Spahn Wealth & Retirement LLC Portfolio Holdings

Spahn Wealth & Retirement LLC

  • $169 Billion
  • Q3 2025

Spahn Wealth & Retirement LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $169 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Iboxx $ Investment Gra with a value of $18.1B, Nvidia Corp with a value of $17.3B, Citigroup Inc with a value of $9.74B, Microstrategy Inc with a value of $8.47B, and Alphabet Inc. with a value of $8.11B.

Examining the 13F form we can see an increase of $13.2B in the current position value, from $155B to 169B. Also it can be appreciated an additional of 4 stocks purchases and 1 closed positions.

Spahn Wealth & Retirement LLC is based out at Scottsdale, AZ

Below you can find more details about Spahn Wealth & Retirement LLC portfolio as well as his latest detailed transactions.

Portfolio value $169 Billion
Technology: $61.9 Billion
ETFs: $28.8 Billion
Communication Services: $26.6 Billion
Financial Services: $21.8 Billion
Consumer Cyclical: $14 Billion
Industrials: $2.93 Billion
Consumer Defensive: $422 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.1 Billion 10.74% of portfolio
162,486
Q3 2025 Reduced 2.05%
$0
$5.62 Billion 3.33% of portfolio
23,237
Q3 2025 Reduced 5.04%
$0
$4.42 Billion 2.62% of portfolio
54,457
Q3 2025 Reduced 2.92%
$0
$644 Million 0.38% of portfolio
11,275
Q1 2025 Reduced 4.53%

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $169 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 2 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 26 stocks
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