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Portfolio (Quarterly) Guide ↗

Spahn Wealth & Retirement LLC

· CIK 0001949033
13F Portfolio $161M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPOT SPOTIFY TECHNOLOGY S A F Communication Services 5,363.0 $3.1M 1.93% NEW $580.71 -25.5%
22 CDNS CADENCE DESIGN SYS INC Technology 9,785.0 $3.1M 1.90% NEW $312.58 +11.1%
23 AXON AXON ENTERPRISE INC Industrials 4,154.0 $2.4M 1.46% NEW $567.93 -31.0%
24 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 53,398.0 $2.1M 1.28% NEW $38.73 -9.7%
25 HD HOME DEPOT INC Consumer Cyclical 5,058.0 $1.7M 1.08% NEW $344.10 -11.6%
26 ETH GRAYSCALE ETHEREUM MINI Financial Services 52,816.0 $1.5M 0.92% NEW $28.06 -23.7%
27 SHOP SHOPIFY INC Technology 8,355.0 $1.3M 0.83% NEW $160.97 -39.5%
28 COIN COINBASE GLOBAL INC CLASS A Financial Services 4,968.0 $1.1M 0.70% NEW $226.14 -6.2%
29 JPIE JPMORGAN EQUITY PREMIUM INCOME ETF 11,275.0 $645K 0.40% NEW $57.24 -19.9%
30 BKNG BOOKING HLDGS INC Consumer Cyclical 113.0 $605K 0.38% NEW $5355.33 -97.1%
31 AXP AMERICAN EXPRESS CO Financial Services 1,488.0 $550K 0.34% NEW $369.95 -15.3%
32 LPLA LPL FINL HLDGS INC Financial Services 1,386.0 $495K 0.31% NEW $357.17 -16.5%
33 WMT WALMART INC Consumer Defensive 4,098.0 $457K 0.28% NEW $111.41 +18.9%
34 AMP AMERIPRISE FINL INC Financial Services 795.0 $390K 0.24% NEW $490.34 -4.1%
35 BERKSHIRE HATHAWAY INC DEL 630.0 $317K 0.20% NEW $502.65
36 APOS APOLLO GLOBAL MGMT INC Financial Services 1,700.0 $246K 0.15% NEW $144.76 -82.1%
37 RL RALPH LAUREN CORP Consumer Cyclical 600.0 $212K 0.13% NEW $353.61 -5.5%
Page 2 of 2  ·  37 positions

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 38.0%
Financial Services 25.1%
Communication Services 18.8%
Consumer Cyclical 16.0%
Industrials 1.8%
Consumer Defensive 0.3%