Spire Wealth Management Portfolio Holdings - 13F Filings | 13F Fund Database
Spire Wealth Management 13F Holdings
CIK 0001858740 · RESTON, VA
As of Sep 30, 2025, Spire Wealth Management reported
2,506 positions worth $2.4B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 241,693 |
|
61.8M6.79% |
| NVIDIA CORP | NVDA | Technology | 607,755 |
13.4M | 4.76% |
| APPLE INC | AAPL | Technology | 382,738 | $97.5M | 4.09% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 1,432,531 | $72.7M | 3.05% |
| MICROSOFT CORP | MSFT | Technology | 135,366 | $70.1M | 2.94% |
| AMAZON.COM INC | AMZN | Equity | 317,218 | $69.7M | 2.92% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 85,738 | $64.0M | 2.69% |
| ALPHABET INC | GOOGL | Equity | 197,392 | $48.0M | 2.01% |
| SPDR S&P 500 ETF TRUST | SPY | — | 63,005 | $42.0M | 1.76% |
| META PLATFORMS INC | META | Communication Services | 57,087 | $41.9M | 1.76% |
| BROADCOM INC | AVGO | Technology | 99,803 | $32.9M | 1.38% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 561,466 | $30.2M | 1.27% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 288,883 | $29.0M | 1.22% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 27,724 | $25.7M | 1.08% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 288,281 | $25.2M | 1.06% |
| VANGUARD 500 INDEX FUND | VOO | — | 39,897 | $24.4M | 1.03% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 200,577 | $24.2M | 1.02% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 116,456 | $24.0M | 1.01% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 84,754 | $23.9M | 1.00% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 50,631 | $23.7M | 1.00% |
| FIDELITY TOTAL BOND ETF | FBND | — | 503,036 | $23.3M | 0.98% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 72,122 | $22.7M | 0.95% |
| ALPHABET INC | GOOG | Equity | 93,254 | $22.7M | 0.95% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 137,974 | $22.7M | 0.95% |
| HARTFORD TOTAL RETURN BOND ETF | HTRB | — | 659,294 | $22.6M | 0.95% |