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 |
|---|---|---|---|---|---|
| 801 | KK0NEXTNAV INC | 13,000 | $216.0M | 0.01% | |
| 802 | IAUUSDiShares Gold ETF | 2,669 | $216.0M | 0.01% | |
| 803 | POWLPOWELL INDS INC | 678 | $216.0M | 0.01% | |
| 804 | ZNOVINNOVATOR ETFS TRUST | 8,028 | $214.0M | 0.01% | |
| 805 | LAMRLAMAR ADVERTISING CO NEW | 1,681 | $212.0M | 0.01% | |
| 806 | CRWDCrowdStrike Holdings, Inc. | 452 | $211.0M | 0.01% | |
| 807 | LITELumentum Holdings | 574 | $211.0M | 0.01% | |
| 808 | EWEDWARDS LIFESCIENCES CORP | 2,480 | $211.0M | 0.01% | |
| 809 | CLCOLGATE PALMOLIVE CO | 2,652 | $209.0M | 0.01% | |
| 810 | COINCOINBASE GLOBAL INC | 927 | $209.0M | 0.01% | |
| 811 | ANETArista Networks | 1,599 | $209.0M | 0.01% | |
| 812 | GSGoldman Sachs Group, Inc. | 237 | $208.0M | 0.01% | |
| 813 | APOAPOLLO GLOBAL MGMT INC | 1,439 | $208.0M | 0.01% | |
| 814 | BKBANK NEW YORK MELLON CORP | 1,779 | $206.0M | 0.01% | |
| 815 | ETRENTERGY CORP NEW | 2,229 | $206.0M | 0.01% | |
| 816 | HNDLSTRATEGY SHS | 9,367 | $206.0M | 0.01% | |
| 817 | SPGMSPDR INDEX SHS FDS | 2,685 | $205.0M | 0.01% | |
| 818 | FSKFS KKR CAP CORP | 13,764 | $203.0M | 0.01% | |
| 819 | HPFHANCOCK JOHN PFD INCOME FD I | 12,565 | $201.0M | 0.01% | |
| 820 | SIXGETF SER SOLUTIONS | 3,139 | $200.0M | 0.01% | |
| 821 | QTECFIRST TR NASDAQ 100 TECH IND | 873 | $200.0M | 0.01% | |
| 822 | NEARISHARES U S ETF TR | 3,906 | $199.0M | 0.01% | |
| 823 | PSIINVESCO EXCHANGE TRADED FD T | 2,530 | $199.0M | 0.01% | |
| 824 | CGUICAPITAL GRP FIXED INCM ETF T | 7,898 | $199.0M | 0.01% | |
| 825 | CGCARLYLE GROUP INC | 3,370 | $199.0M | 0.01% | |
| 826 | AFRMAFFIRM HLDGS INC | 2,681 | $199.0M | 0.01% | |
| 827 | PSXPHILLIPS 66 | 1,548 | $199.0M | 0.01% | |
| 828 | NTRNUTRIEN LTD | 3,221 | $198.0M | 0.01% | |
| 829 | DMAYFIRST TR EXCHNG TRADED FD VI | 4,373 | $197.0M | 0.01% | |
| 830 | COSTCostco Wholesale Corp | 229 | $197.0M | 0.01% | |
| 831 | FNOVFIRST TR EXCHNG TRADED FD VI | 3,600 | $197.0M | 0.01% | |
| 832 | IYTISHARES TR | 2,636 | $196.0M | 0.01% | |
| 833 | SFEBFIRST TR EXCHNG TRADED FD VI | 8,376 | $196.0M | 0.01% | |
| 834 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 1,964 | $196.0M | 0.01% | |
| 835 | IXGISHARES TR | 1,608 | $194.0M | 0.01% | |
| 836 | SMAXISHARES TR | 7,196 | $193.0M | 0.01% | |
| 837 | DECKDECKERS OUTDOOR CORP | 1,863 | $193.0M | 0.01% | |
| 838 | CVNACARVANA CO | 453 | $191.0M | 0.01% | |
| 839 | DLNWISDOMTREE TR | 2,168 | $190.0M | 0.01% | |
| 840 | ENBENBRIDGE INC | 3,967 | $189.0M | 0.01% | |
| 841 | STWDSTARWOOD PPTY TR INC | 10,500 | $189.0M | 0.01% | |
| 842 | QTUMETF SER SOLUTIONS | 1,711 | $187.0M | 0.01% | |
| 843 | SCCOSouthern Copper Corp | 1,310 | $187.0M | 0.01% | |
| 844 | DIHPDIMENSIONAL ETF TRUST | 5,930 | $187.0M | 0.01% | |
| 845 | IQVIQVIA HLDGS INC | 830 | $187.0M | 0.01% | |
| 846 | AMANTERO MIDSTREAM CORP | 10,500 | $186.0M | 0.01% | |
| 847 | JHPIJOHN HANCOCK EXCHANGE TRADED | 8,150 | $186.0M | 0.01% | |
| 848 | HPEHEWLETT PACKARD ENTERPRISE C | 7,725 | $185.0M | 0.01% | |
| 849 | POCTINNOVATOR ETFS TRUST | 4,190 | $184.0M | 0.01% | |
| 850 | DWASINVESCO EXCH TRADED FD TR II | 1,910 | $184.0M | 0.01% | |
| 851 | FQIDIGITAL RLTY TR INC | 1,184 | $183.0M | 0.01% | |
| 852 | CRLCHARLES RIV LABS INTL INC | 915 | $182.0M | 0.01% | |
| 853 | IFRAISHARES TR | 3,474 | $182.0M | 0.01% | |
| 854 | ESGDISHARES TR | 1,907 | $181.0M | 0.01% | |
| 855 | BFORALPS ETF TR | 2,200 | $181.0M | 0.01% | |
| 856 | XEXGXEATON VANCE TAX MANAGED GLOB | 19,088 | $181.0M | 0.01% | |
| 857 | PZAINVESCO EXCH TRADED FD TR II | 7,822 | $181.0M | 0.01% | |
| 858 | SUSAISHARES TR | 1,305 | $181.0M | 0.01% | |
| 859 | QBTSD WAVE QUANTUM INC | 6,920 | $180.0M | 0.01% | |
| 860 | SAPSAP SE | 740 | $179.0M | 0.01% | |
| 861 | ORLYO'Reilly Automotive, Inc. | 1,969 | $179.0M | 0.01% | |
| 862 | PSCTINVESCO EXCH TRADED FD TR II | 3,150 | $178.0M | 0.01% | |
| 863 | LABUDIREXION SHS ETF TR | 1,111 | $177.0M | 0.01% | |
| 864 | PYPLPAYPAL HLDGS INC | 3,049 | $177.0M | 0.01% | |
| 865 | GRNYTIDAL ETF TR | 7,090 | $175.0M | 0.01% | |
| 866 | VITLVITAL FARMS INC | 5,500 | $175.0M | 0.01% | |
| 867 | BALLBALL CORP | 3,299 | $174.0M | 0.01% | |
| 868 | PSIXPOWER SOLUTIONS INTL INC | 3,006 | $171.0M | 0.01% | |
| 869 | SYKSTRYKER CORPORATION | 489 | $171.0M | 0.01% | |
| 870 | GMGENERAL MTRS CO | 2,097 | $170.0M | 0.01% | |
| 871 | IGFISHARES TR | 2,760 | $169.0M | 0.01% | |
| 872 | SMMDISHARES TR | 2,265 | $169.0M | 0.01% | |
| 873 | PRNINVESCO EXCHANGE TRADED FD T | 971 | $169.0M | 0.01% | |
| 874 | TMTOYOTA MOTOR CORP | 793 | $169.0M | 0.01% | |
| 875 | LECOLINCOLN ELEC HLDGS INC | 708 | $169.0M | 0.01% | |
| 876 | APMUTRUST FOR PROFESSIONAL MANAG | 6,711 | $168.0M | 0.01% | |
| 877 | GBILGOLDMAN SACHS ETF TR | 1,676 | $167.0M | 0.01% | |
| 878 | FEMSFIRST TR EXCH TRD ALPHDX FD | 3,979 | $167.0M | 0.01% | |
| 879 | SPLVINVESCO EXCH TRADED FD TR II | 2,351 | $167.0M | 0.01% | |
| 880 | MEDPMEDPACE HLDGS INC COM | 299 | $167.0M | 0.01% | |
| 881 | NVONOVO NORDISK A S | 3,294 | $167.0M | 0.01% | |
| 882 | IXCISHARES TR | 3,963 | $166.0M | 0.01% | |
| 883 | BLVVANGUARD BD INDEX FDS | 2,396 | $166.0M | 0.01% | |
| 884 | SCHWCharles Schwab Corporation | 1,671 | $166.0M | 0.01% | |
| 885 | UTGREAVES UTIL INCOME FD | 4,545 | $166.0M | 0.01% | |
| 886 | DYHTARGET CORP | 1,689 | $165.0M | 0.01% | |
| 887 | NVSNNovartis AG | 1,202 | $165.0M | 0.01% | |
| 888 | RFGINVESCO EXCHANGE TRADED FD T | 3,154 | $165.0M | 0.01% | |
| 889 | RYROYAL BK CDA | 966 | $164.0M | 0.01% | |
| 890 | VRSKVERISK ANALYTICS INC | 731 | $163.0M | 0.01% | |
| 891 | FDLFIRST TR MORNINGSTAR DIVID L | 3,680 | $163.0M | 0.01% | |
| 892 | WELLWELLTOWER INC COM | 877 | $162.0M | 0.01% | |
| 893 | NXTGFIRST TR EXCHANGE TRADED FD | 1,508 | $162.0M | 0.01% | |
| 894 | XIFRNEXTERA ENERGY PARTNERS LP | 16,000 | $160.0M | 0.01% | |
| 895 | FSSFEDERAL SIGNAL CORP | 1,479 | $160.0M | 0.01% | |
| 896 | AXPAmerican Express Co. | 431 | $159.0M | 0.01% | |
| 897 | FBNDFidelity Total Bond ETF | 3,459 | $159.0M | 0.01% | |
| 898 | SMAYFIRST TR EXCHNG TRADED FD VI | 6,116 | $158.0M | 0.01% | |
| 899 | LEOBNY MELLON STRATEGIC MUNS IN | 24,908 | $158.0M | 0.01% | |
| 900 | WCNWASTE CONNECTIONS INC | 903 | $158.0M | 0.01% |