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 251–300 of 2,298
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TLT | ISHARES TR | 23K | $1M+ | SH |
| INFL | LISTED FD TR | 45K | $1M+ | SH |
| IWP | ISHARES TR | 15K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 7K | $1M+ | SH |
| MCD | MCDONALDS CORP | 6K | $1M+ | SH |
| SDY | SPDR SER TR | 14K | $1M+ | SH |
| BA | BOEING CO | 9K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 23K | $1M+ | SH |
| COR | CENCORA INC | 6K | $1M+ | SH |
| RTX | RTX CORPORATION | 10K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 6K | $1M+ | SH |
| USMV | ISHARES TR | 20K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 20K | $1M+ | SH |
| EFG | ISHARES TR | 16K | $1M+ | SH |
| BBY | BEST BUY INC | 28K | $1M+ | SH |
| VIOV | VANGUARD ADMIRAL FDS INC | 19K | $1M+ | SH |
| DGRO | ISHARES TR | 27K | $1M+ | SH |
| DSI | ISHARES TR | 14K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 38K | $1M+ | SH |
| IEI | ISHARES TR | 15K | $1M+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 12K | $1M+ | SH |
| DJUL | FIRST TR EXCHNG TRADED FD VI | 38K | $1M+ | SH |
| ARKQ | ARK ETF TR | 16K | $1M+ | SH |
| DFEB | FIRST TR EXCHNG TRADED FD VI | 37K | $1M+ | SH |
| CLS | CELESTICA INC | 6K | $1M+ | SH |
| UAPR | INNOVATOR ETFS TRUST | 54K | $1M+ | SH |
| MSCI | MSCI INC | 3K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 11K | $1M+ | SH |
| IHAK | ISHARES TR | 36K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| UJAN | INNOVATOR ETFS TRUST | 40K | $1M+ | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 148K | $1M+ | SH |
| BMAR | INNOVATOR ETFS TRUST | 32K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 7K | $1M+ | SH |
| VEA | VANGUARD TAX MANAGED FDS | 27K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 20K | $1M+ | SH |
| LQD | ISHARES TR | 15K | $1M+ | SH |
| UMAR | INNOVATOR ETFS TRUST | 42K | $1M+ | SH |
| DFEV | DIMENSIONAL ETF TRUST | 49K | $1M+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 26K | $1M+ | SH |
| KR | KROGER CO | 26K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 7K | $1M+ | SH |
| BLK | BLACKROCK INC | 2K | $1M+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 43K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 34K | $1M+ | SH |
| GUNR | FLEXSHARES TR | 35K | $1M+ | SH |
| DDEC | FIRST TR EXCHNG TRADED FD VI | 35K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 23K | $1M+ | SH |
| MTUM | ISHARES TR | 6K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 11K | $1M+ | SH |