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 201–250 of 2,298
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CB | CHUBB LIMITED | 9K | $1M+ | SH |
| JNJ | JOHNSON JOHNSON | 13K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 17K | $1M+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 105K | $1M+ | SH |
| ABBV | ABBVIE INC | 11K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 13K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 11K | $1M+ | SH |
| IJK | ISHARES TR | 26K | $1M+ | SH |
| FTCB | FIRST TR EXCHANGE TRADED FD | 119K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 66K | $1M+ | SH |
| IYF | ISHARES TR | 20K | $1M+ | SH |
| DIS | DISNEY WALT CO | 22K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 44K | $1M+ | SH |
| ITA | ISHARES TR | 11K | $1M+ | SH |
| TNA | DIREXION SHS ETF TR | 53K | $1M+ | SH |
| UNOV | INNOVATOR ETFS TRUST | 64K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 82K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 20K | $1M+ | SH |
| UAUG | INNOVATOR ETFS TRUST | 60K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 7K | $1M+ | SH |
| PBAU | PGIM ROCK ETF TR | 80K | $1M+ | SH |
| VST | VISTRA CORP | 15K | $1M+ | SH |
| AUGW | AIM ETF PRODUCTS TRUST | 73K | $1M+ | SH |
| QCOM | QUALCOMM INC | 14K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 8K | $1M+ | SH |
| ASML | ASML HOLDING N V | 2K | $1M+ | SH |
| OEF | ISHARES TR | 7K | $1M+ | SH |
| PMAR | INNOVATOR ETFS TRUST | 50K | $1M+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 86K | $1M+ | SH |
| GLW | CORNING INC | 26K | $1M+ | SH |
| HIG | HARTFORD FINL SVCS GROUP INC | 16K | $1M+ | SH |
| NVBW | AIM ETF PRODUCTS TRUST | 66K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 28K | $1M+ | SH |
| ORCL | ORACLE CORP | 11K | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 35K | $1M+ | SH |
| PBNV | PGIM ROCK ETF TR | 75K | $1M+ | SH |
| MRK | MERCK CO INC | 21K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 403 | $1M+ | SH |
| ALL | ALLSTATE CORP | 10K | $1M+ | SH |
| C | CITIGROUP INC | 18K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 15K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 80K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 4K | $1M+ | SH |
| HYLS | FIRST TR EXCHANGE TRADED FD | 50K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 13K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 26K | $1M+ | SH |
| SPGI | S P GLOBAL INC | 4K | $1M+ | SH |
| BJUL | INNOVATOR ETFS TRUST | 41K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 26K | $1M+ | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 31K | $1M+ | SH |