Spahn Wealth & Retirement LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Spahn Wealth & Retirement LLC held in its portfolio 37 assets valued at $161,157,996 (i.e. $161.16M).
The most valuable assets in the portfolio included: ISHARES IBOXX INVT GRADEBOND ETF ($18.19M), NVIDIA CORP ($17.19M), and CITIGROUP INC ($11.11M).
The chart below shows the top 10 valuable assets, and the table below shows the top 37 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Spahn Wealth & Retirement LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES IBOXX INVT GRADEBOND ETF | 165102 | 18192589 | IBOXX INV CP ETF |
| NVIDIA CORP | 92156 | 17187094 | COM |
| CITIGROUP INC | 95188 | 11107488 | COM NEW |
| ALPHABET INC | 32923 | 10331237 | CAP STK CL C |
| TESLA INC | 18514 | 8326116 | COM |
| META PLATFORMS INC | 10606 | 7000915 | CLA |
| AMAZON.COM INC | 29373 | 6779876 | COM |
| APPLE INC | 24756 | 6730166 | COM |
| PALO ALTO NETWORKS INC | 33616 | 6192067 | COM |
| ARISTA NETWORKS INC | 45389 | 5947321 | COM SHS |
| ISHARES RUSSELL 2000 ETF | 23445 | 5771221 | RUSSELL 2000 ETF |
| MICROSOFT CORP | 10917 | 5279680 | COM |
| ROBINHOOD MKTS INC | 46173 | 5222166 | COM CL A |
| ISHARES IBOXX HIGH YIELDBOND ETF | 55213 | 4451824 | HIGH YIELDBOND ETF |
| NETFLIX INC | 46600 | 4369216 | COM |
| PALANTIR TECHNOLOGIES INC | 24137 | 4290352 | CLA |
| JPMORGAN CHASE & CO | 11521 | 3712297 | COM |
| BANK AMERICA CORP | 62144 | 3417920 | COM |
| MERCADOLIBRE INC | 1679 | 3381943 | COM |
| INTERACTIVE BROKERS GROU | 50662 | 3258073 | COM CL A |
| SPOTIFY TECHNOLOGY S A F | 5363 | 3114348 | SHS |
| CADENCE DESIGN SYS INC | 9785 | 3058595 | COM |
| AXON ENTERPRISE INC | 4154 | 2359181 | COM |
| GRAYSCALE BITCOIN MINI TRUST ETF | 53398 | 2068105 | SHS NEW |
| HOME DEPOT INC | 5058 | 1740458 | COM |
| GRAYSCALE ETHEREUM MINI | 52816 | 1482017 | SHS NEW |
| SHOPIFY INC | 8355 | 1344904 | CL A SUB VTG SHS |
| COINBASE GLOBAL INC CLASS A | 4968 | 1123464 | COM CL A |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 11275 | 645381 | INCOME ETF |
| BOOKING HLDGS INC | 113 | 605152 | COM |
| AMERICAN EXPRESS CO | 1488 | 550486 | COM |
| LPL FINL HLDGS INC | 1386 | 495038 | COM |
| WALMART INC | 4098 | 456558 | COM |
| AMERIPRISE FINL INC | 795 | 389820 | COM |
| BERKSHIRE HATHAWAY INC DEL | 630 | 316670 | CL B NEW |
| APOLLO GLOBAL MGMT INC | 1700 | 246092 | COM |
| RALPH LAUREN CORP | 600 | 212166 | CLA |
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