Spire Wealth Management
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Spire Wealth Management reported 2,292 stock positions worth $3.0 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, 3.5%). Compared with Q3 2025, it opened 150 new positions, sold out of 208, added to 792 and reduced 816. The biggest buy was Alphabet Class C (GOOG, shares +12%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- MCLEAN, VA
- CIK
- 0001858740
- Portfolio Value
- $3.0B (Q4 2025)
- SEC Filing
- 0001858740-26-000001 ↗ filed Jan 14, 2026
Holdings Value
Holdings 2,292 stocks · $3.0B
| IVV iShares Core S&P 500 ETF | 5.55% | 242,143 | $165.9M | Reduce -0.8% |
| NVDA Nvidia Corp. | 3.90% | 624,234 | $116.4M | Add +2.2% |
| AAPL Apple Inc. | 3.52% | 386,398 | $105.0M | Add +0.7% |
| AMZN Amazon.com Inc. | 2.57% | 332,348 | $76.7M | Add +4.3% |
| MSFT Microsoft Corp. | 2.22% | 137,185 | $66.3M | Add +0.8% |
| VGT Vanguard Info Tech ETF | 2.12% | 83,787 | $63.2M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 1.93% | 183,970 | $57.6M | Reduce -7.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.34% | 58,788 | $40.1M | Reduce -6.7% |
| AVGO Broadcom Inc. | 1.27% | 109,737 | $38.0M | Add +9.0% |
| META Meta Platforms Inc. Class A | 1.22% | 55,092 | $36.4M | Reduce -4.0% |
| GOOG Alphabet Inc. Class C | 1.10% | 104,441 | $32.8M | Add +12.0% |
| LLY Eli Lilly & Co. | 1.00% | 27,719 | $29.8M | Add +2.2% |
| XLF SS Financial Select Sector | 0.99% | 542,114 | $29.7M | Reduce -3.8% |
| AGG iShares Core U.S. Aggregate | 0.97% | 288,846 | $28.8M | Reduce -0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.93% | 311,718 | $27.9M | Add +4.8% |
| IVE iShares S&P 500 Value ETF | 0.89% | 124,779 | $26.5M | Add +3.2% |
| JPST JPMorgan Ultra-Short Income | 0.87% | 516,002 | $26.1M | Reduce -64.0% |
| VOO Vanguard S&P 500 ETF | 0.87% | 41,442 | $26.0M | Add +3.9% |
| IVW iShares S&P 500 Growth ETF | 0.85% | 205,458 | $25.3M | Add +2.4% |
| COST Costco Wholesale Corp. | 0.82% | 28,400 | $24.5M | Add +1.7% |
| JPM JPMorgan Chase & Co. | 0.80% | 74,497 | $24.0M | Add +2.0% |
| IWF iShares Russell 1000 Growth | 0.80% | 50,277 | $23.8M | Reduce -0.7% |
| IUSG iShares Core S&P U.S. Growth | 0.80% | 141,683 | $23.8M | Reduce -2.2% |
| FBND Fidelity Total Bond ETF | 0.79% | 515,276 | $23.7M | Add +1.7% |
| XLK SS Technology Select Sector | 0.79% | 163,963 | $23.6M | Reduce -3.3% |
| HTRB Hartford TTL RTRN BND ETF | 0.76% | 665,393 | $22.7M | Add +0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.73% | 114,767 | $21.9M | Reduce -2.2% |
| SSO Proshares Ultra S&P500 | 0.72% | 370,353 | $21.5M | Add +8.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.71% | 454,080 | $21.1M | Reduce -2.8% |
| XLC SS Comm Select Sector SPDR | 0.69% | 175,550 | $20.7M | Reduce -1.0% |
| MA Mastercard Inc. Class A | 0.68% | 35,304 | $20.2M | Add +6.2% |
| JCPB JPMorgan Core Plus Bond ETF | 0.66% | 417,088 | $19.7M | Add +0.4% |
| EVTR Eaton Vance Total Return | 0.63% | 368,113 | $19.0M | Add +0.5% |
| DFUS Dimensional US Eq MKT ETF | 0.62% | 249,666 | $18.5M | Add +1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.62% | 29,910 | $18.4M | Reduce -5.6% |
| IEMG iShares Core MSCI Emerging | 0.59% | 263,178 | $17.7M | Add +3.0% |
| XLI SS Industrial Select Sector | 0.56% | 107,837 | $16.7M | Reduce -4.0% |
| VCR Vanguard Consumer Discre ETF | 0.56% | 42,189 | $16.6M | Reduce -2.7% |
| WMT Walmart Inc. | 0.53% | 141,862 | $15.8M | Reduce -1.4% |
| JBND JPMorgan Active Bond ETF | 0.53% | 290,762 | $15.7M | Reduce -2.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.51% | 227,430 | $15.3M | Add +1.4% |
| PLTR Palantir Technologies Inc. Class A | 0.51% | 85,659 | $15.2M | Add +6.8% |
| DFUV Dimensional US Marketwide Va | 0.50% | 319,337 | $14.9M | Add +1.4% |
| V Visa Inc. Class A | 0.47% | 40,429 | $14.2M | Add +0.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.46% | 29,249 | $13.7M | Add +0.1% |
| XLV SS Health Care Select Sector | 0.45% | 87,483 | $13.5M | Reduce -5.4% |
| NFLX Netflix Inc. | 0.43% | 136,632 | $12.8M | Reduce -17.3% |
| EFA iShares MSCI Eafe ETF | 0.43% | 133,051 | $12.8M | Reduce -3.3% |
| KLAC KLA Corp. | 0.43% | 10,477 | $12.7M | Add +0.1% |
| CAT Caterpillar Inc. | 0.42% | 21,725 | $12.4M | Add +68.6% |
| SHOP Shopify Inc. Class A | 0.40% | 75,101 | $12.1M | Reduce -3.7% |
| GLD SPDR Gold Shares | 0.40% | 30,434 | $12.1M | Reduce -7.2% |
| EMB iShares JP Morgan Usd Emergi | 0.40% | 124,741 | $12.0M | Reduce -0.4% |
| ANET Arista Networks Inc. | 0.40% | 90,468 | $11.9M | Add +6.9% |
| IAU iShares Gold Trust | 0.39% | 143,426 | $11.6M | Add +32.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 23,098 | $11.6M | Reduce -15.8% |
| MAR Marriott International Class A | 0.39% | 37,343 | $11.6M | Reduce -6.8% |
| MCK McKesson Corp. | 0.38% | 13,800 | $11.3M | Reduce -2.2% |
| GS Goldman Sachs Group Inc. | 0.37% | 12,703 | $11.2M | Add +1.9% |
| PANW Palo Alto Networks Inc. | 0.35% | 57,334 | $10.6M | Add +14.8% |
| DFAT Dimensional US Target Value | 0.35% | 176,091 | $10.5M | Add +3.1% |
| IEF iShares 7-10 Year Treasury B | 0.35% | 107,834 | $10.4M | Add +4.2% |
| VWO Vanguard Ftse Emerging Marke | 0.32% | 176,458 | $9.5M | Add +0.2% |
| DFAS Dimensional US Small Cap ETF | 0.32% | 135,829 | $9.5M | Add +2.9% |
| IYW iShares Ustechnology ETF | 0.32% | 47,194 | $9.4M | Reduce -7.5% |
| IJH iShares Core S&P Midcap ETF | 0.31% | 141,943 | $9.4M | Add +2.4% |
| PWR Quanta Services Inc. | 0.31% | 21,921 | $9.3M | Reduce -14.8% |
| XBI SS SPDR S&P Biotech ETF | 0.31% | 75,082 | $9.2M | Add +507.2% |
| QUAL iShares MSCI USA Quality Fac | 0.30% | 44,829 | $8.9M | Reduce -11.6% |
| EFV iShares MSCI Eafe Value ETF | 0.30% | 123,689 | $8.8M | Add +0.5% |
| SECT Main Sector Rotation ETF | 0.29% | 132,626 | $8.6M | Add +15.1% |
| TSLA Tesla Inc. | 0.28% | 18,713 | $8.4M | Reduce -0.9% |
| HOOD Robinhood Markets Inc. Class A | 0.27% | 71,345 | $8.1M | Reduce -4.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 23,943 | $8.0M | Add +14.6% |
| TIP iShares Tips Bond ETF | 0.27% | 72,906 | $8.0M | Add +1.3% |
| ORLY O'reilly Automotive Inc. | 0.27% | 87,334 | $8.0M | Add +1.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.26% | 94,846 | $7.9M | Add +177.5% |
| IWB iShares Russell 1000 ETF | 0.26% | 20,859 | $7.8M | Add +0.3% |
| MAGS Roundhill Magnificent Seven | 0.26% | 117,413 | $7.7M | Reduce -2.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.26% | 15,801 | $7.7M | Reduce -13.0% |
| HD Home Depot Inc. | 0.25% | 22,116 | $7.6M | Reduce -23.3% |
| APUE Activepassive US Equity ETF | 0.25% | 180,907 | $7.5M | Add +8.1% |
| LITE Lumentum Holdings Inc. | 0.25% | 20,326 | $7.5M | Add +260.9% |
| ISRG Intuitive Surgical Inc. | 0.25% | 13,153 | $7.4M | Add +63.7% |
| SPXL Direxion Daily S&P 500 Bull | 0.25% | 33,474 | $7.4M | Add +2.6% |
| AXP American Express Co. | 0.24% | 19,461 | $7.2M | Add +223.5% |
| FSLR First Solar Inc. | 0.24% | 27,515 | $7.2M | Add +16.0% |
| SMH Vaneck Semiconductor ETF | 0.24% | 19,576 | $7.1M | Add +16.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.23% | 119,806 | $6.8M | Add +5.5% |
| SCCO Southern Copper Corp. | 0.22% | 45,950 | $6.6M | Add +7891.3% |
| APH Amphenol Corp. Class A | 0.22% | 48,757 | $6.6M | Reduce -12.6% |
| SCHW Schwab (charles) Corp. | 0.22% | 65,102 | $6.5M | Reduce -3.2% |
| DELL Dell Technologies -C | 0.22% | 51,561 | $6.5M | Add +993.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.22% | 150,818 | $6.4M | Reduce -14.1% |
| RDVY First Trust Rising Dividend | 0.22% | 92,561 | $6.4M | Add +0.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 110,097 | $6.4M | Add +111.6% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.21% | 69,102 | $6.3M | Reduce -3.5% |
| TEL Te Connectivity PLC | 0.21% | 27,210 | $6.2M | Reduce -4.8% |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 107,708 | $6.2M | Add +2.6% |
| CTSH Cognizant Tech Solutions-A | 0.20% | 73,018 | $6.1M | Add +16271.8% |
Other holdings (6): bonds, preferreds, convertibles and warrants · $60K (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 |
| NNAVW Nextnav Inc. | *W EXP 99/99/999 | 2,000 | $14K | No change |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 2 | $2K | No change |
| RGTIW Rigetti Computing -CW27 | *W EXP 03/02/202 | 170 | $2K | Reduce -86.9% |
| 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 | $713 | No change |
Total filed on the 13F, all lines: $3.0B.
Portfolio Sells Q3 2025 → Q4 2025
| JPST JPMorgan Ultra-Short Income | Reduce -64.0% | 0.87% | −1.60 |
| UBER Uber Technologies Inc. | Reduce -57.2% | 0.18% | −0.33 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -87.3% | 0.03% | −0.25 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -52.4% | 0.14% | −0.25 |
| NFLX Netflix Inc. | Reduce -17.3% | 0.43% | −0.25 |
| ORCL Oracle Corp. | Reduce -64.7% | 0.07% | −0.24 |
| META Meta Platforms Inc. Class A | Reduce -4.0% | 1.22% | −0.22 |
| MELI MercadoLibre Inc. | Reduce -90.9% | 0.02% | −0.21 |
| VEEV Veeva Systems Inc. Class A | Reduce -97.9% | 0.00% | −0.21 |
| IBIT iShares Bitcoin Trust ETF | Reduce -88.9% | 0.02% | −0.20 |
| ADBE Adobe Inc. | Reduce -67.0% | 0.09% | −0.19 |
| AXON Axon Enterprise Inc. | Reduce -82.6% | 0.03% | −0.19 |
| PM Philip Morris International | Reduce -70.1% | 0.07% | −0.17 |
| GEV GE Vernova Inc. | Reduce -56.9% | 0.14% | −0.17 |
| XHB SS SPDR S&P Homebldrs ETF | Reduce -88.6% | 0.02% | −0.17 |
| ACN Accenture PLC Class A | Reduce -95.4% | 0.01% | −0.16 |
| LIN Linde PLC | Reduce -93.5% | 0.01% | −0.16 |
| SPOT Spotify Technology SA | Reduce -90.3% | 0.01% | −0.16 |
| RKT Rocket Cos Inc. Class A | Reduce -91.1% | 0.01% | −0.15 |
| CDNS Cadence Design SYS Inc. | Reduce -64.5% | 0.07% | −0.14 |
| HD Home Depot Inc. | Reduce -23.3% | 0.25% | −0.14 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -92.8% | 0.01% | −0.10 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.10 |
| HOOD Robinhood Markets Inc. Class A | Reduce -4.2% | 0.27% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.7% | 1.34% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -15.8% | 0.39% | −0.08 |
| SUB iShares Short-Term National | Reduce -79.5% | 0.02% | −0.08 |
| IBMP iShares Ibonds Dec 2027 Term | Reduce -95.3% | 0.00% | −0.08 |
| MSTR Strategy Inc. | Reduce -17.0% | 0.05% | −0.07 |
| VGT Vanguard Info Tech ETF | Reduce -2.7% | 2.12% | −0.07 |
| LSAT Leadershares Alphafact Tact | Reduce -60.1% | 0.04% | −0.07 |
| BKLN Invesco Senior Loan ETF | Reduce -36.7% | 0.11% | −0.06 |
| MRSH Marsh & McLennan Cos | Reduce -90.8% | 0.01% | −0.06 |
| CVX Chevron Corp. | Reduce -36.7% | 0.09% | −0.06 |
| PYPL PayPal Holdings Inc. | Reduce -88.7% | 0.01% | −0.06 |
| RMD Resmed Inc. | Reduce -80.5% | 0.01% | −0.05 |
| PWR Quanta Services Inc. | Reduce -14.8% | 0.31% | −0.05 |
| KWEB Kranesh Csi China Internet | Reduce -99.4% | 0.00% | −0.05 |
| DNOV FT Vest US Equity Deep Buffe | Reduce -98.6% | 0.00% | −0.05 |
| COIN Coinbase Global Inc. Class A | Reduce -81.4% | 0.01% | −0.05 |
| FAST Fastenal Co. | Reduce -88.8% | 0.00% | −0.05 |
| HUM Humana Inc. | Reduce -94.2% | 0.00% | −0.05 |
| ITW Illinois Tool Works | Reduce -92.2% | 0.00% | −0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -14.1% | 0.22% | −0.04 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Sold out | 0.00% | −0.04 |
| XLP SS Consumer Staples Sel Sect | Reduce -14.6% | 0.20% | −0.04 |
| PZA Invesco National Amt-Free Mu | Reduce -86.5% | 0.01% | −0.04 |
| XLF SS Financial Select Sector | Reduce -3.8% | 0.99% | −0.04 |
| RSG Republic Services Inc. | Reduce -48.0% | 0.03% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -13.0% | 0.26% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOG Alphabet Inc. Class C | Add +12.0% | 1.10% | +0.32 |
| LLY Eli Lilly & Co. | Add +2.2% | 1.00% | +0.29 |
| XBI SS SPDR S&P Biotech ETF | Add +507.2% | 0.31% | +0.26 |
| LITE Lumentum Holdings Inc. | Add +260.9% | 0.25% | +0.22 |
| SCCO Southern Copper Corp. | Add +7891.3% | 0.22% | +0.22 |
| CAT Caterpillar Inc. | Add +68.6% | 0.42% | +0.21 |
| CTSH Cognizant Tech Solutions-A | Add +16271.8% | 0.20% | +0.20 |
| DELL Dell Technologies -C | Add +993.3% | 0.22% | +0.19 |
| IDEV iShares Core MSCI Dev MKTS | Add +6729.9% | 0.20% | +0.19 |
| AAPL Apple Inc. | Add +0.7% | 3.52% | +0.19 |
| AMZN Amazon.com Inc. | Add +4.3% | 2.57% | +0.19 |
| TAN Invesco Solar ETF | Add +7913.5% | 0.18% | +0.18 |
| MEDP Medpace Holdings Inc. | Add +946700.0% | 0.18% | +0.18 |
| NVS Novartis AG-Sponsored ADR | Add +2561.0% | 0.18% | +0.17 |
| AXP American Express Co. | Add +223.5% | 0.24% | +0.17 |
| SHY iShares 1-3 Year Treasury Bo | Add +177.5% | 0.26% | +0.17 |
| TER Teradyne Inc. | Add +19245.0% | 0.16% | +0.16 |
| COPX Global X Copper Miners ETF | New | 0.16% | +0.16 |
| FIX Comfort Systems USA Inc. | Add +658.1% | 0.17% | +0.15 |
| VRT Vertiv Holdings Co. Class A | Add +335.7% | 0.19% | +0.15 |
| ROK Rockwell Automation Inc. | Add +6641.1% | 0.15% | +0.15 |
| WELL Welltower Inc. | Add +553.0% | 0.17% | +0.14 |
| PULS Pgim Ultra Short Bond ETF | Add +7574.3% | 0.15% | +0.14 |
| AVGO Broadcom Inc. | Add +9.0% | 1.27% | +0.14 |
| SGOV iShares 0-3 Month Treasury B | Add +3644.4% | 0.15% | +0.14 |
| BLD Topbuild Corp. | Add +3846.1% | 0.14% | +0.14 |
| ISRG Intuitive Surgical Inc. | Add +63.7% | 0.25% | +0.13 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +301.1% | 0.17% | +0.13 |
| IAU iShares Gold Trust | Add +32.1% | 0.39% | +0.12 |
| JEPQ JPM Nasdaq Equity Premium | Add +111.6% | 0.21% | +0.11 |
| PBOC Pgim S&P 500 Buffer 20-Oct | New | 0.11% | +0.11 |
| PBDE Pgim S&P 500 Buffer 20-Dec | New | 0.10% | +0.10 |
| EME Emcor Group Inc. | Add +1479.5% | 0.10% | +0.09 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Add +356.7% | 0.11% | +0.09 |
| UOCT Innovator U.S. Equity Ultra | Add +300.9% | 0.11% | +0.09 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Add +2585.3% | 0.08% | +0.08 |
| MU Micron Technology Inc. | Add +13.3% | 0.16% | +0.08 |
| CB Chubb Ltd. | Add +490.5% | 0.09% | +0.08 |
| PBNV Pgim S&P 500 Buffer 20-Nov | New | 0.07% | +0.07 |
| SSO Proshares Ultra S&P500 | Add +8.2% | 0.72% | +0.07 |
| FSLR First Solar Inc. | Add +16.0% | 0.24% | +0.06 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +65.5% | 0.15% | +0.06 |
| BBY Best Buy Co. Inc. | Add +4019.2% | 0.06% | +0.06 |
| UNOV Innovator U.S. Equity Ultra | Add +265.0% | 0.08% | +0.06 |
| HIG Hartford Insurance Group Inc. | Add +323.9% | 0.08% | +0.06 |
| QCOM Qualcomm Inc. | Add +187.3% | 0.08% | +0.05 |
| NVBW Alnzim US Eqt BFR2 No Et-Usd | Add +236.8% | 0.07% | +0.05 |
| AMD Advanced Micro Devices | Add +5.7% | 0.19% | +0.05 |
| CVS CVS Health Corp. | Add +254.8% | 0.07% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.8% | 0.93% | +0.05 |
Notes & Other Activity Q3 2025 → Q4 2025
| EOS ENERGY ENTER -CW26 | *W EXP 11/17/202 | Sold out | 8,000 | $14Kbefore exit |
| RGTIW Rigetti Computing -CW27 | *W EXP 03/02/202 | Reduce -86.9% | 170 | $2K |
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 |