Spire Wealth Management
Annual return '25
+16.0%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$2.9B
Holdings
2,246
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
5.3%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 62.6k shares)
3.6%
03
$AAPL
APPLE INC
Held since at least Q1 2024
3.3%
04
$AMZN
AMAZON COM INC
Held since at least Q1 2024
2.3%
05
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 16.9k shares)
1.8%
06
$VGT
VANGUARD WORLD FD
Held since at least Q1 2024
1.8%
07
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
1.7%
08
$IUSB
ISHARES TR
Held since at least Q1 2024
1.4%
09
$SPY
SPDR S P 500 ETF TR
Held since at least Q1 2024
1.3%
10
$JBND
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:43 UTC.