Spahn Wealth & Retirement LLC - Portfolio overview

Spahn Wealth & Retirement LLC has 42 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. LQD - ISHARES TR, 18.09%
2. NVDA - NVIDIA CORP, 4.88%
3. TSLA - TESLA INC, 4.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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