Spire Wealth Management logo

Spire Wealth Management

Private Equity

Spire Wealth Management is a Private Equity based in Mclean, VA led by Andrew Jackson Armstrong, managing $2.9B across 2,342 long positions as of Q3 2025 with 53% ETF concentration.

Managing PartnerAndrew Jackson Armstrong
Portfolio Value
$2.9B
Positions
2,342
Top Holding
IVV at 5.56%
Last Reported
Q3 2025
Address7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102, United States

Top Holdings

Largest long holdings in Spire Wealth Management's portfolio (26.7% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$163.4M
5.56%
+$24.1M
Bought
244.1K shares
2
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$113.9M
3.88%
+$3.0M
Bought
0.00%
610.6K shares
3
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$97.7M
3.33%
-$1.0M
Sold
0.00%
383.9K shares
ETF
ETF
$72.7M
2.47%
-$13.1M
Sold
1.4M shares
Software - Infrastructure
Technology
$70.5M
2.40%
+$1.9M
Bought
0.00%
136.2K shares
6
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$70.0M
2.38%
+$2.4M
Bought
0.00%
318.8K shares
ETF
ETF
$64.3M
2.19%
-$3.4M
Sold
86.1K shares
Internet Content & Information
Communication Services
$48.5M
1.65%
+$2.3M
Bought
0.00%
199.5K shares
Internet Content & Information
Communication Services
$42.1M
1.44%
+$583.1K
Bought
0.00%
57.4K shares
ETF
ETF
$42.0M
1.43%
-$1.1M
Sold
63.0K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Spire Wealth Management's latest filing

See all changes
Market Value
$2.9B
Prior: $2.8B
Q/Q Change
+5.52%
+$153.6M
Net Flows % of MV
-2.13%
Turnover Ratio
10.75%
New Purchases
73 stocks
$20.2M
Added To
802 stocks
+$305.4M
Sold Out Of
158 stocks
$7.2M
Reduced Holdings
758 stocks
-$380.9M

Increased Positions

PositionShares Δ
New
New
New
New
5
TaskUs logo
TaskUs
TASK
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
4
UiPath logo
UiPath
PATH
Sold
Sold

Analytics

Portfolio insights and performance metrics for Spire Wealth Management

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Sector Allocation

ETF: 53.20%ETFTechnology: 17.90%TechnologyFinancial Services: 5.10%Communication Services: 5.00%Consumer Cyclical: 4.80%Industrials: 2.90%Healthcare: 2.70%Consumer Defensive: 2.10%Energy: 1.10%Utilities: 1.00%Basic Materials: 0.60%Real Estate: 0.50%
ETF
53.20%
Technology
17.90%
Financial Services
5.10%
Communication Services
5.00%
Consumer Cyclical
4.80%
Industrials
2.90%
Healthcare
2.70%
Consumer Defensive
2.10%
Energy
1.10%
Utilities
1.00%
Basic Materials
0.60%
Real Estate
0.50%

Market Cap Distribution

Mega Cap (> $200B): 27.28%Mega Cap (> $200B)Large Cap ($10B - $200B): 14.93%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.88%Small Cap ($300M - $2B): 0.28%Micro Cap ($50M - $300M): 0.02%Nano Cap (< $50M): 0.06%N/A (ETF or Unknown): 56.56%N/A (ETF or Unknown)
Mega Cap (> $200B)
27.28%
Large Cap ($10B - $200B)
14.93%
Mid Cap ($2B - $10B)
0.88%
Small Cap ($300M - $2B)
0.28%
Micro Cap ($50M - $300M)
0.02%
Nano Cap (< $50M)
0.06%
N/A (ETF or Unknown)
56.56%

Portfolio Concentration

Top 10 Holdings %
26.73%
Top 20 Holdings %
35.79%
Top 50 Holdings %
54.26%
Top 100 Holdings %
69.01%

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