Spire Wealth Management

Q4 2025 13F-HR Holdings

Location
Mclean, VA
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
2,455
Total value ($000)
$2,986,055
Net value change ($000)
+47,826 (1.6%)
New positions
150
Sold out positions
208
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/23/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 162,114 10062.9%
IEFA 26,005 3254.7%
FBND 23,406 14813.9%
MA 19,700 9516.9%
XLI 16,585 26325.4%
IEMG 16,099 2360.6%
PLTR 15,095 26955.4%
GOOGL 10,062 44.3%
XBI 7,868 635.0%
SECT 7,819 3066.3%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -97,375 -99.6%
VGT -63,646 -99.4%
GOOGL -47,293 -98.6%
JPST -46,567 -64.1%
AVGO -32,845 -98.9%
AGG -28,765 -99.3%
COST -25,649 -99.2%
JPM -22,715 -98.6%
HTRB -22,449 -99.3%
IUSG -21,271 -93.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type