Skip to content

Spire Wealth Management

Follow

13F filer, CIK 1858740, MCLEAN, VA

Spire Wealth Management reported $2,784,161,175 across 2,377 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-04. Its ten largest share positions make up 26.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001858740-25-000004

Period
2025-06-30
Reported value
$2.78B
Holdings
2,377
Top 10 weight
26.86%
New
151
Sold out
237

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IUSBadded+1,751,742$80.7M
IAGGnew+284,771$14.5M
QQQadded+11,387$6.25M
ORLYadded+64,948$5.7M
SPOTadded+5,831$4.37M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MSFTreduced-50,668-$25M
IVVreduced-38,329-$23.6M
VGSHreduced-392,252-$23.1M
AAPLreduced-112,369-$23M
JPSTreduced-447,235-$22.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 2,377 share positions

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
RHIROBERT HALF INC.51,740$2.82Mshares
BWABORGWARNER INC97,899$2.8Mshares
TGTTARGET CORP16,915$2.24Mshares
PLMRPALOMAR HLDGS INC6,682$916Kshares
SPGPINVESCO EXCHANGE TRADED FD T8,664$865Kshares
TPLTEXAS PACIFIC LAND CORPORATI637$844Kshares
LTHLIFE TIME GROUP HOLDINGS INC27,340$826Kshares
MWAMUELLER WTR PRODS INC27,940$710Kshares
CWANCLEARWATER ANALYTICS HLDGS I25,920$695Kshares
IBHGISHARES TR27,824$621Kshares
DISCOVER FINL SVCSDISCOVER FINL SVCS2,703$461Kshares
PAYCOR HCM INCPAYCOR HCM INC20,233$454Kshares
BCDABRDN ETFS13,128$448Kshares
SJNKSPDR SERIES TRUST17,002$428Kshares
AROCARCHROCK INC14,440$379Kshares
DUKQNORTHERN LIGHTS FD TR11,826$298Kshares
ZSEPINNOVATOR ETFS TRUST11,598$289Kshares
VLYVALLEY NATL BANCORP29,618$263Kshares
GAMGENERAL AMERN INVS CO INC5,062$255Kshares
DAPRFIRST TR EXCHNG TRADED FD VI6,386$238Kshares
ROCKET LAB USA INCROCKET LAB USA INC10,400$186Kshares
NSEPINNOVATOR ETFS TRUST7,075$176Kshares
RINFPROSHARES TR4,550$149Kshares
SANDY SPRING BANCORP INCSANDY SPRING BANCORP INC5,024$140Kshares
NGNOVAGOLD RESOURCES INC44,540$130Kshares
MISLFIRST TR EXCHANGE-TRADED FD4,279$130Kshares
BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INC1,800$126Kshares
WTRGESSENTIAL UTILS INC3,075$122Kshares
TCPCBLACKROCK TCP CAPITAL CORP12,867$103Kshares
GGNGAMCO GLOBAL GOLD NAT RES &23,423$102Kshares
IDUISHARES TR1,000$101Kshares
IWXISHARES TR1,173$96.4Kshares
FCPIFIDELITY COVINGTON TRUST2,140$92.6Kshares
UDNINVESCO DB US DLR INDEX TR4,897$85.9Kshares
PATTERSON COS INCPATTERSON COS INC2,730$85.3Kshares
VONVVANGUARD SCOTTSDALE FDS1,007$83.1Kshares
INDYISHARES TR1,600$81.2Kshares
BSLBLACKSTONE SENI FLTN RAT 2025,444$76.9Kshares
SBCFSEACOAST BKG CORP FLA2,923$75.2Kshares
SDIVGLOBAL X FDS3,570$74.9Kshares
BARRICK GOLD CORPBARRICK GOLD CORP3,785$73.6Kshares
RODMLATTICE STRATEGIES TR2,280$70.7Kshares
SIGISELECTIVE INS GROUP INC704$64.4Kshares
LRGFISHARES TR1,109$64.2Kshares
RDVIFIRST TR EXCHANGE-TRADED FD2,675$63.5Kshares
TFISPDR SERIES TRUST1,363$61.4Kshares
SPYINEOS ETF TRUST1,274$61Kshares
GFFGRIFFON CORP820$58.6Kshares
DWMWISDOMTREE TR975$56.7Kshares
CGGOCAPITAL GROUP GBL GROWTH EQT1,952$55.3Kshares
QDPLPACER FDS TR1,500$54.8Kshares
TSMETHRIVENT ETF TRUST1,500$49.9Kshares
FORWARD AIR CORPFORWARD AIR CORP2,435$48.9Kshares
ANAUTONATION INC300$48.6Kshares
FADFIRST TR EXCHANGE-TRADED ALP372$48.1Kshares
LBRDALIBERTY BROADBAND CORP517$43.9Kshares
WESWESTERN MIDSTREAM PARTNERS L1,033$42.3Kshares
VVRINVESCO SR INCOME TR11,208$42Kshares
VISTVISTA ENERGY S.A.B. DE C.V.895$41.7Kshares
DAVEDAVE INC500$41.3Kshares
DHTDHT HOLDINGS INC3,900$41Kshares
DOGPROSHARES TR1,500$40.5Kshares
SPABSPDR SERIES TRUST1,582$40.4Kshares
QQQINEOS ETF TRUST835$39.6Kshares
RELXRELX PLC767$38.7Kshares
RPRXROYALTY PHARMA PLC1,195$37.2Kshares
RSPTINVESCO EXCHANGE TRADED FD T1,030$35.2Kshares
XMHQINVESCO EXCHANGE TRADED FD T383$35.1Kshares
HMYHARMONY GOLD MNG LTD2,250$33.2Kshares
RSPFINVESCO EXCHANGE TRADED FD T450$32.6Kshares
SPSBSPDR SERIES TRUST1,054$31.7Kshares
VCRBVANGUARD MALVERN FDS396$30.7Kshares
MDXGMIMEDX GROUP INC4,000$30.4Kshares
GVAGRANITE CONSTR INC400$30.2Kshares
SCHOSCHWAB STRATEGIC TR1,224$29.8Kshares
TYTRI CONTL CORP939$28.8Kshares
SMLFISHARES TR454$28.2Kshares
FMSFRESENIUS MEDICAL CARE AG1,097$27.3Kshares
SPTSSPDR SERIES TRUST924$27Kshares
CPKCHESAPEAKE UTILS CORP200$25.7Kshares
GRPMINVESCO EXCHANGE TRADED FD T240$25.1Kshares
FTQIFIRST TR EXCHANGE TRADED FD1,300$24.5Kshares
CCOICOGENT COMM HOLDINGS INC399$24.5Kshares
NORDSTROM INCNORDSTROM INC1,000$24.4Kshares
IESCIES HOLDINGS INC148$24.4Kshares
HTOH2O AMERICA440$24.1Kshares
SWXSOUTHWEST GAS HLDGS INC335$24Kshares
AGXARGAN INC182$23.9Kshares
GDXJVANECK ETF TRUST400$22.9Kshares
WEBLDIREXION SHARES ETF TRUST1,200$22.7Kshares
DESWISDOMTREE TR680$21.7Kshares
FTVFORTIVE CORP283$20.7Kshares
ECCEAGLE POINT CR CO2,400$19.4Kshares
CETCENTRAL SECS CORP424$19.1Kshares
BCIABRDN ETFS887$19Kshares
DSUBLACKROCK DEBT STRATEGIES FD1,758$18.4Kshares
BANK MONTREAL MEDIUMBANK MONTREAL MEDIUM50$18Kshares
AEOAMERICAN EAGLE OUTFITTERS IN1,500$17.4Kshares
FNDCSCHWAB STRATEGIC TR469$17Kshares
EPRTESSENTIAL PPTYS RLTY TR INC506$16.5Kshares
GSIEGOLDMAN SACHS ETF TR440$15.7Kshares
HQYHEALTHEQUITY INC173$15.3Kshares
PRKPARK NATL CORP100$15.1Kshares
XSOEWISDOMTREE TR485$15Kshares
CZAINVESCO EXCHANGE TRADED FD T143$14.9Kshares
INVESCO EXCH TRADED FD TR IIINVESCO EXCH TRADED FD TR II1,256$14.1Kshares
FOLDAMICUS THERAPEUTIC1,723$14.1Kshares
VXZBARCLAYS BANK PLC250$13.8Kshares
JGHNUVEEN GLOBAL HIGH INCOME FD1,045$13.7Kshares
PLABPHOTRONICS INC655$13.6Kshares
QXOQXO INC1,000$13.5Kshares
LMNRLIMONEIRA CO755$13.4Kshares
FABFIRST TR EXCHANGE-TRADED ALP163$13Kshares
KXIISHARES TR200$12.8Kshares
UNITED STATES STL CORP NEWUNITED STATES STL CORP NEW300$12.7Kshares
SCHCSCHWAB STRATEGIC TR334$12Kshares
ISCVISHARES TR200$11.9Kshares
MBCMASTERBRAND INC901$11.8Kshares
NPKINPK INTERNATIONAL INC2,000$11.6Kshares
MEDPMEDPACE HLDGS INC37$11.3Kshares
ATROASTRONICS CORP454$11Kshares
MMSIMERIT MED SYS INC101$10.7Kshares
ARGXARGENX SE18$10.7Kshares
APLSAPELLIS PHARMACEUTICALS INC482$10.5Kshares
FDUSFIDUS INVT CORP500$10.2Kshares
IDCCINTERDIGITAL INC49$10.1Kshares
MAGNMAGNERA CORP493$8.95Kshares
IYCISHARES TR100$8.83Kshares
FFLCFIDELITY COVINGTON TRUST201$8.74Kshares
PEZINVESCO EXCHANGE TRADED FD T100$8.6Kshares
ADMAADMA BIOLOGICS INC403$8Kshares
XMAGTIDAL TRUST II400$7.88Kshares
WPPWPP PLC NEW200$7.59Kshares
PBTPERMIAN BASIN RTY TR750$7.4Kshares
AAXJISHARES TR100$7.4Kshares
RFVINVESCO EXCHANGE TRADED FD T63$7.18Kshares
USFRWISDOMTREE TR140$7.05Kshares
PLAYA HOTELS & RESORTS NVPLAYA HOTELS & RESORTS NV500$6.67Kshares
PHYLPGIM ETF TR186$6.48Kshares
EXPEAGLE MATLS INC29$6.44Kshares
CTLPCANTALOUPE INC800$6.3Kshares
WMGWARNER MUSIC GROUP CORP198$6.21Kshares
JPMBJ P MORGAN EXCHANGE TRADED F161$6.21Kshares
HYLNHYLIION HOLDINGS CORP4,300$6.02Kshares
IUSINVESCO EXCH TRD SLF IDX FD121$5.97Kshares
BFLYBUTTERFLY NETWORK INC2,600$5.93Kshares
TSTENARIS S A143$5.59Kshares
MSMMSC INDL DIRECT INC72$5.59Kshares
UFPIUFP INDUSTRIES INC51$5.46Kshares
PFFDGLOBAL X FDS276$5.25Kshares
INGING GROEP N.V.267$5.23Kshares
KCESPDR SERIES TRUST40$5.1Kshares
FDDFIRST TR EXCHANGE-TRADED FD372$5.05Kshares
GTLSCHART INDS INC34$4.91Kshares
TBFPROSHARES TR198$4.67Kshares
TRSTTRUSTCO BK CORP N Y150$4.57Kshares
GILGILDAN ACTIVEWEAR INC96$4.25Kshares
PSQPROSHARES TR100$4.06Kshares
DFEWISDOMTREE TR65$3.96Kshares
FRELFIDELITY COVINGTON TRUST143$3.94Kshares
FDHYFIDELITY COVINGTON TRUST80$3.84Kshares
FLGBFRANKLIN TEMPLETON ETF TR132$3.78Kshares
ORCORCHID IS CAP INC500$3.76Kshares
CIIBLACKROCK ENHANCED LARGE CAP201$3.72Kshares
SDGRSCHRODINGER INC186$3.67Kshares
GBTGGLOBAL BUSINESS TRAVEL GROUP500$3.63Kshares
TPVGTRIPLEPOINT VENTURE GROWTH B500$3.49Kshares
MCHIISHARES TR64$3.48Kshares
UBSIUNITED BANKSHARES INC WEST V99$3.43Kshares
SEMSELECT MED HLDGS CORP205$3.42Kshares
KNGFIRST TR EXCHANGE-TRADED FD67$3.38Kshares
RYAAYRYANAIR HOLDINGS PLC79$3.35Kshares
NVAXNOVAVAX INC510$3.27Kshares
BXCBLUELINX HLDGS INC43$3.22Kshares
LASELASER PHOTONICS CORP1,000$3.07Kshares
SDOGALPS ETF TR50$2.9Kshares
SPIPSPDR SERIES TRUST109$2.88Kshares
PGFINVESCO EXCHANGE TRADED FD T200$2.86Kshares
TEAMATLASSIAN CORPORATION13$2.76Kshares
SPTISPDR SERIES TRUST96$2.74Kshares
PSCIINVESCO EXCH TRADED FD TR II22$2.61Kshares
BNOUNITED STS BRENT OIL FD LP84$2.6Kshares
WFWOORI FINL GROUP INC75$2.5Kshares
VERRICA PHARMACEUTICALS INCVERRICA PHARMACEUTICALS INC5,678$2.5Kshares
PLAYAGS INCPLAYAGS INC200$2.42Kshares
LANDGLADSTONE LD CORP230$2.42Kshares
SGOLETFS GOLD TR79$2.36Kshares
GGALGRUPO FINANCIERO GALICIA S.A43$2.34Kshares
IEURISHARES TR38$2.29Kshares
VEGIISHARES INC60$2.23Kshares
TFXTELEFLEX INCORPORATED16$2.21Kshares
ZYXIQZYNEX, INC. COMMON STOCK (NV)1,000$2.2Kshares
NBNIOCORP DEVS LTD1,050$2.07Kshares
BMRNBIOMARIN PHARMACEUTICAL INC28$1.98Kshares
GKOSGLAUKOS CORP20$1.97Kshares
TBTPROSHARES TR58$1.97Kshares
NWLNEWELL BRANDS INC290$1.8Kshares
James Hardie Industries PLCJames Hardie Industries PLC76$1.79Kshares
KULR TECHNOLOGY GROUP INCKULR TECHNOLOGY GROUP INC1,299$1.72Kshares
REETISHARES TR70$1.7Kshares
UTHRUNITED THERAPEUTICS CORP DEL5$1.54Kshares
WRBYWARBY PARKER INC82$1.5Kshares
BLMNBLOOMIN BRANDS INC200$1.43Kshares
ILCVISHARES TR17$1.39Kshares
GLOBAL X FDSGLOBAL X FDS225$1.35Kshares
FIRST BANCSHARES INC MISSFIRST BANCSHARES INC MISS39$1.32Kshares
OZKBANK OZK LITTLE ROCK ARK30$1.3Kshares
CVBFCVB FINL CORP63$1.16Kshares
APAMARTISAN PARTNERS ASSET MGMT29$1.13Kshares
AMARIN CORP PLCAMARIN CORP PLC2,489$1.12Kshares
BIBLNORTHERN LTS FD TR IV27$1.03Kshares
HIGHPEAK ENERGY INCHIGHPEAK ENERGY INC600$1.02Kshares
WHRWHIRLPOOL CORP11$991shares
BANCBANC OF CALIFORNIA INC65$922shares
EWBCEAST WEST BANCORP INC10$898shares
LPALOGISTIC PROPERTIES OF THE A100$892shares
FPIFARMLAND PARTNERS INC75$836shares
RWJINVESCO EXCH TRADED FD TR II20$826shares
ATKRATKORE INC14$818shares
CLBCORE LABORATORIES INC53$794shares
BENFRANKLIN TEMPLETON INC41$789shares
MSGSMADISON SQUARE GRDN SPRT COR4$779shares
SRCE1ST SOURCE CORP13$778shares
SKYTSKYWATER TECHNOLOGY INC107$759shares
AGMFEDERAL AGRIC MTG CORP4$750shares
XSLVINVESCO EXCH TRADED FD TR II16$739shares
KRROKORRO BIO INC39$679shares
FSLYFASTLY INC105$665shares
FYCFIRST TR EXCHANGE-TRADED ALP9$640shares
DDD3D SYS CORP DEL300$636shares
AVDVAMERICAN CENTY ETF TR9$628shares
BOHBANK OF HI CORP9$621shares
Vital Energy IncVital Energy Inc28$594shares
ELSEQUITY LIFESTYLE PROPERTIES8$534shares
TGNATEGNA INC29$520shares
NSANATIONAL STORAGE AFFILIATES13$512shares
SRPTSAREPTA THERAPEUTICS INC8$511shares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001858740-25-000004 base2025-08-04acceptance time not in the bulk data set