Spahn Wealth & Retirement LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 161,158
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 132.1 K | 82.0% | 0 | 8.453 K | -8.453 K |
| ETFs | 24.61 K | 15.3% | 0 | 3.546 K | -3.546 K |
| Debt | 4.452 K | 2.8% | 4.452 K | 0 | 4.452 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
161,158
Holdings
37
QoQ value change ($000)
-7,547
(-4.5%)
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.