Arkolith/Funds/Spahn Wealth & Retirement LLC

Spahn Wealth & Retirement LLC

CIK 1949033Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Spahn Wealth & Retirement LLC holds a focused book of 38 reported positions worth $155.4M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Ishr Ibx Usd Invgd CB ETF-Ui and trimmed Nvidia Corp. Their largest long position is Ishr Ibx Usd Invgd CB ETF-Ui at 13% of the reported non-option book. Cloning the disclosed picks since 2025 would be +10% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Spahn Wealth & Retirement LLC is a wealth platform: this book aggregates client accounts across many advisers.

Opened
14
bought for the first time
+11 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Trimmed
10
sold some, still holds it
+7 more · largest first
Sold out
2
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+10.1%
+12.5%/yr · since Nov '25
Their reported book
+36.4%
held from quarter-end
S&P 500
+14.6%
same window
$9K$10K$10K$11K$12KNov '25Jan '26Mar '26May '26Jul '26Sep '26
Spahn Wealth & Retirement LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +36.4%, a 26.3-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Spahn Wealth & Retirement LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
44%
Top 10 holdings
66%
Top 20 holdings
92%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

37% mapped to company sectors

ETFs / funds
55%
Financials
15%
Information Technology
12%
No sector on file yet
8%
Consumer Discretionary
6%
Industrials
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Spahn Wealth & Retirement LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.3 / 38$4.4B
Laura & John Arnold Foundation4 / 38$318.0M
Prospect Hill Management, LLC7 / 38$230.1M
Avenir Tech Ltd5 / 38$703.5M
H&H International Investment, LLC6 / 38$16.9B
Hoffman, Alan N Investment Management6 / 38$139.9M
9823 Capital, L.P.6 / 38$119.6M
Shanda Asset Management Holdings Ltd3 / 38$1.4B

Ranked by the share of each fund's own book sitting in the names it shares with Spahn Wealth & Retirement LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

38 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Iboxx $ Investment Grade Corporate Bond ETF
IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
$19.8M181.2K
12.7%
New
New position
2Alpha Architect 1-3 Month Box ETF
1-3 MONTH BOX ETF
$16.7M142.9K
10.8%
New
New position
3Fundstrat Granny Shots US Large Cap ETF
US LARGE CAP ETF
$12.8M462.1K
8.2%
New
New position
4Invesco QQQ TR Unit Ser 1
TR UNIT SER 1
$10.3M14.0K
6.6%
New
New position
5Ishares Russell 2000 ETF
RUSSELL 2000 ETF
$9.5M31.5K
6.1%
+34%
Added · +8K sh
6Nvidia Corporation Com
COM
$7.6M38.0K
4.9%
−9.7%
Reduced · −4K sh
7JPMorgan Equity Premium Income ETF
INCOME ETF
$6.9M121.9K
4.4%
11×
Added · +111K sh
8Alphabet Inc Cap STK CL C
CAP STK CL C
$6.8M19.3K
4.4%
−3.8%
Reduced · −769 sh
9Citigroup Inc
COM NEW
$6.8M48.4K
4.4%
+1.9%
Added · +920 sh
10Tesla Inc
COM
$5.8M13.7K
3.7%
−26%
Reduced · −5K sh
11State Street Health Care Select Sector SPDR ETF
ST STR CARE ETF
$5.6M35.5K
3.6%
New
New position
12Ge Vernova Inc
COM
$5.4M4.6K
3.5%
New
New position
13State Street Utilities Select Sector SPDR ETF
ST STR UTIL ETF
$5.1M113.2K
3.3%
+17%
Added · +17K sh
14Interactive Brokers Group Class A
CL A
$4.5M51.4K
2.9%
+1.5%
Added · +780 sh
15Ishares Expanded Tech-Software Sector ETF
EXPANDED TECH-SOFTWARE SECTOR ETF
$4.1M44.9K
2.6%
New
New position
16Ishares Iboxx $ High Yield Corporate Bond ETF
IBOXX $ HIGH YIELD CORPORATE BOND ETF
$3.9M48.3K
2.5%
New
New position
17JPMorgan Chase & Co Com
COM
$3.7M11.4K
2.4%
−0.7%
Reduced · −80 sh
18Ishares Latin America 40 ETF
LATIN AMERICA 40 ETF
$2.9M86.3K
1.9%
New
New position
19SPDR Gold Shares
ETF
$2.5M6.7K
1.6%
New
New position
20Ishares Silver Trust
SILVER TRUST
$2.1M39.1K
1.3%
New
New position
21Home Depot Inc
COM
$1.8M5.1K
1.1%
Held
22Space Ex Tech Spacex Class A
CL A
$1.7M9.8K
1.1%
Listed
Newly reportable
23Apple Inc Com
COM
$1.5M5.0K
0.9%
−77%
Reduced · −17K sh
24Ishares Bitcoin Trust ETF
BITCOIN TRUST ETF
$1.2M37.5K
0.8%
New
New position
25Ishares Ethereum Trust ETF
ETHEREUM TRUST ETF
$1.1M94.9K
0.7%
New
New position
26Amazon Com Inc Com
COM
$704K3.0K
0.5%
−88%
Reduced · −22K sh
27State Street Real Estate Select Sector SPDR ETF
ST STR REAL ETF
$649K14.7K
0.4%
−79%
Reduced · −54K sh
28Microsoft Corp Com
COM
$509K1.4K
0.3%
−88%
Reduced · −10K sh
29American Express Co
COM
$503K1.5K
0.3%
Held
30Booking Hldgs Inc
COM
$477K2.7K
0.3%
24×
Added · +3K sh
31Walmart Inc
COM
$464K4.1K
0.3%
Held
32LPL Finl Hldgs Inc
COM
$390K1.4K
0.3%
Held
33Ameriprise Finl Inc
COM
$365K795
0.2%
Held
34Bank Of America Corp
COM
$327K5.7K
0.2%
−91%
Reduced · −56K sh
35Berkshire Hathaway Inc Delcl B New
CL B NEW
$315K630
0.2%
Held
36State Street Energy Select Sector SPDR ETF
ST STR ENERG ETF
$257K4.8K
0.2%
−91%
Reduced · −48K sh
37Ralph Lauren Corp Class A
CL A
$241K600
0.2%
Held
38Apollo Global Mgmt Inc N Class A
CL A
$201K1.7K
0.1%
New
New position
Showing all 38 positions
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Filing history

As-of date vs the date the SEC received each filing

$161.2M · Q4 2025Q1 2025 · $136.2MQ2 2026 · $155.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202644d38$155.4M13F-HR
Q1 2026Mar 31, 2026May 14, 202644d25$78.6M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d37$161.2M13F-HR
Q1 2025Mar 31, 2025Nov 14, 2025228d33$136.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.