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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, GOOGL, and represent 16.30% of Spire Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IUSB (+$20M), JBND (+$19M), AMAT (+$8.8M), LRCX (+$5.8M), CASY (+$5.8M), JCPB (+$5.4M), EVTR (+$5.3M), XPO (+$5.3M), OIH (+$5.1M), ATI.
Started 137 new stock positions in FTI, AEVA, RH, IBTH, SMIN, FET, AROC, ORC, FTLS, MFSI.
Reduced shares in these 10 stocks: TIP (-$7.5M), SCCO (-$6.8M), VGT (-$6.3M), TAN (-$6.2M), VWO (-$6.1M), SHOP (-$5.9M), VRT (-$5.8M), CRWD (-$5.7M), TEL (-$5.6M), FSLR (-$5.4M).
Sold out of its positions in ASLE, AMG, CNEQ, AQN, ALSN, COLD, AIVC, ANDE, APPF, AstraZeneca.
Spire Wealth Management was a net buyer of stock by $31M.
Spire Wealth Management has $2.9B in assets under management (AUM), dropping by -1.85%.
Central Index Key (CIK): 0001858740

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Portfolio Holdings for Spire Wealth Management

Spire Wealth Management holds 2248 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Spire Wealth Management has 2248 total positions. Only the first 250 positions are shown.

Sign up to view all of the Spire Wealth Management March 31, 2026 positions
Download the Spire Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	5.3	$154M	-2%	236k	653.21	View chart
NVIDIA Corporation (NVDA)	3.6	$107M		612k	174.40	View chart
Apple (AAPL)	3.3	$97M		383k	253.79	View chart
Amazon (AMZN)	2.3	$67M	-3%	322k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$52M		182k	287.56	View chart
Vanguard World Inf Tech Etf (VGT)	1.8	$52M	-10%	75k	697.72	View chart
Microsoft Corporation (MSFT)	1.7	$49M	-3%	132k	370.17	View chart
Ishares Tr Core Total Usd (IUSB)	1.4	$41M	+93%	878k	46.19	View chart
Spdr S P 500 Etf Tr Tr Unit (SPY)	1.3	$37M	-2%	57k	650.34	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.2	$35M	+123%	651k	53.77	View chart
Broadcom (AVGO)	1.1	$34M		108k	309.51	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$31M	+6%	307k	99.27	View chart
Meta Platforms Cl A (META)	1.0	$30M	-3%	53k	572.13	View chart
Costco Wholesale Corporation (COST)	1.0	$30M	+4%	30k	996.43	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$29M	-3%	100k	286.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$29M		317k	90.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$26M	-2%	121k	211.15	View chart
Eli Lilly & Co. (LLY)	0.9	$25M		28k	919.78	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$25M	-3%	498k	50.61	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.9	$25M	+27%	531k	47.08	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.9	$25M	+6%	548k	45.62	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.8	$24M	+7%	714k	33.74	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.8	$24M	+28%	473k	50.75	View chart
Select Sector Spdr Tr Financial (XLF)	0.8	$24M	-11%	482k	49.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$24M	-4%	40k	597.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$24M	+2%	210k	113.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$22M		113k	196.20	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.7	$22M	+13%	420k	51.88	View chart
JPMorgan Chase & Co. (JPM)	0.7	$22M		73k	294.16	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.7	$22M	-2%	139k	155.11	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$21M	-4%	157k	132.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$20M	-6%	47k	426.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$18M	+4%	31k	577.18	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$18M	-3%	254k	69.75	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$18M		248k	70.91	View chart
Select Sector Spdr Tr Communication (XLC)	0.6	$17M	-12%	154k	110.86	View chart
Mastercard Incorporated Cl A (MA)	0.6	$17M	-3%	34k	499.65	View chart
Wal-Mart Stores (WMT)	0.6	$17M	-3%	137k	124.28	View chart
Netflix (NFLX)	0.6	$16M	+23%	169k	96.15	View chart
Select Sector Spdr Tr Indl (XLI)	0.6	$16M	-7%	100k	161.73	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$16M	+2%	326k	48.46	View chart
Caterpillar (CAT)	0.5	$15M		22k	708.46	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.5	$15M	-3%	220k	68.47	View chart
Lumentum Hldgs (LITE)	0.5	$14M	-5%	19k	702.76	View chart
Quanta Services (PWR)	0.5	$13M	+11%	25k	549.02	View chart
Vanguard World Consum Dis Etf (VCR)	0.5	$13M	-11%	37k	359.03	View chart
Applied Materials (AMAT)	0.4	$13M	+200%	39k	341.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$13M		30k	430.29	View chart
Kla Corp Com New (KLAC)	0.4	$13M	-16%	8.8k	1472.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$13M	-3%	128k	97.13	View chart
Visa Com Cl A (V)	0.4	$12M		40k	302.24	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$12M	-3%	138k	88.16	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.4	$12M	+3%	129k	93.93	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$12M	-6%	82k	146.61	View chart
McKesson Corporation (MCK)	0.4	$12M		14k	865.34	View chart
Marriott Intl Cl A (MAR)	0.4	$12M	-3%	36k	327.07	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$12M	+12%	121k	95.44	View chart
Palantir Technologies Cl A (PLTR)	0.4	$12M	-7%	79k	146.28	View chart
Lam Research Corp Com New (LRCX)	0.4	$11M	+106%	53k	213.66	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$11M		178k	62.45	View chart
Goldman Sachs (GS)	0.4	$11M		13k	845.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$11M	-3%	22k	479.20	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$9.8M		138k	71.13	View chart
Palo Alto Networks (PANW)	0.3	$9.2M		57k	160.32	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$9.1M	+111%	27k	337.95	View chart
Home Depot (HD)	0.3	$9.0M	+23%	27k	328.89	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$8.9M	-3%	120k	74.35	View chart
Comfort Systems USA (FIX)	0.3	$8.9M	+19%	6.5k	1379.02	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.3	$8.8M	-8%	69k	127.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$8.7M	-9%	129k	67.53	View chart
Arista Networks Com Shs (ANET)	0.3	$8.6M	-22%	70k	122.78	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$8.6M	+126%	26k	328.66	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$8.3M	-2%	46k	181.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$8.2M	-4%	43k	191.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$8.1M	+34%	105k	77.11	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$8.0M	+6%	21k	383.39	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$8.0M		96k	82.57	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.3	$7.9M		132k	60.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$7.9M	+14%	18k	436.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$7.9M	+27%	64k	124.31	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$7.8M	+27%	141k	55.52	View chart
Dell Technologies CL C (DELL)	0.3	$7.8M	-7%	48k	164.13	View chart
Micron Technology (MU)	0.3	$7.6M	+31%	22k	337.84	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$7.4M		21k	356.57	View chart
Teradyne (TER)	0.3	$7.4M		25k	296.46	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.2	$7.0M	+275%	17k	404.21	View chart
Exxon Mobil Corporation (XOM)	0.2	$6.8M	+7%	40k	169.66	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$6.8M		120k	56.58	View chart
Trust For Professional Man Activepassive Us (APUE)	0.2	$6.7M	-7%	168k	40.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$6.7M	+47%	31k	215.06	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.2	$6.6M	+6%	36k	184.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$6.5M	-15%	20k	320.80	View chart
Tesla Motors (TSLA)	0.2	$6.5M	-6%	17k	371.75	View chart
Intuitive Surgical Com New (ISRG)	0.2	$6.5M	+6%	14k	461.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$6.2M	+2%	110k	56.68	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$6.2M	-10%	135k	45.89	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$6.1M	+14%	33k	184.28	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$6.1M	-2%	90k	68.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$6.1M	+71%	32k	191.92	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$6.1M	-2%	74k	81.98	View chart
Listed Fd Tr Roundhill Magnif (MAGS)	0.2	$6.0M	-11%	104k	57.94	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.2	$5.9M		70k	84.91	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$5.9M		71k	83.57	View chart
Charles Schwab Corporation (SCHW)	0.2	$5.9M	-3%	63k	93.98	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$5.9M		192k	30.68	View chart
O'reilly Automotive (ORLY)	0.2	$5.9M	-27%	64k	92.31	View chart
Adobe Systems Incorporated (ADBE)	0.2	$5.8M	+208%	24k	243.08	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$5.8M	+14%	64k	91.64	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$5.8M	+6%	117k	49.95	View chart
Casey's General Stores (CASY)	0.2	$5.8M	NEW	7.9k	727.86	View chart
Intel Corporation (INTC)	0.2	$5.8M	+355%	131k	44.13	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$5.7M	-50%	15k	390.41	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$5.6M	+23%	92k	61.26	View chart
Novartis Sponsored Adr (NVS)	0.2	$5.6M	-6%	37k	152.75	View chart
Ge Vernova (GEV)	0.2	$5.5M		6.3k	872.94	View chart
Advanced Micro Devices (AMD)	0.2	$5.5M		27k	203.43	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$5.5M	+26%	110k	49.50	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$5.4M	+8%	49k	110.78	View chart
Xpo Logistics Inc equity (XPO)	0.2	$5.3M	+13560%	27k	194.55	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$5.3M		101k	52.78	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$5.3M	-2%	51k	102.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$5.2M	+4%	21k	248.00	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.2	$5.1M	-10%	174k	29.45	View chart
Bwx Technologies (BWXT)	0.2	$5.1M	-6%	25k	204.49	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$5.1M	+22%	14k	367.44	View chart
Welltower Inc Com reit (WELL)	0.2	$5.0M	-6%	26k	197.71	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$5.0M	+18%	117k	42.54	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$5.0M	+73%	3.8k	1320.65	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$5.0M	+2%	85k	58.18	View chart
Servicenow (NOW)	0.2	$4.9M	+449%	47k	104.55	View chart
Allegheny Technologies Incorporated (ATI)	0.2	$4.9M	NEW	34k	145.46	View chart
Weatherford Intl Ord Shs (WFRD)	0.2	$4.9M	NEW	51k	94.58	View chart
UnitedHealth (UNH)	0.2	$4.8M		18k	270.59	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$4.8M	+2%	107k	44.85	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$4.7M	-2%	22k	213.67	View chart
CF Industries Holdings (CF)	0.2	$4.7M	+1485%	36k	129.84	View chart
Nextracker Class A Com (NXT)	0.2	$4.6M	NEW	38k	120.55	View chart
Global X Fds Global X Copper (COPX)	0.2	$4.6M	-10%	60k	76.35	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$4.6M	+12%	171k	26.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$4.5M	+20%	90k	49.89	View chart
Uber Technologies (UBER)	0.2	$4.5M	-4%	63k	71.93	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$4.4M		44k	100.66	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.4M	+3%	7.2k	604.40	View chart
Trane Technologies SHS (TT)	0.1	$4.3M	+14%	10k	416.72	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$4.2M	+2%	33k	125.93	View chart
Cameco Corporation (CCJ)	0.1	$4.2M	+288%	39k	108.61	View chart
Chevron Corporation (CVX)	0.1	$4.1M	+14%	20k	206.90	View chart
Western Digital (WDC)	0.1	$4.1M	+396%	15k	270.48	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$4.1M	+8%	47k	86.64	View chart
Emcor (EME)	0.1	$4.0M	+10%	5.4k	738.26	View chart
Albemarle Corporation (ALB)	0.1	$3.9M	+3763%	22k	179.53	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$3.9M	+8%	19k	205.80	View chart
TJX Companies (TJX)	0.1	$3.9M	+13%	25k	159.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.9M	+7%	69k	56.79	View chart
Corning Incorporated (GLW)	0.1	$3.9M	+11%	29k	135.97	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$3.9M		99k	39.44	View chart
Hca Holdings (HCA)	0.1	$3.9M	-4%	8.1k	473.27	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$3.8M	-25%	50k	77.18	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$3.8M		114k	33.67	View chart
Nextera Energy (NEE)	0.1	$3.8M	+17%	41k	92.88	View chart
Cisco Systems (CSCO)	0.1	$3.8M	+2%	49k	77.59	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$3.7M	+648%	9.6k	391.77	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.6M		37k	97.23	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$3.5M	+10%	87k	40.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$3.4M	-64%	64k	54.05	View chart
Marvell Technology (MRVL)	0.1	$3.4M	+280%	34k	99.05	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$3.4M	+8%	73k	46.40	View chart
Texas Pacific Land Corp (TPL)	0.1	$3.4M	+235566%	7.1k	474.56	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$3.3M	+92%	77k	42.51	View chart
Johnson & Johnson (JNJ)	0.1	$3.3M	+3%	13k	244.44	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$3.2M		55k	59.03	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$3.2M	+96%	47k	68.14	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$3.1M	-5%	82k	38.24	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$3.1M		42k	75.10	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$3.1M		154k	20.41	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$3.1M		81k	38.67	View chart
Progressive Corporation (PGR)	0.1	$3.1M	+36%	16k	198.24	View chart
Omega Healthcare Investors (OHI)	0.1	$3.1M		71k	43.82	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	0.1	$3.1M		97k	31.59	View chart
Pgim Rock Etf Tr Us Large Cap Buf (PBSE)	0.1	$3.1M		105k	29.15	View chart
Pgim Rock Etf Tr Us Large Cap Buf (PBOC)	0.1	$3.0M	-5%	106k	28.78	View chart
Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW)	0.1	$3.0M	-5%	79k	38.47	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$3.0M	-8%	77k	39.43	View chart
Eaton Corp SHS (ETN)	0.1	$3.0M	-3%	8.5k	357.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.0M	+2%	14k	217.24	View chart
Shopify Cl A (SHOP)	0.1	$3.0M	-66%	25k	118.62	View chart
International Business Machines (IBM)	0.1	$3.0M		12k	242.39	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.1	$3.0M	+5%	122k	24.55	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$3.0M	+68%	26k	112.45	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.9M	-5%	25k	114.99	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$2.9M	+135%	80k	36.30	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.1	$2.9M	-7%	82k	35.25	View chart
Lowe's Companies (LOW)	0.1	$2.9M	+2%	12k	236.29	View chart
Procter & Gamble Company (PG)	0.1	$2.9M		20k	144.44	View chart
Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW)	0.1	$2.9M	+144%	85k	33.48	View chart
Pgim Rock Etf Tr Us Large Cap Buf (PBFB)	0.1	$2.8M	NEW	95k	30.04	View chart
Sprott Physical Gold Silve Tr Unit (CEF)	0.1	$2.8M	-4%	59k	47.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$2.8M		61k	45.97	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.8M	+9%	96k	29.13	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$2.8M	-67%	11k	250.58	View chart
First Tr Exchange Traded First Tr Enh New (FTSM)	0.1	$2.7M	-29%	46k	59.78	View chart
Cardinal Health (CAH)	0.1	$2.7M		13k	211.31	View chart
Chubb (CB)	0.1	$2.7M	-5%	8.2k	325.94	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.7M	+12%	11k	244.18	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$2.6M	+9%	89k	29.49	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$2.6M	-5%	24k	110.39	View chart
First Tr Exchange Traded Core Investment (FTCB)	0.1	$2.6M	+4%	124k	20.96	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$2.6M	+15%	23k	112.11	View chart
Abbvie (ABBV)	0.1	$2.6M	+5%	12k	217.49	View chart
Domino's Pizza (DPZ)	0.1	$2.6M	+103171%	7.2k	358.77	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	0.1	$2.6M	-11%	66k	38.84	View chart
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)	0.1	$2.6M	+101%	70k	36.48	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.6M	-2%	26k	100.62	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.5M		12k	218.75	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$2.5M	-3%	101k	24.91	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$2.5M	-2%	65k	38.96	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$2.5M	-11%	61k	40.83	View chart
Ge Aerospace Com New (GE)	0.1	$2.5M		8.8k	283.77	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$2.5M	+29%	45k	55.16	View chart
Pgim Rock Etf Tr Us Large Cap Buf (PBDE)	0.1	$2.5M	-11%	86k	29.01	View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)	0.1	$2.5M	-11%	74k	33.41	View chart
Pgim Rock Etf Tr Pgim Us Large Ca (PBJA)	0.1	$2.5M	NEW	81k	30.43	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$2.5M		19k	126.97	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$2.4M	+26%	15k	165.69	View chart
Merck & Co (MRK)	0.1	$2.4M	-3%	20k	120.29	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.4M	+19%	28k	86.69	View chart
Allstate Corporation (ALL)	0.1	$2.4M	+10%	12k	207.34	View chart
CVS Caremark Corporation (CVS)	0.1	$2.4M	+26%	33k	71.82	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.1	$2.4M		64k	37.27	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$2.4M		60k	39.34	View chart
Travelers Companies (TRV)	0.1	$2.4M		8.1k	291.67	View chart
Pgim Rock Etf Tr Pgim Us Large Ca (PBAU)	0.1	$2.4M		80k	29.64	View chart
Aim Etf Products Trust Allianzim Us Lrg (AUGW)	0.1	$2.4M		74k	32.15	View chart
Analog Devices (ADI)	0.1	$2.3M		7.3k	318.12	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$2.3M	+5%	37k	61.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$2.3M		51k	44.62	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.3M	-13%	21k	108.98	View chart
Listed Fd Tr Horizon Kinetics (INFL)	0.1	$2.3M	-4%	43k	52.06	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.2M		28k	79.27	View chart
Aim Etf Products Trust Us Lrgcp B20 Nov (NVBW)	0.1	$2.2M		66k	33.28	View chart
Pgim Rock Etf Tr Us Large Cap Buf (PBNV)	0.1	$2.2M		75k	28.91	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.2M	+7%	11k	192.89	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$2.1M		31k	69.71	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.1M	+2%	15k	138.32	View chart
Applovin Corp Com Cl A (APP)	0.1	$2.1M	-37%	5.4k	397.97	View chart
Philip Morris International (PM)	0.1	$2.1M		13k	165.34	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.1M	+5%	4.6k	463.20	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$2.1M	+742%	13k	163.58	View chart
Citigroup Com New (C)	0.1	$2.1M	+2%	19k	113.41	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.1M	+15%	19k	111.37	View chart

Past Filings by Spire Wealth Management

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

Spire Wealth Management 2026 Q1 filed April 22, 2026
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

View all past filings

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