Spire Wealth Management
CIK: 0001858740Latest portfolio: $3.0B · Q4 2025
Holdings
2,298
Total Value
$3.0B
New Positions
2,280
Closed Positions
0
Top Holdings
View All 2,298 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 239,036 | $163.7M | 5.48% | NEW | |
| 2 | NVDANVIDIA CORPORATION | 620,882 | $115.8M | 3.88% | NEW | |
| 3 | AAPLAPPLE INC | 385,053 | $104.7M | 3.51% | NEW | |
| 4 | AMZNAMAZON COM INC | 330,489 | $76.3M | 2.55% | NEW | |
| 5 | MSFTMICROSOFT CORP | 136,311 | $65.9M | 2.21% | NEW | |
| 6 | VGTVANGUARD WORLD FD | 83,297 | $62.8M | 2.10% | NEW | |
| 7 | GOOGLALPHABET INC | 181,757 | $56.9M | 1.91% | NEW | |
| 8 | SPYSPDR S P 500 ETF TR | 58,788 | $40.1M | 1.34% | NEW | |
| 9 | AVGOBROADCOM INC | 108,685 | $37.6M | 1.26% | NEW | |
| 10 | METAMETA PLATFORMS INC | 54,758 | $36.1M | 1.21% | NEW | |
| 11 | GOOGALPHABET INC | 104,441 | $32.8M | 1.10% | NEW | |
| 12 | XLFSELECT SECTOR SPDR TR | 539,499 | $29.5M | 0.99% | NEW | |
| 13 | LLYELI LILLY CO | 27,440 | $29.5M | 0.99% | NEW | |
| 14 | AGGISHARES TR | 286,882 | $28.7M | 0.96% | NEW | |
| 15 | AQLTISHARES TR | 299,617 | $26.8M | 0.90% | NEW | |
| 16 | JPSTJ P MORGAN EXCHANGE TRADED F | 516,002 | $26.1M | 0.87% | NEW | |
| 17 | VOOVANGUARD INDEX FDS | 41,442 | $26.0M | 0.87% | NEW | |
| 18 | IVWISHARES TR | 205,458 | $25.3M | 0.85% | NEW | |
| 19 | IVEISHARES TR | 118,803 | $25.2M | 0.84% | NEW | |
| 20 | COSTCOSTCO WHSL CORP NEW | 28,171 | $24.3M | 0.81% | NEW | |
| 21 | IWFISHARES TR | 50,277 | $23.8M | 0.80% | NEW | |
| 22 | JPMJPMORGAN CHASE CO | 73,485 | $23.7M | 0.79% | NEW | |
| 23 | XLKSELECT SECTOR SPDR TR | 163,963 | $23.6M | 0.79% | NEW | |
| 24 | FBNDFIDELITY MERRIMACK STR TR | 511,817 | $23.6M | 0.79% | NEW | |
| 25 | HTRBHARTFORD FDS EXCHANGE TRADED | 660,763 | $22.6M | 0.76% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
TechnologyNaN% ($InfinityT)
HealthcareNaN% ($InfinityT)
UnknownNaN% ($InfinityT)
IndustrialsNaN% ($InfinityT)
Consumer Cyclical0.0% ($7.628311585841578e+283T)
Real Estate0.0% ($4.9103152123495175e+188T)
Energy0.0% ($6.953450726511758e+175T)
Basic Materials0.0% ($6.404136912531099e+139T)
Consumer Defensive0.0% ($2.4292157612849164e+128T)
Communication Services0.0% ($5.68903614532773e+120T)
Utilities0.0% ($4.789413627932383e+112T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 14, 2026 | $3.0B | 2,456 |
| Q3 2025 | Oct 23, 2025 | $2.9T | 0 |
| Q2 2025 | Aug 4, 2025 | $2.8T | 2,539 |
| Q1 2025 | Apr 23, 2025 | $3.1T | 2,464 |
| Q4 2024 | Jan 24, 2025 | $3219.9T | 2,443 |
| Q3 2024 | Oct 15, 2024 | $2966.0T | 2,160 |
| Q2 2024 | Jul 31, 2024 | $2834.1T | 2,270 |
| Q1 2024 | Apr 24, 2024 | $5508.4T | 2,367 |
| Q4 2023 | Feb 6, 2024 | $3026.7T | 2,426 |
| Q3 2023 | Nov 8, 2023 | $2627.0T | 2,421 |
| Q2 2023 | Aug 9, 2023 | $2708.5T | 2,446 |
| Q1 2023 | May 9, 2023 | $2567.9T | 2,528 |
| Q4 2022 | Feb 3, 2023 | $1.8T | 2,352 |
| Q3 2022 | Nov 7, 2022 | $1.6T | 2,223 |
| Q2 2022 | Jul 22, 2022 | $2.4T | 2,640 |
| Q1 2022 | Apr 18, 2022 | $3.7T | 2,499 |
| Q4 2021 | Jan 14, 2022 | $4.5T | 2,921 |
| Q3 2021 | Oct 22, 2021 | $3.8T | 2,559 |
| Q2 2021 | Jul 26, 2021 | $3.7T | 2,562 |
| Q1 2021 | May 7, 2021 | $3.5T | 129 |
Fund Information
Spire Wealth Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $3.0B across 2,298 holdings. The largest position is ISHARES TR (IVV), representing 5.5% of the portfolio. Compared to the previous quarter, the fund opened 2,455 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.