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 |
|---|---|---|---|---|---|
| 101 | XLFISELECT SECTOR SPDR TR | 76,248 | $5.9B | 0.20% | |
| 102 | IJRISHARES TR | 48,986 | $5.9B | 0.20% | |
| 103 | VXUSVANGUARD STAR FDS | 77,929 | $5.9B | 0.20% | |
| 104 | UNHUNITEDHEALTH GROUP INC | 17,750 | $5.9B | 0.20% | |
| 105 | APCBTRUST FOR PROFESSIONAL MANAG | 193,809 | $5.7B | 0.19% | |
| 106 | APPAPPLOVIN CORP | 8,487 | $5.7B | 0.19% | |
| 107 | AMDADVANCED MICRO DEVICES INC | 26,342 | $5.6B | 0.19% | |
| 108 | IDEVISHARES TR | 66,320 | $5.5B | 0.18% | |
| 109 | TANINVESCO EXCH TRADED FD TR II | 110,914 | $5.4B | 0.18% | |
| 110 | VRTVERTIV HOLDINGS CO | 33,465 | $5.4B | 0.18% | |
| 111 | VTIPVANGUARD MALVERN FDS | 109,031 | $5.4B | 0.18% | |
| 112 | IUSVISHARES TR | 52,472 | $5.4B | 0.18% | |
| 113 | UBERUBER TECHNOLOGIES INC | 65,495 | $5.4B | 0.18% | |
| 114 | NVSNNOVARTIS AG | 37,781 | $5.2B | 0.17% | |
| 115 | BIVVANGUARD BD INDEX FDS | 66,568 | $5.2B | 0.17% | |
| 116 | SCHDSCHWAB STRATEGIC TR | 188,076 | $5.2B | 0.17% | |
| 117 | VOEVANGUARD INDEX FDS | 29,079 | $5.2B | 0.17% | |
| 118 | MEDPMEDPACE HLDGS INC | 9,169 | $5.1B | 0.17% | |
| 119 | DYNFBLACKROCK ETF TRUST | 83,125 | $5.1B | 0.17% | |
| 120 | BILSPDR SER TR | 55,293 | $5.1B | 0.17% | |
| 121 | DFIVDIMENSIONAL ETF TRUST | 100,541 | $5.0B | 0.17% | |
| 122 | WELLWELLTOWER INC | 26,456 | $4.9B | 0.16% | |
| 123 | FIXCOMFORT SYS USA INC | 5,245 | $4.9B | 0.16% | |
| 124 | IWMISHARES TR | 19,884 | $4.9B | 0.16% | |
| 125 | COPXGLOBAL X FDS | 66,944 | $4.8B | 0.16% | |
| 126 | MUMICRON TECHNOLOGY INC | 16,831 | $4.8B | 0.16% | |
| 127 | CEGCONSTELLATION ENERGY CORP | 13,558 | $4.8B | 0.16% | |
| 128 | IWDISHARES TR | 22,677 | $4.8B | 0.16% | |
| 129 | TERTERADYNE INC | 24,522 | $4.7B | 0.16% | |
| 130 | NETCLOUDFLARE INC | 23,912 | $4.7B | 0.16% | |
| 131 | DIVOAMPLIFY ETF TR | 104,797 | $4.7B | 0.16% | |
| 132 | VIGVANGUARD SPECIALIZED FUNDS | 21,133 | $4.6B | 0.16% | |
| 133 | MGKVANGUARD WORLD FD | 11,184 | $4.6B | 0.15% | |
| 134 | XOMEXXON MOBIL CORP | 37,454 | $4.5B | 0.15% | |
| 135 | BWXTBWX TECHNOLOGIES INC | 25,709 | $4.4B | 0.15% | |
| 136 | AIRRFIRST TR EXCHANGE TRADED FD | 44,678 | $4.4B | 0.15% | |
| 137 | SGOVISHARES TR | 43,285 | $4.3B | 0.15% | |
| 138 | PULSPGIM ETF TR | 87,410 | $4.3B | 0.15% | |
| 139 | CGDGCAPITAL GROUP DIVIDEND VALUE | 99,082 | $4.3B | 0.14% | |
| 140 | LRCXLAM RESEARCH CORP | 25,053 | $4.3B | 0.14% | |
| 141 | ROKROCKWELL AUTOMATION INC | 10,965 | $4.3B | 0.14% | |
| 142 | GEVGE VERNOVA INC | 6,329 | $4.1B | 0.14% | |
| 143 | BXBLACKSTONE INC | 26,735 | $4.1B | 0.14% | |
| 144 | FBTCFIDELITY WISE ORIGIN BITCOIN | 54,046 | $4.1B | 0.14% | |
| 145 | PWBINVESCO EXCHANGE TRADED FD T | 32,368 | $4.1B | 0.14% | |
| 146 | BLDTOPBUILD CORP | 9,708 | $4.0B | 0.14% | |
| 147 | DFGRDIMENSIONAL ETF TRUST | 151,781 | $4.0B | 0.13% | |
| 148 | HCAHCA HEALTHCARE INC | 8,466 | $4.0B | 0.13% | |
| 149 | FTSMFIRST TR EXCHANGE TRADED FD | 64,874 | $3.9B | 0.13% | |
| 150 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 12,702 | $3.9B | 0.13% | |
| 151 | VTEBVANGUARD MUN BD FDS | 75,257 | $3.8B | 0.13% | |
| 152 | DISVDIMENSIONAL ETF TRUST | 97,320 | $3.7B | 0.12% | |
| 153 | DFISDIMENSIONAL ETF TRUST | 111,860 | $3.7B | 0.12% | |
| 154 | IXUSISHARES TR | 43,485 | $3.7B | 0.12% | |
| 155 | VXFVANGUARD INDEX FDS | 17,575 | $3.7B | 0.12% | |
| 156 | IBMINTERNATIONAL BUSINESS MACHS | 12,267 | $3.6B | 0.12% | |
| 157 | CSCOCISCO SYS INC | 46,924 | $3.6B | 0.12% | |
| 158 | RSPINVESCO EXCHANGE TRADED FD T | 18,501 | $3.5B | 0.12% | |
| 159 | IWRISHARES TR | 36,779 | $3.5B | 0.12% | |
| 160 | CGGRCAPITAL GROUP GROWTH ETF | 78,900 | $3.5B | 0.12% | |
| 161 | EEMISHARES TR | 63,743 | $3.5B | 0.12% | |
| 162 | SOXXISHARES TR | 11,546 | $3.5B | 0.12% | |
| 163 | TTTRANE TECHNOLOGIES PLC | 8,917 | $3.5B | 0.12% | |
| 164 | LMTLOCKHEED MARTIN CORP | 7,015 | $3.4B | 0.11% | |
| 165 | UOCTINNOVATOR ETFS TRUST | 86,868 | $3.4B | 0.11% | |
| 166 | XLESELECT SECTOR SPDR TR | 74,224 | $3.3B | 0.11% | |
| 167 | AMATAPPLIED MATLS INC | 12,805 | $3.3B | 0.11% | |
| 168 | TJXTJX COS INC NEW | 21,379 | $3.3B | 0.11% | |
| 169 | OCTWAIM ETF PRODUCTS TRUST | 83,816 | $3.3B | 0.11% | |
| 170 | PBOCPGIM ROCK ETF TR | 112,067 | $3.3B | 0.11% | |
| 171 | SDVYFIRST TR EXCHANGE TRADED FD | 84,455 | $3.2B | 0.11% | |
| 172 | BKLNINVESCO EXCH TRADED FD TR II | 153,284 | $3.2B | 0.11% | |
| 173 | USEPINNOVATOR ETFS TRUST | 80,628 | $3.2B | 0.11% | |
| 174 | APIETRUST FOR PROFESSIONAL MANAG | 88,912 | $3.2B | 0.11% | |
| 175 | OHIOMEGA HEALTHCARE INVS INC | 71,104 | $3.2B | 0.11% | |
| 176 | PBSEPGIM ROCK ETF TR | 105,058 | $3.1B | 0.10% | |
| 177 | SEPWAIM ETF PRODUCTS TRUST | 96,923 | $3.1B | 0.10% | |
| 178 | VEUVANGUARD INTL EQUITY INDEX F | 41,960 | $3.1B | 0.10% | |
| 179 | PVALPUTNAM ETF TRUST | 67,399 | $3.1B | 0.10% | |
| 180 | EMEEMCOR GROUP INC | 4,880 | $3.0B | 0.10% | |
| 181 | UDECINNOVATOR ETFS TRUST | 74,707 | $3.0B | 0.10% | |
| 182 | EXGEATON VANCE TAX ADVT DIV INC | 115,237 | $2.9B | 0.10% | |
| 183 | VBRVANGUARD INDEX FDS | 13,672 | $2.9B | 0.10% | |
| 184 | XLYSELECT SECTOR SPDR TR | 24,038 | $2.9B | 0.10% | |
| 185 | LOWLOWES COS INC | 11,897 | $2.9B | 0.10% | |
| 186 | SCHGSCHWAB STRATEGIC TR | 87,745 | $2.9B | 0.10% | |
| 187 | PBDEPGIM ROCK ETF TR | 97,094 | $2.9B | 0.10% | |
| 188 | INTUINTUIT | 4,311 | $2.9B | 0.10% | |
| 189 | DECWAIM ETF PRODUCTS TRUST | 84,030 | $2.9B | 0.10% | |
| 190 | PGPROCTER AND GAMBLE CO | 19,880 | $2.8B | 0.10% | |
| 191 | PJULINNOVATOR ETFS TRUST | 61,116 | $2.8B | 0.10% | |
| 192 | CEF/USPROTT PHYSICAL GOLD SILVE | 61,927 | $2.8B | 0.09% | |
| 193 | ETNEATON CORP PLC | 8,837 | $2.8B | 0.09% | |
| 194 | IWYISHARES TR | 10,125 | $2.8B | 0.09% | |
| 195 | NEENEXTERA ENERGY INC | 34,803 | $2.8B | 0.09% | |
| 196 | XLRESELECT SECTOR SPDR TR | 68,945 | $2.8B | 0.09% | |
| 197 | QQEWFIRST TR NAS100 EQ WEIGHTED | 19,340 | $2.7B | 0.09% | |
| 198 | SHVISHARES TR | 24,898 | $2.7B | 0.09% | |
| 199 | GEGE AEROSPACE | 8,815 | $2.7B | 0.09% | |
| 200 | ADBEADOBE INC | 7,697 | $2.7B | 0.09% |