Spire Wealth Management
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Spire Wealth Management reported 2,434 stock positions worth $3.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 4.4% of the portfolio, followed by Apple (AAPL, 4.3%) and JPMorgan Ultra-Short Income (JPST, 3.4%). Compared with Q3 2024, it opened 391 new positions, sold out of 108, added to 812 and reduced 607. The biggest buy was a new position in Proshares Ultrapro DOW30 (UDOW) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001858740
- Portfolio Value
- $3.2B (Q4 2024)
- SEC Filing
- 0001858740-25-000001 ↗ filed Jan 24, 2025
Holdings Value
Holdings 2,434 stocks · $3.2B
| IVV iShares Core S&P 500 ETF | 4.44% | 242,720 | $142.9M | Add +8.0% |
| AAPL Apple Inc. | 4.34% | 558,254 | $139.8M | Add +5.4% |
| JPST JPMorgan Ultra-Short Income | 3.45% | 2,203,675 | $111.0M | Add +8.9% |
| NVDA Nvidia Corp. | 3.02% | 725,082 | $97.4M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 2.55% | 373,585 | $82.0M | Add +5.6% |
| VGT Vanguard Info Tech ETF | 2.44% | 126,581 | $78.7M | Add +3.1% |
| MSFT Microsoft Corp. | 2.27% | 173,351 | $73.1M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.66% | 91,053 | $53.4M | Add +4.2% |
| GOOGL Alphabet Inc. Class A | 1.54% | 261,230 | $49.5M | Add +1.9% |
| META Meta Platforms Inc. Class A | 1.34% | 73,812 | $43.2M | Add +10.9% |
| VGSH Vanguard Short-Term Treasury | 1.23% | 682,020 | $39.7M | Add +3.2% |
| XLF SS Financial Select Sector | 1.14% | 758,127 | $36.6M | Add +4.5% |
| AGG iShares Core U.S. Aggregate | 1.00% | 333,654 | $32.3M | Reduce -1.7% |
| COST Costco Wholesale Corp. | 0.98% | 34,417 | $31.5M | Add +2.0% |
| IVE iShares S&P 500 Value ETF | 0.96% | 162,706 | $31.1M | Add +2.9% |
| IUSG iShares Core S&P U.S. Growth | 0.90% | 207,999 | $29.0M | Add +52.1% |
| FIXD First Trust Smith Opportunis | 0.86% | 640,737 | $27.5M | Reduce -0.8% |
| FBND Fidelity Total Bond ETF | 0.80% | 576,971 | $25.9M | Reduce -1.2% |
| XLV SS Health Care Select Sector | 0.79% | 185,052 | $25.5M | Add +1.4% |
| GTO Invesco Total Return Bond Et | 0.79% | 548,211 | $25.4M | Reduce -1.0% |
| LLY Eli Lilly & Co. | 0.79% | 32,947 | $25.4M | Add +1.4% |
| HTRB Hartford TTL RTRN BND ETF | 0.79% | 758,828 | $25.3M | Reduce -1.0% |
| VCR Vanguard Consumer Discre ETF | 0.78% | 67,277 | $25.3M | Add +3.3% |
| XLC SS Comm Select Sector SPDR | 0.78% | 259,618 | $25.1M | Add +1.8% |
| MA Mastercard Inc. Class A | 0.78% | 47,690 | $25.1M | Reduce -3.3% |
| JPM JPMorgan Chase & Co. | 0.71% | 95,060 | $22.8M | Add +1.0% |
| XLI SS Industrial Select Sector | 0.69% | 169,562 | $22.3M | Add +5.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.68% | 310,111 | $21.8M | Add +18.2% |
| IVW iShares S&P 500 Growth ETF | 0.64% | 203,899 | $20.7M | Add +3.0% |
| IWF iShares Russell 1000 Growth | 0.64% | 51,496 | $20.7M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.63% | 119,907 | $20.3M | Add +1.4% |
| UDOW Proshares Ultrapro DOW30 | 0.61% | 208,974 | $19.8M | New |
| NFLX Netflix Inc. | 0.61% | 22,116 | $19.7M | Add +8.9% |
| GOOG Alphabet Inc. Class C | 0.59% | 100,276 | $19.1M | Add +8.4% |
| V Visa Inc. Class A | 0.57% | 57,999 | $18.3M | Add +4.2% |
| IEMG iShares Core MSCI Emerging | 0.56% | 343,179 | $17.9M | Reduce -13.7% |
| VOO Vanguard S&P 500 ETF | 0.54% | 32,119 | $17.3M | Reduce -6.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.53% | 33,286 | $17.0M | Add +5.2% |
| AVGO Broadcom Inc. | 0.52% | 71,802 | $16.6M | Add +17.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 36,002 | $16.3M | Reduce -6.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.50% | 307,978 | $16.1M | Reduce -19.6% |
| UNH Unitedhealth Group Inc. | 0.49% | 31,333 | $15.9M | New |
| DFUS Dimensional US Eq MKT ETF | 0.48% | 241,574 | $15.4M | Add +0.5% |
| WMT Walmart Inc. | 0.47% | 168,961 | $15.3M | Add +6.2% |
| ANET Arista Networks Inc. | 0.47% | 135,682 | $15.0M | Add +12.4% |
| HD Home Depot Inc. | 0.46% | 38,241 | $14.9M | Add +15.5% |
| IJH iShares Core S&P Midcap ETF | 0.46% | 238,333 | $14.9M | Reduce -49.7% |
| XLK SS Technology Select Sector | 0.43% | 59,128 | $13.7M | Reduce -51.0% |
| XOM Exxon Mobil Corp. | 0.43% | 127,431 | $13.7M | Reduce -0.4% |
| EMB iShares JP Morgan Usd Emergi | 0.40% | 145,846 | $13.0M | Reduce -1.9% |
| DFUV Dimensional US Marketwide Va | 0.39% | 307,708 | $12.6M | New |
| MAR Marriott International Class A | 0.39% | 44,949 | $12.5M | Reduce -1.6% |
| TSLA Tesla Inc. | 0.38% | 30,470 | $12.3M | Add +16.6% |
| QUAL iShares MSCI USA Quality Fac | 0.37% | 66,639 | $11.9M | Add +3.1% |
| SPGI S&P Global Inc. | 0.37% | 23,696 | $11.8M | Add +26.1% |
| NOW ServiceNow Inc. | 0.36% | 11,048 | $11.7M | Add +3.5% |
| IWB iShares Russell 1000 ETF | 0.36% | 35,693 | $11.5M | Add +18.4% |
| PANW Palo Alto Networks Inc. | 0.36% | 63,075 | $11.5M | Add +11.4% |
| NEE Nextera Energy Inc. | 0.36% | 159,768 | $11.5M | Add +2.5% |
| SSO Proshares Ultra S&P500 | 0.35% | 123,134 | $11.4M | Add +6.2% |
| ISRG Intuitive Surgical Inc. | 0.35% | 21,722 | $11.3M | Add +18.6% |
| UBER Uber Technologies Inc. | 0.35% | 187,482 | $11.3M | Add +14.4% |
| PG The Procter & Gamble Co. | 0.35% | 67,157 | $11.3M | New |
| EFA iShares MSCI Eafe ETF | 0.35% | 147,300 | $11.1M | Reduce -0.2% |
| SECT Main Sector Rotation ETF | 0.34% | 201,820 | $11.1M | Reduce -4.2% |
| MCK McKesson Corp. | 0.34% | 19,226 | $11.0M | Add +11.5% |
| XLP SS Consumer Staples Sel Sect | 0.33% | 136,144 | $10.7M | Reduce -2.5% |
| IEF iShares 7-10 Year Treasury B | 0.33% | 115,308 | $10.7M | Reduce -0.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.32% | 30,300 | $10.4M | Add +1.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.32% | 199,343 | $10.2M | Reduce -4.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 41,077 | $9.9M | Add +4.1% |
| PWR Quanta Services Inc. | 0.31% | 31,216 | $9.9M | Reduce -7.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.30% | 9,201 | $9.7M | Add +16.9% |
| IJR iShares Core S&P Small-Cap E | 0.30% | 83,895 | $9.7M | Reduce -20.3% |
| DFAT Dimensional US Target Value | 0.29% | 169,164 | $9.4M | Add +1.1% |
| XLE SS Energy Select Sector | 0.29% | 109,477 | $9.4M | Add +5.5% |
| FTSM First Trust Enh Short Mat FD | 0.29% | 156,848 | $9.4M | New |
| TIP iShares Tips Bond ETF | 0.28% | 85,993 | $9.2M | Reduce -2.1% |
| SMH Vaneck Semiconductor ETF | 0.28% | 37,777 | $9.1M | Add +7.8% |
| SHOP Shopify Inc. Class A | 0.28% | 85,212 | $9.1M | Add +191.5% |
| IYW iShares Ustechnology ETF | 0.27% | 55,310 | $8.8M | Add +0.2% |
| ACN Accenture PLC Class A | 0.27% | 24,264 | $8.5M | Add +184.9% |
| FISV Fiserv Inc. | 0.27% | 41,548 | $8.5M | Reduce -16.1% |
| DFAS Dimensional US Small Cap ETF | 0.26% | 130,317 | $8.5M | Add +1.1% |
| MRVL Marvell Technology Inc. | 0.25% | 73,063 | $8.1M | Add +378.6% |
| LIN Linde PLC | 0.24% | 18,816 | $7.9M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.24% | 18,982 | $7.8M | Add +5.0% |
| FICO Fair Isaac Corp. | 0.24% | 3,904 | $7.8M | Reduce -31.3% |
| KLAC KLA Corp. | 0.24% | 12,285 | $7.7M | Add +1.8% |
| SCHD Schwab US DVD Equity ETF | 0.24% | 281,106 | $7.7M | Reduce -3.8% |
| CMG Chipotle Mexican Grill Inc. | 0.23% | 124,396 | $7.5M | Add +70.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 18,504 | $7.5M | Reduce -1.2% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 97,372 | $7.4M | Add +5.2% |
| CDNS Cadence Design SYS Inc. | 0.23% | 24,431 | $7.3M | Reduce -12.5% |
| TDG Transdigm Group Inc. | 0.22% | 5,575 | $7.1M | Add +0.8% |
| ORLY O'reilly Automotive Inc. | 0.22% | 5,927 | $7.0M | Reduce -1.1% |
| QCOM Qualcomm Inc. | 0.22% | 45,214 | $6.9M | Add +229.8% |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 119,674 | $6.9M | Add +5.6% |
| APH Amphenol Corp. Class A | 0.21% | 98,432 | $6.8M | Add +34.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 23,429 | $6.8M | Add +7.2% |
Other holdings (6): bonds, preferreds, convertibles and warrants · $71K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 575 | $35K | New |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 13 | $16K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 500 | $14K | Reduce -23.9% |
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | 160 | $4K | No change |
| HPKEW Highpeak Energy Inc. | *W EXP 08/21/202 | 600 | $3K | No change |
| BFLYW Butterfly Network Inc. -CW25 | *W EXP 02/12/202 | 4,888 | $636 | New |
Total filed on the 13F, all lines: $3.2B.
Portfolio Sells Q3 2024 → Q4 2024
| IJH iShares Core S&P Midcap ETF | Reduce -49.7% | 0.46% | −0.54 |
| XLK SS Technology Select Sector | Reduce -51.0% | 0.43% | −0.49 |
| MSFT Microsoft Corp. | Reduce -0.9% | 2.27% | −0.27 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -19.6% | 0.50% | −0.24 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.23 |
| CTAS Cintas Corp. | Reduce -78.8% | 0.05% | −0.23 |
| ADBE Adobe Inc. | Reduce -61.0% | 0.10% | −0.22 |
| IEMG iShares Core MSCI Emerging | Reduce -13.7% | 0.56% | −0.21 |
| AMAT Applied Materials Inc. | Reduce -47.6% | 0.13% | −0.20 |
| AGG iShares Core U.S. Aggregate | Reduce -1.7% | 1.00% | −0.16 |
| VNQ Vanguard Real Estate ETF | Reduce -72.4% | 0.05% | −0.15 |
| STLD Steel Dynamics Inc. | Reduce -94.5% | 0.01% | −0.14 |
| FICO Fair Isaac Corp. | Reduce -31.3% | 0.24% | −0.13 |
| FIXD First Trust Smith Opportunis | Reduce -0.8% | 0.86% | −0.13 |
| HTRB Hartford TTL RTRN BND ETF | Reduce -1.0% | 0.79% | −0.12 |
| FBND Fidelity Total Bond ETF | Reduce -1.2% | 0.80% | −0.12 |
| IJR iShares Core S&P Small-Cap E | Reduce -20.3% | 0.30% | −0.12 |
| GTO Invesco Total Return Bond Et | Reduce -1.0% | 0.79% | −0.11 |
| BLDR Builders Firstsource Inc. | Reduce -5.7% | 0.17% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.8% | 0.51% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -25.9% | 0.13% | −0.09 |
| MCD McDonald's Corp. | Reduce -38.0% | 0.11% | −0.09 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 0.43% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -6.4% | 0.54% | −0.07 |
| EFA iShares MSCI Eafe ETF | Reduce -0.2% | 0.35% | −0.07 |
| UNP Union Pacific Corp. | Reduce -44.6% | 0.06% | −0.07 |
| CI The Cigna Group | Reduce -52.2% | 0.04% | −0.07 |
| CAT Caterpillar Inc. | Reduce -20.2% | 0.15% | −0.07 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -1.2% | 0.18% | −0.07 |
| PEP Pepsico Inc. | Reduce -30.1% | 0.09% | −0.07 |
| EMB iShares JP Morgan Usd Emergi | Reduce -1.9% | 0.40% | −0.07 |
| ADP Automatic Data Processing | Reduce -70.6% | 0.03% | −0.06 |
| TLT iShares 20+ Year Treasury BD | Reduce -27.9% | 0.09% | −0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.2% | 0.23% | −0.06 |
| SOXX iShares Semiconductor ETF | Reduce -25.8% | 0.11% | −0.06 |
| MRSH Marsh & McLennan Cos | Reduce -61.5% | 0.03% | −0.06 |
| DHI D.R. Horton Inc. | Reduce -88.1% | 0.01% | −0.06 |
| XLP SS Consumer Staples Sel Sect | Reduce -2.5% | 0.33% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Reduce -49.7% | 0.04% | −0.06 |
| GIS General Mills Inc. | Reduce -52.9% | 0.03% | −0.06 |
| BBY Best Buy Co. Inc. | Reduce -93.9% | 0.00% | −0.06 |
| CSX CSX Corp. | Reduce -78.6% | 0.01% | −0.06 |
| TGT Target Corp. | Reduce -70.0% | 0.02% | −0.06 |
| CL Colgate-Palmolive Co. | Reduce -66.8% | 0.02% | −0.06 |
| INGR Ingredion Inc. | Reduce -91.2% | 0.00% | −0.06 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -4.5% | 0.32% | −0.06 |
| HIG Hartford Insurance Group Inc. | Reduce -76.3% | 0.01% | −0.05 |
| BKR Baker Hughes Co. | Reduce -99.2% | 0.00% | −0.05 |
| CHD Church & Dwight Co. Inc. | Reduce -69.3% | 0.02% | −0.05 |
| IDXX Idexx Laboratories Inc. | Reduce -86.8% | 0.01% | −0.05 |
Portfolio Buys Q3 2024 → Q4 2024
| UDOW Proshares Ultrapro DOW30 | New | 0.61% | +0.61 |
| UNH Unitedhealth Group Inc. | New | 0.49% | +0.49 |
| DFUV Dimensional US Marketwide Va | New | 0.39% | +0.39 |
| PG The Procter & Gamble Co. | New | 0.35% | +0.35 |
| AMZN Amazon.com Inc. | Add +5.6% | 2.55% | +0.32 |
| IUSG iShares Core S&P U.S. Growth | Add +52.1% | 0.90% | +0.29 |
| FTSM First Trust Enh Short Mat FD | New | 0.29% | +0.29 |
| LIN Linde PLC | New | 0.24% | +0.24 |
| MRVL Marvell Technology Inc. | Add +378.6% | 0.25% | +0.21 |
| APUE Activepassive US Equity ETF | New | 0.21% | +0.21 |
| ONEQ Fidelity Nasdaq Comp Indx | New | 0.20% | +0.20 |
| SHOP Shopify Inc. Class A | Add +191.5% | 0.28% | +0.20 |
| LMBS First Trust Low Duration Opp | New | 0.20% | +0.20 |
| AAPL Apple Inc. | Add +5.4% | 4.34% | +0.18 |
| MSI Motorola Solutions Inc. | Add +1628.4% | 0.19% | +0.17 |
| ACN Accenture PLC Class A | Add +184.9% | 0.27% | +0.16 |
| AVGO Broadcom Inc. | Add +17.4% | 0.52% | +0.16 |
| AXON Axon Enterprise Inc. | Add +4094.6% | 0.16% | +0.15 |
| TSLA Tesla Inc. | Add +16.6% | 0.38% | +0.15 |
| LNG Cheniere Energy Inc. | Add +1487.4% | 0.15% | +0.15 |
| HPQ HP Inc. | Add +4264.7% | 0.15% | +0.14 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.14% | +0.14 |
| QCOM Qualcomm Inc. | Add +229.8% | 0.22% | +0.14 |
| APCB Activepassive Core Bond ETF | New | 0.13% | +0.13 |
| NFLX Netflix Inc. | Add +8.9% | 0.61% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | Add +5.2% | 0.23% | +0.11 |
| TJX TJX Companies Inc. | New | 0.11% | +0.11 |
| QQEW First TR Nasdaq-100 Sel Eq | New | 0.10% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +1.9% | 1.54% | +0.10 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.10% | +0.10 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Add +18362.9% | 0.10% | +0.10 |
| TRV The Travelers Cos Inc. | Add +377.2% | 0.14% | +0.10 |
| APIE Activepassive Intl Eqty ETF | New | 0.09% | +0.09 |
| CMG Chipotle Mexican Grill Inc. | Add +70.7% | 0.23% | +0.09 |
| DFGR Dim Global Real Estate ETF | New | 0.09% | +0.09 |
| DECW Alianzim US Eq BFR20 Dec-Usd | New | 0.08% | +0.08 |
| KR Kroger Co. | Add +2482.6% | 0.08% | +0.08 |
| DIA SS SPDR Dow Jones Indus Avg | Add +87.0% | 0.18% | +0.08 |
| MCO Moody's Corp. | Add +5967.4% | 0.08% | +0.08 |
| ANET Arista Networks Inc. | Add +12.4% | 0.47% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +8.4% | 0.59% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +8.0% | 4.44% | +0.07 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.07% | +0.07 |
| XEVTX Eaton Vance Tax-Adv DVD Inc. | New | 0.06% | +0.06 |
| META Meta Platforms Inc. Class A | Add +10.9% | 1.34% | +0.06 |
| AMD Advanced Micro Devices | New | 0.05% | +0.05 |
| V Visa Inc. Class A | Add +4.2% | 0.57% | +0.05 |
| MCK McKesson Corp. | Add +11.5% | 0.34% | +0.05 |
| FDN First Trust DJ Internet Ind | New | 0.05% | +0.05 |
| APH Amphenol Corp. Class A | Add +34.1% | 0.21% | +0.05 |
Notes & Other Activity Q3 2024 → Q4 2024
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | New | 575 | $35K |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -23.9% | 500 | $14K |
| EQUITY COMMONWEALTH (EQC 6.5 PERP D) | 6.5% CNV PFD D | Sold out | 500 | $13Kbefore exit |
| BFLYW Butterfly Network Inc. -CW25 | *W EXP 02/12/202 | New | 4,888 | $636 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,220 | $3.3B | IVV, NVDA, AAPL, AMZN, VGT |
| Q1 2026 | 2,242 | $2.9B | IVV, NVDA, AAPL, AMZN, GOOGL |
| Q4 2025 | 2,292 | $3.0B | IVV, NVDA, AAPL, AMZN, MSFT |
| Q3 2025 | 2,350 | $2.9B | IVV, NVDA, AAPL, JPST, MSFT |
| Q2 2025 | 2,369 | $2.8B | IVV, NVDA, IUSB, JPST, AAPL |
| Q1 2025 | 2,455 | $3.1B | IVV, AAPL, JPST, NVDA, MSFT |
| Q4 2024 | 2,434 | $3.2B | IVV, AAPL, JPST, NVDA, AMZN |
| Q3 2024 | 2,151 | $3.0B | IVV, AAPL, JPST, NVDA, MSFT |
| Q2 2024 | 2,197 | $2.8B | IVV, AAPL, NVDA, MSFT, VGT |
| Q1 2024 | 2,293 | $5.4B | IVV, IJH, VGT, IVE, AGG |