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 |
|---|---|---|---|---|---|
| 101 | USMVISHARES TR | 55,483 | $5.2B | 0.19% | |
| 102 | SCHWSCHWAB CHARLES CORP | 56,886 | $5.2B | 0.19% | |
| 103 | APUETRUST FOR PROFESSIONAL MANAG | 137,676 | $5.2B | 0.19% | |
| 104 | UNHUNITEDHEALTH GROUP INC | 16,566 | $5.2B | 0.19% | |
| 105 | IGVISHARES TR | 46,745 | $5.1B | 0.18% | |
| 106 | IUSVISHARES TR | 53,657 | $5.1B | 0.18% | |
| 107 | SCHDSCHWAB STRATEGIC TR | 190,650 | $5.1B | 0.18% | |
| 108 | VTIPVANGUARD MALVERN FDS | 99,886 | $5.0B | 0.18% | |
| 109 | BKLNINVESCO EXCH TRADED FD TR II | 235,421 | $4.9B | 0.18% | |
| 110 | VRTXVERTEX PHARMACEUTICALS INC | 11,019 | $4.9B | 0.18% | |
| 111 | BIVVANGUARD BD INDEX FDS | 63,019 | $4.9B | 0.18% | |
| 112 | ADBEADOBE INC | 12,553 | $4.9B | 0.17% | |
| 113 | FBTCFIDELITY WISE ORIGIN BITCOIN | 51,535 | $4.8B | 0.17% | |
| 114 | VOEVANGUARD INDEX FDS | 29,338 | $4.8B | 0.17% | |
| 115 | SHYISHARES TR | 58,015 | $4.8B | 0.17% | |
| 116 | MIGAMICROSTRATEGY INC | 11,805 | $4.8B | 0.17% | |
| 117 | SHVISHARES TR | 42,458 | $4.7B | 0.17% | |
| 118 | SPOTSPOTIFY TECHNOLOGY S A | 5,963 | $4.6B | 0.16% | |
| 119 | BSVVANGUARD BD INDEX FDS | 58,031 | $4.6B | 0.16% | |
| 120 | FICOFAIR ISAAC CORP | 2,473 | $4.5B | 0.16% | |
| 121 | CDNSCADENCE DESIGN SYSTEM INC | 14,592 | $4.5B | 0.16% | |
| 122 | FTSMFIRST TR EXCHANGE TRADED FD | 73,155 | $4.4B | 0.16% | |
| 123 | LINLINDE PLC | 9,269 | $4.3B | 0.16% | |
| 124 | IWMISHARES TR | 19,987 | $4.3B | 0.15% | |
| 125 | BXBLACKSTONE INC | 28,426 | $4.3B | 0.15% | |
| 126 | KNSLKINSALE CAP GROUP INC | 8,744 | $4.2B | 0.15% | |
| 127 | CATCATERPILLAR INC | 10,730 | $4.2B | 0.15% | |
| 128 | IWDISHARES TR | 21,390 | $4.2B | 0.15% | |
| 129 | SMHVANECK ETF TRUST | 14,872 | $4.1B | 0.15% | |
| 130 | DFIVDIMENSIONAL ETF TRUST | 96,828 | $4.1B | 0.15% | |
| 131 | VXUSVANGUARD STAR FDS | 59,143 | $4.1B | 0.15% | |
| 132 | APHAMPHENOL CORP NEW | 41,054 | $4.1B | 0.15% | |
| 133 | TTTRANE TECHNOLOGIES PLC | 9,071 | $4.0B | 0.14% | |
| 134 | UAPRINNOVATOR ETFS TRUST | 125,836 | $3.9B | 0.14% | |
| 135 | VIGVANGUARD SPECIALIZED FUNDS | 19,213 | $3.9B | 0.14% | |
| 136 | FISVFISERV INC | 22,220 | $3.8B | 0.14% | |
| 137 | VRSNVERISIGN INC | 12,872 | $3.7B | 0.13% | |
| 138 | GSGOLDMAN SACHS GROUP INC | 5,152 | $3.6B | 0.13% | |
| 139 | JEPQJ P MORGAN EXCHANGE TRADED F | 65,424 | $3.6B | 0.13% | |
| 140 | IBMINTERNATIONAL BUSINESS MACHS | 12,066 | $3.6B | 0.13% | |
| 141 | IWRISHARES TR | 37,985 | $3.5B | 0.13% | |
| 142 | ITA*ISHARES TR | 18,383 | $3.5B | 0.12% | |
| 143 | DFGRDIMENSIONAL ETF TRUST | 129,223 | $3.5B | 0.12% | |
| 144 | DISDISNEY WALT CO | 27,933 | $3.5B | 0.12% | |
| 145 | EQTEQT CORP | 58,970 | $3.4B | 0.12% | |
| 146 | LSATTWO RDS SHARED TR | 85,817 | $3.4B | 0.12% | |
| 147 | DYNFBLACKROCK ETF TRUST | 62,330 | $3.4B | 0.12% | |
| 148 | VSTVISTRA CORP | 17,365 | $3.4B | 0.12% | |
| 149 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 43,051 | $3.4B | 0.12% | |
| 150 | APRWAIM ETF PRODUCTS TRUST | 99,462 | $3.3B | 0.12% | |
| 151 | PBAPPGIM ROCK ETF TR | 119,649 | $3.3B | 0.12% | |
| 152 | CRMSALESFORCE INC | 12,146 | $3.3B | 0.12% | |
| 153 | DFISDIMENSIONAL ETF TRUST | 109,640 | $3.3B | 0.12% | |
| 154 | HEFAISHARES TR | 85,328 | $3.2B | 0.12% | |
| 155 | CGDGCAPITAL GROUP DIVIDEND VALUE | 81,487 | $3.2B | 0.12% | |
| 156 | IXUSISHARES TR | 40,714 | $3.1B | 0.11% | |
| 157 | ETNEATON CORP PLC | 8,801 | $3.1B | 0.11% | |
| 158 | XLYSELECT SECTOR SPDR TR | 14,332 | $3.1B | 0.11% | |
| 159 | DISVDIMENSIONAL ETF TRUST | 93,816 | $3.1B | 0.11% | |
| 160 | FSKFS KKR CAP CORP | 143,056 | $3.0B | 0.11% | |
| 161 | SUBISHARES TR | 27,672 | $2.9B | 0.11% | |
| 162 | BRK-BBERKSHIRE HATHAWAY INC DEL | 4 | $2.9B | 0.10% | |
| 163 | DDECFIRST TR EXCHNG TRADED FD VI | 69,685 | $2.9B | 0.10% | |
| 164 | SDVYFIRST TR EXCHANGE TRADED FD | 82,343 | $2.9B | 0.10% | |
| 165 | VXFVANGUARD INDEX FDS | 15,019 | $2.9B | 0.10% | |
| 166 | AIRRFIRST TR EXCHANGE TRADED FD | 35,068 | $2.9B | 0.10% | |
| 167 | PWBINVESCO EXCHANGE TRADED FD T | 24,201 | $2.8B | 0.10% | |
| 168 | UFEBINNOVATOR ETFS TRUST | 82,460 | $2.8B | 0.10% | |
| 169 | DJANFIRST TR EXCHNG TRADED FD VI | 69,705 | $2.8B | 0.10% | |
| 170 | CGGRCAPITAL GROUP GROWTH ETF | 69,139 | $2.8B | 0.10% | |
| 171 | PHYS/USPROTT PHYSICAL GOLD TR | 110,858 | $2.8B | 0.10% | |
| 172 | VWOVANGUARD INTL EQUITY INDEX F | 56,512 | $2.8B | 0.10% | |
| 173 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 12,257 | $2.8B | 0.10% | |
| 174 | FEBWAIM ETF PRODUCTS TRUST | 86,702 | $2.8B | 0.10% | |
| 175 | OHIOMEGA HEALTHCARE INVS INC | 74,830 | $2.7B | 0.10% | |
| 176 | EXGEATON VANCE TAX ADVT DIV INC | 113,200 | $2.7B | 0.10% | |
| 177 | VBRVANGUARD INDEX FDS | 13,986 | $2.7B | 0.10% | |
| 178 | VEUVANGUARD INTL EQUITY INDEX F | 40,565 | $2.7B | 0.10% | |
| 179 | HCAHCA HEALTHCARE INC | 7,114 | $2.7B | 0.10% | |
| 180 | CEF/USPROTT PHYSICAL GOLD SILVE | 88,939 | $2.7B | 0.10% | |
| 181 | SCHRSCHWAB STRATEGIC TR | 106,496 | $2.7B | 0.10% | |
| 182 | CVXCHEVRON CORP NEW | 18,430 | $2.6B | 0.09% | |
| 183 | CSCOCISCO SYS INC | 38,001 | $2.6B | 0.09% | |
| 184 | DFEBFIRST TR EXCHNG TRADED FD VI | 58,561 | $2.6B | 0.09% | |
| 185 | QQEWFIRST TR NAS100 EQ WEIGHTED | 19,096 | $2.6B | 0.09% | |
| 186 | APIETRUST FOR PROFESSIONAL MANAG | 77,846 | $2.6B | 0.09% | |
| 187 | PJULINNOVATOR ETFS TRUST | 59,019 | $2.6B | 0.09% | |
| 188 | SBUXSTARBUCKS CORP | 27,363 | $2.5B | 0.09% | |
| 189 | 07WAMR COOPER GROUP INC | 16,631 | $2.5B | 0.09% | |
| 190 | IJKISHARES TR | 27,217 | $2.5B | 0.09% | |
| 191 | FTNTFORTINET INC | 23,405 | $2.5B | 0.09% | |
| 192 | UMARINNOVATOR ETFS TRUST | 65,191 | $2.5B | 0.09% | |
| 193 | BACBANK AMERICA CORP | 51,409 | $2.4B | 0.09% | |
| 194 | LMTLOCKHEED MARTIN CORP | 5,230 | $2.4B | 0.09% | |
| 195 | JNJJOHNSON JOHNSON | 15,762 | $2.4B | 0.09% | |
| 196 | LOWLOWES COS INC | 10,806 | $2.4B | 0.09% | |
| 197 | IBMPISHARES TR | 94,355 | $2.4B | 0.09% | |
| 198 | GEVGE VERNOVA INC | 4,519 | $2.4B | 0.09% | |
| 199 | BILSPDR SER TR | 26,015 | $2.4B | 0.09% | |
| 200 | TJXTJX COS INC NEW | 19,320 | $2.4B | 0.09% |