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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.22 Million 0.05% of portfolio
12,116
Q2 2025 Reduced 59.0%
$38.4B
$1.12 Million 0.04% of portfolio
6,024
Q2 2025 Reduced 51.75%
$0
$1.2 Million 0.04% of portfolio
32,307
Q2 2025 Added 1.13%
$314B
$1.2 Million 0.04% of portfolio
5,052
Q2 2025 Reduced 11.55%
$124B
$1.21 Million 0.04% of portfolio
3,921
Q2 2025 Added 46.85%
$203B
$1.2 Million 0.04% of portfolio
41,334
Q2 2025 Reduced 47.88%
$0
$1.18 Million 0.04% of portfolio
5,212
Q2 2025 Added 17.07%
$0
$1.18 Million 0.04% of portfolio
19,794
Q2 2025 Reduced 1.97%
$95.6B
$1.18 Million 0.04% of portfolio
5,144
Q2 2025 Reduced 35.8%
$54.7B
$1.18 Million 0.04% of portfolio
20,200
Q2 2025 Added 757.39%
$48.2B
$1.18 Million 0.04% of portfolio
6,302
Q2 2025 Reduced 11.48%
$23.6B
$1.18 Million 0.04% of portfolio
4,950
Q2 2025 Reduced 60.2%
$142B
$1.17 Million 0.04% of portfolio
2,953
Q2 2025 Reduced 14.97%
$229B
$1.16 Million 0.04% of portfolio
8,519
Q2 2025 Reduced 63.93%
$6.14B
$1.15 Million 0.04% of portfolio
20,745
Q2 2025 Added 335.73%
$102B
$1.15 Million 0.04% of portfolio
12,470
Q2 2025 Reduced 9.38%
$0
$1.14 Million 0.04% of portfolio
49,492
Q2 2025 Reduced 25.03%
$0
$1.13 Million 0.04% of portfolio
30,411
Q2 2025 Reduced 3.74%
$80B
$1.12 Million 0.04% of portfolio
4,549
Q2 2025 Added 90.26%
$146B
$1.12 Million 0.04% of portfolio
4,798
Q2 2025 Reduced 25.58%
$138B
$1.11 Million 0.04% of portfolio
45,800
Q2 2025 Reduced 32.93%
$118B
$1.12 Million 0.04% of portfolio
19,021
Q2 2025 Reduced 34.54%
$27.8B
$1.11 Million 0.04% of portfolio
26,478
Q2 2025 Added 1,334.34%
$0
$1.1 Million 0.04% of portfolio
9,775
Q2 2025 Added 60.59%
$202B
$1.09 Million 0.04% of portfolio
8,221
Q2 2025 Reduced 75.06%
$0
$1.08 Million 0.04% of portfolio
15,431
Q2 2025 Reduced 4.16%
$0
$1.08 Million 0.04% of portfolio
20,700
Q2 2025 Reduced 1.3%
$0
$1.07 Million 0.04% of portfolio
31,046
Q2 2025 Added 20.67%
$153B
$1.06 Million 0.04% of portfolio
2,094
Q2 2025 Reduced 70.04%
$302B
$1.06 Million 0.04% of portfolio
13,170
Q2 2025 Reduced 25.49%
$85.6B
$1.05 Million 0.04% of portfolio
3,173
Q2 2025 Reduced 32.92%
$323B
$1.05 Million 0.04% of portfolio
3,449
Q2 2025 Added 116.92%
$75.1B
$1.06 Million 0.04% of portfolio
5,717
Q2 2025 Reduced 8.2%
$0
$1.03 Million 0.04% of portfolio
12,656
Q2 2025 Added 5.21%
$92.8B
$1.05 Million 0.04% of portfolio
3,046
Q2 2025 Reduced 50.08%
$0
$1.03 Million 0.04% of portfolio
12,395
Q2 2025 Reduced 29.21%
$33.1B
$1.01 Million 0.04% of portfolio
12,399
Q2 2025 Reduced 22.52%
$94.6B
$999,000 0.04% of portfolio
4,055
Q2 2025 Reduced 23.52%
$0
$978,000 0.04% of portfolio
3,423
Q2 2025 Added 24.16%
$0
$974,000 0.04% of portfolio
12,574
Q2 2025 Added 10.58%
$1.88B
$967,000 0.04% of portfolio
51,197
Q2 2025 Added 35.05%
$0
$963,000 0.04% of portfolio
3,378
Q2 2025 Reduced 7.04%
$48.5B
$966,000 0.04% of portfolio
929
Q2 2025 Reduced 43.01%
$0
$953,000 0.04% of portfolio
18,315
Q2 2025 Reduced 35.58%
$120B
$953,000 0.04% of portfolio
10,623
Q2 2025 Reduced 43.03%
$51B
$950,000 0.04% of portfolio
16,823
Q2 2025 Reduced 28.14%
$0
$948,000 0.04% of portfolio
25,105
Q2 2025 Added 124.85%
$55.4B
$966,000 0.04% of portfolio
6,014
Q2 2025 Added 192.37%
$0
$943,000 0.03% of portfolio
16,330
Q1 2025 New

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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