Long-term investor
Spahn Wealth & Retirement LLC @spahnwealthretirementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001949033).
Record
- Tracked since 2025-06-30 (449 days), 91 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +8.4% · 1 year n/a · all -13.2%
- Max drawdown n/a · win rate 50% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287242 · 12.7% · long · since 2025-06-30
- 02072L565 · 10.8% · long · since 2026-06-30
- 886364231 · 8.2% · long · since 2026-06-30
- 46090E103 · 6.6% · long · since 2026-06-30
- 464287655 · 6.1% · long · since 2025-06-30
- NVDA · 4.9% · long · since 2025-06-30
- 46641Q159 · 4.4% · long · since 2025-12-31
- 02079K107 · 4.4% · long · since 2025-06-30
- C · 4.4% · long · since 2025-06-30
- TSLA · 3.7% · long · since 2025-12-31
- 81369Y209 · 3.6% · long · since 2026-06-30
- GEV · 3.5% · long · since 2026-06-30