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 451–500 of 2,298
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PJUN | INNOVATOR ETFS TRUST | 18K | $500K+ | SH |
| HTD | HANCOCK JOHN TAX ADVANTAGED | 32K | $500K+ | SH |
| BNOV | INNOVATOR ETFS TRUST | 17K | $500K+ | SH |
| EWJ | ISHARES INC | 9K | $500K+ | SH |
| FLMI | FRANKLIN TEMPLETON ETF TR | 30K | $500K+ | SH |
| FTCS | FIRST TR EXCHANGE TRADED FD | 8K | $500K+ | SH |
| FESM | FIDELITY COVINGTON TRUST | 19K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 10K | $500K+ | SH |
| BJUN | INNOVATOR ETFS TRUST | 16K | $500K+ | SH |
| TDG | TRANSDIGM GROUP INC | 542 | $500K+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 9K | $500K+ | SH |
| FTSL | FIRST TR EXCHANGE TRADED FD | 16K | $500K+ | SH |
| JPC | NUVEEN PFD INCOME OPPORTUN | 88K | $500K+ | SH |
| PAUG | INNOVATOR ETFS TRUST | 17K | $500K+ | SH |
| BFEB | INNOVATOR ETFS TRUST | 15K | $500K+ | SH |
| CBRE | CBRE GROUP INC | 4K | $500K+ | SH |
| VNLA | JANUS DETROIT STR TR | 14K | $500K+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 9K | $500K+ | SH |
| IJS | ISHARES TR | 6K | $500K+ | SH |
| TMFC | RBB FD INC | 10K | $500K+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 15K | $500K+ | SH |
| XAR | SPDR SER TR | 3K | $500K+ | SH |
| IWS | ISHARES TR | 5K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 8K | $500K+ | SH |
| TJUL | INNOVATOR ETFS TRUST | 23K | $500K+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 20K | $500K+ | SH |
| ZTS | ZOETIS INC | 5K | $500K+ | SH |
| FITB | FIFTH THIRD BANCORP | 14K | $500K+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 5K | $500K+ | SH |
| ACMR | ACM RESH INC | 17K | $500K+ | SH |
| EXPE | EXPEDIA GROUP INC | 2K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC | 12K | $500K+ | SH |
| HDV | ISHARES TR | 5K | $500K+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 6K | $500K+ | SH |
| DVY | ISHARES TR | 5K | $500K+ | SH |
| LPLA | LPL FINL HLDGS INC | 2K | $500K+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 2K | $500K+ | SH |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | 9K | $500K+ | SH |
| UNP | UNION PAC CORP | 3K | $500K+ | SH |
| SHEL | SHELL PLC | 9K | $500K+ | SH |
| BUG | GLOBAL X FDS | 21K | $500K+ | SH |
| FYEE | FIDELITY GREENWOOD STREET TR | 22K | $500K+ | SH |
| IGV | ISHARES TR | 6K | $500K+ | SH |
| MDY | SPDR S P MIDCAP 400 ETF TR | 1K | $500K+ | SH |
| BXMX | NUVEEN S P 500 BUY WRITE INC | 41K | $500K+ | SH |
| MPWR | MONOLITHIC PWR SYS INC | 668 | $500K+ | SH |
| AZN | ASTRAZENECA PLC | 7K | $500K+ | SH |
| XBIL | RBB FD INC | 12K | $500K+ | SH |
| EWW | ISHARES INC | 9K | $500K+ | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 4K | $500K+ | SH |