Spire Wealth Management Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$3.0T
Holdings
2,298
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (2,298 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 239,036 | $163.7B | 5.48% | |
| 2 | NVDANVIDIA CORPORATION | 620,882 | $115.8B | 3.88% | |
| 3 | AAPLAPPLE INC | 385,053 | $104.7B | 3.51% | |
| 4 | AMZNAMAZON COM INC | 330,489 | $76.3B | 2.55% | |
| 5 | MSFTMICROSOFT CORP | 136,311 | $65.9B | 2.21% | |
| 6 | VGTVANGUARD WORLD FD | 83,297 | $62.8B | 2.10% | |
| 7 | GOOGLALPHABET INC | 181,757 | $56.9B | 1.91% | |
| 8 | SPYSPDR S P 500 ETF TR | 58,788 | $40.1B | 1.34% | |
| 9 | AVGOBROADCOM INC | 108,685 | $37.6B | 1.26% | |
| 10 | METAMETA PLATFORMS INC | 54,758 | $36.1B | 1.21% | |
| 11 | GOOGALPHABET INC | 104,441 | $32.8B | 1.10% | |
| 12 | XLFSELECT SECTOR SPDR TR | 539,499 | $29.5B | 0.99% | |
| 13 | LLYELI LILLY CO | 27,440 | $29.5B | 0.99% | |
| 14 | AGGISHARES TR | 286,882 | $28.7B | 0.96% | |
| 15 | AQLTISHARES TR | 299,617 | $26.8B | 0.90% | |
| 16 | JPSTJ P MORGAN EXCHANGE TRADED F | 516,002 | $26.1B | 0.87% | |
| 17 | VOOVANGUARD INDEX FDS | 41,442 | $26.0B | 0.87% | |
| 18 | IVWISHARES TR | 205,458 | $25.3B | 0.85% | |
| 19 | IVEISHARES TR | 118,803 | $25.2B | 0.84% | |
| 20 | COSTCOSTCO WHSL CORP NEW | 28,171 | $24.3B | 0.81% | |
| 21 | IWFISHARES TR | 50,277 | $23.8B | 0.80% | |
| 22 | JPMJPMORGAN CHASE CO | 73,485 | $23.7B | 0.79% | |
| 23 | XLKSELECT SECTOR SPDR TR | 163,963 | $23.6B | 0.79% | |
| 24 | FBNDFIDELITY MERRIMACK STR TR | 511,817 | $23.6B | 0.79% | |
| 25 | HTRBHARTFORD FDS EXCHANGE TRADED | 660,763 | $22.6B | 0.76% | |
| 26 | IUSGISHARES TR | 133,164 | $22.4B | 0.75% | |
| 27 | VTVVANGUARD INDEX FDS | 114,767 | $21.9B | 0.73% | |
| 28 | SSOPROSHARES TR | 370,353 | $21.4B | 0.72% | |
| 29 | IUSBISHARES TR | 454,080 | $21.1B | 0.71% | |
| 30 | XLCSELECT SECTOR SPDR TR | 174,643 | $20.6B | 0.69% | |
| 31 | MAMASTERCARD INCORPORATED | 34,870 | $19.9B | 0.67% | |
| 32 | JCPBJ P MORGAN EXCHANGE TRADED F | 414,189 | $19.6B | 0.66% | |
| 33 | EVTRMORGAN STANLEY ETF TRUST | 365,529 | $18.8B | 0.63% | |
| 34 | DFUSDIMENSIONAL ETF TRUST | 249,666 | $18.5B | 0.62% | |
| 35 | NDQINVESCO QQQ TR | 29,910 | $18.4B | 0.62% | |
| 36 | IEMGISHARES INC | 249,648 | $16.8B | 0.56% | |
| 37 | XLISELECT SECTOR SPDR TR | 107,322 | $16.6B | 0.56% | |
| 38 | VCRVANGUARD WORLD FD | 41,939 | $16.5B | 0.55% | |
| 39 | WMTWALMART INC | 141,476 | $15.8B | 0.53% | |
| 40 | JBNDJ P MORGAN EXCHANGE TRADED F | 290,762 | $15.7B | 0.53% | |
| 41 | PLTRPALANTIR TECHNOLOGIES INC | 85,235 | $15.2B | 0.51% | |
| 42 | DFUVDIMENSIONAL ETF TRUST | 319,337 | $14.9B | 0.50% | |
| 43 | ACWXISHARES TR | 213,844 | $14.4B | 0.48% | |
| 44 | VVISA INC | 40,379 | $14.2B | 0.47% | |
| 45 | CRWDCROWDSTRIKE HLDGS INC | 28,797 | $13.5B | 0.45% | |
| 46 | XLVSELECT SECTOR SPDR TR | 86,980 | $13.5B | 0.45% | |
| 47 | EFAISHARES TR | 133,051 | $12.8B | 0.43% | |
| 48 | NFLXNETFLIX INC | 135,947 | $12.7B | 0.43% | |
| 49 | KLACKLA CORP | 10,176 | $12.4B | 0.41% | |
| 50 | CATCATERPILLAR INC | 21,459 | $12.3B | 0.41% | |
| 51 | GQ9SPDR GOLD TR | 30,434 | $12.1B | 0.40% | |
| 52 | EMBISHARES TR | 123,880 | $11.9B | 0.40% | |
| 53 | SHOPSHOPIFY INC | 73,508 | $11.8B | 0.40% | |
| 54 | ANETARISTA NETWORKS INC | 88,869 | $11.6B | 0.39% | |
| 55 | IAU*ISHARES GOLD TR | 143,426 | $11.6B | 0.39% | |
| 56 | BRK/BBERKSHIRE HATHAWAY INC DEL | 23,098 | $11.6B | 0.39% | |
| 57 | MARMARRIOTT INTL INC NEW | 37,343 | $11.6B | 0.39% | |
| 58 | MCKMCKESSON CORP | 13,476 | $11.1B | 0.37% | |
| 59 | GSGOLDMAN SACHS GROUP INC | 12,466 | $11.0B | 0.37% | |
| 60 | PANWPALO ALTO NETWORKS INC | 57,117 | $10.5B | 0.35% | |
| 61 | DFATDIMENSIONAL ETF TRUST | 176,091 | $10.5B | 0.35% | |
| 62 | IEFISHARES TR | 107,237 | $10.3B | 0.35% | |
| 63 | DFASDIMENSIONAL ETF TRUST | 135,829 | $9.5B | 0.32% | |
| 64 | VWOVANGUARD INTL EQUITY INDEX F | 175,728 | $9.4B | 0.32% | |
| 65 | IYWISHARES TR | 47,194 | $9.4B | 0.32% | |
| 66 | XBISPDR SER TR | 74,686 | $9.1B | 0.30% | |
| 67 | IJHISHARES TR | 137,827 | $9.1B | 0.30% | |
| 68 | PWRQUANTA SVCS INC | 21,347 | $9.0B | 0.30% | |
| 69 | QUALISHARES TR | 44,829 | $8.9B | 0.30% | |
| 70 | EFVISHARES TR | 123,689 | $8.8B | 0.30% | |
| 71 | TSLATESLA INC | 18,713 | $8.4B | 0.28% | |
| 72 | SECTNORTHERN LTS FD TR IV | 125,114 | $8.1B | 0.27% | |
| 73 | VTIVANGUARD INDEX FDS | 23,943 | $8.0B | 0.27% | |
| 74 | TIPISHARES TR | 72,432 | $8.0B | 0.27% | |
| 75 | HOODROBINHOOD MKTS INC | 70,005 | $7.9B | 0.27% | |
| 76 | SHYISHARES TR | 94,846 | $7.9B | 0.26% | |
| 77 | IWBISHARES TR | 20,859 | $7.8B | 0.26% | |
| 78 | ORLYOREILLY AUTOMOTIVE INC | 85,365 | $7.8B | 0.26% | |
| 79 | VUGVANGUARD INDEX FDS | 15,801 | $7.7B | 0.26% | |
| 80 | MAGSLISTED FD TR | 116,665 | $7.7B | 0.26% | |
| 81 | HDHOME DEPOT INC | 22,116 | $7.6B | 0.25% | |
| 82 | APUETRUST FOR PROFESSIONAL MANAG | 180,907 | $7.5B | 0.25% | |
| 83 | ISRGINTUITIVE SURGICAL INC | 13,071 | $7.4B | 0.25% | |
| 84 | SPXLDIREXION SHS ETF TR | 33,474 | $7.4B | 0.25% | |
| 85 | LITELUMENTUM HLDGS INC | 19,752 | $7.3B | 0.24% | |
| 86 | SMHVANECK ETF TRUST | 19,576 | $7.0B | 0.24% | |
| 87 | AXPAMERICAN EXPRESS CO | 19,030 | $7.0B | 0.24% | |
| 88 | FSLRFIRST SOLAR INC | 26,617 | $7.0B | 0.23% | |
| 89 | SPYVSPDR SER TR | 119,806 | $6.8B | 0.23% | |
| 90 | APHAMPHENOL CORP NEW | 48,201 | $6.5B | 0.22% | |
| 91 | DELLDELL TECHNOLOGIES INC | 51,115 | $6.4B | 0.22% | |
| 92 | RDVYFIRST TR EXCHANGE TRADED FD | 92,561 | $6.4B | 0.22% | |
| 93 | XLUSELECT SECTOR SPDR TR | 150,096 | $6.4B | 0.21% | |
| 94 | SCCOSOUTHERN COPPER CORP | 44,640 | $6.4B | 0.21% | |
| 95 | JEPQJ P MORGAN EXCHANGE TRADED F | 110,097 | $6.4B | 0.21% | |
| 96 | SCHWSCHWAB CHARLES CORP | 63,431 | $6.3B | 0.21% | |
| 97 | ONEQFIDELITY COMWLTH TR | 69,102 | $6.3B | 0.21% | |
| 98 | JEPIJ P MORGAN EXCHANGE TRADED F | 107,708 | $6.2B | 0.21% | |
| 99 | TELTE CONNECTIVITY PLC | 26,951 | $6.1B | 0.21% | |
| 100 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 72,348 | $6.0B | 0.20% |
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