Filed: 1/14/2026ACC: 0001858740-26-000001
📋 What this filing means
SPIRE WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 2368 equity positions with a total reported market value of $2.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2368
Positions
$2.99B
Total AUM (reported)
29.51M
Total Shares
Allocation by class
COM$949.67M31.8%
CORE S&P500 ETF$163.73M5.5%
CL A$127.87M4.3%
INF TECH ETF$62.79M2.1%
CAP STK CL A$56.89M1.9%
TR UNIT$43.20M1.4%
COM CL A$37.86M1.3%
Portfolio Concentration
Top 3$385.19M12.9%
4–10$376.95M12.6%
11–25$392.21M13.1%
Rest$1.83B61.3%
Top 3 weight
12.9%
Top 10 weight
25.5%
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)
Sole2368
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings2368
Rows:
ISHARES TR
SOLEShares239.04K
TypeSH
Market value$163.73M
5.48%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares624.23K
TypeSH
Market value$116.42M
3.90%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares386.40K
TypeSH
Market value$105.05M
3.52%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares332.35K
TypeSH
Market value$76.71M
2.57%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares137.19K
TypeSH
Market value$66.35M
2.22%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares83.30K
TypeSH
Market value$62.79M
2.10%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares181.76K
TypeSH
Market value$56.89M
1.91%
Sole
0.00
Shared
0.00
None
0.00
SPDR S P 500 ETF TR
SOLEShares58.79K
TypeSH
Market value$40.09M
1.34%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares109.74K
TypeSH
Market value$37.98M
1.27%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares54.76K
TypeSH
Market value$36.15M
1.21%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares104.44K
TypeSH
Market value$32.77M
1.10%
Sole
0.00
Shared
0.00
None
0.00
ELI LILLY CO
SOLEShares27.72K
TypeSH
Market value$29.79M
1.00%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares539.50K
TypeSH
Market value$29.55M
0.99%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares286.88K
TypeSH
Market value$28.65M
0.96%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares299.62K
TypeSH
Market value$26.80M
0.90%
Sole
0.00
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares516K
TypeSH
Market value$26.10M
0.87%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares41.44K
TypeSH
Market value$25.99M
0.87%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares205.46K
TypeSH
Market value$25.32M
0.85%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares118.80K
TypeSH
Market value$25.19M
0.84%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares28.40K
TypeSH
Market value$24.49M
0.82%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE CO
SOLEShares74.50K
TypeSH
Market value$24.00M
0.80%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares50.28K
TypeSH
Market value$23.80M
0.80%
Sole
0.00
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares163.96K
TypeSH
Market value$23.61M
0.79%
Sole
0.00
Shared
0.00
None
0.00
FIDELITY MERRIMACK STR TR
SOLEShares511.82K
TypeSH
Market value$23.56M
0.79%
Sole
0.00
Shared
0.00
None
0.00
HARTFORD FDS EXCHANGE TRADED
SOLEShares660.76K
TypeSH
Market value$22.57M
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 | 239.04K | SH | $163.73M 5.48% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 624.23K | SH | $116.42M 3.90% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 386.40K | SH | $105.05M 3.52% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 332.35K | SH | $76.71M 2.57% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 137.19K | SH | $66.35M 2.22% | 0.00 | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 83.30K | SH | $62.79M 2.10% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 181.76K | SH | $56.89M 1.91% | 0.00 | 0.00 | 0.00 |
SPDR S P 500 ETF TRSOLE | TR UNIT | 58.79K | SH | $40.09M 1.34% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 109.74K | SH | $37.98M 1.27% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 54.76K | SH | $36.15M 1.21% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 104.44K | SH | $32.77M 1.10% | 0.00 | 0.00 | 0.00 |
ELI LILLY COSOLE | COM | 27.72K | SH | $29.79M 1.00% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 539.50K | SH | $29.55M 0.99% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 286.88K | SH | $28.65M 0.96% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 299.62K | SH | $26.80M 0.90% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 516K | SH | $26.10M 0.87% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 41.44K | SH | $25.99M 0.87% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 205.46K | SH | $25.32M 0.85% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 118.80K | SH | $25.19M 0.84% | 0.00 | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 28.40K | SH | $24.49M 0.82% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE COSOLE | COM | 74.50K | SH | $24.00M 0.80% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 50.28K | SH | $23.80M 0.80% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 163.96K | SH | $23.61M 0.79% | 0.00 | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 511.82K | SH | $23.56M 0.79% | 0.00 | 0.00 | 0.00 |
HARTFORD FDS EXCHANGE TRADEDSOLE | TOTAL RTRN ETF | 660.76K | SH | $22.57M 0.76% | 0.00 | 0.00 | 0.00 |
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