• 13F History

Spahn Wealth & Retirement LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$152M
Signature - Title
Kyle R. Spahn - Chief Compliance Officer
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by Spahn Wealth & Retirement LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spahn Wealth & Retirement LLC reported 31 stock holdings with total value $152M as of Q4 2024. Top holdings included LQD, IWM, NVDA, AXON, and TSLA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 31 $152M $0 $0 LQD, IWM, NVDA, AXON, TSLA 13F-HR 2/12/2025, 05:15 PM