOPHER, KEITH · VP - BUSINESS DEVELOPMENT · Less than 5% · control person · listed since Oct 2011
- AddedRAMOS, KEVIN, ALFRED · V.P. DIRECTOR OF OPERATIONS · Less than 5%
- ChangedDONALD, STEVEN, CURTIS · title VP - OPERATIONS → VP - VENDOR RELATIONS
Mar 30, 2012 filing (earliest on record)
- ListedBLISK, DAVID, LLOYD · MANAGING MEMBER · 75% or more · indirect via SPIRE INVESTMENT PARTNERS, LLC · control person
- ListedBLISK, DAVID, LLOYD · CEO · Less than 5% · control person
- ListedBRAWLEY, STUART, EDWARD · VP - FINANCE · Less than 5% · control person
- ListedDONALD, STEVEN, CURTIS · VP - OPERATIONS · Less than 5% · control person
- ListedMCKEOWN, SUZANNE, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedMURPHY, PAUL, T · CMO · Less than 5% · control person
- ListedSPIRE INVESTMENT PARTNERS, LLC · PARENT FIRM · 75% or more · control person
- ListedWILKINSON, CHRISTOPHER, KEITH · VP - BUSINESS DEVELOPMENT · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- MICROSOFT CORP$20.3M +41.5%
- NVIDIA CORPORATION$19.7M +17.0%
- CROWDSTRIKE HLDGS INC$15.6M +10176.1%
- APPLE INC$13.7M +13.0%
- PALANTIR TECHNOLOGIES INC$11.5M +143.1%
Top Trims
- FIDELITY COMWLTH TR-$19.5M -69.7%
- HARTFORD FDS EXCHANGE TRADED-$12.5M -51.8%
- DIMENSIONAL ETF TRUST-$12.4M -53.3%
- APPLIED MATLS INC-$9.5M -33.4%
- ISHARES TR-$9.0M -85.2%
New Positions
- PGIM ETF TR$11.5M
- ARK ETF TR$4.3M
- INNOVATOR ETFS TRUST$3.2M
- FIRST TR EXCHANGE TRADED FD$2.2M
- ARROW ELECTRS INC$1.1M
Exited Positions
- EXXON MOBIL CORP$6.5M
- DIGITALOCEAN HLDGS INC$3.5M
- ONEOK INC NEW$1.3M
- BLACKSTONE SECD LENDING FD$1.3M
- INVESCO EXCH TRD SLF IDX FD$1.1M
Spire Wealth Management Holdings (2026-09-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IVV | 464287200 | $170.3M | 5.20% | 222,377 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $135.2M | 4.13% | 591,894 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $119.2M | 3.64% | 357,918 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $79.6M | 2.43% | 319,393 | SH |
| 5 | VANGUARD WORLD FD | VGT | 92204A702 | $68.7M | 2.10% | 546,615 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $68.6M | 2.10% | 133,772 | SH |
| 7 | ALPHABET INC | GOOGL | 02079K305 | $55.3M | 1.69% | 160,837 | SH |
| 8 | SPDR S P 500 ETF TR | SPY | 78462F103 | $42.1M | 1.29% | 55,204 | SH |
| 9 | ISHARES TR | IUSB | 46434V613 | $37.8M | 1.15% | 856,892 | SH |
| 10 | ELI LILLY CO | LLY | 532457108 | $35.9M | 1.10% | 31,030 | SH |
| 11 | VANGUARD INDEX FDS | AVGO | 11135F101 | $33.7M | 1.03% | 95,843 | SH |
| 12 | BROADCOM INC | GOOG | 02079K107 | $33.5M | 1.02% | 98,407 | SH |
| 13 | J P MORGAN EXCHANGE TRADED F | VOO | 922908363 | $33.5M | 1.02% | 47,821 | SH |
| 14 | ALPHABET INC | JBND | 46654Q716 | $31.6M | 0.97% | 618,062 | SH |
| 15 | ISHARES TR | IVW | 464287309 | $29.9M | 0.91% | 210,475 | SH |
| 16 | ISHARES TR | IEFA | 46432F842 | $29.5M | 0.90% | 304,436 | SH |
| 17 | ISHARES TR | AGG | 464287226 | $28.9M | 0.88% | 305,179 | SH |
| 18 | PROSHARES TR | SSO | 74347R107 | $28.0M | 0.86% | 404,375 | SH |
| 19 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $27.9M | 0.85% | 142,731 | SH |
| 20 | SELECT SECTOR SPDR TR | PANW | 697435105 | $26.8M | 0.82% | 67,521 | SH |
| 21 | META PLATFORMS INC | META | 30303M102 | $26.5M | 0.81% | 36,578 | SH |
| 22 | PALO ALTO NETWORKS INC | XLF | 81369Y605 | $26.1M | 0.80% | 489,589 | SH |
| 23 | COSTCO WHSL CORP NEW | COST | 22160K105 | $25.2M | 0.77% | 27,677 | SH |
| 24 | ISHARES TR | IVE | 464287408 | $24.9M | 0.76% | 109,285 | SH |
| 25 | JPMORGAN CHASE CO | JPM | 46625H100 | $24.9M | 0.76% | 75,226 | SH |
| 26 | VANGUARD INDEX FDS | VTV | 922908744 | $23.8M | 0.73% | 110,274 | SH |
| 27 | ISHARES TR | FBND | 316188309 | $23.7M | 0.72% | 547,291 | SH |
| 28 | FIDELITY MERRIMACK STR TR | JCPB | 46641Q670 | $23.7M | 0.72% | 528,751 | SH |
| 29 | J P MORGAN EXCHANGE TRADED F | IUSG | 464287671 | $23.6M | 0.72% | 121,795 | SH |
| 30 | MORGAN STANLEY ETF TRUST | EVTR | 61774R841 | $22.7M | 0.69% | 470,473 | SH |
| 31 | ISHARES TR | IWF | 464287614 | $21.9M | 0.67% | 174,523 | SH |
| 32 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $21.8M | 0.67% | 433,078 | SH |
| 33 | DIMENSIONAL ETF TRUST | ANET | 040413205 | $20.8M | 0.64% | 102,333 | SH |
| 34 | ARISTA NETWORKS INC | DFUS | 25434V401 | $20.8M | 0.63% | 250,110 | SH |
| 35 | MASTERCARD INCORPORATED | MA | 57636Q104 | $19.9M | 0.61% | 36,051 | SH |
| 36 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $19.2M | 0.59% | 102,592 | SH |
| 37 | APPLIED MATLS INC | AMAT | 038222105 | $18.8M | 0.57% | 36,723 | SH |
| 38 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $18.1M | 0.55% | 328,499 | SH |
| 39 | MICRON TECHNOLOGY INC | IEMG | 46434G103 | $17.5M | 0.53% | 215,559 | SH |
| 40 | ISHARES INC | MU | 595112103 | $17.4M | 0.53% | 16,375 | SH |
| 41 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $16.1M | 0.49% | 96,360 | SH |
| 42 | DIREXION SHS ETF TR | CRWD | 22788C105 | $15.9M | 0.48% | 59,901 | SH |
| 43 | CROWDSTRIKE HLDGS INC | TNA | 25459W847 | $15.7M | 0.48% | 272,557 | SH |
| 44 | LAM RESEARCH CORP | LRCX | 512807306 | $15.2M | 0.46% | 46,233 | SH |
| 45 | SELECT SECTOR SPDR TR | QQQ | 46090E103 | $15.1M | 0.46% | 20,452 | SH |
| 46 | INVESCO QQQ TR | XLC | 81369Y852 | $15.0M | 0.46% | 135,494 | SH |
| 47 | ISHARES TR | ACWX | 464288240 | $14.9M | 0.45% | 196,725 | SH |
| 48 | QUANTA SVCS INC | PWR | 74762E102 | $14.5M | 0.44% | 22,634 | SH |
| 49 | VISA INC | V | 92826C839 | $13.7M | 0.42% | 38,174 | SH |
| 50 | INTEL CORP | INTC | 458140100 | $13.2M | 0.40% | 110,042 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-30 | $3.27B | 2,357 | 0001858740-26-000005 |
| 2026-06-30 | 2026-07-15 | $3.31B | 2,393 | 0001858740-26-000003 |
| 2026-03-31 | 2026-04-22 | $2.93B | 2,413 | 0001858740-26-000002 |
| 2025-12-31 | 2026-01-14 | $2.99B | 2,456 | 0001858740-26-000001 |
Filer Information
Address
7901 JONES BRANCH DR.SUITE #800
MCLEAN, VA 22102
Phone
(703) 748-5800
Filing Manager
Spire Wealth Management
MCLEAN, VA
Signatory
Jeffrey Ameen
AVP, Compliance Principal