Spire Wealth Management
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Spire Wealth Management reported 2,350 stock positions worth $2.9 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.6% of the portfolio, followed by Nvidia (NVDA, 3.9%) and Apple (AAPL, 3.3%). Compared with Q2 2025, it opened 137 new positions, sold out of 156, added to 807 and reduced 759. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +17%) and the biggest sale Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001858740
- Portfolio Value
- $2.9B (Q3 2025)
- SEC Filing
- 0001858740-25-000006 ↗ filed Oct 23, 2025
Holdings Value
Holdings 2,350 stocks · $2.9B
| IVV iShares Core S&P 500 ETF | 5.56% | 244,100 | $163.4M | Add +17.3% |
| NVDA Nvidia Corp. | 3.88% | 610,637 | $113.9M | Add +2.7% |
| AAPL Apple Inc. | 3.33% | 383,855 | $97.7M | Reduce -1.0% |
| JPST JPMorgan Ultra-Short Income | 2.47% | 1,432,531 | $72.7M | Reduce -15.3% |
| MSFT Microsoft Corp. | 2.40% | 136,166 | $70.5M | Add +2.8% |
| AMZN Amazon.com Inc. | 2.38% | 318,775 | $70.0M | Add +3.5% |
| VGT Vanguard Info Tech ETF | 2.19% | 86,128 | $64.3M | Reduce -5.1% |
| GOOGL Alphabet Inc. Class A | 1.65% | 199,451 | $48.5M | Add +5.0% |
| META Meta Platforms Inc. Class A | 1.43% | 57,391 | $42.1M | Add +1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.43% | 63,005 | $42.0M | Reduce -2.5% |
| AVGO Broadcom Inc. | 1.13% | 100,661 | $33.2M | Add +47.6% |
| XLF SS Financial Select Sector | 1.03% | 563,548 | $30.4M | Reduce -15.7% |
| AGG iShares Core U.S. Aggregate | 0.99% | 290,826 | $29.2M | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.88% | 297,427 | $26.0M | Add +0.7% |
| COST Costco Wholesale Corp. | 0.88% | 27,923 | $25.8M | Add +6.1% |
| IVE iShares S&P 500 Value ETF | 0.85% | 120,927 | $25.0M | Reduce -5.6% |
| VOO Vanguard S&P 500 ETF | 0.83% | 39,897 | $24.4M | Add +13.3% |
| IVW iShares S&P 500 Growth ETF | 0.82% | 200,577 | $24.2M | Reduce -0.5% |
| XLK SS Technology Select Sector | 0.81% | 84,754 | $23.9M | Add +36.5% |
| IUSG iShares Core S&P U.S. Growth | 0.81% | 144,879 | $23.8M | Reduce -6.3% |
| IWF iShares Russell 1000 Growth | 0.81% | 50,631 | $23.7M | Reduce -0.8% |
| FBND Fidelity Total Bond ETF | 0.80% | 506,457 | $23.4M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 0.78% | 73,047 | $23.0M | Add +9.8% |
| HTRB Hartford TTL RTRN BND ETF | 0.77% | 663,909 | $22.8M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.77% | 93,254 | $22.7M | Add +5.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.75% | 117,387 | $21.9M | Reduce -1.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.74% | 467,336 | $21.8M | Reduce -75.3% |
| XLC SS Comm Select Sector SPDR | 0.71% | 177,377 | $21.0M | Reduce -13.5% |
| LLY Eli Lilly & Co. | 0.70% | 27,127 | $20.7M | Reduce -0.5% |
| NFLX Netflix Inc. | 0.67% | 16,523 | $19.8M | Add +3.0% |
| JCPB JPMorgan Core Plus Bond ETF | 0.67% | 415,375 | $19.8M | Reduce -1.0% |
| SSO Proshares Ultra S&P500 | 0.65% | 171,209 | $19.2M | Add +5.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.65% | 31,684 | $19.0M | Reduce -34.2% |
| MA Mastercard Inc. Class A | 0.64% | 33,238 | $18.9M | Add +7.3% |
| EVTR Eaton Vance Total Return | 0.64% | 366,321 | $18.8M | Add +145.6% |
| DFUS Dimensional US Eq MKT ETF | 0.61% | 246,449 | $17.9M | Reduce -1.0% |
| XLI SS Industrial Select Sector | 0.59% | 112,320 | $17.3M | Reduce -20.4% |
| VCR Vanguard Consumer Discre ETF | 0.58% | 43,348 | $17.2M | Reduce -17.9% |
| IEMG iShares Core MSCI Emerging | 0.57% | 255,638 | $16.9M | Reduce -5.2% |
| JBND JPMorgan Active Bond ETF | 0.55% | 297,236 | $16.1M | Add +900615.2% |
| UBER Uber Technologies Inc. | 0.51% | 153,553 | $15.0M | Add +1.3% |
| WMT Walmart Inc. | 0.50% | 143,833 | $14.8M | Add +2.5% |
| PLTR Palantir Technologies Inc. Class A | 0.50% | 80,220 | $14.6M | Add +0.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.50% | 224,176 | $14.6M | Reduce -4.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.49% | 29,219 | $14.3M | Add +19.9% |
| DFUV Dimensional US Marketwide Va | 0.48% | 315,003 | $14.1M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 27,428 | $13.8M | Reduce -8.6% |
| V Visa Inc. Class A | 0.47% | 40,182 | $13.7M | Reduce -1.2% |
| XLV SS Health Care Select Sector | 0.44% | 92,474 | $12.9M | Reduce -37.6% |
| EFA iShares MSCI Eafe ETF | 0.44% | 137,532 | $12.8M | Reduce -2.1% |
| ANET Arista Networks Inc. | 0.42% | 84,650 | $12.3M | Add +48.5% |
| EMB iShares JP Morgan Usd Emergi | 0.41% | 125,201 | $11.9M | Reduce -2.0% |
| HD Home Depot Inc. | 0.40% | 28,843 | $11.7M | Reduce -0.7% |
| GLD SPDR Gold Shares | 0.40% | 32,805 | $11.7M | Add +13.3% |
| SHOP Shopify Inc. Class A | 0.39% | 77,962 | $11.6M | Add +11.2% |
| FBTC Fidelity Wise Origin Bitcoin | 0.39% | 113,439 | $11.3M | Add +120.1% |
| KLAC KLA Corp. | 0.38% | 10,467 | $11.3M | Reduce -22.2% |
| MCK McKesson Corp. | 0.37% | 14,116 | $10.9M | Add +19.7% |
| PWR Quanta Services Inc. | 0.36% | 25,720 | $10.7M | Add +4855.7% |
| HOOD Robinhood Markets Inc. Class A | 0.36% | 74,435 | $10.7M | Add +248.7% |
| MAR Marriott International Class A | 0.35% | 40,049 | $10.4M | Add +1.7% |
| PANW Palo Alto Networks Inc. | 0.35% | 49,938 | $10.2M | Add +2.5% |
| IYW iShares Ustechnology ETF | 0.34% | 51,041 | $10.0M | Reduce -3.8% |
| IEF iShares 7-10 Year Treasury B | 0.34% | 103,529 | $10.0M | Reduce -0.5% |
| DFAT Dimensional US Target Value | 0.34% | 170,818 | $9.9M | Reduce -0.8% |
| GS Goldman Sachs Group Inc. | 0.34% | 12,471 | $9.9M | Add +142.1% |
| QUAL iShares MSCI USA Quality Fac | 0.34% | 50,735 | $9.9M | Reduce -2.4% |
| VWO Vanguard Ftse Emerging Marke | 0.32% | 176,147 | $9.5M | Add +211.7% |
| ORLY O'reilly Automotive Inc. | 0.32% | 86,028 | $9.3M | Add +21.4% |
| ORCL Oracle Corp. | 0.31% | 32,381 | $9.1M | Add +264.5% |
| IJH iShares Core S&P Midcap ETF | 0.31% | 138,668 | $9.0M | Reduce -9.3% |
| DFAS Dimensional US Small Cap ETF | 0.31% | 132,056 | $9.0M | Reduce -0.8% |
| GEV GE Vernova Inc. | 0.31% | 14,678 | $9.0M | Add +224.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 18,159 | $8.7M | Reduce -3.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.29% | 28,635 | $8.4M | Add +807.6% |
| TSLA Tesla Inc. | 0.29% | 18,891 | $8.4M | Reduce -13.1% |
| EFV iShares MSCI Eafe Value ETF | 0.28% | 123,109 | $8.4M | Add +0.6% |
| ADBE Adobe Inc. | 0.28% | 23,622 | $8.3M | Add +85.7% |
| TIP iShares Tips Bond ETF | 0.27% | 71,976 | $8.0M | Reduce -1.4% |
| IAU iShares Gold Trust | 0.27% | 108,571 | $7.9M | Add +13.6% |
| MAGS Roundhill Magnificent Seven | 0.27% | 120,692 | $7.8M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.26% | 87,732 | $7.7M | Add +0.9% |
| IWB iShares Russell 1000 ETF | 0.26% | 20,805 | $7.6M | Reduce -0.7% |
| SECT Main Sector Rotation ETF | 0.25% | 115,212 | $7.3M | Reduce -9.9% |
| XLP SS Consumer Staples Sel Sect | 0.24% | 89,743 | $7.0M | Reduce -29.7% |
| PM Philip Morris International | 0.24% | 43,288 | $7.0M | Add +235.9% |
| SPXL Direxion Daily S&P 500 Bull | 0.24% | 32,628 | $6.9M | Reduce -16.5% |
| APH Amphenol Corp. Class A | 0.23% | 55,783 | $6.9M | Add +34.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 20,902 | $6.9M | Reduce -1.0% |
| APUE Activepassive US Equity ETF | 0.23% | 167,282 | $6.8M | Add +21.5% |
| MELI MercadoLibre Inc. | 0.23% | 2,906 | $6.8M | Add +18.9% |
| SCHW Schwab (charles) Corp. | 0.22% | 67,229 | $6.4M | Add +15.2% |
| AXON Axon Enterprise Inc. | 0.22% | 8,901 | $6.4M | Reduce -0.5% |
| IBIT iShares Bitcoin Trust ETF | 0.22% | 98,213 | $6.4M | Add +664.6% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.22% | 71,588 | $6.4M | Add +3.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.21% | 113,604 | $6.3M | Reduce -4.9% |
| TEL Te Connectivity PLC | 0.21% | 28,577 | $6.3M | Add +3258.1% |
| VEEV Veeva Systems Inc. Class A | 0.21% | 20,964 | $6.2M | Add +7006.4% |
| RDVY First Trust Rising Dividend | 0.21% | 91,744 | $6.2M | Add +4.7% |
| CDNS Cadence Design SYS Inc. | 0.21% | 17,544 | $6.2M | Add +16.7% |
Other holdings (7): bonds, preferreds, convertibles and warrants · $93K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 575 | $40K | No change |
| RGTIW Rigetti Computing -CW27 | *W EXP 03/02/202 | 1,300 | $24K | Add +30.0% |
| EOS ENERGY ENTER -CW26 | *W EXP 11/17/202 | 8,000 | $14K | New |
| NNAVW Nextnav Inc. | *W EXP 99/99/999 | 2,000 | $11K | No change |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 2 | $2K | No change |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 1 | $1K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 37 | $944 | No change |
Total filed on the 13F, all lines: $2.9B.
Portfolio Sells Q2 2025 → Q3 2025
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -75.3% | 0.74% | −2.38 |
| GTO Invesco Total Return Bond Et | Reduce -98.1% | 0.02% | −0.81 |
| JPST JPMorgan Ultra-Short Income | Reduce -15.3% | 2.47% | −0.60 |
| VGSH Vanguard Short-Term Treasury | Reduce -98.7% | 0.01% | −0.60 |
| IAGG iShares Intl Aggregate Bond | Reduce -97.1% | 0.01% | −0.51 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -34.2% | 0.65% | −0.30 |
| XLV SS Health Care Select Sector | Reduce -37.6% | 0.44% | −0.28 |
| NOW ServiceNow Inc. | Reduce -80.3% | 0.05% | −0.25 |
| FEZ State Street SPDR Euro Stoxx | Reduce -97.3% | 0.01% | −0.25 |
| XLF SS Financial Select Sector | Reduce -15.7% | 1.03% | −0.22 |
| TLT iShares 20+ Year Treasury BD | Reduce -71.3% | 0.07% | −0.19 |
| TDG Transdigm Group Inc. | Reduce -83.6% | 0.03% | −0.17 |
| SPGI S&P Global Inc. | Reduce -74.1% | 0.05% | −0.17 |
| ISRG Intuitive Surgical Inc. | Reduce -63.3% | 0.12% | −0.17 |
| INTU Intuit Inc. | Reduce -55.7% | 0.10% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -52.7% | 0.15% | −0.16 |
| FICO Fair Isaac Corp. | Reduce -99.6% | 0.00% | −0.16 |
| IGV iShares Expanded Tech-Softwa | Reduce -87.5% | 0.02% | −0.16 |
| XLI SS Industrial Select Sector | Reduce -20.4% | 0.59% | −0.16 |
| NEE Nextera Energy Inc. | Reduce -63.4% | 0.09% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -54.1% | 0.11% | −0.15 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -79.3% | 0.03% | −0.15 |
| KNSL Kinsale Capital Group Inc. | Reduce -94.6% | 0.01% | −0.14 |
| VRSN Verisign Inc. | Reduce -98.3% | 0.00% | −0.13 |
| XLP SS Consumer Staples Sel Sect | Reduce -29.7% | 0.24% | −0.13 |
| EQT Eqt Corp. | Reduce -97.5% | 0.00% | −0.12 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -62.9% | 0.07% | −0.12 |
| CTSH Cognizant Tech Solutions-A | Reduce -99.0% | 0.00% | −0.12 |
| JEPI JPMorgan Equity Premium Inco | Reduce -33.4% | 0.20% | −0.12 |
| FISV Fiserv Inc. | Reduce -75.2% | 0.02% | −0.11 |
| BSV Vanguard Short-Term Bond ETF | Reduce -59.8% | 0.06% | −0.10 |
| FSK FS KKR Capital Corp. | Reduce -92.3% | 0.01% | −0.10 |
| VCR Vanguard Consumer Discre ETF | Reduce -17.9% | 0.58% | −0.10 |
| AMAT Applied Materials Inc. | Reduce -45.0% | 0.13% | −0.09 |
| PHYS Sprott Physical Gold Trust | Reduce -89.0% | 0.01% | −0.09 |
| CRM Salesforce Inc. | Reduce -66.8% | 0.03% | −0.09 |
| XLC SS Comm Select Sector SPDR | Reduce -13.5% | 0.71% | −0.08 |
| PSLV Sprott Physical Silver Trust | Reduce -98.3% | 0.00% | −0.08 |
| XLE SS Energy Select Sector | Reduce -40.5% | 0.12% | −0.08 |
| COOP Mr Cooper Group Inc. | Reduce -89.7% | 0.01% | −0.08 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -41.1% | 0.10% | −0.08 |
| DIS The Walt Disney Co. | Reduce -54.9% | 0.05% | −0.08 |
| FTNT Fortinet Inc. | Reduce -74.1% | 0.02% | −0.07 |
| UAPR Innovator U.S. Equity Ultra | Reduce -43.1% | 0.08% | −0.06 |
| PZA Invesco National Amt-Free Mu | Reduce -29.8% | 0.05% | −0.06 |
| AZO AutoZone Inc. | Reduce -92.0% | 0.01% | −0.06 |
| APRW Allinzim US Eq BFR20 Apr-Usd | Reduce -50.0% | 0.06% | −0.06 |
| PBAP Pgim S&P 500 Buffer 20-Apr | Reduce -49.9% | 0.06% | −0.06 |
| CTAS Cintas Corp. | Reduce -76.5% | 0.01% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.6% | 0.47% | −0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| IVV iShares Core S&P 500 ETF | Add +17.3% | 5.56% | +0.97 |
| JBND JPMorgan Active Bond ETF | Add +900615.2% | 0.55% | +0.55 |
| NVDA Nvidia Corp. | Add +2.7% | 3.88% | +0.52 |
| GOOGL Alphabet Inc. Class A | Add +5.0% | 1.65% | +0.46 |
| AVGO Broadcom Inc. | Add +47.6% | 1.13% | +0.46 |
| EVTR Eaton Vance Total Return | Add +145.6% | 0.64% | +0.37 |
| PWR Quanta Services Inc. | Add +4855.7% | 0.36% | +0.36 |
| HOOD Robinhood Markets Inc. Class A | Add +248.7% | 0.36% | +0.29 |
| MAGS Roundhill Magnificent Seven | New | 0.27% | +0.27 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +807.6% | 0.29% | +0.25 |
| XLK SS Technology Select Sector | Add +36.5% | 0.81% | +0.25 |
| ORCL Oracle Corp. | Add +264.5% | 0.31% | +0.24 |
| VWO Vanguard Ftse Emerging Marke | Add +211.7% | 0.32% | +0.22 |
| GEV GE Vernova Inc. | Add +224.8% | 0.31% | +0.22 |
| ANET Arista Networks Inc. | Add +48.5% | 0.42% | +0.21 |
| FBTC Fidelity Wise Origin Bitcoin | Add +120.1% | 0.39% | +0.21 |
| VEEV Veeva Systems Inc. Class A | Add +7006.4% | 0.21% | +0.21 |
| GOOG Alphabet Inc. Class C | Add +5.4% | 0.77% | +0.21 |
| TEL Te Connectivity PLC | Add +3258.1% | 0.21% | +0.21 |
| GS Goldman Sachs Group Inc. | Add +142.1% | 0.34% | +0.21 |
| IBIT iShares Bitcoin Trust ETF | Add +664.6% | 0.22% | +0.19 |
| BWXT BWX Technologies Inc. | New | 0.18% | +0.18 |
| FSLR First Solar Inc. | Add +6795.4% | 0.18% | +0.18 |
| ACN Accenture PLC Class A | Add +5125.3% | 0.17% | +0.17 |
| RKT Rocket Cos Inc. Class A | Add +52050.0% | 0.17% | +0.16 |
| XHB SS SPDR S&P Homebldrs ETF | Add +489.1% | 0.19% | +0.16 |
| PM Philip Morris International | Add +235.9% | 0.24% | +0.15 |
| NET Cloudflare Inc. Class A | Add +1758.5% | 0.15% | +0.14 |
| APP AppLovin Corp. Class A | Add +36.5% | 0.21% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +13.3% | 0.83% | +0.11 |
| SHOP Shopify Inc. Class A | Add +11.2% | 0.39% | +0.11 |
| PLTR Palantir Technologies Inc. Class A | Add +0.6% | 0.50% | +0.11 |
| ADBE Adobe Inc. | Add +85.7% | 0.28% | +0.11 |
| PBSE Pgim S&P 500 Buffer 20-Sep | New | 0.11% | +0.11 |
| CEG Constellation Energy | Add +133.4% | 0.18% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +9.8% | 0.78% | +0.10 |
| DIVO Amplify CWP Enhan Divid ETF | Add +141.0% | 0.17% | +0.10 |
| ORLY O'reilly Automotive Inc. | Add +21.4% | 0.32% | +0.09 |
| APH Amphenol Corp. Class A | Add +34.8% | 0.23% | +0.09 |
| SSO Proshares Ultra S&P500 | Add +5.3% | 0.65% | +0.08 |
| USEP Innovator U.S. Equity Ultra | Add +274.3% | 0.11% | +0.08 |
| SEPW Alianzim US Eq BFR20 Sep-Usd | Add +305.7% | 0.11% | +0.08 |
| GLD SPDR Gold Shares | Add +13.3% | 0.40% | +0.08 |
| PBAU Pgim S&P 500 Buffer 20-Aug | New | 0.08% | +0.08 |
| BXSL Blackstone Secured Lending F | Add +5349.8% | 0.07% | +0.07 |
| AUGW Alianzim US Eq BFR20 Aug-Usd | Add +783.8% | 0.08% | +0.07 |
| MCK McKesson Corp. | Add +19.7% | 0.37% | +0.07 |
| UAUG Innovator U.S. Equity Ultra | Add +562.9% | 0.08% | +0.07 |
| MU Micron Technology Inc. | Add +201.5% | 0.09% | +0.06 |
| VLO Valero Energy Corp. | Add +1026.6% | 0.07% | +0.06 |
Notes & Other Activity Q2 2025 → Q3 2025
| RGTIW Rigetti Computing -CW27 | *W EXP 03/02/202 | Add +30.0% | 1,300 | $24K |
| EOS ENERGY ENTER -CW26 | *W EXP 11/17/202 | New | 8,000 | $14K |
| ACHR.WS Archer Aviation Inc. -CW26 | *W EXP 09/16/202 | Sold out | 1,000 | $3Kbefore exit |
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | Sold out | 160 | $2Kbefore exit |
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 |