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Jeffrey Ameen

Spire Wealth Management

Assets Managed
$2.931B
Holdings
2248
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
-1.84%(2Q avg: -0.1%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Spire Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2248 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.931B in assets, with a quarterly growth rate of -1.84% and a 2-quarter average growth rate of -0.1%. The portfolio is managed by Jeffrey Ameen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.42%
5.27%
$154.332M
236,266 shares@ $653.22 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.99%
3.65%
$106.699M
611,808 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.77%
3.32%
$97.3M
383,388 shares@ $253.8 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.14%
2.29%
$67.042M
321,897 shares@ $208.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.85%
1.79%
$52.447M
182,388 shares@ $287.56 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Decreased -10.75%
1.79%
$52.173M
74,776 shares@ $697.73 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.72%
1.67%
$48.888M
132,070 shares@ $370.17 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 93.37%
1.39%
$40.556M
878,036 shares@ $46.19 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.3%
1.28%
$37.348M
57,430 shares@ $650.33 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 123.9%
1.2%
$35.005M
651,008 shares@ $53.78 avg price

1-10 of 2248