Spahn Wealth & Retirement LLC filed its 13F report for Q1 2026 on May 14, 2026. The portfolio totaled 78.57 M reflecting a -51.25% change from the prior quarter, spanning 25 assets. The top 10 holdings comprised 70.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 16 complete exits.
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Spahn Wealth & Retirement submitted their Form 13F-HR for the Q1 2026 period on 05/14/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Spahn Wealth & Retirement reported a managed portfolio value of 78.57 M, consisting of 25 individual positions.
This page displays the raw filing documents. To see which stocks Spahn Wealth & Retirement bought or sold during Q1 2026, please visit Spahn Wealth & Retirement's Portfolio Analysis page.