Free Trial

Spire Wealth Management Top Holdings and 13F Report (2025)

About Spire Wealth Management

Investment Activity

  • Spire Wealth Management has $2.94 billion in total holdings as of September 30, 2025.
  • Spire Wealth Management owns shares of 2,497 different stocks, but just 187 companies or ETFs make up 80% of its holdings.
  • Approximately 58.83% of the portfolio was purchased this quarter.
  • About 5.67% of the portfolio was sold this quarter.
  • This quarter, Spire Wealth Management has purchased 2,513 new stocks and bought additional shares in 961 stocks.
  • Spire Wealth Management sold shares of 718 stocks and completely divested from 158 stocks this quarter.

Largest Holdings

NVIDIA
$113,932,742
Apple
$97,456,617
Microsoft
$70,527,140

Largest New Holdings this Quarter

78462F103 - SPDR S&P 500 ETF Trust
$41,972,820 Holding
46090E103 - Invesco QQQ
$19,022,234 Holding
53656G498 - Roundhill Magnificent Seven ETF
$7,789,427 Holding
05605H100 - BWX Technologies
$5,029,982 Holding
69420N783 - PGIM ROCK ETF TR
$3,207,332 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
239,704 shares (about $160.43M)
Apple
381,724 shares (about $97.20M)
JPMorgan Ultra-Short Income ETF
1,432,529 shares (about $72.67M)
Amazon.com
315,797 shares (about $69.34M)
Vanguard Information Technology ETF
85,486 shares (about $63.83M)

Largest Sales this Quarter

Vanguard Short-Term Treasury ETF
285,030 shares (about $16.78M)
ServiceNow
6,626 shares (about $6.10M)
iShares 20+ Year Treasury Bond ETF
60,058 shares (about $5.37M)
Fidelity Wise Origin Bitcoin Fund
51,230 shares (about $5.11M)
Exxon Mobil
43,368 shares (about $4.89M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSpire Wealth Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$161,765,064$160,433,827 12,051.5%241,6935.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$113,932,742$2,958,228 2.7%610,6373.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$97,456,617$97,198,422 37,645.4%382,7383.3%Computer and Technology
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$72,672,315$72,672,214 71,626,450.0%1,432,5312.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$70,527,140$1,945,937 2.8%136,1662.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$69,651,636$69,339,627 22,223.6%317,2182.4%Retail/Wholesale
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$64,014,592$63,826,441 33,923.0%85,7382.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$47,985,941$47,519,919 10,196.9%197,3921.6%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$41,972,820$41,972,820 New Holding63,0051.4%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$41,923,725$41,709,285 19,450.3%57,0871.4%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$32,925,873$32,891,892 96,796.1%99,8031.1%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$30,246,155$30,162,118 35,891.4%561,4661.0%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$28,960,546$28,785,610 16,454.9%288,8831.0%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$25,661,787$25,488,697 14,725.7%27,7240.9%Retail/Wholesale
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$25,169,808$24,421,911 3,265.4%288,2810.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$24,432,298$24,431,073 1,994,750.0%39,8970.8%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$24,213,699$121,324 -0.5%200,5770.8%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$24,049,283$23,185,660 2,684.7%116,4560.8%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$23,888,886$6,388,108 36.5%84,7540.8%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$23,715,974$188,300 -0.8%50,6310.8%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$23,260,395$23,118,253 16,264.2%503,0360.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$22,749,365$22,474,311 8,170.9%72,1220.8%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$22,712,008$1,163,195 5.4%93,2540.8%Computer and Technology
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$22,702,258$21,631,431 2,020.1%137,9740.8%Manufacturing
Hartford Total Return Bond ETF stock logo
HTRB
Hartford Total Return Bond ETF
$22,607,176$22,464,873 15,786.6%659,2940.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$21,891,447$377,828 -1.7%117,3870.7%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$21,829,268$21,469,881 5,974.0%467,3360.7%Manufacturing
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$20,910,495$20,851,902 35,587.7%176,6540.7%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$20,520,393$20,354,057 12,236.7%26,8940.7%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$19,755,618$19,705,264 39,133.3%16,4780.7%Consumer Discretionary
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$19,613,661$19,490,079 15,770.9%412,4850.7%ETF
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$19,197,667$968,355 5.3%171,2090.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$19,022,234$19,022,234 New Holding31,6840.6%Finance
MORGAN STANLEY ETF TRUST
$18,715,752$18,668,315 39,354.0%363,7660.6%EATON VANCE TOTA
Mastercard Incorporated stock logo
MA
Mastercard
$18,699,188$18,504,654 9,512.3%32,8740.6%Business Services
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$17,852,770$175,088 -1.0%246,4490.6%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$17,259,686$17,204,780 31,335.1%111,9090.6%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$17,093,635$17,033,816 28,475.5%43,1490.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$16,169,655$15,524,825 2,407.6%245,2920.6%ETF
J P MORGAN EXCHANGE TRADED F
$16,098,302$16,096,515 900,615.2%297,2360.5%ACTIVE BOND ETF
Walmart Inc. stock logo
WMT
Walmart
$14,810,808$14,799,678 132,965.7%143,7110.5%Retail/Wholesale
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$14,805,948$14,573,759 6,276.7%151,1270.5%Computer and Technology
PALANTIR TECHNOLOGIES INC
$14,578,049$14,522,411 26,101.6%79,9150.5%CL A
CrowdStrike stock logo
CRWD
CrowdStrike
$14,133,799$13,950,396 7,606.4%28,8220.5%Computer and Technology
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$14,077,500$142,517 -1.0%315,0030.5%ETF
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$13,894,907$13,258,784 2,084.3%213,7350.5%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$13,789,399$1,304,634 -8.6%27,4280.5%Finance
Visa Inc. stock logo
V
Visa
$13,688,478$13,661,850 51,306.4%40,0970.5%Business Services
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$12,841,358$273,854 -2.1%137,5320.4%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$12,813,992$12,762,081 24,584.7%92,0740.4%ETF
ARISTA NETWORKS INC
$12,140,269$11,956,529 6,507.3%83,3180.4%COM SHS
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$11,836,093$11,761,750 15,820.9%124,3420.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$11,672,395$11,659,429 89,921.9%28,8070.4%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$11,661,186$1,373,535 13.4%32,8050.4%Finance
SHOPIFY INC
$11,366,993$11,162,209 5,450.7%76,4890.4%CL A
FIDELITY WISE ORIGIN BITCOIN
$11,291,916$6,148,202 119.5%113,1340.4%SHS
KLA Corporation stock logo
KLAC
KLA
$11,005,662$10,737,100 3,998.0%10,2040.4%Computer and Technology
McKesson Corporation stock logo
MCK
McKesson
$10,905,433$1,793,108 19.7%14,1160.4%Medical
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$10,481,789$7,425,179 242.9%73,2070.4%Finance
Quanta Services, Inc. stock logo
PWR
Quanta Services
$10,432,729$10,217,643 4,750.5%25,1740.4%Construction
Marriott International, Inc. stock logo
MAR
Marriott International
$10,430,371$170,849 1.7%40,0490.4%Consumer Discretionary
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$10,140,877$10,113,388 36,791.1%49,8030.3%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$9,996,911$395,050 -3.8%51,0410.3%Manufacturing
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$9,943,289$74,974 -0.7%170,8180.3%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$9,928,953$9,876,768 18,926.4%102,9330.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$9,867,935$246,042 -2.4%50,7350.3%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$9,758,071$5,655,110 137.8%12,2530.3%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$9,512,120$6,450,297 210.7%175,5650.3%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$9,060,868$8,865,732 4,543.4%84,0450.3%Retail/Wholesale
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$9,040,581$72,636 -0.8%132,0560.3%ETF
Oracle Corporation stock logo
ORCL
Oracle
$8,920,552$6,422,325 257.1%31,7190.3%Computer and Technology
GE VERNOVA INC
$8,864,294$6,085,594 219.0%14,4160.3%COM
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,837,490$8,640,340 4,382.6%135,4200.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$8,709,070$334,761 -3.7%18,1590.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$8,401,088$1,263,877 -13.1%18,8910.3%Auto/Tires/Trucks
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$8,376,352$7,449,433 803.7%28,5110.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$8,350,497$47,549 0.6%123,1090.3%ETF
Adobe Inc. stock logo
ADBE
Adobe
$8,250,022$8,190,761 13,821.4%23,3880.3%Computer and Technology
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$7,953,039$7,905,659 16,685.7%71,5070.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$7,900,712$945,428 13.6%108,5710.3%Finance
BIGT
Roundhill Magnificent Seven ETF
$7,789,427$7,789,427 New Holding120,0960.3%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$7,625,804$7,611,676 53,876.5%87,4420.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$7,603,976$54,092 -0.7%20,8050.3%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$7,007,484$6,988,440 36,696.3%89,4150.2%ETF
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$7,005,988$6,751,324 2,651.1%111,1710.2%ETF
Direxion Daily S&P 500 Bull 3x Shares stock logo
SPXL
Direxion Daily S&P 500 Bull 3x Shares
$6,913,821$1,363,778 -16.5%32,6280.2%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$6,865,110$6,856,189 76,854.5%42,3250.2%Consumer Staples
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,859,498$69,573 -1.0%20,9020.2%ETF
Amphenol Corporation stock logo
APH
Amphenol
$6,843,384$6,802,299 16,556.6%55,3000.2%Computer and Technology
ActivePassive U.S. Equity ETF stock logo
APUE
ActivePassive U.S. Equity ETF
$6,821,760$1,207,333 21.5%167,2820.2%ETF
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$6,609,661$6,439,044 3,774.0%2,8280.2%Retail/Wholesale
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$6,380,617$205,800 3.3%71,5880.2%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$6,285,690$323,348 -4.9%113,6040.2%ETF
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$6,269,379$6,129,994 4,397.9%65,6690.2%Finance
TE CONNECTIVITY PLC
$6,234,468$6,047,647 3,237.1%28,3990.2%ORD SHS
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$6,230,861$6,081,584 4,074.0%8,6820.2%Aerospace
ISHARES BITCOIN TRUST ETF
$6,221,267$5,386,344 645.1%95,7120.2%SHS BEN INT
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$6,170,704$277,111 4.7%91,7440.2%Manufacturing
Caterpillar Inc. stock logo
CAT
Caterpillar
$6,149,656$1,029,714 20.1%12,8880.2%Industrials
APPLOVIN CORP
$6,113,155$6,070,044 14,080.0%8,5080.2%COM CL A

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data