Spire Wealth Management Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$2.8T
Holdings
2,377
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (2,377 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 206,053 | $127.9B | 4.60% | |
| 2 | NVDANVIDIA CORPORATION | 592,084 | $93.5B | 3.36% | |
| 3 | IUSBISHARES TR | 1,881,246 | $87.0B | 3.12% | |
| 4 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,690,542 | $85.7B | 3.08% | |
| 5 | AAPLAPPLE INC | 386,857 | $79.4B | 2.85% | |
| 6 | AMZNAMAZON COM INC | 306,583 | $67.3B | 2.42% | |
| 7 | MSFTMICROSOFT CORP | 131,594 | $65.5B | 2.35% | |
| 8 | VGTVANGUARD WORLD FD | 90,479 | $60.0B | 2.16% | |
| 9 | METAMETA PLATFORMS INC | 56,305 | $41.6B | 1.49% | |
| 10 | SPYSPDR S P 500 ETF TR | 64,647 | $39.9B | 1.43% | |
| 11 | XLFSELECT SECTOR SPDR TR | 667,176 | $34.9B | 1.25% | |
| 12 | GOOGLALPHABET INC | 187,993 | $33.1B | 1.19% | |
| 13 | AGGISHARES TR | 292,992 | $29.1B | 1.04% | |
| 14 | COSTCOSTCO WHSL CORP NEW | 26,134 | $25.9B | 0.93% | |
| 15 | IVEISHARES TR | 123,861 | $24.2B | 0.87% | |
| 16 | AQLTISHARES TR | 286,845 | $23.9B | 0.86% | |
| 17 | FBNDFIDELITY MERRIMACK STR TR | 509,149 | $23.3B | 0.84% | |
| 18 | GTOINVESCO ACTIVELY MANAGED EXC | 488,404 | $22.9B | 0.82% | |
| 19 | HTRBHARTFORD FDS EXCHANGE TRADED | 667,928 | $22.6B | 0.81% | |
| 20 | IUSGISHARES TR | 148,164 | $22.3B | 0.80% | |
| 21 | XLCSELECT SECTOR SPDR TR | 204,555 | $22.2B | 0.80% | |
| 22 | IVWISHARES TR | 201,582 | $22.2B | 0.80% | |
| 23 | IWFISHARES TR | 51,033 | $21.7B | 0.78% | |
| 24 | NFLXNETFLIX INC | 16,005 | $21.4B | 0.77% | |
| 25 | VTVVANGUARD INDEX FDS | 119,413 | $21.1B | 0.76% | |
| 26 | LLYELI LILLY CO | 27,047 | $21.1B | 0.76% | |
| 27 | XLISELECT SECTOR SPDR TR | 140,739 | $20.8B | 0.75% | |
| 28 | VOOVANGUARD INDEX FDS | 35,204 | $20.0B | 0.72% | |
| 29 | XLVSELECT SECTOR SPDR TR | 147,752 | $19.9B | 0.72% | |
| 30 | JCPBJ P MORGAN EXCHANGE TRADED F | 417,094 | $19.6B | 0.71% | |
| 31 | VCRVANGUARD WORLD FD | 52,622 | $19.1B | 0.68% | |
| 32 | JPMJPMORGAN CHASE CO | 65,647 | $19.0B | 0.68% | |
| 33 | AVGOBROADCOM INC | 68,092 | $18.8B | 0.67% | |
| 34 | MAMASTERCARD INCORPORATED | 30,648 | $17.2B | 0.62% | |
| 35 | NDQINVESCO QQQ TR | 31,037 | $17.1B | 0.61% | |
| 36 | VGSHVANGUARD SCOTTSDALE FDS | 288,779 | $17.0B | 0.61% | |
| 37 | DFUSDIMENSIONAL ETF TRUST | 248,866 | $16.7B | 0.60% | |
| 38 | SSOPROSHARES TR | 162,573 | $15.9B | 0.57% | |
| 39 | XLKSELECT SECTOR SPDR TR | 62,090 | $15.7B | 0.56% | |
| 40 | GOOGALPHABET INC | 88,478 | $15.7B | 0.56% | |
| 41 | IEMGISHARES INC | 259,905 | $15.6B | 0.56% | |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 30,023 | $14.6B | 0.52% | |
| 43 | IAGGISHARES TR | 283,552 | $14.5B | 0.52% | |
| 44 | VVISA INC | 40,600 | $14.4B | 0.52% | |
| 45 | UBERUBER TECHNOLOGIES INC | 149,264 | $13.9B | 0.50% | |
| 46 | WMTWALMART INC | 140,170 | $13.7B | 0.49% | |
| 47 | ACWXISHARES TR | 223,796 | $13.6B | 0.49% | |
| 48 | DFUVDIMENSIONAL ETF TRUST | 318,192 | $13.5B | 0.48% | |
| 49 | EFAISHARES TR | 140,465 | $12.6B | 0.45% | |
| 50 | CRWDCROWDSTRIKE HLDGS INC | 23,998 | $12.2B | 0.44% | |
| 51 | KLACKLA CORP | 13,208 | $11.8B | 0.42% | |
| 52 | EMBISHARES TR | 126,991 | $11.8B | 0.42% | |
| 53 | PLTRPALANTIR TECHNOLOGIES INC | 79,402 | $10.8B | 0.39% | |
| 54 | MARMARRIOTT INTL INC NEW | 39,393 | $10.8B | 0.39% | |
| 55 | HDHOME DEPOT INC | 29,009 | $10.6B | 0.38% | |
| 56 | XLFISELECT SECTOR SPDR TR | 127,355 | $10.3B | 0.37% | |
| 57 | PANWPALO ALTO NETWORKS INC | 48,606 | $9.9B | 0.36% | |
| 58 | IEFISHARES TR | 103,529 | $9.9B | 0.36% | |
| 59 | QUALISHARES TR | 52,000 | $9.5B | 0.34% | |
| 60 | IJHISHARES TR | 149,820 | $9.3B | 0.33% | |
| 61 | NDQINTUITIVE SURGICAL INC | 17,092 | $9.3B | 0.33% | |
| 62 | DFATDIMENSIONAL ETF TRUST | 172,106 | $9.3B | 0.33% | |
| 63 | IYWISHARES TR | 53,058 | $9.2B | 0.33% | |
| 64 | JEPIJ P MORGAN EXCHANGE TRADED F | 157,616 | $9.0B | 0.32% | |
| 65 | GQ9SPDR GOLD TR | 28,941 | $8.8B | 0.32% | |
| 66 | XOMEXXON MOBIL CORP | 81,072 | $8.7B | 0.31% | |
| 67 | DFASDIMENSIONAL ETF TRUST | 133,117 | $8.5B | 0.30% | |
| 68 | MCKMCKESSON CORP | 11,519 | $8.4B | 0.30% | |
| 69 | NOWSERVICENOW INC | 8,063 | $8.3B | 0.30% | |
| 70 | VUGVANGUARD INDEX FDS | 18,857 | $8.3B | 0.30% | |
| 71 | ISRGQUANTA SVCS INC | 21,636 | $8.2B | 0.29% | |
| 72 | TIPISHARES TR | 72,553 | $8.0B | 0.29% | |
| 73 | SHOPSHOPIFY INC | 68,733 | $7.9B | 0.28% | |
| 74 | EFVISHARES TR | 122,408 | $7.8B | 0.28% | |
| 75 | EVTRMORGAN STANLEY ETF TRUST | 148,233 | $7.5B | 0.27% | |
| 76 | TLTISHARES TR | 84,208 | $7.4B | 0.27% | |
| 77 | INTUINTUIT | 9,396 | $7.4B | 0.27% | |
| 78 | AXONAXON ENTERPRISE INC | 8,739 | $7.2B | 0.26% | |
| 79 | SECTNORTHERN LTS FD TR IV | 123,810 | $7.2B | 0.26% | |
| 80 | IWBISHARES TR | 20,953 | $7.1B | 0.26% | |
| 81 | XLUSELECT SECTOR SPDR TR | 86,775 | $7.1B | 0.25% | |
| 82 | FEZSPDR INDEX SHS FDS | 118,275 | $7.1B | 0.25% | |
| 83 | PGPROCTER AND GAMBLE CO | 44,326 | $7.1B | 0.25% | |
| 84 | TSLATESLA INC | 21,733 | $6.9B | 0.25% | |
| 85 | SPXLDIREXION SHS ETF TR | 39,064 | $6.8B | 0.24% | |
| 86 | NEENEXTERA ENERGY INC | 96,933 | $6.7B | 0.24% | |
| 87 | APCBTRUST FOR PROFESSIONAL MANAG | 220,738 | $6.5B | 0.23% | |
| 88 | VTIVANGUARD INDEX FDS | 21,114 | $6.4B | 0.23% | |
| 89 | SPGIS P GLOBAL INC | 11,883 | $6.3B | 0.23% | |
| 90 | SPYVSPDR SER TR | 119,448 | $6.3B | 0.22% | |
| 91 | ORLYOREILLY AUTOMOTIVE INC | 69,044 | $6.2B | 0.22% | |
| 92 | MLB1MERCADOLIBRE INC | 2,372 | $6.2B | 0.22% | |
| 93 | AMATAPPLIED MATLS INC | 33,841 | $6.2B | 0.22% | |
| 94 | IAU*ISHARES GOLD TR | 95,579 | $6.0B | 0.21% | |
| 95 | ANETARISTA NETWORKS INC | 55,743 | $5.7B | 0.20% | |
| 96 | T7DTRANSDIGM GROUP INC | 3,694 | $5.6B | 0.20% | |
| 97 | XLESELECT SECTOR SPDR TR | 65,896 | $5.6B | 0.20% | |
| 98 | ONEQFIDELITY COMWLTH TR | 69,279 | $5.5B | 0.20% | |
| 99 | RDVYFIRST TR EXCHANGE TRADED FD | 87,624 | $5.5B | 0.20% | |
| 100 | IJRISHARES TR | 48,762 | $5.3B | 0.19% |
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