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
IVOGVANGUARD ADMIRAL FDS INC
$25K
TXTTEXTRON INC
$25K
ACGLARCH CAP GROUP LTD
$25K
UHALU HAUL HOLDING COMPANY
$24K
APTVAPTIV PLC
$24K
CMACOMERICA INC
$24K
UTENRBB FD INC
$24K
KRGKITE RLTY GROUP TR
$24K
RWRSPDR SER TR
$24K
FFEBFIRST TR EXCHNG TRADED FD VI
$24K
IBDTISHARES TR
$24K
ALLEALLEGION PLC
$24K
WSTWEST PHARMACEUTICAL SVSC INC
$24K
XESSPDR SER TR
$24K
REGREGENCY CTRS CORP
$24K
ACIALBERTSONS COS INC
$24K
CABOCABLE ONE INC
$24K
SLYVSPDR SER TR
$24K
PCGPG E CORP
$24K
NINISOURCE INC
$24K
LEUCENTRUS ENERGY CORP
$24K
DSTLETF SER SOLUTIONS
$24K
SRESEMPRA
$24K
BJBJS WHSL CLUB HLDGS INC
$24K
IGHGPROSHARES TR
$23K
CRCCALIFORNIA RES CORP
$23K
TBLLINVESCO EXCH TRADED FD TR II
$23K
HWMHowmet Aerospace
$23K
PG4PRINCIPAL FINANCIAL GROUP IN
$23K
RIVNRIVIAN AUTOMOTIVE INC
$23K
MNSTMonster Beverage Corp
$23K
AAALCOA CORP
$23K
DRLLEA SERIES TRUST
$23K
SHGSHINHAN FINANCIAL GROUP CO L
$23K
AQN.TOALGONQUIN PWR UTILS CORP
$23K
BUDANHEUSER BUSCH INBEV SA NV
$23K
RLRALPH LAUREN CORP CL A
$23K
GLPIGAMING LEISURE PPTYS INC
$23K
IYJISHARES TR
$23K
CUZCOUSINS PPTYS INC
$22K
FICOFAIR ISAAC CORP
$22K
KNSLKINSALE CAP GROUP INC
$22K
HTGCHERCULES CAPITAL INC
$22K
WABWestinghouse Air Brake Technologies Corporation
$22K
TJXTJX Companies
$22K
HWKNHAWKINS INC
$22K
VNTVONTIER CORPORATION
$22K
RSPUINVESCO EXCHANGE TRADED FD T
$22K
ULTAUlta Beauty Inc
$22K
ITTITT INC
$22K
PGCPEAPACK GLADSTONE FINL CORP
$22K
CTRECARETRUST REIT INC
$22K
FNDESCHWAB STRATEGIC TR
$22K
SEBSEABOARD CORP DEL
$22K
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$22K
UEOWESTLAKE CORPORATION
$22K
CHDCHURCH DWIGHT CO INC
$22K
VGLTVANGUARD SCOTTSDALE FDS
$22K
FBRTFRANKLIN BSP RLTY TR INC
$22K
JMBSJANUS DETROIT STR TR
$22K
FCORFIDELITY MERRIMACK STR TR
$21K
XPCQXPIMCO CALIF MUN INCOME FD
$21K
VYXNCR VOYIX CORPORATION
$21K
SSRMSSR MINING IN
$21K
DNOVFIRST TR EXCHNG TRADED FD VI
$21K
SNPGDBX ETF TR
$21K
NENOBLE CORP PLC
$21K
WTIUBANK MONTREAL MEDIUM
$21K
PBPROSPERITY BANCSHARES INC
$21K
XAODXABRDN TOTAL DYNAMIC DIVIDEND
$21K
BAXBAXTER INTL INC
$21K
WBSWEBSTER FINL CORP
$21K
SPEUSPDR INDEX SHS FDS
$21K
UHAL/BU HAUL HOLDING COMPANY
$21K
IXP*ISHARES TR
$21K
PPLPEMBINA PIPELINE CORP
$21K
MOOVANECK ETF TRUST
$21K
CBOECBOE GLOBAL MKTS INC COM
$21K
KDKYNDRYL HLDGS INC
$21K
PKPARK HOTELS RESORTS INC
$21K
NYTNEW YORK TIMES CO
$21K
ZZILLOW GROUP INC
$20K
EQREQUITY RESIDENTIAL
$20K
COKECOCA COLA CONS INC
$20K
GGNGAMCO GLOBAL GOLD NAT RES
$20K
NVDLGRANITESHARES ETF TR
$20K
PIPRPIPER SANDLER COMPANIES
$20K
BEPBROOKFIELD RENEWABLE PARTNER
$20K
FVALFIDELITY COVINGTON TRUST
$20K
UMHUMH PPTYS INC
$20K
XFLTXAI OCTAGN FLT RAT ALT INM
$20K
DGRWWISDOMTREE TR
$20K
HRHEALTHCARE RLTY TR
$20K
SONSONOCO PRODS CO
$20K
MLMMARTIN MARIETTA MATLS INC COM
$20K
NRANRG Energy
$20K
ATOATMOS ENERGY CORP COM
$20K
GLPGLOBAL PARTNERS LP
$20K
GPKGRAPHIC PACKAGING HLDG CO
$20K
A4SAMERIPRISE FINL INC COM
$20K
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