Current Market Value 2,784,161,175
Current Holdings 2377
Most Recent File Date 2025-08-04
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Spire Wealth Management . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-04 2025-06-30 13F-HR 2377 2,784,161
2025-04-23 2025-03-31 13F-HR 2463 3,123,702
2025-01-24 2024-12-31 13F-HR 2440 3,219,928
2024-10-15 2024-09-30 13F-HR 2156 2,966,027
2024-07-31 2024-06-30 13F-HR 2202 2,834,112
2024-04-24 2024-03-31 13F-HR 2299 5,508,412
2024-02-06 2023-12-31 13F-HR 2357 3,026,656
2023-11-08 2023-09-30 13F-HR 2350 2,627,009
2023-08-09 2023-06-30 13F-HR 2382 2,708,459
2023-05-09 2023-03-31 13F-HR 2472 2,567,947
2023-02-03 2022-12-31 13F-HR 2295 1,777
2022-11-07 2022-09-30 13F-HR 2167 1,646,703
2022-07-22 2022-06-30 13F-HR 2640 2,426,965
2022-04-18 2022-03-31 13F-HR 2499 3,735,240
2022-01-14 2021-12-31 13F-HR 2919 4,507,045
2021-10-22 2021-09-30 13F-HR 2557 3,774,631
2021-07-26 2021-06-30 13F-HR 2561 3,695,566
2021-05-21 2021-03-31 13F-HR/A 1 R 2972 3,758,973
2021-05-07 2021-03-31 13F-HR 129 3,477,185