Spire Wealth Management
Spire Wealth Management is a registered investment advisory firm headquartered in McLean, Virginia. The firm serves primarily individual investors, high net worth individuals, charitable organizations, and corporations, focusing on comprehensive wealth management and investment advisory services. Spire Wealth Management operates as a Hybrid RIA, supporting independent advisors nationwide with tools, technology, and operational support. As of 2025, the firm employs approximately 165 professionals and manages $4.8 billion in assets for nearly 16,000 accounts.
Investment Strategy
Spire Wealth Management pursues a client-focused investment philosophy grounded in comprehensive financial planning and portfolio management, tailored to the unique objectives and risk tolerances of individuals, families, and institutions. The firm leverages a broad array of investment solutions, including equities, fixed income, and alternative investments, to create customized, diversified portfolios. Spire empowers its network of independent advisors with technology, compliance, and back-office support, prioritizing long-term wealth accumulation, risk management, and a high degree of personalization in each advisory relationship.
Latest 13F Filing Activity
Spire Wealth Management filed their most recent 13F report on Sep 30, 2025 disclosing 2,302 equity positions with a total 13F market value of $3B. The fund increased holdings in Ishares TR, Nvidia Corporation, Apple Inc. among other positions. Spire Wealth Management reduced exposure to Ishares TR, Invesco Actively Managed Exc, Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (2,302)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 5.56% | $163.4M | 244,100 | $466.66 | $669.30 | +$35.4M |
N NVDA | NVIDIA CORPORATION | 3.88% | $113.9M | 610,637 | $29.18 | $186.58 | +$20.4M |
A AAPL | APPLE INC | 3.33% | $97.7M | 383,855 | $154.10 | $254.63 | +$18.4M |
J JPST | J P MORGAN EXCHANGE TRADED F | 2.47% | $72.7M | 1,432,531 | $50.39 | $50.73 | -$13.0M |
M MSFT | MICROSOFT CORP | 2.40% | $70.5M | 136,166 | $290.13 | $517.95 | +$5.1M |
Industry Allocation
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