Spire Wealth Management

Investment Portfolio & 13F Holdings Analysis

About

Spire Wealth Management is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 2463 holdings worth $3.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 2,463
Total Value: 3121299956
Accession Number: 0001858740-25-000002
Form Type: 13F-HR
CIK: 0001858740
Manager Name: Spire Wealth Management

Data Enrichment

68% identified

1,686 identified777 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,463 positions • $3,121,299.956K total value

2,463 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 124

Sort by:

464287200

IVV|464287200

246371(+1.5%)

Value:

$138.4B(-3.1%)

Apple Inc.

AAPL|037833100

500240(-10.4%)

Value:

$111.1B(-20.5%)

46641Q837

2137779(-3.0%)

Value:

$108.2B(-2.5%)

NVIDIA CORP

NVDA|67066G104

712087(-1.8%)

Value:

$77.2B(-20.7%)

MICROSOFT CORP

MSFT|594918104

183077(+5.6%)

Value:

$68.7B(-5.9%)

AMAZON COM INC

AMZN|023135106

360495(-3.5%)

Value:

$68.6B(-16.3%)

92204A702

VGT|92204A702

118199(-6.6%)

Value:

$64.1B(-18.5%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

89952(-1.2%)

Value:

$50.3B(-5.7%)

81369Y605

821721(+8.4%)

Value:

$40.9B(+11.7%)

Meta Platforms, Inc.

META|30303M102

70896(-4.0%)

Value:

$40.9B(-5.5%)

Alphabet Inc.

GOOGL|02079K305

259723(-0.6%)

Value:

$40.2B(-18.8%)

92206C102

VGSH|92206C102

681031(-0.1%)

Value:

$40.0B(+0.7%)

464287226

335232(+0.5%)

Value:

$33.2B(+2.6%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

34881(+1.3%)

Value:

$33.0B(+4.6%)

464287408

IVE|464287408

161329(-0.8%)

Value:

$30.7B(-1.0%)

ELI LILLY & Co

LLY|532457108

33795(+2.6%)

Value:

$27.9B(+9.7%)

81369Y209

183862(-0.6%)

Value:

$26.8B(+5.5%)

46432F842

IEFA|46432F842

353123(+13.9%)

Value:

$26.7B(+22.6%)

316188309

584688(+1.3%)

Value:

$26.7B(+3.1%)

922908363

VOO|922908363

51739(+61.1%)

Value:

$26.6B(+53.6%)

Instrument	Shares		Other Manager	Value
(IVVcusip464287200)	246.4K	QoQ +1.50% (-3.7K) YoY -11.75% (-32.8K)	All Managers (Combined)	$138.4M	QoQ -3.11% (-$4.4M) YoY -53.87% (-$161.7M)
Apple Inc.(AAPLcusip037833100)	500.2K	QoQ -10.39% (-58.0K) YoY -14.38% (-84.0K)	All Managers (Combined)	$111.1M	QoQ -20.51% (-$28.7M) YoY -5.70% (-$6.7M)
(cusip46641Q837)✕	2.1M	QoQ -2.99% (-65.9K) YoY +333.80% (+1.6M)	All Managers (Combined)	$108.2M	QoQ -2.48% (-$2.8M) YoY +335.35% (+$83.4M)
Nvidia Corp(NVDAcusip67066G104)	712.1K	QoQ -1.79% (-13.0K) YoY +756.54% (-629.0K)	All Managers (Combined)	$77.2M	QoQ -20.74% (-$20.2M) YoY -19.50% (-$18.7M)
Microsoft Corp(MSFTcusip594918104)	183.1K	QoQ +5.61% (-9.7K) YoY -5.90% (-11.5K)	All Managers (Combined)	$68.7M	QoQ -5.94% (-$4.3M) YoY -37.29% (-$40.9M)
Amazon Com Inc(AMZNcusip023135106)	360.5K	QoQ -3.50% (-13.1K) YoY -2.46% (-9.1K)	All Managers (Combined)	$68.6M	QoQ -16.31% (-$13.4M) YoY -23.72% (-$21.3M)
(VGTcusip92204A702)	118.2K	QoQ -6.62% (-8.4K) YoY -17.24% (-24.6K)	All Managers (Combined)	$64.1M	QoQ -18.54% (-$14.6M) YoY -64.82% (-$118.2M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	90.0K	QoQ -1.20% (-1.1K) YoY +5.57% (+4.8K)	All Managers (Combined)	$50.3M	QoQ -5.70% (-$3.0M) YoY +12.90% (+$5.8M)
(cusip81369Y605)✕	821.7K	QoQ +8.38% (+63.6K) YoY -3.99% (-34.2K)	All Managers (Combined)	$40.9M	QoQ +11.70% (+$4.3M) YoY -49.93% (-$40.8M)
Meta Platforms, Inc.(METAcusip30303M102)	70.9K	QoQ -3.95% (-2.9K) YoY +7.41% (-4.9K)	All Managers (Combined)	$40.9M	QoQ -5.45% (-$2.4M) YoY -19.06% (-$9.6M)
Alphabet Inc.(GOOGLcusip02079K305)	259.7K	QoQ -0.57% (-1.5K) YoY -2.52% (-6.7K)	All Managers (Combined)	$40.2M	QoQ -18.78% (-$9.3M) YoY -35.76% (-$22.4M)
(VGSHcusip92206C102)	681.0K	QoQ -0.14% (-989) YoY +98.77% (+338.4K)	All Managers (Combined)	$40.0M	QoQ +0.73% (-$289.8K) YoY +100.89% (+$20.1M)
(cusip464287226)✕	335.2K	QoQ +0.47% (+1.6K) YoY -5.53% (-19.6K)	All Managers (Combined)	$33.2M	QoQ +2.56% (+$830.1K) YoY -78.17% (-$118.8M)
Costco Wholesale Corp /New(COSTcusip22160K105)	34.9K	QoQ +1.34% (+464) YoY +10.69% (-3.4K)	All Managers (Combined)	$33.0M	QoQ +4.61% (+$1.5M) YoY -9.01% (-$3.3M)
(IVEcusip464287408)	161.3K	QoQ -0.84% (-1.4K) YoY +2.29% (-3.6K)	All Managers (Combined)	$30.7M	QoQ -1.00% (-$311.3K) YoY -80.45% (-$126.6M)
Eli Lilly & Co(LLYcusip532457108)	33.8K	QoQ +2.57% (+848) YoY +7.43% (-2.3K)	All Managers (Combined)	$27.9M	QoQ +9.73% (+$2.5M) YoY -31.57% (-$12.9M)
(cusip81369Y209)✕	183.9K	QoQ -0.64% (-1.2K) YoY -13.35% (-28.3K)	All Managers (Combined)	$26.8M	QoQ +5.45% (-$1.4M) YoY -63.79% (-$47.3M)
(IEFAcusip46432F842)	353.1K	QoQ +13.86% (+43.0K) YoY +34.62% (-90.8K)	All Managers (Combined)	$26.7M	QoQ +22.57% (+$4.9M) YoY -69.63% (-$61.3M)
(cusip316188309)✕	584.7K	QoQ +1.33% (+7.7K) YoY -2.73% (-16.4K)	All Managers (Combined)	$26.7M	QoQ +3.09% (+$802.3K) YoY -78.28% (-$96.2M)
(VOOcusip922908363)	51.7K	QoQ +61.08% (+19.6K) YoY +35.00% (+13.4K)	All Managers (Combined)	$26.6M	QoQ +53.64% (+$9.3M) YoY +44.33% (+$8.2M)