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 101–150 of 2,298
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLP | SELECT SECTOR SPDR TR | 76K | $1M+ | SH |
| IJR | ISHARES TR | 49K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 78K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 18K | $1M+ | SH |
| APCB | TRUST FOR PROFESSIONAL MANAG | 194K | $1M+ | SH |
| APP | APPLOVIN CORP | 8K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 26K | $1M+ | SH |
| IDEV | ISHARES TR | 66K | $1M+ | SH |
| TAN | INVESCO EXCH TRADED FD TR II | 111K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 33K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 109K | $1M+ | SH |
| IUSV | ISHARES TR | 52K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 65K | $1M+ | SH |
| NVS | NOVARTIS AG | 38K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 67K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 188K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| MEDP | MEDPACE HLDGS INC | 9K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 83K | $1M+ | SH |
| BIL | SPDR SER TR | 55K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 101K | $1M+ | SH |
| WELL | WELLTOWER INC | 26K | $1M+ | SH |
| FIX | COMFORT SYS USA INC | 5K | $1M+ | SH |
| IWM | ISHARES TR | 20K | $1M+ | SH |
| COPX | GLOBAL X FDS | 67K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 17K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 14K | $1M+ | SH |
| IWD | ISHARES TR | 23K | $1M+ | SH |
| TER | TERADYNE INC | 25K | $1M+ | SH |
| NET | CLOUDFLARE INC | 24K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 105K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 21K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 11K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 37K | $1M+ | SH |
| BWXT | BWX TECHNOLOGIES INC | 26K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 45K | $1M+ | SH |
| SGOV | ISHARES TR | 43K | $1M+ | SH |
| PULS | PGIM ETF TR | 87K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 99K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 25K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 11K | $1M+ | SH |
| GEV | GE VERNOVA INC | 6K | $1M+ | SH |
| BX | BLACKSTONE INC | 27K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 54K | $1M+ | SH |
| PWB | INVESCO EXCHANGE TRADED FD T | 32K | $1M+ | SH |
| BLD | TOPBUILD CORP | 10K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 152K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 8K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE TRADED FD | 65K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 13K | $1M+ | SH |