Spire Wealth Management
All 13F Filings
- Location
- Mclean, VA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 2,986,055
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 2,455 | 2,986,055 | 13F-HR | Spire Wealth Management |
| Q3 2025 | 10/23/2025 | 2,427 | 2,938,229 | 13F-HR | Spire Wealth Management |
| Q2 2025 | 8/4/2025 | 2,458 | 2,784,161 | 13F-HR | Spire Wealth Management |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.204 M | 73.8% | 67.8 K | 0 | 67.8 K |
| ETFs | 726.2 K | 24.3% | 0 | 16.82 K | -16.82 K |
| Debt | 20.88 K | 0.7% | 0 | 2.649 K | -2.649 K |
| Other | 33.42 K | 1.1% | 0 | 587 | -587 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
2,986,055
Holdings
2455
QoQ value change ($000)
47,826
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.