Spahn Wealth & Retirement LLC
PensionTop Portfolio Positions
18 positions ·
$55,566,888 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
42,056 | $7,334,566 | 13.20% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
18,483 | $6,871,055 | 12.37% |
| AAPL |
Apple Inc.
Technology
|
22,214 | $5,637,691 | 10.15% |
| C |
Citigroup Inc
Financial Services
|
47,435 | $5,379,603 | 9.68% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
24,888 | $5,183,423 | 9.33% |
| PH |
Parker-Hannifin Corp
Industrials
|
5,074 | $4,542,447 | 8.17% |
| MSFT |
Microsoft Corp
Technology
|
10,917 | $4,041,145 | 7.27% |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
50,662 | $3,397,900 | 6.11% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
11,521 | $3,389,017 | 6.10% |
| BAC |
Bank Of America Corp /De/
Financial Services
|
62,144 | $3,029,520 | 5.45% |
Portfolio Trend
Holdings in BTC
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,068,104 | 53,398 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,176,323 | 62,736 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,057,957 | 64,041 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $2,264,970 | 62,071 | Shares | Sole | 2025-11-14 | |
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