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Portfolio (Quarterly) Guide ↗

Spahn Wealth & Retirement LLC

· CIK 0001949033
13F Portfolio $78.6B AUM 25 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 6 Reduced 16 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PH PARKER-HANNIFIN CORP COM E Industrials 5,074.0 $4.5M 5.78% NEW $895.24 -3.7%
2 XLU SELECT SECTOR SPDR TR STATE STREET UTI E 96,620.0 $4.4M 5.64% NEW $45.89 -4.1%
3 XLE SELECT SECTOR SPDR TR STATE STREET ENE E 52,817.0 $3.2M 4.12% NEW $61.26 -4.0%
4 XLRE SELECT SECTOR SPDR TR STATE STREET REA E 68,737.0 $2.8M 3.57% NEW $40.83 +6.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.1%
Financial Services 26.8%
Consumer Cyclical 23.5%
Communication Services 9.4%
Industrials 7.4%
Consumer Defensive 0.8%