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Spire Wealth Management

Latest statistics and disclosures from Spire Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, NVDA, AAPL, AMZN, MSFT, and represent 17.76% of Spire Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SSO (+$12M), XLK (+$11M), NFLX (+$11M), XBI (+$7.6M), SCCO (+$6.5M), CTSH (+$6.0M), DELL (+$5.9M), IDEV (+$5.8M), LITE (+$5.4M), TAN (+$5.4M).
Started 150 new stock positions in SBIO, PBOC, GFF, EVR, COHN, VGSR, BEN, TFLR, DBX, GLUE.
Reduced shares in these 10 stocks: JPST (-$46M), UBER (-$7.2M), VOT (-$7.0M), ADBE (-$5.5M), GEV (-$5.5M), MELI (-$5.3M), ACN (-$5.3M), PM, GOOGL, VEEV.
Sold out of its positions in ACIW, GOLF, AEG, AVAV, AGIO, SEPT, ALEX, ALE, AREC, AWR.
Spire Wealth Management was a net buyer of stock by $50M.
Spire Wealth Management has $3.0B in assets under management (AUM), dropping by 1.63%.
Central Index Key (CIK): 0001858740

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Portfolio Holdings for Spire Wealth Management

Spire Wealth Management holds 2298 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Spire Wealth Management has 2298 total positions. Only the first 250 positions are shown.

Sign up to view all of the Spire Wealth Management Dec. 31, 2025 positions
Download the Spire Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.6	$166M		242k	684.94	View chart
NVIDIA Corporation (NVDA)	3.9	$116M	+2%	624k	186.50	View chart
Apple (AAPL)	3.5	$105M		386k	271.86	View chart
Amazon (AMZN)	2.6	$77M	+4%	332k	230.82	View chart
Microsoft Corporation (MSFT)	2.2	$66M		137k	483.62	View chart
Vanguard World Inf Tech Etf (VGT)	2.1	$63M	-2%	84k	753.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.9	$58M	-7%	184k	313.00	View chart
Spdr S P 500 Etf Tr Tr Unit (SPY)	1.3	$40M	-6%	59k	681.91	View chart
Broadcom (AVGO)	1.3	$38M	+9%	110k	346.10	View chart
Meta Platforms Cl A (META)	1.2	$36M	-4%	55k	660.09	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$33M	+11%	104k	313.80	View chart
Eli Lilly & Co. (LLY)	1.0	$30M	+2%	28k	1074.69	View chart
Select Sector Spdr Tr Financial (XLF)	1.0	$30M	-3%	542k	54.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$29M		289k	99.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$28M	+4%	312k	89.46	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$27M	+3%	125k	212.07	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$26M	-63%	516k	50.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$26M	+3%	41k	627.14	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$25M	+2%	206k	123.26	View chart
Costco Wholesale Corporation (COST)	0.8	$25M		28k	862.33	View chart
JPMorgan Chase & Co. (JPM)	0.8	$24M		75k	322.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$24M		50k	473.30	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.8	$24M	-2%	142k	167.94	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.8	$24M		515k	46.04	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$24M	+93%	164k	143.97	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.8	$23M		665k	34.15	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$22M	-2%	115k	190.99	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.7	$22M	+116%	370k	57.92	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$21M	-2%	454k	46.54	View chart
Select Sector Spdr Tr Communication (XLC)	0.7	$21M		176k	117.72	View chart
Mastercard Incorporated Cl A (MA)	0.7	$20M	+6%	35k	570.88	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.7	$20M		417k	47.35	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.6	$19M		368k	51.50	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$19M		250k	74.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$18M	-5%	30k	614.32	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$18M	+2%	263k	67.22	View chart
Select Sector Spdr Tr Indl (XLI)	0.6	$17M	-3%	108k	155.12	View chart
Vanguard World Consum Dis Etf (VCR)	0.6	$17M	-2%	42k	393.92	View chart
Wal-Mart Stores (WMT)	0.5	$16M		142k	111.41	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.5	$16M	-2%	291k	54.07	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.5	$15M		227k	67.13	View chart
Palantir Technologies Cl A (PLTR)	0.5	$15M	+6%	86k	177.75	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$15M		319k	46.59	View chart
Visa Com Cl A (V)	0.5	$14M		40k	350.71	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$14M		29k	468.77	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$14M	-5%	88k	154.80	View chart
Netflix (NFLX)	0.4	$13M	+726%	137k	93.76	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$13M	-3%	133k	96.03	View chart
Kla Corp Com New (KLAC)	0.4	$13M		11k	1215.13	View chart
Caterpillar (CAT)	0.4	$12M	+68%	22k	572.86	View chart
Shopify Cl A (SHOP)	0.4	$12M	-3%	75k	160.97	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$12M	-7%	30k	396.31	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$12M		125k	96.28	View chart
Arista Networks Com Shs (ANET)	0.4	$12M	+6%	91k	131.03	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$12M	+32%	143k	81.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$12M	-15%	23k	502.65	View chart
Marriott Intl Cl A (MAR)	0.4	$12M	-6%	37k	310.24	View chart
McKesson Corporation (MCK)	0.4	$11M	-2%	14k	820.27	View chart
Goldman Sachs (GS)	0.4	$11M		13k	879.02	View chart
Palo Alto Networks (PANW)	0.4	$11M	+14%	57k	184.20	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$11M	+3%	176k	59.54	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$10M	+4%	108k	96.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$9.5M		177k	53.76	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$9.5M	+2%	136k	69.67	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$9.4M	-7%	47k	199.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$9.4M	+2%	142k	66.00	View chart
Quanta Services (PWR)	0.3	$9.3M	-14%	22k	422.07	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.3	$9.2M	+507%	75k	121.93	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$8.9M	-11%	45k	198.62	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$8.8M		124k	71.41	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.3	$8.6M	+15%	133k	64.53	View chart
Tesla Motors (TSLA)	0.3	$8.4M		19k	449.71	View chart
Robinhood Mkts Com Cl A (HOOD)	0.3	$8.1M	-4%	71k	113.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$8.0M	+14%	24k	335.26	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$8.0M		73k	109.91	View chart
O'reilly Automotive (ORLY)	0.3	$8.0M		87k	91.21	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$7.9M	+177%	95k	82.82	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$7.8M		21k	373.44	View chart
Listed Fd Tr Roundhill Magnif (MAGS)	0.3	$7.7M	-2%	117k	65.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$7.7M	-12%	16k	487.86	View chart
Home Depot (HD)	0.3	$7.6M	-23%	22k	344.10	View chart
Trust For Professional Man Activepassive Us (APUE)	0.3	$7.5M	+8%	181k	41.67	View chart
Lumentum Hldgs (LITE)	0.3	$7.5M	+260%	20k	368.59	View chart
Intuitive Surgical Com New (ISRG)	0.2	$7.4M	+63%	13k	566.35	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.2	$7.4M	+2%	34k	220.61	View chart
American Express Company (AXP)	0.2	$7.2M	+223%	20k	369.94	View chart
First Solar (FSLR)	0.2	$7.2M	+15%	28k	261.23	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$7.1M	+16%	20k	360.14	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$6.8M	+5%	120k	56.81	View chart
Southern Copper Corporation (SCCO)	0.2	$6.6M	+7891%	46k	143.47	View chart
Amphenol Corp Cl A (APH)	0.2	$6.6M	-12%	49k	135.14	View chart
Charles Schwab Corporation (SCHW)	0.2	$6.5M	-3%	65k	99.91	View chart
Dell Technologies CL C (DELL)	0.2	$6.5M	+993%	52k	125.88	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$6.4M	+71%	151k	42.69	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$6.4M		93k	69.47	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$6.4M	+111%	110k	58.12	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$6.3M	-3%	69k	91.40	View chart
Te Connectivity Ord Shs (TEL)	0.2	$6.2M	-4%	27k	227.51	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$6.2M	+2%	108k	57.24	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.2	$6.1M	+16271%	73k	83.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$6.0M	+5%	50k	120.18	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$6.0M	-14%	77k	77.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$5.9M	+9%	78k	75.44	View chart
UnitedHealth (UNH)	0.2	$5.9M	+2%	18k	330.11	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$5.9M	+6729%	71k	82.48	View chart
Applovin Corp Com Cl A (APP)	0.2	$5.8M		8.6k	673.79	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.2	$5.7M	+6%	194k	29.65	View chart
Advanced Micro Devices (AMD)	0.2	$5.7M	+5%	27k	214.16	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$5.6M	+335%	34k	162.01	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.2	$5.5M	+7913%	112k	49.12	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$5.4M	+9%	109k	49.46	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$5.4M		53k	102.54	View chart
Novartis Sponsored Adr (NVS)	0.2	$5.4M	+2560%	39k	137.87	View chart
Uber Technologies (UBER)	0.2	$5.4M	-57%	66k	81.71	View chart
Medpace Hldgs (MEDP)	0.2	$5.3M	+946700%	9.5k	561.65	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$5.2M	+3%	67k	77.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$5.2M		188k	27.43	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$5.2M		29k	177.37	View chart
Welltower Inc Com reit (WELL)	0.2	$5.1M	+552%	27k	185.61	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$5.1M	+20%	83k	60.81	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$5.1M	+301%	55k	91.38	View chart
Comfort Systems USA (FIX)	0.2	$5.0M	+658%	5.4k	933.30	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$5.0M	+6%	101k	49.90	View chart
Teradyne (TER)	0.2	$4.9M	+19245%	25k	193.56	View chart
Constellation Energy (CEG)	0.2	$4.9M	-15%	14k	353.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$4.9M		20k	246.16	View chart
Micron Technology (MU)	0.2	$4.9M	+13%	17k	285.41	View chart
Cloudflare Cl A Com (NET)	0.2	$4.9M	+18%	25k	197.15	View chart
Global X Fds Global X Copper (COPX)	0.2	$4.8M	NEW	67k	71.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$4.8M	+5%	23k	210.34	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$4.7M	-3%	105k	44.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$4.6M	+2%	21k	219.78	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$4.6M	+65%	11k	412.76	View chart
Bwx Technologies (BWXT)	0.2	$4.6M	-5%	27k	172.84	View chart
Exxon Mobil Corporation (XOM)	0.2	$4.5M	-3%	38k	120.34	View chart
Rockwell Automation (ROK)	0.1	$4.4M	+6641%	11k	389.07	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$4.4M	+16%	45k	98.32	View chart
Lam Research Corp Com New (LRCX)	0.1	$4.4M		26k	171.18	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$4.3M	+3644%	43k	100.38	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$4.3M	+7574%	87k	49.59	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$4.3M	+12%	99k	43.64	View chart
Topbuild (BLD)	0.1	$4.2M	+3846%	10k	417.18	View chart
Ge Vernova (GEV)	0.1	$4.1M	-56%	6.3k	653.54	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.1M	-7%	27k	154.14	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$4.1M	-52%	54k	76.23	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$4.1M	+28%	32k	127.11	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$4.0M	+16%	152k	26.42	View chart
Hca Holdings (HCA)	0.1	$4.0M		8.6k	466.89	View chart
First Tr Exchange Traded First Tr Enh New (FTSM)	0.1	$3.9M	-2%	65k	59.93	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$3.9M	-5%	13k	303.89	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.8M	+61%	75k	50.29	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$3.7M	+3%	97k	38.00	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$3.7M	+2%	112k	32.94	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.7M	+5%	44k	84.64	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$3.7M	+15%	18k	209.12	View chart
Cisco Systems (CSCO)	0.1	$3.7M	+14%	48k	77.03	View chart
International Business Machines (IBM)	0.1	$3.6M		12k	296.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.5M	+66%	19k	191.56	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.5M		37k	96.27	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$3.5M	+15%	79k	44.47	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.5M		64k	54.71	View chart
Trane Technologies SHS (TT)	0.1	$3.5M	-14%	8.9k	389.21	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$3.5M	+25%	12k	301.15	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.4M	+36%	7.0k	483.64	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$3.4M	+300%	87k	39.04	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$3.3M	+89%	75k	44.71	View chart
TJX Companies (TJX)	0.1	$3.3M	+3%	22k	153.61	View chart
Applied Materials (AMAT)	0.1	$3.3M	-31%	13k	256.99	View chart
Pgim Rock Etf Tr Us Large Cap Buf (PBOC)	0.1	$3.3M	NEW	112k	29.17	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.1	$3.3M	+356%	84k	39.00	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$3.2M		85k	38.32	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$3.2M	-36%	153k	21.00	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$3.2M	-5%	81k	39.33	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.1	$3.2M	+8%	89k	35.51	View chart
Omega Healthcare Investors (OHI)	0.1	$3.2M	-4%	71k	44.34	View chart
Pgim Rock Etf Tr Us Large Cap Buf (PBSE)	0.1	$3.1M	-5%	105k	29.46	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	0.1	$3.1M	-5%	97k	31.92	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.1M		42k	73.56	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$3.1M	+9%	67k	45.57	View chart
Emcor (EME)	0.1	$3.0M	+1479%	4.9k	611.74	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$3.0M	+84%	75k	39.64	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.1	$2.9M	-5%	115k	25.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.9M		14k	211.80	View chart
Intuit (INTU)	0.1	$2.9M	+2%	4.4k	662.38	View chart
Lowe's Companies (LOW)	0.1	$2.9M	-5%	12k	241.16	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.9M	+170%	24k	119.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.9M	+12%	88k	32.62	View chart
Pgim Rock Etf Tr Us Large Cap Buf (PBDE)	0.1	$2.9M	NEW	97k	29.47	View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)	0.1	$2.9M	+91%	84k	33.94	View chart
Procter & Gamble Company (PG)	0.1	$2.8M	-3%	20k	143.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$2.8M		61k	46.43	View chart
Sprott Physical Gold Silve Tr Unit (CEF)	0.1	$2.8M	-30%	62k	45.80	View chart
Eaton Corp SHS (ETN)	0.1	$2.8M		8.8k	318.53	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.8M	+28%	10k	276.93	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$2.8M	-2%	69k	40.35	View chart
Nextera Energy (NEE)	0.1	$2.8M	-3%	35k	80.28	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$2.7M		19k	142.13	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$2.7M	-21%	25k	110.15	View chart
Adobe Systems Incorporated (ADBE)	0.1	$2.7M	-66%	7.8k	349.98	View chart
Ge Aerospace Com New (GE)	0.1	$2.7M	-7%	8.8k	308.02	View chart
Chubb (CB)	0.1	$2.7M	+490%	8.6k	312.11	View chart
Johnson & Johnson (JNJ)	0.1	$2.7M	-11%	13k	206.95	View chart
Chevron Corporation (CVX)	0.1	$2.7M	-36%	17k	152.41	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$2.6M		105k	25.08	View chart
Cardinal Health (CAH)	0.1	$2.6M	+3%	13k	205.50	View chart
Progressive Corporation (PGR)	0.1	$2.6M	+25%	11k	227.73	View chart
Abbvie (ABBV)	0.1	$2.6M		11k	228.49	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.5M	-2%	26k	96.88	View chart
First Tr Exchange Traded Core Investment (FTCB)	0.1	$2.5M		119k	21.23	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$2.5M		66k	38.11	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$2.5M	+5%	20k	128.93	View chart
Walt Disney Company (DIS)	0.1	$2.5M	+72%	22k	113.77	View chart
Bank of America Corporation (BAC)	0.1	$2.4M	-7%	45k	55.00	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.4M	-25%	11k	214.68	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.1	$2.4M	+2585%	54k	45.54	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.1	$2.4M	+264%	64k	38.06	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$2.4M	+46%	82k	29.55	View chart
Qualcomm (QCOM)	0.1	$2.4M	+187%	14k	171.05	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$2.4M	+25%	20k	119.32	View chart
General Dynamics Corporation (GD)	0.1	$2.4M	+26%	7.1k	336.64	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$2.4M	+2%	60k	39.92	View chart
Vistra Energy (VST)	0.1	$2.4M	-11%	15k	161.33	View chart
Pgim Rock Etf Tr Pgim Us Large Ca (PBAU)	0.1	$2.4M	+2%	80k	29.96	View chart
Aim Etf Products Trust Allianzim Us Lrg (AUGW)	0.1	$2.4M	+2%	73k	32.53	View chart
Travelers Companies (TRV)	0.1	$2.4M	-8%	8.1k	290.05	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$2.3M	+8%	2.2k	1070.02	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.3M	+6%	6.8k	342.99	View chart
Hartford Financial Services (HIG)	0.1	$2.3M	+323%	17k	137.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$2.3M		50k	44.94	View chart
Sofi Technologies (SOFI)	0.1	$2.3M	+9%	86k	26.18	View chart
Corning Incorporated (GLW)	0.1	$2.2M	+23%	26k	87.56	View chart
Aim Etf Products Trust Us Lrgcp B20 Nov (NVBW)	0.1	$2.2M	+236%	66k	33.83	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.2M	+3%	28k	79.73	View chart
Oracle Corporation (ORCL)	0.1	$2.2M	-64%	11k	194.91	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$2.2M		35k	63.18	View chart
Booking Holdings (BKNG)	0.1	$2.2M	+10%	414.00	5353.01	View chart
Pgim Rock Etf Tr Us Large Cap Buf (PBNV)	0.1	$2.2M	NEW	75k	29.39	View chart
Merck & Co (MRK)	0.1	$2.2M	-5%	21k	105.26	View chart
Allstate Corporation (ALL)	0.1	$2.2M	-3%	11k	208.14	View chart
Citigroup Com New (C)	0.1	$2.1M	-2%	18k	116.69	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.1M	+10%	15k	141.06	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$2.1M		80k	26.33	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.1M	-10%	4.4k	480.52	View chart
CVS Caremark Corporation (CVS)	0.1	$2.1M	+254%	26k	79.36	View chart
First Tr Exchange Traded First Tr Ta Hiyl (HYLS)	0.1	$2.1M		50k	41.86	View chart
Philip Morris International (PM)	0.1	$2.1M	-70%	13k	160.41	View chart
S&p Global (SPGI)	0.1	$2.1M	+25%	4.0k	522.64	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$2.1M	-3%	41k	50.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.0M	+11%	26k	78.81	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$2.0M	-8%	31k	66.52	View chart

Past Filings by Spire Wealth Management

SEC 13F filings are viewable for Spire Wealth Management going back to 2021

Spire Wealth Management 2025 Q4 filed Jan. 14, 2026
Spire Wealth Management 2025 Q3 filed Oct. 23, 2025
Spire Wealth Management 2025 Q2 filed Aug. 4, 2025
Spire Wealth Management 2025 Q1 filed April 23, 2025
Spire Wealth Management 2024 Q4 filed Jan. 24, 2025
Spire Wealth Management 2024 Q3 filed Oct. 15, 2024
Spire Wealth Management 2024 Q2 filed July 31, 2024
Spire Wealth Management 2024 Q1 filed April 24, 2024
Spire Wealth Management 2023 Q4 filed Feb. 6, 2024
Spire Wealth Management 2023 Q3 filed Nov. 8, 2023
Spire Wealth Management 2023 Q2 filed Aug. 9, 2023
Spire Wealth Management 2023 Q1 filed May 9, 2023
Spire Wealth Management 2022 Q4 filed Feb. 3, 2023
Spire Wealth Management 2022 Q3 filed Nov. 7, 2022
Spire Wealth Management 2022 Q2 filed July 22, 2022
Spire Wealth Management 2022 Q1 filed April 18, 2022

View all past filings

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