Spahn Wealth & Retirement LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 155,422
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 38 | 155,422 | 13F-HR | Spahn Wealth & Retirement LLC |
| Q1 2026 | 5/14/2026 | 25 | 78,569 | 13F-HR | Spahn Wealth & Retirement LLC |
| Q4 2025 | 2/13/2026 | 37 | 161,158 | 13F-HR | Spahn Wealth & Retirement LLC |
| Q3 2025 | 11/14/2025 | 38 | 168,705 | 13F-HR | Spahn Wealth & Retirement LLC |
| Q2 2025 | 11/14/2025 | 35 | 155,489 | 13F-HR | Spahn Wealth & Retirement LLC |
| Q1 2025 | 11/14/2025 | 33 | 136,248 | 13F-HR | Spahn Wealth & Retirement LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 50.04 K | 32.2% | 0 | 11.6 K | -11.6 K |
| ETFs | 81.76 K | 52.6% | 64.83 K | 0 | 64.83 K |
| Debt | 23.63 K | 15.2% | 23.63 K | 0 | 23.63 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
155,422
Holdings
38
QoQ value change ($000)
76,853
(97.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.