Filed: 8/4/2025ACC: 0001858740-25-000004
📋 What this filing means
SPIRE WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 2458 equity positions with a total reported market value of $2.78B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2458
Positions
$2.78B
Total AUM (reported)
32.67M
Total Shares
Allocation by class
COM$846.52M30.4%
CORE S&P500 ETF$127.94M4.6%
CL A$122.18M4.4%
CORE TOTAL USD$86.97M3.1%
ULTRA SHRT ETF$85.68M3.1%
INF TECH ETF$60.01M2.2%
TR UNIT$44.96M1.6%
Portfolio Concentration
Top 3$308.45M11.1%
4–10$439.28M15.8%
11–25$370.86M13.3%
Rest$1.67B59.8%
Top 3 weight
11.1%
Top 10 weight
26.9%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole2458
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings2458
Rows:
ISHARES TR
SOLEShares206.05K
TypeSH
Market value$127.94M
4.60%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares594.78K
TypeSH
Market value$93.54M
3.36%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.88M
TypeSH
Market value$86.97M
3.12%
Sole
0.00
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares1.69M
TypeSH
Market value$85.68M
3.08%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares387.87K
TypeSH
Market value$79.37M
2.85%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares308K
TypeSH
Market value$67.26M
2.42%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares132.41K
TypeSH
Market value$65.46M
2.35%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares90.48K
TypeSH
Market value$60.01M
2.16%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares56.30K
TypeSH
Market value$41.56M
1.49%
Sole
0.00
Shared
0.00
None
0.00
SPDR S P 500 ETF TR
SOLEShares64.65K
TypeSH
Market value$39.94M
1.43%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares667.18K
TypeSH
Market value$34.94M
1.25%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares187.99K
TypeSH
Market value$33.13M
1.19%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares292.99K
TypeSH
Market value$29.06M
1.04%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares26.32K
TypeSH
Market value$25.87M
0.93%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares123.86K
TypeSH
Market value$24.21M
0.87%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares286.85K
TypeSH
Market value$23.95M
0.86%
Sole
0.00
Shared
0.00
None
0.00
FIDELITY MERRIMACK STR TR
SOLEShares509.15K
TypeSH
Market value$23.29M
0.84%
Sole
0.00
Shared
0.00
None
0.00
INVESCO ACTIVELY MANAGED EXC
SOLEShares488.40K
TypeSH
Market value$22.90M
0.82%
Sole
0.00
Shared
0.00
None
0.00
HARTFORD FDS EXCHANGE TRADED
SOLEShares667.93K
TypeSH
Market value$22.62M
0.81%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares148.16K
TypeSH
Market value$22.28M
0.80%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares204.56K
TypeSH
Market value$22.20M
0.80%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares201.58K
TypeSH
Market value$22.19M
0.80%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares51.03K
TypeSH
Market value$21.67M
0.78%
Sole
0.00
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares16.05K
TypeSH
Market value$21.43M
0.77%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares119.41K
TypeSH
Market value$21.11M
0.76%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 206.05K | SH | $127.94M 4.60% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 594.78K | SH | $93.54M 3.36% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 1.88M | SH | $86.97M 3.12% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 1.69M | SH | $85.68M 3.08% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 387.87K | SH | $79.37M 2.85% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 308K | SH | $67.26M 2.42% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 132.41K | SH | $65.46M 2.35% | 0.00 | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 90.48K | SH | $60.01M 2.16% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 56.30K | SH | $41.56M 1.49% | 0.00 | 0.00 | 0.00 |
SPDR S P 500 ETF TRSOLE | TR UNIT | 64.65K | SH | $39.94M 1.43% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 667.18K | SH | $34.94M 1.25% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 187.99K | SH | $33.13M 1.19% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 292.99K | SH | $29.06M 1.04% | 0.00 | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 26.32K | SH | $25.87M 0.93% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 123.86K | SH | $24.21M 0.87% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 286.85K | SH | $23.95M 0.86% | 0.00 | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 509.15K | SH | $23.29M 0.84% | 0.00 | 0.00 | 0.00 |
INVESCO ACTIVELY MANAGED EXCSOLE | TOTAL RETURN | 488.40K | SH | $22.90M 0.82% | 0.00 | 0.00 | 0.00 |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 667.93K | SH | $22.62M 0.81% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P US GWT | 148.16K | SH | $22.28M 0.80% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | COMMUNICATION | 204.56K | SH | $22.20M 0.80% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 201.58K | SH | $22.19M 0.80% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 51.03K | SH | $21.67M 0.78% | 0.00 | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 16.05K | SH | $21.43M 0.77% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 119.41K | SH | $21.11M 0.76% | 0.00 | 0.00 | 0.00 |
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