Managers / Q1 2021 · view latest →
Spire Wealth Management
CIK 0001858740 · 7901 JONES BRANCH DR., SUITE #800, MCLEAN, VA, 22102 · 703-748-5800
Reported Value
$3.8B
Q1 2021
Positions
2,972
Filings on Record
22
2019–present window
Filed
May 21, 2021
amendment (RESTATEMENT)
Summary
Spire Wealth Management reported $3.8B in U.S.-listed holdings across 2,972 positions for Q1 2021.
Its largest position, AAPL, represents 3.7% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.9B | 2,413 | Apr 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $3.0B | 2,456 | Jan 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.9B | 2,506 | Oct 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $2.8B | 2,539 | Aug 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $3.1B | 2,464 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $3.2B | 2,443 | Jan 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $3.0B | 2,160 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $2.8B | 2,270 | Jul 31, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $5.5B | 2,367 | Apr 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $3.0B | 2,426 | Feb 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $2.6B | 2,421 | Nov 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $2.7B | 2,446 | Aug 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $2.6B | 2,528 | May 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.8B | 2,352 | Feb 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.6B | 2,223 | Nov 7, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $2.4B | 2,640 | Jul 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $3.7B | 2,499 | Apr 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $4.5B | 2,921 | Jan 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $3.8B | 2,559 | Oct 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $3.7B | 2,562 | Jul 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $3.8B | 2,972 | May 21, 2021 | RESTATEMENT | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.