Spire Wealth Management
•CIK: 1858740•Filing: Q4 2025
**Spire Wealth Management** manages $3.0B across a diversified portfolio of 2,298 positions. The fund exhibits a strong conviction in mega-cap technology leaders, with top holdings including IVV at $165.9M and NVDA at $116.4M. Significant allocations are also maintained in AAPL ($105.0M), AMZN ($76.7M), and MSFT ($66.3M). This concentration suggests a core strategy focused on established, high-growth technology and index exposure.
Total AUM
$3.0B
QoQ Performance
+1.6%
Positions
1,562
Top 10 Concentration
31.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV5.6%
NVDA3.9%
AAPL3.5%
AMZN2.6%
MSFT2.2%
VGT2.1%
GOOGL1.9%
SPY1.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.9%
Technology19.7%
ETF9.6%
Consumer6.3%
Financial3.4%
Healthcare1.5%
Industrial0.8%
Communication0.5%
🚪 Exited Positionssold since Q3 2025
+2155 more exited positions
Changes from Q3 2025
NEW3 new positions
↑124 increased
↓72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022