Spahn Wealth & Retirement LLC: 13F holdings
CIK 19490332026Q2
| Positions | 38 |
|---|
| Reported value | $155.4m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 38 (+13 vs prior quarter) |
|---|
| Reported value | $155.4m (+97.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 181,212 | $19.8m | 12.7% |
| BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF | 142,919 | $16.7m | 10.8% |
| GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 462,055 | $12.8m | 8.2% |
| QQQ INVESCO QQQ TR UNIT SER 1 | 14,018 | $10.3m | 6.6% |
| IWM ISHARES RUSSELL 2000 ETF | 31,480 | $9.5m | 6.1% |
| NVDA NVIDIA CORPORATION COM | 37,957 | $7.6m | 4.9% |
| JPIE JPMORGAN EQUITY PREMIUM INCOME ETF | 121,903 | $6.9m | 4.4% |
| GOOG ALPHABET INC CAP STK CL C | 19,349 | $6.8m | 4.4% |
| C CITIGROUP INC | 48,355 | $6.8m | 4.4% |
| TSLA TESLA INC | 13,744 | $5.8m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1949033")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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