CIK 1858740
Spire Wealth Management
Institutional 13F holdings & portfolio
Holdings
2,298
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 2,298
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 239K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 621K | $1M+ | SH |
| AAPL | APPLE INC | 385K | $1M+ | SH |
| AMZN | AMAZON COM INC | 330K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 136K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 83K | $1M+ | SH |
| GOOGL | ALPHABET INC | 182K | $1M+ | SH |
| SPY | SPDR S P 500 ETF TR | 59K | $1M+ | SH |
| AVGO | BROADCOM INC | 109K | $1M+ | SH |
| META | META PLATFORMS INC | 55K | $1M+ | SH |
| GOOG | ALPHABET INC | 104K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 539K | $1M+ | SH |
| LLY | ELI LILLY CO | 27K | $1M+ | SH |
| AGG | ISHARES TR | 287K | $1M+ | SH |
| IEFA | ISHARES TR | 300K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 516K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 41K | $1M+ | SH |
| IVW | ISHARES TR | 205K | $1M+ | SH |
| IVE | ISHARES TR | 119K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 28K | $1M+ | SH |
| IWF | ISHARES TR | 50K | $1M+ | SH |
| JPM | JPMORGAN CHASE CO | 73K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 164K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 512K | $1M+ | SH |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 661K | $1M+ | SH |
| IUSG | ISHARES TR | 133K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 115K | $1M+ | SH |
| SSO | PROSHARES TR | 370K | $1M+ | SH |
| IUSB | ISHARES TR | 454K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 175K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 35K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 414K | $1M+ | SH |
| EVTR | MORGAN STANLEY ETF TRUST | 366K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 250K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 30K | $1M+ | SH |
| IEMG | ISHARES INC | 250K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 107K | $1M+ | SH |
| VCR | VANGUARD WORLD FD | 42K | $1M+ | SH |
| WMT | WALMART INC | 141K | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 291K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 85K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 319K | $1M+ | SH |
| ACWX | ISHARES TR | 214K | $1M+ | SH |
| V | VISA INC | 40K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 29K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 87K | $1M+ | SH |
| EFA | ISHARES TR | 133K | $1M+ | SH |
| NFLX | NETFLIX INC | 136K | $1M+ | SH |
| KLAC | KLA CORP | 10K | $1M+ | SH |
| CAT | CATERPILLAR INC | 21K | $1M+ | SH |