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CIK: 0001858740
Total reported value
$3.3B
$3.3B
2377 檔
14.3%
At the close of Q2 2025, Spire Wealth Management disclosed equity holdings valued at approximately $3.3B, spread across 2377 reported holdings.
In Q2 2025, Spire Wealth Management adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 2377 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.60% | -0.02% | -15.56% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.36% | -0.13% | -16.47% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.12% | -0.17% | +1276.80% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.08% | -0.12% | -20.92% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.85% | -0.12% | -22.46% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.42% | -0.03% | -14.56% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.35% | -0.19% | -27.68% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.16% | +0.30% | -23.24% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | -0.31% | -20.17% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.43% | +0.06% | -28.13% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 1.25% | -0.06% | -18.62% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.06% | -26.88% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.04% | -0.12% | -12.08% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.95% | +0.11% | +30.99% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.16% | -24.54% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.87% | -0.05% | -20.63% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.86% | -0.05% | -16.34% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.84% | -0.10% | -12.39% | |
| 19 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.82% | — | -12.48% | |
| 20 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.81% | -0.09% | -12.74% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.80% | +0.06% | -18.73% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.80% | -0.12% | -20.52% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | +0.06% | -2.14% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.78% | +0.01% | -1.13% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.77% | -0.17% | -23.30% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.76% | -0.03% | -1.48% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.14% | -19.32% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-Other | 0.75% | +0.01% | -19.40% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.13% | -31.95% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.72% | -0.03% | -19.44% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.71% | -0.10% | -11.65% | |
| 32 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.68% | -0.03% | -21.00% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.01% | -32.92% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | -0.02% | -4.11% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.06% | -19.77% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.61% | -0.01% | -57.60% | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.60% | +0.02% | +0.20% | |
| 38 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.57% | +0.04% | +16.00% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.56% | +0.14% | +4.25% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.06% | -10.21% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | — | -20.22% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.03% | -23.85% | |
| 43 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.52% | — | — | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | -0.01% | -34.70% | |
| 45 | UBER | Uber Technologies Inc | Stock-Industrials | 0.50% | -0.02% | -24.68% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.10% | -5.87% | |
| 47 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.49% | -0.02% | -22.36% | |
| 48 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.48% | +0.01% | +0.31% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | -0.03% | -4.07% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.44% | +0.12% | -19.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +2.9% | +1276.80% | Add |
| 2 | NVDA | Nvidia CORP | +0.9% | -16.47% | Trim |
| 3 | IAGG | Ishares Intl Aggregate Bond | +0.5% | NEW | New buy |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +30.99% | Add |
| 5 | AVGO | Broadcom Inc | +0.3% | -4.11% | Trim |
| 6 | SSO | Proshares Ultra S&p500 | +0.2% | +16.00% | Add |
| 7 | KLAC | Kla CORP | +0.2% | +21.65% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | -15.56% | Trim |
| 9 | INTU | Intuit Inc | +0.2% | +88.03% | Add |
| 10 | SPOT | Spotify Technology S.A. | +0.2% | +2135.90% | Add |
| 11 | VGT | Vanguard Info Tech ETF | +0.1% | -23.24% | Trim |
| 12 | AGG | Ishares Core U.s. Aggregate | 0% | -12.08% | Trim |
| 13 | XLF | Ss Financial Select Sector | -0.1% | -18.62% | Trim |
| 14 | MA | Mastercard Inc - A | -0.1% | -19.77% | Trim |
| 15 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -32.51% | Trim |
| 16 | GOOGL | Alphabet Inc-cl A | -0.1% | -26.88% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | -0.1% | -32.92% | Trim |
| 18 | NEE | Nextera Energy Inc | -0.1% | -34.02% | Trim |
| 19 | IVE | Ishares S&p 500 Value ETF | -0.1% | -20.63% | Trim |
| 20 | MCK | Mckesson CORP | -0.1% | -37.40% | Trim |
| 21 | SMH | Vaneck Semiconductor ETF | -0.1% | -62.01% | Trim |
| 22 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -39.18% | Trim |
| 23 | ANET | Arista Networks Inc | -0.1% | -54.86% | Trim |
| 24 | FTSM | First Trust Enh Short Mat Fd | -0.1% | -47.87% | Trim |
| 25 | FISV | Fiserv Inc | -0.1% | -37.00% | Trim |
| 26 | PEP | Pepsico Inc | -0.1% | -75.06% | Trim |
| 27 | COST | Costco Wholesale CORP | -0.1% | -24.54% | Trim |
| 28 | LLY | Eli Lilly & Co | -0.1% | -19.32% | Trim |
| 29 | VOO | Vanguard S&p 500 ETF | -0.1% | -31.95% | Trim |
| 30 | XLV | Ss Health Care Select Sector | -0.1% | -19.44% | Trim |
| 31 | PG | Procter & Gamble Co/the | -0.1% | -36.37% | Trim |
| 32 | CVS | Cvs Health CORP | -0.1% | -89.29% | Trim |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -23.85% | Trim |
| 34 | XOM | Exxon Mobil CORP | -0.2% | -32.30% | Trim |
| 35 | SCHW | Schwab (charles) CORP | -0.2% | -57.59% | Trim |
| 36 | LNG | Cheniere Energy Inc | -0.2% | -92.50% | Trim |
| 37 | MSI | Motorola Solutions Inc | -0.2% | -94.17% | Trim |
| 38 | AMGN | Amgen Inc | -0.2% | -82.04% | Trim |
| 39 | FND | Floor & Decor Holdings Inc-a | -0.2% | -99.92% | Trim |
| 40 | MDT | Medtronic plc | -0.2% | -93.85% | Trim |
| 41 | BNY | Bank Of New York Mellon CORP | -0.2% | -95.34% | Trim |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -28.13% | Trim |
| 43 | V | Visa Inc-class A Shares | -0.2% | -34.70% | Trim |
| 44 | CPRT | Copart Inc | -0.2% | -96.05% | Trim |
| 45 | ACN | Accenture plc | -0.2% | -97.98% | Trim |
| 46 | PWR | Quanta Services Inc | -0.3% | -98.54% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.3% | -46.84% | Trim |
| 48 | JPST | Jpmorgan Ultra-short Income | -0.4% | -20.92% | Trim |
| 49 | VGSH | Vanguard Short-term Treasury | -0.7% | -57.60% | Trim |
| 50 | AAPL | Apple Inc | -0.7% | -22.46% | Trim |
According to official SEC Form 13F filings, Spire Wealth Management reported a total U.S. public equity portfolio value of $3.3B across 2377 disclosed positions in Q2 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, NVDA, IUSB) accounted for 14.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
IAGG
市值: $14.5M
Top Position Liquidated / Trimmed
IVV
前期市值: $138.4M
During Q2 2025, Spire Wealth Management's top holdings by market value included IVV (4.6%)、NVDA (3.4%)、IUSB (3.1%). The largest single position, IVV, represented 4.6% of total portfolio value.
In Q2 2025, Spire Wealth Management made 50 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 43 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.
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