Managers / Q3 2021 · view latest →
Spire Wealth Management
CIK 0001858740 · 7901 JONES BRANCH DR., SUITE #800, MCLEAN, VA, 22102 · 703-748-5800
Reported Value
$3.8B
Q3 2021
Positions
2,559
Filings on Record
22
2019–present window
Filed
Oct 22, 2021
original filing
Summary
Spire Wealth Management reported $3.8B in U.S.-listed holdings across 2,559 positions for Q3 2021.
Its largest position, AAPL, represents 3.8% of the portfolio.
Compared with Q2 2021, the fund opened 152 new positions and exited 150.
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 — Q3 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 ↗.