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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 NVDA NVIDIA CORP Technology 42,056.0 $7.3M 9.34% -50K -54.4% $174.40 +35.2%
2 GOOG ALPHABET INC Communication Services 20,118.0 $5.8M 7.34% -13K -38.9% $286.86 +38.5%
3 AAPL APPLE INC Technology 22,214.0 $5.6M 7.17% -3K -10.3% $253.79 +18.3%
4 C CITIGROUP INC Financial Services 47,435.0 $5.4M 6.85% -48K -50.2% $113.41 +8.8%
5 AMZN AMAZON.COM INC Consumer Cyclical 24,888.0 $5.2M 6.60% -4K -15.3% $208.27 +26.8%
6 PANW PALO ALTO NETWORKS INC Technology 16,749.0 $2.7M 3.42% -17K -50.2% $160.32 +48.6%

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%