Spire Wealth Management Portfolio Holdings

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025

Spire Wealth Management has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.7 Billion distributed in 2539 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $129M, Nvidia Corp with a value of $94M, Ishares Core Total Usd Bond Ma with a value of $87.3M, Jp Morgan ETF Tr Ultra Short I with a value of $85.7M, and Apple Inc. with a value of $79.6M.

Examining the 13F form we can see an decrease of $324M in the current position value, from $3.02B to 2.7B.

Below you can find more details about Spire Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $2.7 Billion
ETFs: $1.56 Billion
Technology: $427 Million
Financial Services: $155 Million
Consumer Cyclical: $135 Million
Communication Services: $130 Million
Healthcare: $87.5 Million
Industrials: $65.8 Million
Consumer Defensive: $61.8 Million
Other: $72.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$78.6B
$1.06 Million 0.04% of portfolio
5,717
Q2 2025 Reduced 8.2%
$92.5B
$1.05 Million 0.04% of portfolio
3,046
Q2 2025 Reduced 50.08%
$32.4B
$1.01 Million 0.04% of portfolio
12,399
Q2 2025 Reduced 22.52%
$92.4B
$999,000 0.04% of portfolio
4,055
Q2 2025 Reduced 23.52%
$2.31B
$967,000 0.04% of portfolio
51,197
Q2 2025 Added 35.05%
$51.2B
$966,000 0.04% of portfolio
929
Q2 2025 Reduced 43.01%
$118B
$953,000 0.04% of portfolio
10,623
Q2 2025 Reduced 43.03%
$50.4B
$950,000 0.04% of portfolio
16,823
Q2 2025 Reduced 28.14%
$60.2B
$966,000 0.04% of portfolio
6,014
Q2 2025 Added 192.37%
$133B
$938,000 0.03% of portfolio
4,080
Q2 2025 Reduced 51.02%
$77.1B
$941,000 0.03% of portfolio
3,494
Q2 2025 Reduced 37.07%
$147B
$919,000 0.03% of portfolio
3,294
Q2 2025 Reduced 82.04%
$84.4B
$880,000 0.03% of portfolio
13,061
Q2 2025 Reduced 26.05%
$68.5B
$883,000 0.03% of portfolio
5,666
Q2 2025 Reduced 35.98%
$69.1B
$807,000 0.03% of portfolio
26,054
Q2 2025 Reduced 52.86%
$0
$792,000 0.03% of portfolio
51,105
Q2 2025 Reduced 1.46%
$19.4B
$773,000 0.03% of portfolio
1,901
Q2 2025 Added 3.15%
$48.6B
$767,000 0.03% of portfolio
8,552
Q2 2025 Reduced 3.66%
$39.6B
$754,000 0.03% of portfolio
4,990
Q2 2025 Added 5.56%
$2.86B
$753,000 0.03% of portfolio
19,404
Q2 2025 Added 42.72%
$26.9B
$751,000 0.03% of portfolio
2,005
Q2 2025 Added 1,052.3%
$7.53B
$748,000 0.03% of portfolio
3,062
Q2 2025 New
$17.8B
$748,000 0.03% of portfolio
6,629
Q2 2025 Added 763.15%
$0
$743,000 0.03% of portfolio
92,669
Q2 2025 Added 35.49%
$84.1B
$727,000 0.03% of portfolio
2,322
Q2 2025 Reduced 6.86%
$144B
$715,000 0.03% of portfolio
20,044
Q2 2025 Reduced 40.02%
$72.1B
$712,000 0.03% of portfolio
896
Q2 2025 Reduced 32.33%
$98.3B
$688,000 0.03% of portfolio
3,149
Q2 2025 Reduced 79.47%
$24.9B
$680,000 0.03% of portfolio
16,910
Q2 2025 Added 575.59%
$3.64B
$679,000 0.03% of portfolio
5,068
Q2 2025 New
$126B
$670,000 0.02% of portfolio
9,721
Q2 2025 Reduced 24.42%
$10.1B
$662,000 0.02% of portfolio
2,850
Q2 2025 Added 10.34%
$186B
$661,000 0.02% of portfolio
1,632
Q2 2025 Reduced 15.4%
$94.2B
$645,000 0.02% of portfolio
5,468
Q2 2025 Reduced 23.71%
$4.12B
$631,000 0.02% of portfolio
14,811
Q2 2025 Added 1,315.97%
$53.2B
$614,000 0.02% of portfolio
4,386
Q2 2025 Reduced 51.31%
$258B
$601,000 0.02% of portfolio
8,541
Q2 2025 Added 12.26%
$172B
$616,000 0.02% of portfolio
5,006
Q2 2025 Reduced 15.94%
$0
$594,000 0.02% of portfolio
25,404
Q2 2025 Added 22.09%
$89.6B
$596,000 0.02% of portfolio
2,698
Q2 2025 Reduced 37.27%
$102B
$586,000 0.02% of portfolio
26,178
Q2 2025 Reduced 59.66%
$53.9B
$585,000 0.02% of portfolio
2,333
Q2 2025 Added 0.69%
$4.15B
$577,000 0.02% of portfolio
16,478
Q2 2025 Reduced 50.78%
$66B
$573,000 0.02% of portfolio
10,897
Q2 2025 Reduced 24.62%
$44.8B
$569,000 0.02% of portfolio
2,373
Q2 2025 Added 15.42%
$20.2B
$541,000 0.02% of portfolio
7,519
Q2 2025 Reduced 3.79%
$60.9B
$541,000 0.02% of portfolio
1,690
Q2 2025 Reduced 40.58%
$96.4B
$534,000 0.02% of portfolio
7,746
Q2 2025 Reduced 89.29%
$61.3B
$533,000 0.02% of portfolio
5,287
Q2 2025 Reduced 83.78%

Summary

  • Portfolio
  • No. of Stocks 2,539
  • Current Value $2.7 Billion
  • Prior Value $3.02 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 151 stocks
  • Additional Purchases 531 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,172 stocks
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