Institutions / Spahn Wealth & Retirement LLC
Spahn Wealth & Retirement LLC
CIK 1949033 · Institution · as of Dec 31, 2025
Portfolio value
$161.16M
Positions
37
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 37 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $18.19M | 11.3% |
| NVIDIA Corp | $17.19M | 10.7% |
| Citigroup Inc | $11.11M | 6.9% |
| Alphabet Inc. | $10.33M | 6.4% |
| Tesla Inc | $8.33M | 5.2% |
| Meta Platforms Inc | $7.00M | 4.3% |
| Amazon.com Inc | $6.78M | 4.2% |
| Apple Inc. | $6.73M | 4.2% |
| Palo Alto Networks Inc | $6.19M | 3.8% |
| Arista Networks, Inc.ANET | $5.95M | 3.7% |
| iShares Russell 2000 ETF | $5.77M | 3.6% |
| Microsoft Corp | $5.28M | 3.3% |
| Robinhood Markets, Inc. | $5.22M | 3.2% |
| iShares Iboxx High Yieldbond ETF | $4.45M | 2.8% |
| Netflix Inc | $4.37M | 2.7% |
| Palantir Technologies Inc | $4.29M | 2.7% |
| JPMorgan Chase & Co | $3.71M | 2.3% |
| Bank of America Corp /De | $3.42M | 2.1% |
| MercadoLibre, Inc. | $3.38M | 2.1% |
| Interactive Brokers Group Inc | $3.26M | 2.0% |
| Spotify Technology S a F | $3.11M | 1.9% |
| Cadence Design Systems Inc | $3.06M | 1.9% |
| Axon Enterprise Inc | $2.36M | 1.5% |
| Grayscale Bitcoin Mini Trust ETF | $2.07M | 1.3% |
| Home Depot, Inc. | $1.74M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.