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Spirepoint Private Client, LLC
SpirePoint Private Client, LLC is an SEC-registered investment adviser headquartered in Vero Beach, Florida. The firm provides sophisticated family office services, wealth management, legacy planning, asset management, and tax strategies for ultra-high-net-worth and multi-generational families. Founded in 2023, SpirePoint Private Client focuses on delivering tailored, comprehensive solutions to help clients make smart financial decisions for their complex needs. The firm employs approximately 7 professionals, of which a majority are investor-facing personnel, serving primarily high-net-worth individuals, families, and select business entities.
Investment Strategy
SpirePoint Private Client employs a holistic, client-centered approach to wealth management, delivering family office services with an emphasis on legacy planning, tailored asset management, and advanced tax strategies. The firm creates bespoke investment solutions for ultra-high-net-worth and multi-generational families, focusing on long-term financial security and generational wealth preservation. Portfolio management is fully discretionary, and SpirePoint primarily serves high-net-worth individuals and families, using diversified public equity and fixed income portfolios along with other asset classes to address sophisticated client needs.
Latest 13F Filing Activity
Spirepoint Private Client, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 279 equity positions with a total 13F market value of $951M. The fund increased holdings in Apple Inc., Palantir Technologies Inc., Alphabet Inc. among other positions. Spirepoint Private Client, LLC reduced exposure to United Parcel Service Inc., Arista Networks Inc., Tyson Foods Inc. among others.
Top Holdings
Equity Positions (279)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U UPS | UNITED PARCEL SERVICE INC | 9.04% | $86.0M | 1,029,510 | $147.11 | $83.53 | -$24.4M |
A AAPL | APPLE INC | 4.12% | $39.2M | 153,862 | $181.86 | $254.63 | +$9.6M |
M MSFT | MICROSOFT CORP | 4.04% | $38.4M | 74,120 | $424.56 | $517.95 | +$1.5M |
P PLTR | PALANTIR TECHNOLOGIES INC | 3.85% | $36.6M | 200,507 | $24.23 | $182.42 | +$8.3M |
A AVGO | BROADCOM INC | 3.18% | $30.3M | 91,694 | $140.56 | $329.91 | +$4.9M |
Industry Allocation
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