Spirepoint Private Client, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Spirepoint Private Client, LLC reported 313 stock positions worth $1.0 billion. Its top holding was United Parcel Service Class B (UPS) at 9.7% of the portfolio, followed by Apple (AAPL, 4.4%) and Vanguard S&P 500 ETF (VOO, 4.2%). Compared with Q3 2025, it opened 45 new positions, sold out of 12, added to 175 and reduced 55. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +319%) and the biggest sale Cigna (CI, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- VERO BEACH, FL
- CIK
- 0002022908
- Portfolio Value
- $1.0B (Q4 2025)
- SEC Filing
- 0002022908-26-000001 ↗ filed Jan 22, 2026
Holdings Value
Holdings 313 stocks · $1.0B
| UPS United Parcel Service Class B | 9.73% | 1,026,359 | $101.8M | Reduce -0.3% |
| AAPL Apple Inc. | 4.42% | 170,031 | $46.2M | Add +10.5% |
| VOO Vanguard S&P 500 ETF | 4.22% | 70,352 | $44.1M | Add +319.4% |
| MSFT Microsoft Corp. | 3.67% | 79,362 | $38.4M | Add +7.1% |
| PLTR Palantir Technologies Inc. Class A | 3.48% | 204,600 | $36.4M | Add +2.0% |
| AVGO Broadcom Inc. | 3.07% | 92,908 | $32.2M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 2.83% | 94,549 | $29.6M | Add +5.2% |
| NVDA Nvidia Corp. | 2.62% | 147,074 | $27.4M | Add +3.9% |
| CLH Clean Harbors Inc. | 2.37% | 105,852 | $24.8M | Add +1.4% |
| JNJ Johnson & Johnson | 2.12% | 106,935 | $22.1M | Add +3.5% |
| AMZN Amazon.com Inc. | 2.10% | 95,138 | $22.0M | Add +12.6% |
| LLY Eli Lilly & Co. | 1.95% | 18,950 | $20.4M | Add +12.4% |
| XLK SS Technology Select Sector | 1.70% | 123,220 | $17.7M | Add +10.2% |
| AMLP Alerian MLP ETF | 1.68% | 373,406 | $17.6M | Add +14.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.60% | 392,441 | $16.8M | Add +24.9% |
| NEE Nextera Energy Inc. | 1.44% | 187,246 | $15.0M | Add +7.0% |
| VIG Vanguard Dividend Apprec ETF | 1.31% | 62,502 | $13.7M | Add +9.2% |
| V Visa Inc. Class A | 1.24% | 37,009 | $13.0M | Add +8.6% |
| BND Vanguard Total Bond Market | 1.24% | 174,580 | $12.9M | Add +29.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.21% | 82,646 | $12.7M | Add +10.1% |
| XOM Exxon Mobil Corp. | 1.18% | 102,787 | $12.4M | Add +9.0% |
| PANW Palo Alto Networks Inc. | 1.17% | 66,729 | $12.3M | Add +10.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.16% | 24,214 | $12.2M | Add +9.6% |
| AXON Axon Enterprise Inc. | 1.10% | 20,295 | $11.5M | Add +5.3% |
| WMT Walmart Inc. | 1.09% | 102,822 | $11.5M | Add +10.9% |
| ABBV Abbvie Inc. | 1.05% | 47,916 | $10.9M | Add +10.7% |
| CVX Chevron Corp. | 1.04% | 71,511 | $10.9M | Add +11.1% |
| GD General Dynamics Corp. | 1.02% | 31,585 | $10.6M | Add +15.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.92% | 191,675 | $9.6M | Reduce -10.5% |
| NOC Northrop Grumman Corp. | 0.92% | 16,868 | $9.6M | Add +7.7% |
| JPM JPMorgan Chase & Co. | 0.91% | 29,562 | $9.5M | Add +13.2% |
| GILD Gilead Sciences Inc. | 0.90% | 76,346 | $9.4M | Add +16.4% |
| BSX Boston Scientific Corp. | 0.86% | 94,084 | $9.0M | Add +9.3% |
| RIVN Rivian Automotive Inc. Class A | 0.81% | 431,960 | $8.5M | Reduce -40.8% |
| SO The Southern Co. | 0.81% | 97,631 | $8.5M | Add +13.3% |
| MA Mastercard Inc. Class A | 0.79% | 14,558 | $8.3M | Add +12.8% |
| LMT Lockheed Martin Corp. | 0.78% | 16,771 | $8.1M | Reduce -3.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.77% | 13,031 | $8.0M | Add +5.9% |
| GS Goldman Sachs Group Inc. | 0.74% | 8,788 | $7.7M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.72% | 8,694 | $7.5M | Add +2.3% |
| TMO Thermo Fisher Scientific Inc. | 0.71% | 12,841 | $7.4M | Add +10.9% |
| PG The Procter & Gamble Co. | 0.70% | 50,768 | $7.3M | Reduce -44.0% |
| UBER Uber Technologies Inc. | 0.68% | 87,287 | $7.1M | Add +16.6% |
| JEPI JPMorgan Equity Premium Inco | 0.67% | 123,180 | $7.1M | Add +27.0% |
| GOOG Alphabet Inc. Class C | 0.61% | 20,316 | $6.4M | Add +14.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.60% | 22,373 | $6.2M | Reduce -6.1% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.58% | 90,440 | $6.1M | No change |
| IWF iShares Russell 1000 Growth | 0.57% | 12,563 | $5.9M | Add +123.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.54% | 21,973 | $5.7M | Add +14.6% |
| ORLY O'reilly Automotive Inc. | 0.49% | 56,520 | $5.2M | No change |
| SGI Somnigroup International Inc. | 0.49% | 56,911 | $5.1M | Add +6.4% |
| FTNT Fortinet Inc. | 0.39% | 51,738 | $4.1M | Reduce -12.9% |
| OTIS Otis Worldwide Corp. | 0.37% | 44,243 | $3.9M | Add +2.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.35% | 8,973 | $3.7M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 5,347 | $3.6M | Reduce -2.2% |
| IVV iShares Core S&P 500 ETF | 0.34% | 5,249 | $3.6M | Add +8.3% |
| LRCX Lam Research Corp. | 0.34% | 20,619 | $3.5M | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.33% | 28,237 | $3.5M | Reduce -0.1% |
| XYZ Block Inc. | 0.33% | 52,531 | $3.4M | No change |
| META Meta Platforms Inc. Class A | 0.33% | 5,173 | $3.4M | Add +5.9% |
| CMG Chipotle Mexican Grill Inc. | 0.30% | 85,869 | $3.2M | Reduce -0.1% |
| ACN Accenture PLC Class A | 0.30% | 11,841 | $3.2M | Reduce -0.3% |
| VFLO Victoryshares Free Cash Flow | 0.30% | 80,339 | $3.2M | Add +5.8% |
| DGRO iShares Core Dividend Growth | 0.29% | 44,371 | $3.1M | Add +6.5% |
| BLK BlackRock Inc. | 0.28% | 2,746 | $2.9M | Reduce -12.4% |
| EMR Emerson Electric Co. | 0.28% | 22,082 | $2.9M | Add +0.2% |
| XLE SS Energy Select Sector | 0.28% | 65,025 | $2.9M | Add +1.7% |
| PHYS Sprott Physical Gold Trust | 0.27% | 86,865 | $2.9M | Add +20.9% |
| RECS Columbia Resear Enh Cor ETF | 0.27% | 70,002 | $2.9M | Add +6.5% |
| C Citigroup Inc. | 0.24% | 21,771 | $2.5M | Add +34.1% |
| ANET Arista Networks Inc. | 0.23% | 18,257 | $2.4M | Add +2.1% |
| HD Home Depot Inc. | 0.23% | 6,922 | $2.4M | Reduce -68.5% |
| NKE Nike Inc. Class B | 0.22% | 36,130 | $2.3M | Reduce -0.0% |
| PSLV Sprott Physical Silver Trust | 0.22% | 96,200 | $2.3M | Reduce -2.6% |
| IWD iShares Russell 1000 Value E | 0.21% | 10,595 | $2.2M | Add +578.7% |
| ORCL Oracle Corp. | 0.21% | 11,109 | $2.2M | Add +6.5% |
| AXP American Express Co. | 0.19% | 5,441 | $2.0M | Add +14.6% |
| ITW Illinois Tool Works | 0.19% | 8,100 | $2.0M | Add +0.2% |
| AMGN Amgen Inc. | 0.18% | 5,882 | $1.9M | Reduce -0.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.18% | 23,385 | $1.9M | Add +4.9% |
| TSLA Tesla Inc. | 0.17% | 3,920 | $1.8M | Add +5.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 31,704 | $1.7M | Add +22.4% |
| CSCO Cisco Systems Inc. | 0.16% | 22,312 | $1.7M | Add +3.3% |
| UL Unilever PLC-Sponsored ADR | 0.16% | 25,596 | $1.7M | Add +3.5% |
| APP AppLovin Corp. Class A | 0.16% | 2,453 | $1.7M | Add +16.0% |
| PM Philip Morris International | 0.16% | 10,198 | $1.6M | Add +23.4% |
| SRE Sempra | 0.15% | 18,240 | $1.6M | Add +0.8% |
| NOBL Proshares S&P 500 Dividend A | 0.15% | 15,340 | $1.6M | Reduce -0.1% |
| ADP Automatic Data Processing | 0.15% | 6,206 | $1.6M | Add +0.4% |
| VONG Vanguard Russell 1000 Growth | 0.15% | 13,075 | $1.6M | Add +5.3% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 24,057 | $1.6M | Add +6.0% |
| VSXY Victoria's Secret & Co. | 0.15% | 28,799 | $1.6M | No change |
| ROK Rockwell Automation Inc. | 0.15% | 3,940 | $1.5M | No change |
| PEP Pepsico Inc. | 0.15% | 10,623 | $1.5M | Add +10.1% |
| LIN Linde PLC | 0.14% | 3,519 | $1.5M | Add +5.1% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 11,905 | $1.4M | Add +4.8% |
| MCD McDonald's Corp. | 0.14% | 4,673 | $1.4M | Add +10.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 4,464 | $1.4M | Add +186.9% |
| LOW Lowe's Cos Inc. | 0.13% | 5,623 | $1.4M | Add +2.5% |
| CLS Celestica Inc. | 0.12% | 4,406 | $1.3M | Add +1.2% |
Portfolio Sells Q3 2025 → Q4 2025
| CI The Cigna Group | Reduce -95.9% | 0.03% | −0.81 |
| PG The Procter & Gamble Co. | Reduce -44.0% | 0.70% | −0.77 |
| HD Home Depot Inc. | Reduce -68.5% | 0.23% | −0.71 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.45 |
| INGR Ingredion Inc. | Reduce -93.4% | 0.03% | −0.45 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.39 |
| CARR Carrier Global Corp. | Reduce -89.0% | 0.03% | −0.35 |
| RIVN Rivian Automotive Inc. Class A | Reduce -40.8% | 0.81% | −0.31 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -6.1% | 0.60% | −0.21 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -10.5% | 0.92% | −0.21 |
| LMT Lockheed Martin Corp. | Reduce -3.7% | 0.78% | −0.14 |
| FTNT Fortinet Inc. | Reduce -12.9% | 0.39% | −0.13 |
| BLK BlackRock Inc. | Reduce -12.4% | 0.28% | −0.10 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.1% | 0.30% | −0.05 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.05 |
| NKE Nike Inc. Class B | Reduce -0.0% | 0.22% | −0.04 |
| GSY Invesco Ultra Short Duration | Reduce -32.6% | 0.06% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.2% | 0.35% | −0.03 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.03 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.03 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -19.4% | 0.05% | −0.03 |
| PSN Parsons Corp. | Sold out | 0.00% | −0.03 |
| HON Honeywell International Inc. | Reduce -8.3% | 0.10% | −0.03 |
| WING Wingstop Inc. | Sold out | 0.00% | −0.03 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.1% | 0.33% | −0.03 |
| BSY Bentley Systems Inc. Class B | Sold out | 0.00% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -5.5% | 0.09% | −0.02 |
| ADBE Adobe Inc. | Reduce -32.2% | 0.03% | −0.02 |
| FANG Diamondback Energy Inc. | Reduce -28.7% | 0.05% | −0.02 |
| POOL Pool Corp. | Sold out | 0.00% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -14.4% | 0.05% | −0.02 |
| PFGC Performance Food Group Co. | Reduce -7.0% | 0.05% | −0.02 |
| OWL Blue Owl Capital Inc. | Sold out | 0.00% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -7.2% | 0.07% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -16.3% | 0.03% | −0.02 |
| DXPE DXP Enterprises Inc. | Reduce -13.5% | 0.04% | −0.02 |
| EXR Extra Space Storage Inc. | Reduce -15.7% | 0.04% | −0.02 |
| NOBL Proshares S&P 500 Dividend A | Reduce -0.1% | 0.15% | −0.01 |
| MET Metlife Inc. | Reduce -6.0% | 0.06% | −0.01 |
| GLD SPDR Gold Shares | Reduce -18.3% | 0.06% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -1.8% | 0.07% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -2.5% | 0.10% | −0.01 |
| PAYX Paychex Inc. | Reduce -1.3% | 0.04% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -0.5% | 0.05% | −0.01 |
| EFX Equifax Inc. | Reduce -9.1% | 0.02% | −0.01 |
| IT Gartner Inc. | Reduce -20.0% | 0.02% | −0.01 |
| SBUX Starbucks Corp. | Reduce -4.5% | 0.06% | −0.01 |
| RSG Republic Services Inc. | Reduce -3.3% | 0.04% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| VOO Vanguard S&P 500 ETF | Add +319.4% | 4.22% | +3.14 |
| LLY Eli Lilly & Co. | Add +12.4% | 1.95% | +0.59 |
| GOOGL Alphabet Inc. Class A | Add +5.2% | 2.83% | +0.53 |
| AAPL Apple Inc. | Add +10.5% | 4.42% | +0.30 |
| IWF iShares Russell 1000 Growth | Add +123.0% | 0.57% | +0.29 |
| IWD iShares Russell 1000 Value E | Add +578.7% | 0.21% | +0.18 |
| BND Vanguard Total Bond Market | Add +29.2% | 1.24% | +0.18 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +24.9% | 1.60% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +14.8% | 0.61% | +0.16 |
| AMZN Amazon.com Inc. | Add +12.6% | 2.10% | +0.15 |
| GILD Gilead Sciences Inc. | Add +16.4% | 0.90% | +0.13 |
| TMO Thermo Fisher Scientific Inc. | Add +10.9% | 0.71% | +0.12 |
| JNJ Johnson & Johnson | Add +3.5% | 2.12% | +0.10 |
| JEPI JPMorgan Equity Premium Inco | Add +27.0% | 0.67% | +0.09 |
| WMT Walmart Inc. | Add +10.9% | 1.09% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | Add +186.9% | 0.13% | +0.08 |
| TJX TJX Companies Inc. | Add +10.1% | 1.21% | +0.07 |
| C Citigroup Inc. | Add +34.1% | 0.24% | +0.07 |
| AMLP Alerian MLP ETF | Add +14.5% | 1.68% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +232.5% | 0.09% | +0.06 |
| XOM Exxon Mobil Corp. | Add +9.0% | 1.18% | +0.06 |
| IVE iShares S&P 500 Value ETF | New | 0.06% | +0.06 |
| TFLO iShares Treasury Floating Ra | New | 0.05% | +0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.05% | +0.05 |
| PHYS Sprott Physical Gold Trust | Add +20.9% | 0.27% | +0.05 |
| NEE Nextera Energy Inc. | Add +7.0% | 1.44% | +0.05 |
| LRCX Lam Research Corp. | Add +0.1% | 0.34% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +13.2% | 0.91% | +0.04 |
| IEMG iShares Core MSCI Emerging | New | 0.04% | +0.04 |
| XLK SS Technology Select Sector | Add +10.2% | 1.70% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +185.3% | 0.06% | +0.04 |
| HDV iShares Core High Dividend E | Add +119.2% | 0.07% | +0.04 |
| GD General Dynamics Corp. | Add +15.3% | 1.02% | +0.03 |
| VIOO Vanguard S&P Small-Cap 600 E | New | 0.03% | +0.03 |
| ZION Zions Bancorp NA | New | 0.03% | +0.03 |
| PKG Packaging Corp. of America | New | 0.03% | +0.03 |
| SPXC SPX Technologies Inc. | New | 0.03% | +0.03 |
| BURL Burlington Stores Inc. | New | 0.03% | +0.03 |
| DKNG Draftkings Inc. Class A | New | 0.03% | +0.03 |
| HIMS Hims & Hers Health Inc. | New | 0.03% | +0.03 |
| UMBF Umb Financial Corp. | New | 0.03% | +0.03 |
| THC Tenet Healthcare Corp. | New | 0.03% | +0.03 |
| BSTZ BlackRock Sci & Tech TRM TR | New | 0.03% | +0.03 |
| IDCC Interdigital Inc. | New | 0.03% | +0.03 |
| KTOS Kratos Defense & Security | New | 0.03% | +0.03 |
| USFD US Foods Holding Corp. | New | 0.03% | +0.03 |
| TIGR Up Fintech Holding Ltd. - ADR | New | 0.03% | +0.03 |
| BWXT BWX Technologies Inc. | Add +131.4% | 0.05% | +0.03 |
| GE General Electric | Add +115.4% | 0.05% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 332 | $1.2B | UPS, AAPL, GOOGL, VOO, AVGO |
| Q1 2026 | 322 | $1.1B | UPS, AAPL, VOO, AVGO, MSFT |
| Q4 2025 | 313 | $1.0B | UPS, AAPL, VOO, MSFT, PLTR |
| Q3 2025 | 280 | $951.1M | UPS, AAPL, MSFT, PLTR, AVGO |
| Q2 2025 | 232 | $885.6M | UPS, MSFT, AAPL, PLTR, AVGO |
| Q1 2025 | 214 | $765.5M | UPS, AAPL, MSFT, CLH, PLTR |
| Q4 2024 | 220 | $797.9M | UPS, AAPL, MSFT, CLH, AVGO |
| Q3 2024 | 211 | $755.3M | UPS, AAPL, MSFT, CLH, NVDA |
| Q2 2024 | 207 | $705.5M | UPS, MSFT, AAPL, RIVN, CLH |
| Q1 2024 | 201 | $656.6M | UPS, MSFT, AAPL, CLH, RIVN |