SPIRE WEALTH MANAGEMENT
Q2 2025 Form 13-F
MCLEAN, VIRGINIA
CIK 0001858740
· CRD 113908
· SEC-registered investment adviser
Consolidated report · includes
1 manager
since Q3 2022
$2.8B Reported Value Total
SPIRE WEALTH MANAGEMENT, LLC reports 15,808 total accounts under management (AUM). There are 15,523 discretionary accounts valued at $4,408,528,760, and 285 non-discretionary accounts valued at $208,642,277.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-06-30
Reported value
$2.8B
Quarter over quarter
+9.4%
Holdings
2,376
Top-10 concentration
26.9%
Filing Structure
Reports holdings for
- CORBETT ROAD CAPITAL MANAGEMENT LLC · File #028-19848 · since Q3 2022
Key People
Form ADV owners & control persons
David Lloyd Blisk
MANAGING MEMBER
Robert Michael Lord
COO
Feisal Ahmed Khan Malik
CHIEF COMPLIANCE OFFICER
Filing Navigation
13F Metrics
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Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | August 04, 2025 |
| Form | 13F-HR |
| Reported value | $2.8B |
| Positions | 2,376 |
| Change in reported value | -10.9% |
| New positions | 151 |
| Exited positions | 237 |
| Position turnover | 14.9% |
| Top-10 concentration | 26.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 30, 2026
|
2,188 | $3.3B |
|
Q2 2026 13F
Filed Jul 15, 2026
|
2,226 | $3.3B |
|
Q1 2026 13F
Filed Apr 22, 2026
|
2,248 | $2.9B |
|
Q4 2025 13F
Filed Jan 14, 2026
|
2,298 | $3.0B |
|
Q3 2025 13F
Filed Oct 23, 2025
|
2,357 | $2.9B |
|
Q2 2025 13F
Filed Aug 4, 2025
|
2,376 | $2.8B |
|
Q1 2025 13F
Filed Apr 23, 2025
|
2,463 | $3.1B |
|
Q4 2024 13F
Filed Jan 24, 2025
|
2,440 | $3.2B |
|
Q3 2024 13F
Filed Oct 15, 2024
|
2,156 | $3.0B |
|
Q2 2024 13F
Filed Jul 31, 2024
|
2,202 | $2.8B |
|
Q1 2024 13F
Filed Apr 24, 2024
|
2,298 | $5.5B |
|
Q4 2023 13F
Filed Feb 6, 2024
|
2,357 | $3.0B |
|
Q3 2023 13F
Filed Nov 8, 2023
|
2,349 | $2.6B |
|
Q2 2023 13F
Filed Aug 9, 2023
|
2,381 | $2.7B |
|
Q1 2023 13F
Filed May 9, 2023
|
2,471 | $2.6B |
|
Q4 2022 13F
Filed Feb 3, 2023
|
2,131 | $1.8B |
|
Q3 2022 13F
Filed Nov 7, 2022
|
2,028 | $1.6B |
|
Q2 2022 13F
Filed Jul 22, 2022
|
2,442 | $2.4B |
|
Q1 2022 13F
Filed Apr 18, 2022
|
2,448 | $3.7B |
|
Q4 2021 13F
Filed Jan 14, 2022
|
2,840 | $4.5B |
3 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IVV iShares Core S&P 500 ETF | $127.9M | 4.6% |
| 2 | NVDA NVIDIA Corporation | $93.5M | 3.36% |
| 3 | IUSB iShares Core Total Bond Market ETF | $87.0M | 3.12% |
| 4 | JPST JPMorgan Ultra-Short Income ETF | $85.7M | 3.08% |
| 5 | AAPL Apple, Inc. | $79.4M | 2.85% |
| 6 | AMZN Amazon.com | $67.3M | 2.42% |
| 7 | MSFT Microsoft Corp | $65.5M | 2.35% |
| 8 | VGT Information Technology ETF (Vanguard) | $60.0M | 2.16% |
| 9 | META Meta Platforms | $41.6M | 1.49% |
| 10 | SPY SPDR S&P 500 ETF TRUST | $39.9M | 1.43% |
| 11 | XLF Financial Select Sector SPDR | $34.9M | 1.25% |
| 12 | GOOGL Alphabet Inc | $33.1M | 1.19% |
| 13 | AGG ISHARES CORE U.S. AGGREGATE BOND ETF | $29.1M | 1.04% |
| 14 | QQQ INVESCO QQQ TRUST SERIES I | $26.4M | 0.95% |
| 15 | COST Costco Wholesale Corp | $25.9M | 0.93% |
| 16 | IVE iShares S&P 500 Value ETF | $24.2M | 0.87% |
| 17 | IEFA ISHARES CORE MSCI EAFE ETF | $23.9M | 0.86% |
| 18 | FBND Fidelity Total Bond ETF | $23.3M | 0.84% |
| 19 | GTO Invesco Total Return Bond ETF | $22.9M | 0.82% |
| 20 | HTRB Hartford Total Return Bond ETF | $22.6M | 0.81% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.