Spire Wealth Management Portfolio Holdings
Spire Wealth Management
- $2.82 Billion
- Q4 2025
Spire Wealth Management has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.82 Billion distributed in 2456 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $164M, Nvidia Corp with a value of $116M, Apple Inc. with a value of $103M, Amazon Com Inc with a value of $78M, and Microsoft Corp with a value of $69.6M.
Examining the 13F form we can see an increase of $71.5M in the current position value, from $2.74B to 2.82B.
Below you can find more details about Spire Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$2.82 Billion
ETFs: $1.54 Billion
Technology: $519 Million
Financial Services: $154 Million
Communication Services: $137 Million
Consumer Cyclical: $136 Million
Healthcare: $99.4 Million
Industrials: $92 Million
Consumer Defensive: $54.6 Million
Other: $79.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,456
- Current Value $2.82 Billion
- Prior Value $2.74 Billion
- Filing
- Period Q4 2025
- Filing Date January 14, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 150 stocks
- Additional Purchases 798 stocks
- Sold out of 0 stocks
- Reduced holdings in 812 stocks