Long-term investor
Spire Wealth Management @spirewealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001858740).
Record
- Tracked since 2025-06-30 (449 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +10.2% · 1 year n/a · all +11.3%
- Max drawdown n/a · win rate 52% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 5.2% · long · since 2025-06-30
- NVDA · 3.5% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-06-30
- 92204A702 · 2.1% · long · since 2025-06-30
- GOOGL · 1.8% · long · since 2025-06-30
- MSFT · 1.5% · long · since 2025-06-30
- 78462F103 · 1.3% · long · since 2025-06-30
- 46434V613 · 1.2% · long · since 2025-06-30
- AVGO · 1.1% · long · since 2025-06-30
- 02079K107 · 1.0% · long · since 2025-06-30
- 46654Q716 · 1.0% · long · since 2025-06-30