Filed: 10/23/2025ACC: 0001858740-25-000006
📋 What this filing means
SPIRE WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 2427 equity positions with a total reported market value of $2.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2427
Positions
$2.94B
Total AUM (reported)
29.69M
Total Shares
Allocation by class
COM$922.20M31.4%
CORE S&P500 ETF$161.77M5.5%
CL A$129.95M4.4%
ULTRA SHRT ETF$72.67M2.5%
INF TECH ETF$64.01M2.2%
CAP STK CL A$47.99M1.6%
TR UNIT$45.31M1.5%
Portfolio Concentration
Top 3$373.44M12.7%
4–10$409.09M13.9%
11–25$378.05M12.9%
Rest$1.78B60.5%
Top 3 weight
12.7%
Top 10 weight
26.6%
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)
Sole2427
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings2427
Rows:
ISHARES TR
SOLEShares241.69K
TypeSH
Market value$161.77M
5.51%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares610.64K
TypeSH
Market value$113.93M
3.88%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares383.86K
TypeSH
Market value$97.74M
3.33%
Sole
0.00
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares1.43M
TypeSH
Market value$72.67M
2.47%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares136.17K
TypeSH
Market value$70.53M
2.40%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares318.77K
TypeSH
Market value$69.99M
2.38%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares85.74K
TypeSH
Market value$64.01M
2.18%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares197.39K
TypeSH
Market value$47.99M
1.63%
Sole
0.00
Shared
0.00
None
0.00
SPDR S P 500 ETF TR
SOLEShares63.01K
TypeSH
Market value$41.97M
1.43%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares57.09K
TypeSH
Market value$41.92M
1.43%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares100.66K
TypeSH
Market value$33.21M
1.13%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares561.47K
TypeSH
Market value$30.25M
1.03%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares288.88K
TypeSH
Market value$28.96M
0.99%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares27.92K
TypeSH
Market value$25.85M
0.88%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares288.28K
TypeSH
Market value$25.17M
0.86%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares39.90K
TypeSH
Market value$24.43M
0.83%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares200.58K
TypeSH
Market value$24.21M
0.82%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares116.46K
TypeSH
Market value$24.05M
0.82%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares84.75K
TypeSH
Market value$23.89M
0.81%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares50.63K
TypeSH
Market value$23.72M
0.81%
Sole
0.00
Shared
0.00
None
0.00
FIDELITY MERRIMACK STR TR
SOLEShares503.04K
TypeSH
Market value$23.26M
0.79%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE CO
SOLEShares73.05K
TypeSH
Market value$23.04M
0.78%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares93.25K
TypeSH
Market value$22.71M
0.77%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares137.97K
TypeSH
Market value$22.70M
0.77%
Sole
0.00
Shared
0.00
None
0.00
HARTFORD FDS EXCHANGE TRADED
SOLEShares659.29K
TypeSH
Market value$22.61M
0.77%
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 | 241.69K | SH | $161.77M 5.51% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 610.64K | SH | $113.93M 3.88% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 383.86K | SH | $97.74M 3.33% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 1.43M | SH | $72.67M 2.47% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 136.17K | SH | $70.53M 2.40% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 318.77K | SH | $69.99M 2.38% | 0.00 | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 85.74K | SH | $64.01M 2.18% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 197.39K | SH | $47.99M 1.63% | 0.00 | 0.00 | 0.00 |
SPDR S P 500 ETF TRSOLE | TR UNIT | 63.01K | SH | $41.97M 1.43% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 57.09K | SH | $41.92M 1.43% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 100.66K | SH | $33.21M 1.13% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 561.47K | SH | $30.25M 1.03% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 288.88K | SH | $28.96M 0.99% | 0.00 | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 27.92K | SH | $25.85M 0.88% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 288.28K | SH | $25.17M 0.86% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 39.90K | SH | $24.43M 0.83% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 200.58K | SH | $24.21M 0.82% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 116.46K | SH | $24.05M 0.82% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 84.75K | SH | $23.89M 0.81% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 50.63K | SH | $23.72M 0.81% | 0.00 | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 503.04K | SH | $23.26M 0.79% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE COSOLE | COM | 73.05K | SH | $23.04M 0.78% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 93.25K | SH | $22.71M 0.77% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P US GWT | 137.97K | SH | $22.70M 0.77% | 0.00 | 0.00 | 0.00 |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 659.29K | SH | $22.61M 0.77% | 0.00 | 0.00 | 0.00 |
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