Spire Wealth Management

Q4 2025 13F Detailed Holdings

Location
Mclean, VA
Holdings as of
12/31/2025
Value ($000)
$2,986,055
Num holdings
2,456
Date filed
1/14/2026
Form type
13F-HR
Prev filing
10/23/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 CORBETT ROAD CAPITAL MANAGEMENT, LLC 028-19848