Spahn Wealth & Retirement LLC 13F Holdings
CIK 0001949033 · SCOTTSDALE, AZ
As of Sep 30, 2025, Spahn Wealth & Retirement LLC reported 37 positions worth
CIK 0001949033 · SCOTTSDALE, AZ
As of Sep 30, 2025, Spahn Wealth & Retirement LLC reported 37 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 162,486 | 8.1M | 10.74% |
| NVIDIA CORP | NVDA | Technology | 92,815 | 7.3M | 10.26% |
| CITIGROUP INC | C | Financial Services | 95,966 | $9.7M | 5.77% |
| STRATEGY INC | MSTR | Technology | 19,223 | $8.5M | 5.02% |
| ALPHABET INC | GOOG | Equity | 33,302 | $8.1M | 4.81% |
| META PLATFORMS INC | META | Communication Services | 10,544 | $7.7M | 4.59% |
| PALO ALTO NETWORKS INC | PANW | Technology | 33,400 | $6.8M | 4.03% |
| ARISTA NETWORKS INC | ANET | Technology | 45,880 | $6.7M | 3.96% |
| ROBINHOOD MARKETS INC - A | HOOD | Equity | 45,872 | $6.6M | 3.89% |
| AMAZON.COM INC | AMZN | Equity | 29,557 | $6.5M | 3.85% |
| APPLE INC | AAPL | Technology | 24,873 | $6.3M | 3.75% |
| NETFLIX INC | NFLX | Communication Services | 5,280 | $6.3M | 3.75% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 23,237 | $5.6M | 3.33% |
| MICROSOFT CORP | MSFT | Technology | 10,776 | $5.6M | 3.31% |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1,960 | $4.6M | 2.72% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 54,457 | $4.4M | 2.62% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 6,267 | $4.4M | 2.59% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 23,826 | $4.3M | 2.58% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 11,358 | $3.6M | 2.12% |
| INTERACTIVE BROKERS GROUP INC | IBKR | Financial Services | 49,845 | $3.4M | 2.03% |
| CADENCE DESIGN SYSTEMS INC | CDNS | Technology | 9,631 | $3.4M | 2.01% |
| GRAYSCALE BITCOIN MINI TRUST ETF | BTC | — | 62,736 | $3.2M | 1.88% |
| BANK OF AMERICA CORP | BAC | Financial Services | 61,260 | $3.2M | 1.87% |
| AXON ENTERPRISE INC | AXON | Industrials | 4,078 | $2.9M | 1.73% |
| GRAYSCALE ETHEREUM MINI TRUST ETF | ETH | — | 61,936 | $2.4M | 1.44% |