Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Spahn Wealth & Retirement LLC (CIK 1949033) reported $78.6M across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($7.3M, 9.34%), TSLA ($6.9M, 8.75%), IWM ($5.8M, 7.40%), GOOG ($5.8M, 7.35%), AAPL ($5.6M, 7.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $7.3M | 9.34% | 42,056 | Trimmed |
| 2 | TSLA | TESLA INC | $6.9M | 8.75% | 18,483 | Trimmed |
| 3 | IWM | ISHARES RUSSELL 2000 ETF | $5.8M | 7.40% | 23,445 | Hold |
| 4 | GOOG | ALPHABET INC | $5.8M | 7.35% | 20,118 | Trimmed |
| 5 | AAPL | APPLE INC | $5.6M | 7.18% | 22,214 | Trimmed |
| 6 | C | CITIGROUP INC | $5.4M | 6.85% | 47,435 | Trimmed |
| 7 | AMZN | AMAZON.COM INC | $5.2M | 6.60% | 24,888 | Trimmed |
| 8 | PH | PARKER-HANNIFIN CORP COM E | $4.5M | 5.78% | 5,074 | New |
| 9 | XLU | SELECT SECTOR SPDR TR STATE STREET UTI E | $4.4M | 5.64% | 96,620 | New |
| 10 | MSFT | MICROSOFT CORP | $4.0M | 5.14% | 10,917 | Hold |
| 11 | IBKR | INTERACTIVE BROKERS GROU | $3.4M | 4.32% | 50,662 | Hold |
| 12 | JPM | JPMORGAN CHASE & CO | $3.4M | 4.31% | 11,521 | Hold |
| 13 | XLE | SELECT SECTOR SPDR TR STATE STREET ENE E | $3.2M | 4.12% | 52,817 | New |
| 14 | BAC | BANK AMERICA CORP | $3.0M | 3.86% | 62,144 | Hold |
| 15 | XLRE | SELECT SECTOR SPDR TR STATE STREET REA E | $2.8M | 3.57% | 68,737 | New |
| 16 | PANW | PALO ALTO NETWORKS INC | $2.7M | 3.42% | 16,749 | Trimmed |
| 17 | HD | HOME DEPOT INC | $1.7M | 2.12% | 5,058 | Hold |
| 18 | JPIE | JPMORGAN EQUITY PREMIUM INCOME ETF | $639,067 | 0.81% | 11,275 | Hold |
| 19 | WMT | WALMART INC | $509,299 | 0.65% | 4,098 | Hold |
| 20 | BKNG | BOOKING HLDGS INC | $475,766 | 0.61% | 113 | Hold |
| 21 | AXP | AMERICAN EXPRESS CO | $450,090 | 0.57% | 1,488 | Hold |
| 22 | LPLA | LPL FINL HLDGS INC | $416,950 | 0.53% | 1,386 | Hold |
| 23 | AMP | AMERIPRISE FINL INC | $353,298 | 0.45% | 795 | Hold |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $301,896 | 0.38% | 630 | Hold |
| 25 | RL | RALPH LAUREN CORP | $206,394 | 0.26% | 600 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31