13F
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Spire Wealth Management

13F equity value
$2.9B
Positions
2,248
Top 10 concentration
23.6%
Quarters / total new picks
19 / 2,641
13F equity value over time
$0M$3B$6B202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 19 quarters, returned +1.6% per quarter — versus +1.8% per quarter from simply owning every 13F stock. It beat that baseline in only 57.9% of quarters (excess t = -0.21, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-0.3%
t-stat
-0.21
Quarterly win rate
58%
Annualized excess
-1.3%
$1 → follow vs universe
$1.25 vs $1.33
Cumulative return: $1 invested in new picks vs universe
1.00 20210630: universe 1.08020210930: universe 0.96920211231: universe 0.82520220331: universe 0.88620220630: universe 0.82120220930: universe 0.88120221231: universe 0.81920230331: universe 0.86320230630: universe 0.83220230930: universe 0.94420231231: universe 0.98620240331: universe 1.00820240630: universe 1.10020240930: universe 1.09120241231: universe 1.01820250331: universe 1.11020250630: universe 1.14420250930: universe 1.28720251231: universe 1.331 20210630: follow 1.07220210930: follow 0.97620211231: follow 0.84520220331: follow 0.86820220630: follow 0.77620220930: follow 0.85020221231: follow 0.79920230331: follow 0.85120230630: follow 0.82620230930: follow 0.94320231231: follow 0.95520240331: follow 0.99720240630: follow 1.13920240930: follow 1.06420241231: follow 1.00120250331: follow 1.01620250630: follow 1.01620250930: follow 1.22620251231: follow 1.255 0.71 1.08 1.44 20212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 2248 · 2026 Q1

Ticker Value Weight QoQ
IVV $154M
5.3%
TRIM
NVDA $107M
3.6%
HOLD
AAPL $97M
3.3%
HOLD
AMZN $67M
2.3%
TRIM
GOOGL $52M
1.8%
HOLD
VGT $52M
1.8%
TRIM
MSFT $49M
1.7%
TRIM
IUSB $41M
1.4%
ADD
SPY $37M
1.3%
TRIM
JBND $35M
1.2%
ADD
AVGO $33M
1.1%
HOLD
AGG $30M
1.0%
ADD
META $30M
1.0%
TRIM
COST $30M
1.0%
ADD
GOOG $29M
1.0%
TRIM
IEFA $29M
1.0%
HOLD
IVE $26M
0.9%
TRIM
LLY $25M
0.9%
HOLD
JPST $25M
0.9%
TRIM
JCPB $25M
0.9%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

ACLSAEVAAFLGAIALCOANABAQSTARARMKAROCARWATIAVLVBCSBTECARCARTCASYCDPCELCCRMLCRUSCWENDAWNDFAUDFEMDFICDMBDSUDXYZ

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.