Spire Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core Universal USD Bond ETF
IUSB
|
+$79.9M |
| 2 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$14.4M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$5.66M |
| 4 |
Spotify
SPOT
|
+$3.74M |
| 5 |
Edwards Lifesciences
EW
|
+$3.28M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$23M |
| 2 |
Apple
AAPL
|
+$22.7M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$22.6M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$22M |
| 5 |
Microsoft
MSFT
|
+$22M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.44% |
| 2 | Financials | 5.08% |
| 3 | Consumer Discretionary | 4.91% |
| 4 | Communication Services | 4.74% |
| 5 | Healthcare | 2.92% |
Similar funds
Spire Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Spire Wealth Management held 2,613 positions worth $2.78B, down 11% from $3.12B the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Spire Wealth Management withdrew a net $569M in Q2 2025, closing 237 positions and reducing 1,174 holdings. Its most notable exit was Robert Half, an estimated $2.82M position sold in full.
By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 15% a quarter earlier, followed by Financials and Consumer Discretionary.
Against the trend, Spire Wealth Management opened a new position in iShares Core International Aggregate Bond Fund worth $14.5M.
- Spire Wealth Management's largest Q2 2025 buy was iShares Core International Aggregate Bond Fund: 284,771 shares worth $14.5M.
- Spire Wealth Management added most to iShares Core Universal USD Bond ETF in Q2 2025, an estimated $79.9M increase.
- Spire Wealth Management's biggest Q2 2025 reduction was Vanguard Short-Term Treasury ETF, cutting an estimated $23M.
- Spire Wealth Management fully exited Robert Half in Q2 2025, selling an estimated $2.82M.
- Spire Wealth Management's ten largest holdings make up 27% of its $2.78B portfolio in Q2 2025.
- Spire Wealth Management opened 150 new positions and closed 237 in Q2 2025.
- Spire Wealth Management's portfolio value fell 11% quarter-over-quarter to $2.78B.
Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.