13F Filings History of Spahn Wealth & Retirement LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$161,157,996
Signature - Title
Kyle R. Spahn - Chief Compliance Officer
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by Spahn Wealth & Retirement LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spahn Wealth & Retirement LLC reported 37 stock holdings with total value $161,157,996 as of Q4 2025. Top holdings included LQD, NVDA, C, GOOG, and TSLA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 37 $161,157,996 +$13,991,833 -$11,716,009 +$2,275,824 LQD, NVDA, C, GOOG, TSLA 13F-HR 13 Feb 2026, 16:03
Q3 2025 37 $168,704,501 +$6,765,518 -$9,995,073 -$3,229,555 LQD, NVDA, C, MSTR, GOOG 13F-HR 13 Nov 2025, 18:10
Q2 2025 34 $155,064,301 +$31,147,940 -$35,519,827 -$4,371,887 LQD, NVDA, C, META, NFLX 13F-HR 13 Nov 2025, 18:21
Q1 2025 33 $136,248,355 +$19,918,405 -$23,549,699 -$3,631,294 LQD, NVDA, IWM, C, META 13F-HR 13 Nov 2025, 18:42
Q4 2024 31 $152,481,925 $0 $0 $0 LQD, IWM, NVDA, AXON, TSLA 13F-HR 12 Feb 2025, 17:15