Spire Wealth Management Portfolio Holdings
Spire Wealth Management
- $2.74 Billion
- Q3 2025
Spire Wealth Management has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.74 Billion distributed in 2506 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 $163M, Nvidia Corp with a value of $114M, Apple Inc. with a value of $97.7M, Jp Morgan ETF Tr Ultra Short I with a value of $72.7M, and Microsoft Corp with a value of $70.5M.
Examining the 13F form we can see an increase of $45.4M in the current position value, from $2.7B to 2.74B.
Below you can find more details about Spire Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$2.74 Billion
ETFs: $1.48 Billion
Technology: $509 Million
Financial Services: $163 Million
Communication Services: $147 Million
Consumer Cyclical: $140 Million
Industrials: $81.6 Million
Healthcare: $80.9 Million
Consumer Defensive: $61.9 Million
Other: $72 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 2,506
- Current Value $2.74 Billion
- Prior Value $2.7 Billion
- Filing
- Period Q3 2025
- Filing Date October 23, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 138 stocks
- Additional Purchases 808 stocks
- Sold out of 0 stocks
- Reduced holdings in 759 stocks