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 |
|---|---|---|---|---|---|
| 201 | CBCHUBB LIMITED | 8,548 | $2.7B | 0.09% | |
| 202 | JNJJOHNSON JOHNSON | 12,826 | $2.7B | 0.09% | |
| 203 | CVXCHEVRON CORP NEW | 17,396 | $2.7B | 0.09% | |
| 204 | SCHRSCHWAB STRATEGIC TR | 104,560 | $2.6B | 0.09% | |
| 205 | ABBVABBVIE INC | 11,345 | $2.6B | 0.09% | |
| 206 | CAHCARDINAL HEALTH INC | 12,519 | $2.6B | 0.09% | |
| 207 | PGRPROGRESSIVE CORP | 11,295 | $2.6B | 0.09% | |
| 208 | IJKISHARES TR | 26,161 | $2.5B | 0.08% | |
| 209 | FTCBFIRST TR EXCHANGE TRADED FD | 119,289 | $2.5B | 0.08% | |
| 210 | DFAIDIMENSIONAL ETF TRUST | 66,399 | $2.5B | 0.08% | |
| 211 | IYFISHARES TR | 19,546 | $2.5B | 0.08% | |
| 212 | DISDISNEY WALT CO | 21,800 | $2.5B | 0.08% | |
| 213 | BACBANK AMERICA CORP | 44,499 | $2.4B | 0.08% | |
| 214 | ITA*ISHARES TR | 11,376 | $2.4B | 0.08% | |
| 215 | TNADIREXION SHS ETF TR | 53,492 | $2.4B | 0.08% | |
| 216 | UNOVINNOVATOR ETFS TRUST | 63,725 | $2.4B | 0.08% | |
| 217 | CGXUCAPITAL GROUP INTL FOCUS EQT | 81,800 | $2.4B | 0.08% | |
| 218 | KLMNINVESCO EXCH TRADED FD TR II | 20,167 | $2.4B | 0.08% | |
| 219 | UAUGINNOVATOR ETFS TRUST | 60,144 | $2.4B | 0.08% | |
| 220 | GDGENERAL DYNAMICS CORP | 7,105 | $2.4B | 0.08% | |
| 221 | PBAUPGIM ROCK ETF TR | 79,574 | $2.4B | 0.08% | |
| 222 | VSTVISTRA CORP | 14,777 | $2.4B | 0.08% | |
| 223 | AUGWAIM ETF PRODUCTS TRUST | 73,220 | $2.4B | 0.08% | |
| 224 | QCOMQUALCOMM INC | 13,907 | $2.4B | 0.08% | |
| 225 | TRVTRAVELERS COMPANIES INC | 8,055 | $2.3B | 0.08% | |
| 226 | ASMLASML HOLDING N V | 2,176 | $2.3B | 0.08% | |
| 227 | OEFISHARES TR | 6,787 | $2.3B | 0.08% | |
| 228 | PMARINNOVATOR ETFS TRUST | 50,382 | $2.3B | 0.08% | |
| 229 | SOFISOFI TECHNOLOGIES INC | 86,158 | $2.3B | 0.08% | |
| 230 | GLWCORNING INC | 25,692 | $2.2B | 0.08% | |
| 231 | HIGHARTFORD FINL SVCS GROUP INC | 16,321 | $2.2B | 0.08% | |
| 232 | NVBWAIM ETF PRODUCTS TRUST | 66,141 | $2.2B | 0.07% | |
| 233 | VCSHVANGUARD SCOTTSDALE FDS | 28,001 | $2.2B | 0.07% | |
| 234 | ORCLORACLE CORP | 11,427 | $2.2B | 0.07% | |
| 235 | JQUAJ P MORGAN EXCHANGE TRADED F | 35,225 | $2.2B | 0.07% | |
| 236 | PBNVPGIM ROCK ETF TR | 75,317 | $2.2B | 0.07% | |
| 237 | MRKMERCK CO INC | 20,775 | $2.2B | 0.07% | |
| 238 | BKNGBOOKING HOLDINGS INC | 403 | $2.2B | 0.07% | |
| 239 | ALSALLSTATE CORP | 10,291 | $2.1B | 0.07% | |
| 240 | IVViShares Core S&P 500 ETF | 3,107 | $2.1B | 0.07% | |
| 241 | TRVCCITIGROUP INC | 18,236 | $2.1B | 0.07% | |
| 242 | VTVANGUARD INTL EQUITY INDEX F | 15,078 | $2.1B | 0.07% | |
| 243 | BXSLBLACKSTONE SECD LENDING FD | 80,434 | $2.1B | 0.07% | |
| 244 | DONSPDR DOW JONES INDL AVERAGE | 4,354 | $2.1B | 0.07% | |
| 245 | HYLSFIRST TR EXCHANGE TRADED FD | 49,780 | $2.1B | 0.07% | |
| 246 | 4I1PHILIP MORRIS INTL INC | 12,935 | $2.1B | 0.07% | |
| 247 | CVSCVS HEALTH CORP | 26,117 | $2.1B | 0.07% | |
| 248 | SPGIS P GLOBAL INC | 3,964 | $2.1B | 0.07% | |
| 249 | BJULINNOVATOR ETFS TRUST | 40,675 | $2.1B | 0.07% | |
| 250 | BSVVANGUARD BD INDEX FDS | 25,970 | $2.0B | 0.07% | |
| 251 | PWVINVESCO EXCHANGE TRADED FD T | 30,699 | $2.0B | 0.07% | |
| 252 | TLTISHARES TR | 23,262 | $2.0B | 0.07% | |
| 253 | INFLLISTED FD TR | 45,216 | $2.0B | 0.07% | |
| 254 | IWPISHARES TR | 14,674 | $2.0B | 0.07% | |
| 255 | ADIANALOG DEVICES INC | 7,372 | $2.0B | 0.07% | |
| 256 | MCDMCDONALDS CORP | 6,427 | $2.0B | 0.07% | |
| 257 | SDYSPDR SER TR | 14,092 | $2.0B | 0.07% | |
| 258 | BABOEING CO | 9,010 | $2.0B | 0.07% | |
| 259 | GDXVANECK ETF TRUST | 22,680 | $1.9B | 0.07% | |
| 260 | ABGCENCORA INC | 5,709 | $1.9B | 0.06% | |
| 261 | RTXRTX CORPORATION | 10,468 | $1.9B | 0.06% | |
| 262 | CDNSCADENCE DESIGN SYSTEM INC | 6,123 | $1.9B | 0.06% | |
| 263 | USMVISHARES TR | 20,137 | $1.9B | 0.06% | |
| 264 | BSXBOSTON SCIENTIFIC CORP | 19,780 | $1.9B | 0.06% | |
| 265 | EFGISHARES TR | 16,390 | $1.9B | 0.06% | |
| 266 | BBYBEST BUY INC | 27,825 | $1.9B | 0.06% | |
| 267 | VIOVVANGUARD ADMIRAL FDS INC | 19,047 | $1.9B | 0.06% | |
| 268 | DGROISHARES TR | 26,806 | $1.9B | 0.06% | |
| 269 | DSIISHARES TR | 14,354 | $1.8B | 0.06% | |
| 270 | BNDXVANGUARD CHARLOTTE FDS | 38,130 | $1.8B | 0.06% | |
| 271 | IEIISHARES TR | 15,342 | $1.8B | 0.06% | |
| 272 | PPAINVESCO EXCHANGE TRADED FD T | 11,591 | $1.8B | 0.06% | |
| 273 | XFEBFIRST TR EXCHNG TRADED FD VI | 37,966 | $1.8B | 0.06% | |
| 274 | ARKQARK ETF TR | 15,671 | $1.8B | 0.06% | |
| 275 | DFEBFIRST TR EXCHNG TRADED FD VI | 37,153 | $1.8B | 0.06% | |
| 276 | CLSCELESTICA INC | 5,979 | $1.8B | 0.06% | |
| 277 | UAPRINNOVATOR ETFS TRUST | 53,877 | $1.8B | 0.06% | |
| 278 | MSCIMSCI INC | 3,073 | $1.8B | 0.06% | |
| 279 | VLOVALERO ENERGY CORP | 10,805 | $1.8B | 0.06% | |
| 280 | IHAKISHARES TR | 36,380 | $1.8B | 0.06% | |
| 281 | VOVANGUARD INDEX FDS | 5,984 | $1.7B | 0.06% | |
| 282 | UJANINNOVATOR ETFS TRUST | 40,015 | $1.7B | 0.06% | |
| 283 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 147,734 | $1.7B | 0.06% | |
| 284 | BMARINNOVATOR ETFS TRUST | 32,326 | $1.7B | 0.06% | |
| 285 | COFCAPITAL ONE FINL CORP | 7,062 | $1.7B | 0.06% | |
| 286 | VEAVANGUARD TAX MANAGED FDS | 27,194 | $1.7B | 0.06% | |
| 287 | SBUXSTARBUCKS CORP | 19,966 | $1.7B | 0.06% | |
| 288 | LQDISHARES TR | 15,233 | $1.7B | 0.06% | |
| 289 | UMARINNOVATOR ETFS TRUST | 41,601 | $1.7B | 0.06% | |
| 290 | DFEVDIMENSIONAL ETF TRUST | 48,723 | $1.6B | 0.06% | |
| 291 | IBKRINTERACTIVE BROKERS GROUP IN | 25,521 | $1.6B | 0.05% | |
| 292 | KRKROGER CO | 26,216 | $1.6B | 0.05% | |
| 293 | FTECFIDELITY COVINGTON TRUST | 7,265 | $1.6B | 0.05% | |
| 294 | BLKBLACKROCK INC | 1,513 | $1.6B | 0.05% | |
| 295 | CMGCHIPOTLE MEXICAN GRILL INC | 43,344 | $1.6B | 0.05% | |
| 296 | BCCCGLOBAL X FDS | 33,534 | $1.6B | 0.05% | |
| 297 | GUNRFLEXSHARES TR | 34,891 | $1.6B | 0.05% | |
| 298 | DDECFIRST TR EXCHNG TRADED FD VI | 35,396 | $1.6B | 0.05% | |
| 299 | GBTCGRAYSCALE BITCOIN TRUST ETF | 23,280 | $1.6B | 0.05% | |
| 300 | MTUMISHARES TR | 6,354 | $1.6B | 0.05% |