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| Happy Holidays!! thanks for using AUM13F!! |
| Spahn Wealth & Retirement LLC
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| CRD # | 285932 |
| SEC # | 801-125766 |
| CIK # | 0001949033 |
| AUM | $167.4 M (2025-03-26) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 602-730-6114 |
| Address | 4310 North 75th Street Scottsdale, AZ 85251 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001949033 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.1 | ||
| Taser International Inc | 8.2 | ||
| Tesla Motors Inc | 7.8 | ||
| Palantir Technologies Inc | 7.4 | ||
| Alphabet Inc | 6.8 | ||
| Apple Inc | 6.4 | ||
| Amazon Com Inc | 6.1 | ||
| Facebook Inc | 5.7 | ||
| Palo Alto Networks Inc | 5.7 | ||
| Cameco Corp | 5.7 | ||
| Arista Networks Inc | 5.4 | ||
| Microsoft Corp | 4.7 | ||
| Intuitive Surgical Inc | 4.3 | ||
| Citigroup Inc | 4.0 | ||
| iShares Bitcoin Trust | 3.4 | ||
| Chipotle Mexican Grill Inc | 3.2 | ||
| Cadence Design Systems Inc | 3.0 | ||
| Home Depot Inc | 2.0 | ||
| Shopify Inc | 0.7 | ||
| Priceline Com Inc | 0.6 | ||
| LPL Investment Holdings Inc | 0.5 | ||
| American Express Co | 0.4 | ||
| Ameriprise Financial Inc | 0.4 | ||
| Wal Mart Stores Inc | 0.4 | ||
| Apollo Global Management Inc | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 53.5 |
| (b) Individuals (high net worth individuals) | 48 | 113.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 271 | 167.4 |
| By Discretionary | ||
| Discretionary | 271 | 167.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 271 | 167.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.4 | |
| Total | 271 | 167.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001949033] |
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|---|---|---|
|
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ME | 0.2 |
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Counterweight Ventures LLC
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NC | 0.2 |
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NJ | 0.2 |
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0.2 | |
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Wealth Management of the Bluegrass LLC
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KY | 0.2 |
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CA | 0.2 |
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Lloyd Park LLC
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0.2 | |
|
Moler Capital Management LLC
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|
0.2 | |
|
The Bendix Financial Group Inc
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NY | 0.2 |
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CLS Financial Advisors Inc
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|
OR | 0.2 |