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Jeffrey Ameen

Spire Wealth Management

Assets Managed
$3.311B
Holdings
2226
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.96%(2Q avg: 5.56%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Spire Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 2226 positions.

Assets under management

The assets under management (AUM) of Spire Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 3.311B in assets, with a quarterly growth rate of 12.96% and a 2-quarter average growth rate of 5.56%. The portfolio is managed by Jeffrey Ameen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.84%
5.25%
$173.694M
231,914 shares@ $748.96 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.96%
3.52%
$116.331M
581,448 shares@ $200.08 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.5%
3.21%
$105.948M
366,114 shares@ $289.39 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -2.39%
2.27%
$74.89M
314,175 shares@ $238.38 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 669.78%
2.08%
$68.789M
575,609 shares@ $119.51 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -6.22%
1.85%
$61.134M
171,035 shares@ $357.44 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.61%
1.48%
$48.975M
131,257 shares@ $373.13 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.85%
1.34%
$44.109M
59,066 shares@ $746.77 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Decreased -1.08%
1.22%
$40.08M
868,483 shares@ $46.15 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -9.18%
1.13%
$37.115M
98,265 shares@ $377.7 avg price

1-10 of 2226