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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.27 Million 0.05% of portfolio
22,040
Q3 2025 Added 6.47%
$0
$1.26 Million 0.05% of portfolio
13,787
Q3 2025 Reduced 47.0%
$0
$1.26 Million 0.05% of portfolio
61,830
Q3 2025 Reduced 3.01%
$10.3B
$1.24 Million 0.05% of portfolio
3,651
Q3 2025 Reduced 36.96%
$0
$1.24 Million 0.05% of portfolio
12,365
Q3 2025 Reduced 0.24%
$0
$1.24 Million 0.05% of portfolio
30,798
Q3 2025 Added 1.27%
$0
$1.2 Million 0.04% of portfolio
12,660
Q3 2025 Reduced 13.13%
$84.4B
$1.22 Million 0.04% of portfolio
6,209
Q3 2025 Added 8.61%
$0
$1.2 Million 0.04% of portfolio
3,736
Q3 2025 Added 9.14%
$0
$1.19 Million 0.04% of portfolio
51,486
Q3 2025 Added 4.03%
$50.4B
$1.19 Million 0.04% of portfolio
19,423
Q3 2025 Added 15.46%
$3.22B
$1.18 Million 0.04% of portfolio
21,927
Q3 2025 Added 13.0%
$0
$1.18 Million 0.04% of portfolio
15,084
Q3 2025 Added 59.15%
$141B
$1.18 Million 0.04% of portfolio
46,322
Q3 2025 Added 1.14%
$0
$1.17 Million 0.04% of portfolio
19,794
Q2 2025 Reduced 1.97%
$0
$1.17 Million 0.04% of portfolio
13,159
Q3 2025 Reduced 23.81%
$74.1B
$1.16 Million 0.04% of portfolio
4,278
Q3 2025 Added 5.5%
$98.6B
$1.15 Million 0.04% of portfolio
12,101
Q3 2025 Reduced 2.96%
$0
$1.15 Million 0.04% of portfolio
29,867
Q3 2025 Reduced 7.55%
$2.34B
$1.12 Million 0.04% of portfolio
41,889
Q3 2025 Reduced 10.36%
$69.1B
$1.11 Million 0.04% of portfolio
13,199
Q3 2025 Reduced 34.66%
$418B
$1.11 Million 0.04% of portfolio
6,218
Q3 2025 Added 52.81%
$52.5B
$1.09 Million 0.04% of portfolio
63,778
Q3 2025 Added 1.48%
$0
$1.09 Million 0.04% of portfolio
15,131
Q3 2025 Reduced 1.94%
$0
$1.09 Million 0.04% of portfolio
9,492
Q3 2025 Added 260.09%
$85.9B
$1.09 Million 0.04% of portfolio
4,916
Q3 2025 Reduced 4.43%
$73.7B
$1.09 Million 0.04% of portfolio
3,976
Q3 2025 Added 13.8%
$0
$1.08 Million 0.04% of portfolio
12,656
Q2 2025 Added 5.21%
$16.7B
$1.08 Million 0.04% of portfolio
2,041
Q3 2025 Added 8,404.17%
$0
$1.07 Million 0.04% of portfolio
10,248
Q3 2025 Added 9.77%
$132B
$1.05 Million 0.04% of portfolio
5,003
Q3 2025 Added 4.27%
$0
$1.04 Million 0.04% of portfolio
13,091
Q3 2025 Added 4.11%
$181B
$1.04 Million 0.04% of portfolio
36,961
Q3 2025 Reduced 10.58%
$0
$1.04 Million 0.04% of portfolio
3,378
Q2 2025 Reduced 7.04%
$47.1B
$1.04 Million 0.04% of portfolio
9,285
Q3 2025 Added 8.57%
$113B
$1.01 Million 0.04% of portfolio
10,654
Q3 2025 Added 0.29%
$204B
$994,000 0.04% of portfolio
7,083
Q3 2025 Reduced 13.84%
$0
$984,000 0.04% of portfolio
16,330
Q1 2025 New
$143B
$969,000 0.04% of portfolio
28,910
Q3 2025 Added 10.44%
$0
$968,000 0.04% of portfolio
12,179
Q3 2025 Added 0.37%
$875M
$967,000 0.04% of portfolio
24,693
Q3 2025 Reduced 12.42%
$0
$966,000 0.04% of portfolio
24,844
Q3 2025 Reduced 1.04%
$0
$965,000 0.04% of portfolio
21,947
Q3 2025 Added 7.38%
$0
$959,000 0.03% of portfolio
14,404
Q3 2025 Added 35.52%
$183B
$959,000 0.03% of portfolio
3,400
Q3 2025 Added 3.22%
$0
$955,000 0.03% of portfolio
5,047
Q3 2025 Reduced 1.71%
$237B
$954,000 0.03% of portfolio
4,026
Q3 2025 Reduced 66.85%
$330M
$941,000 0.03% of portfolio
52,754
Q3 2025 New
$0
$938,000 0.03% of portfolio
13,944
Q3 2025 Added 1.63%

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
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