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 151–200 of 2,298
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTEB | VANGUARD MUN BD FDS | 75K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 97K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 112K | $1M+ | SH |
| IXUS | ISHARES TR | 43K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 12K | $1M+ | SH |
| CSCO | CISCO SYS INC | 47K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 19K | $1M+ | SH |
| IWR | ISHARES TR | 37K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 79K | $1M+ | SH |
| EEM | ISHARES TR | 64K | $1M+ | SH |
| SOXX | ISHARES TR | 12K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 9K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 7K | $1M+ | SH |
| UOCT | INNOVATOR ETFS TRUST | 87K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 74K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 13K | $1M+ | SH |
| TJX | TJX COS INC NEW | 21K | $1M+ | SH |
| PBOC | PGIM ROCK ETF TR | 112K | $1M+ | SH |
| OCTW | AIM ETF PRODUCTS TRUST | 84K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE TRADED FD | 84K | $1M+ | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 153K | $1M+ | SH |
| USEP | INNOVATOR ETFS TRUST | 81K | $1M+ | SH |
| APIE | TRUST FOR PROFESSIONAL MANAG | 89K | $1M+ | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 71K | $1M+ | SH |
| PBSE | PGIM ROCK ETF TR | 105K | $1M+ | SH |
| SEPW | AIM ETF PRODUCTS TRUST | 97K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 42K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 67K | $1M+ | SH |
| EME | EMCOR GROUP INC | 5K | $1M+ | SH |
| UDEC | INNOVATOR ETFS TRUST | 75K | $1M+ | SH |
| EVT | EATON VANCE TAX ADVT DIV INC | 115K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 24K | $1M+ | SH |
| LOW | LOWES COS INC | 12K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 88K | $1M+ | SH |
| PBDE | PGIM ROCK ETF TR | 97K | $1M+ | SH |
| INTU | INTUIT | 4K | $1M+ | SH |
| DECW | AIM ETF PRODUCTS TRUST | 84K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 20K | $1M+ | SH |
| PJUL | INNOVATOR ETFS TRUST | 61K | $1M+ | SH |
| CEF | SPROTT PHYSICAL GOLD SILVE | 62K | $1M+ | SH |
| ETN | EATON CORP PLC | 9K | $1M+ | SH |
| IWY | ISHARES TR | 10K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 35K | $1M+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 69K | $1M+ | SH |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | 19K | $1M+ | SH |
| SHV | ISHARES TR | 25K | $1M+ | SH |
| GE | GE AEROSPACE | 9K | $1M+ | SH |
| ADBE | ADOBE INC | 8K | $1M+ | SH |