SEC 13F Intelligence

Vivid Wealth Management, LLC / SPGI

Vivid Wealth Management, LLC’s S&P Global Inc Position

Does Vivid Wealth Management, LLC own S&P Global Inc (SPGI)? Not currently — the last reported position was 5.7K shares worth $3M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2025
Shares
5.7K
% of Portfolio
+1.15%
Quarters Held
6
position exited

Position History SPGI

Reported value by quarter
Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20255.7K$3M+1.15%
Q3 20255.4K$3M+1.04%
Q2 20255.2K$3M+1.20%
Q1 20255.2K$3M+1.31%
Q4 20244.5K$2M+1.14%
Q3 20244.3K$2M+1.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vivid Wealth Management, LLC’s full portfolio or all institutional holders of SPGI.