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Spahn Wealth & Retirement - Q2 2026 13F Filings

SP

Spahn Wealth & Retirement LLC

CIK: 0001949033
Address: Arizona Scottsdale 4310 North 75Th Street
$155.42 M
Portfolio Value
38
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. LQD Ishares Iboxx $ Investment Grade Corporate Bond Etf
+$19.76 M
2. BOXX Alpha Architect 1-3 Month Box Etf
+$16.73 M
3. GRNY Fundstrat Granny Shots Us Large Cap Etf
+$12.78 M
4. QQQ Invesco Qqq Trust Series I
+$10.32 M
5. JPIE Jpmorgan Income Etf
+$6.25 M

Top Sells

Q2 2026
1. AMZN Amazoncom
−$5.23 M
2. AAPL Apple
−$4.97 M
3. PH Parker-Hannifin Corporation
−$4.54 M
4. MSFT Microsoft Corporation
−$3.56 M
5. BAC Bank Of America Corporation
−$3.21 M

Asset Allocation

Stocks/ETFs
+97.82%
$155.42 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Spahn Wealth & Retirement Q2 2026 Filing Summary

Spahn Wealth & Retirement LLC filed its 13F report for Q2 2026 on August 13, 2026. The portfolio totaled 155.42 M reflecting a +97.82% change from the prior quarter, spanning 38 assets. The top 10 holdings comprised 66.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 2 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Spahn Wealth & Retirement’s Q2 2026 Filing

Spahn Wealth & Retirement submitted their Form 13F-HR for the Q2 2026 period on 08/13/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Spahn Wealth & Retirement reported a managed portfolio value of 155.42 M, consisting of 38 individual positions.

This page displays the raw filing documents. To see which stocks Spahn Wealth & Retirement bought or sold during Q2 2026, please visit Spahn Wealth & Retirement's Portfolio Analysis page.