Institutions / Spire Wealth Management
Spire Wealth Management
CIK 1858740 · Institution · as of Dec 31, 2025
Portfolio value
$2.99B
Positions
2,298
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 2,298 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $165.85M | 5.6% |
| NVIDIA Corp | $116.42M | 3.9% |
| Apple Inc. | $105.05M | 3.5% |
| Amazon.com Inc | $76.71M | 2.6% |
| Microsoft Corp | $66.35M | 2.2% |
| Vanguard World Fd | $63.16M | 2.1% |
| Alphabet Inc. | $57.58M | 1.9% |
| SPDR S P 500 ETF Tr | $40.09M | 1.3% |
| Broadcom Inc. | $37.98M | 1.3% |
| Meta Platforms Inc | $36.37M | 1.2% |
| Alphabet Inc. | $32.77M | 1.1% |
| ELI LILLY & Co | $29.79M | 1.0% |
| Select Sector SPDR Tr | $29.69M | 1.0% |
| iShares Tr | $28.85M | 1.0% |
| iShares Tr | $27.89M | 0.9% |
| iShares Tr | $26.46M | 0.9% |
| J P Morgan Exchange Traded F | $26.10M | 0.9% |
| Vanguard Index Fds | $25.99M | 0.9% |
| iShares Tr | $25.32M | 0.8% |
| Costco Wholesale Corp /New | $24.49M | 0.8% |
| JPMorgan Chase & Co | $24.00M | 0.8% |
| iShares Tr | $23.80M | 0.8% |
| iShares Tr | $23.79M | 0.8% |
| Fidelity Total Bond ETF | $23.72M | 0.8% |
| Select Sector SPDR Tr | $23.61M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.