Spire Wealth Management Q4 2025 Filing

Filed January 14, 2026

Portfolio Value

$3.0B

Holdings

2,298

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,298 positions)

StockValue
HALHALLIBURTON CO
$83K
WYWEYERHAEUSER CO MTN BE
$83K
MFCMANULIFE FINL CORP
$83K
CRSPCRISPR THERAPEUTICS AG
$82K
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$82K
KMBKIMBERLY CLARK CORP
$82K
VDEVANGUARD WORLD FD
$82K
APLDAPPLIED DIGITAL CORP
$81K
ELANELANCO ANIMAL HEALTH INC
$81K
PIZINVESCO EXCH TRADED FD TR II
$80K
ALNYALNYLAM PHARMACEUTICALS INC
$80K
ROLROLLINS INC
$80K
TRUTRANSUNION
$80K
IFFINTERNATIONAL FLAVORS FRAGRA
$80K
XLIIndustrial Select Sector SPDR
$79K
PNCPNC FINL SVCS GROUP INC
$79K
ALBALBEMARLE CORP
$79K
PMMPUTNAM MANAGED MUN INCOME TR
$78K
LADRLADDER CAP CORP
$78K
JUNPPGIM S&P 500 Buffer 12 ETF - June
$78K
TMBTHORNBURG MULTI SECTOR BOND ETF
$78K
BJUNInnovator US Equity Buffer ETF - June
$78K
HASIHA SUSTAINABLE INFRA CAP INC
$78K
JUNTAllianzIM US Large Cap Buffer 10 ETF - June
$78K
XLVHealth Care Select Sector SPDR
$77K
MUMicron Technology, Inc.
$77K
XEVVXEATON VANCE LTD DURATION INC
$77K
GMFSPDR INDEX SHS FDS
$77K
SSNCSS C TECHNOLOGIES HLDGS INC
$75K
IYKISHARES TR
$75K
ADMARCHER DANIELS MIDLAND CO
$75K
PLTRPALANTIR TECHNOLOGIES INC CL A
$75K
TTCTORO CO
$75K
JKHYHENRY JACK ASSOC INC
$75K
APHAmphenol Corporation
$75K
CMSCMS ENERGY CORP
$74K
JXNJACKSON FINANCIAL INC
$74K
ICEINTERCONTINENTAL EXCHANGE IN
$74K
JCIJOHNSON CTLS INTL PLC
$73K
VTRSVIATRIS INC
$73K
TDECFIRST TR EXCHNG TRADED FD VI
$73K
ACMAECOM
$73K
DVNDEVON ENERGY CORP NEW
$73K
UYGPROSHARES TR
$73K
APPAPPLOVIN CORP COM CL A
$73K
ACHRARCHER AVIATION INC
$72K
PHKPIMCO HIGH INCOME FD
$72K
IVRINVESCO MORTGAGE CAPITAL INC
$71K
VOOVVANGUARD ADMIRAL FDS INC
$71K
NSYNICE LTD
$70K
DTEDTE ENERGY CO
$70K
KTOSKRATOS DEFENSE SEC SOLUTIO
$70K
CNRCANADIAN NATL RY CO
$70K
ELVELEVANCE HEALTH INC
$69K
BRKRBRUKER CORP
$69K
TKOTKO GROUP HOLDINGS INC
$69K
IRINGERSOLL RAND INC
$69K
IONQIONQ INC
$69K
DHID R HORTON INC
$68K
AIVCAMPLIFY ETF TR
$68K
CFRCULLEN FROST BANKERS INC
$68K
HBC2HSBC HLDGS PLC
$68K
LAZLAZARD INC
$67K
BBEUJ P MORGAN EXCHANGE TRADED F
$67K
LNTALLIANT ENERGY CORP
$67K
EXREXTRA SPACE STORAGE INC
$67K
IMOIMPERIAL OIL LTD
$66K
KVUEKENVUE INC
$65K
PSAPUBLIC STORAGE OPER CO
$65K
ESPRESPERION THERAPEUTICS INC NE
$65K
ARRARMOUR RESIDENTIAL REIT INC
$65K
RITMRITHM CAPITAL CORP
$65K
LSATLeaderShares AlphaFactor Tactical Focused ETF
$65K
ILCGISHARES TR
$65K
PFFAETFIS SER TR I
$64K
ZOCTINNOVATOR ETFS TRUST
$64K
SILGLOBAL X FDS
$64K
OPENOPENDOOR TECHNOLOGIES INC
$64K
NFLXNetflix, Inc.
$64K
EUFNISHARES TR
$64K
DDDUPONT DE NEMOURS INC
$64K
CPSOCALAMOS ETF TR
$64K
AAPUDIREXION SHS ETF TR
$63K
BLOKAMPLIFY ETF TR
$63K
REGNREGENERON PHARMACEUTICALS
$63K
SCISERVICE CORP INTL
$63K
VACMARRIOTT VACATIONS WORLDWIDE
$63K
FTXLFIRST TR EXCHANGE TRADED FD
$62K
SCHVSCHWAB STRATEGIC TR
$62K
IVTINVENTRUST PPTYS CORP
$62K
ASGIABRDN GLOBAL INFRA INCOME FU
$62K
FQALFIDELITY COVINGTON TRUST
$61K
LDPCOHEN STEERS LTD DURATION
$61K
TPRTAPESTRY INC
$61K
OTISOTIS WORLDWIDE CORP
$61K
TOSTTOAST INC
$60K
SYSBISHARES TR
$60K
NTESNETEASE INC
$60K
FLOTISHARES TR
$60K
BGBUNGE GLOBAL SA
$60K
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