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Manager record

Spahn Wealth & Retirement LLC

Scottsdale, AZ · CIK 1949033 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$155.42MReported 13F valueQ2 2026 · as filed
38Holdings listed
+97.8%vs prior quartervalue change includes market moves
4Quarters on record
Aug 13Latest filed
Reported 13F value by quarter, Q3 2025 to Q2 2026Q3 2025: $460.4M$460.4MQ3 2025106 holdingsQ4 2025: $161.2M$161.2MQ4 202537 holdingsQ1 2026: $78.6M$78.6MQ1 202625 holdingsQ2 2026: $155.4M$155.4MQ2 202638 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 13 2026 13F-HR · period Q2 2026

$155.42M · 38 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$78.57M · 25 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$161.16M · 37 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$168.70M · 38 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$136.25M · 33 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$155.49M · 35 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 13, 2026 · Change methodology