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 |
|---|---|---|---|---|---|
| 901 | LEOBNY MELLON STRATEGIC MUNS IN | 24,908 | $158.0M | 0.01% | |
| 902 | DGXQUEST DIAGNOSTICS INC | 911 | $158.0M | 0.01% | |
| 903 | HTRBHartford Total Return Bond ETF | 4,630 | $158.0M | 0.01% | |
| 904 | WCNWASTE CONNECTIONS INC | 903 | $158.0M | 0.01% | |
| 905 | SAUGFIRST TR EXCHNG TRADED FD VI | 6,231 | $158.0M | 0.01% | |
| 906 | CFCF INDS HLDGS INC | 2,040 | $157.0M | 0.01% | |
| 907 | BBUSJ P MORGAN EXCHANGE TRADED F | 1,275 | $157.0M | 0.01% | |
| 908 | MASMASCO CORP | 2,483 | $157.0M | 0.01% | |
| 909 | NTAPNETAPP INC | 1,473 | $157.0M | 0.01% | |
| 910 | SHMSPDR SER TR | 3,261 | $156.0M | 0.01% | |
| 911 | GAPRFIRST TR EXCHNG TRADED FD VI | 3,882 | $155.0M | 0.01% | |
| 912 | VTWOVANGUARD SCOTTSDALE FDS | 1,561 | $155.0M | 0.01% | |
| 913 | INDAISHARES TR | 2,850 | $154.0M | 0.01% | |
| 914 | MRSHMARSH MCLENNAN COS INC | 831 | $154.0M | 0.01% | |
| 915 | PXFINVESCO EXCH TRADED FD TR II | 2,360 | $154.0M | 0.01% | |
| 916 | RBLXROBLOX CORP | 1,894 | $153.0M | 0.01% | |
| 917 | NOBLPROSHARES TR | 1,473 | $153.0M | 0.01% | |
| 918 | CCLCARNIVAL CORP | 5,033 | $153.0M | 0.01% | |
| 919 | CATCaterpillar, Inc. | 266 | $152.0M | 0.01% | |
| 920 | VICIVICI PPTYS INC | 5,380 | $151.0M | 0.01% | |
| 921 | HOODROBINHOOD MKTS INC COM CL A | 1,340 | $151.0M | 0.01% | |
| 922 | XCHYXCALAMOS CONV HIGH INCOME F | 13,311 | $150.0M | 0.01% | |
| 923 | UTHUNITED THERAPEUTICS CORP DEL | 309 | $150.0M | 0.01% | |
| 924 | CPRTCOPART INC | 3,837 | $150.0M | 0.01% | |
| 925 | BWXTBWX TECHNOLOGIES INC COM | 868 | $150.0M | 0.01% | |
| 926 | PMOPUTNAM MUN OPPORTUNITIES TR | 14,000 | $149.0M | 0.00% | |
| 927 | NETCloudflare, Inc. | 759 | $149.0M | 0.00% | |
| 928 | SCZISHARES TR | 1,914 | $148.0M | 0.00% | |
| 929 | ROSTROSS STORES INC | 821 | $147.0M | 0.00% | |
| 930 | IYRISHARES TR | 1,574 | $147.0M | 0.00% | |
| 931 | DTCRGLOBAL X FDS | 6,970 | $147.0M | 0.00% | |
| 932 | PMLPIMCO MUN INCOME FD II | 19,500 | $147.0M | 0.00% | |
| 933 | DONWISDOMTREE TR | 2,836 | $146.0M | 0.00% | |
| 934 | SPTSSPDR SER TR | 5,000 | $146.0M | 0.00% | |
| 935 | FNDXSCHWAB STRATEGIC TR | 5,380 | $146.0M | 0.00% | |
| 936 | FASTFASTENAL CO | 3,632 | $145.0M | 0.00% | |
| 937 | PAHCPHIBRO ANIMAL HEALTH CORP | 3,900 | $145.0M | 0.00% | |
| 938 | RDDTREDDIT INC | 633 | $145.0M | 0.00% | |
| 939 | XLFFinancial Select Sector SPDR | 2,615 | $143.0M | 0.00% | |
| 940 | PKGPACKAGING CORP AMER | 693 | $142.0M | 0.00% | |
| 941 | BDXBECTON DICKINSON CO | 735 | $142.0M | 0.00% | |
| 942 | DJUNFIRST TR EXCHNG TRADED FD VI | 3,009 | $142.0M | 0.00% | |
| 943 | USBUS BANCORP DEL | 2,648 | $141.0M | 0.00% | |
| 944 | SIVRABRDN SILVER ETF TRUST | 2,083 | $140.0M | 0.00% | |
| 945 | ROKRockwell Automation, Inc. | 360 | $140.0M | 0.00% | |
| 946 | FPFFIRST TR INTER DURATN PFD | 7,458 | $139.0M | 0.00% | |
| 947 | VRTVertiv Holdings | 859 | $139.0M | 0.00% | |
| 948 | QYLDGLOBAL X FDS | 7,914 | $139.0M | 0.00% | |
| 949 | JHMMJOHN HANCOCK EXCHANGE TRADED | 2,113 | $138.0M | 0.00% | |
| 950 | FTAFIRST TR LRG CP VL ALPHADEX | 1,601 | $137.0M | 0.00% | |
| 951 | TRPTC ENERGY CORP | 2,500 | $137.0M | 0.00% | |
| 952 | JCPBJPMorgan Core Plus Bond ETF | 2,899 | $137.0M | 0.00% | |
| 953 | DUSADAVIS FUNDAMENTAL ETF TR | 2,672 | $136.0M | 0.00% | |
| 954 | SHLDGLOBAL X FDS | 2,102 | $136.0M | 0.00% | |
| 955 | PRUPRUDENTIAL FINL INC | 1,200 | $135.0M | 0.00% | |
| 956 | FIXComfort Systems USA | 145 | $135.0M | 0.00% | |
| 957 | PAYXPAYCHEX INC | 1,200 | $134.0M | 0.00% | |
| 958 | STIPISHARES TR | 1,310 | $134.0M | 0.00% | |
| 959 | FDXFEDEX CORP | 467 | $134.0M | 0.00% | |
| 960 | IM8NINSMED INC | 765 | $133.0M | 0.00% | |
| 961 | EVTREaton Vance Total Return Bond ETF | 2,584 | $133.0M | 0.00% | |
| 962 | MNSBMAINSTREET BANCSHARES INC | 6,562 | $133.0M | 0.00% | |
| 963 | WMBWILLIAMS COS INC | 2,229 | $133.0M | 0.00% | |
| 964 | SILJAMPLIFY ETF TR | 4,776 | $132.0M | 0.00% | |
| 965 | NPVNUVEEN VIRGINIA QLTY MUNCPL | 12,007 | $132.0M | 0.00% | |
| 966 | BAUGINNOVATOR ETFS TRUST | 2,642 | $132.0M | 0.00% | |
| 967 | CGSDCAPITAL GRP FIXED INCM ETF T | 5,095 | $132.0M | 0.00% | |
| 968 | BLDTopBuild Corp | 315 | $131.0M | 0.00% | |
| 969 | UCONFIRST TR EXCHNG TRADED FD VI | 5,228 | $131.0M | 0.00% | |
| 970 | ARMARM HOLDINGS PLC | 1,200 | $131.0M | 0.00% | |
| 971 | ENQENTEGRIS INC | 1,561 | $131.0M | 0.00% | |
| 972 | SPDWSPDR INDEX SHS FDS | 2,927 | $129.0M | 0.00% | |
| 973 | SMMVISHARES TR | 2,990 | $129.0M | 0.00% | |
| 974 | FEXFIRST TR LRGE CP CORE ALPHA | 1,092 | $129.0M | 0.00% | |
| 975 | SCHZSCHWAB STRATEGIC TR | 5,522 | $129.0M | 0.00% | |
| 976 | ELMDELECTROMED INC | 4,405 | $128.0M | 0.00% | |
| 977 | KBESPDR SER TR | 2,119 | $128.0M | 0.00% | |
| 978 | GLTRABRDN PRECIOUS METALS BASKET | 618 | $127.0M | 0.00% | |
| 979 | DRIDARDEN RESTAURANTS INC | 694 | $127.0M | 0.00% | |
| 980 | VICRVICOR CORP | 1,151 | $126.0M | 0.00% | |
| 981 | WSMWILLIAMS SONOMA INC | 704 | $125.0M | 0.00% | |
| 982 | HBANHUNTINGTON BANCSHARES INC | 7,159 | $124.0M | 0.00% | |
| 983 | NRKNUVEEN NEW YORK AMT QLT MUNI | 12,329 | $124.0M | 0.00% | |
| 984 | ICLRICON PLC | 678 | $123.0M | 0.00% | |
| 985 | FUTUFUTU HLDGS LTD | 750 | $123.0M | 0.00% | |
| 986 | SILASILA REALTY TRUST INC | 5,276 | $122.0M | 0.00% | |
| 987 | DOWDOW INC | 5,226 | $122.0M | 0.00% | |
| 988 | SOXLDIREXION SHS ETF TR | 2,926 | $122.0M | 0.00% | |
| 989 | KTKT CORP | 6,427 | $121.0M | 0.00% | |
| 990 | HAUSTIDAL ETF TR | 6,800 | $120.0M | 0.00% | |
| 991 | DGSWISDOMTREE TR | 2,102 | $120.0M | 0.00% | |
| 992 | WBDWARNER BROS DISCOVERY INC | 4,197 | $120.0M | 0.00% | |
| 993 | DGDOLLAR GEN CORP NEW | 892 | $118.0M | 0.00% | |
| 994 | WMSADVANCED DRAIN SYS INC DEL | 821 | $118.0M | 0.00% | |
| 995 | BLDRBUILDERS FIRSTSOURCE INC | 1,139 | $117.0M | 0.00% | |
| 996 | FXIISHARES TR | 3,045 | $116.0M | 0.00% | |
| 997 | AONAON PLC | 331 | $116.0M | 0.00% | |
| 998 | LHLABCORP HOLDINGS INC | 465 | $116.0M | 0.00% | |
| 999 | SYYSYSCO CORP | 1,578 | $116.0M | 0.00% | |
| 1000 | XAGDXABRDN GLOBAL DYNAMIC DIVIDEN | 10,019 | $116.0M | 0.00% |