13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001858740
Total reported value
$3.3B
$3.3B
2463 檔
15.2%
According to the latest 13F quarterly dataset, Spire Wealth Management managed an equity portfolio of $3.3B at the end of Q1 2025, spanning 2463 distinct U.S. exchange-listed positions.
In Q1 2025, Spire Wealth Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2463 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.43% | -0.02% | +1.50% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.56% | -0.12% | -10.39% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.46% | -0.12% | -2.99% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.47% | -0.13% | -1.79% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.19% | +5.61% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | -0.03% | -3.50% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.05% | +0.30% | -6.62% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.61% | +0.06% | -1.21% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 1.31% | -0.06% | +8.39% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | -0.31% | -3.95% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.06% | -0.58% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.28% | -0.01% | -0.14% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.06% | -0.12% | +0.47% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.16% | +1.35% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.98% | -0.05% | -0.85% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.14% | +2.57% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 0.86% | -0.03% | -0.64% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.86% | -0.05% | +13.87% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.85% | -0.10% | +1.34% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.13% | +61.09% | |
| 21 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.84% | — | +2.42% | |
| 22 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.83% | -0.09% | +1.50% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.80% | -0.12% | -0.62% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.01% | +4.32% | |
| 25 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.77% | +0.06% | -8.50% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 0.73% | +0.01% | +3.24% | |
| 27 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.72% | -0.10% | +742156.25% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.01% | +7.40% | |
| 29 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.70% | -0.03% | -0.71% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.68% | -0.06% | -19.00% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.03% | +9.51% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | -0.03% | +1.08% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | -0.17% | -5.39% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | +0.06% | +1.02% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.60% | +0.01% | +0.23% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | — | -1.49% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.11% | +10.38% | |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.53% | -0.02% | -2.31% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.07% | -0.38% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.06% | -1.74% | |
| 41 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.48% | +0.02% | +2.82% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.47% | -0.02% | +7.38% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.03% | -4.67% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.14% | -0.72% | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.43% | -0.04% | +0.71% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.10% | -11.80% | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.42% | +0.01% | +3.09% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.41% | -0.04% | +16.45% | |
| 49 | MCK | Mckesson CORP | Stock-Healthcare | 0.41% | -0.08% | -2.00% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | +0.14% | +0.73% |
According to official SEC Form 13F filings, Spire Wealth Management reported a total U.S. public equity portfolio value of $3.3B across 2463 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, JPST) accounted for 15.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $138.4M
During Q1 2025, Spire Wealth Management's top holdings by market value included IVV (4.4%)、AAPL (3.6%)、JPST (3.5%). The largest single position, IVV, represented 4.4% of total portfolio value.
In Q1 2025, Spire Wealth Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.