Spartan Planning & Wealth Management
$153M 13F equity value
88 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Spartan Planning & Wealth Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 259,652 | $24M | 15.6% |
| SPDW | SPDR INDEX SHS FDS | 225,221 | $11M | 7.4% |
| NVDA | NVIDIA CORPORATION | 40,027 | $9M | 6.0% |
| AAPL | APPLE INC | 25,406 | $8M | 5.5% |
| HEGD | LISTED FDS TR | 314,431 | $8M | 5.5% |
| TFFI | TIDAL TRUST II | 361,036 | $8M | 5.1% |
| USRT | ISHARES TR | 121,927 | $8M | 4.9% |
| MSFT | MICROSOFT CORP | 12,105 | $6M | 4.0% |
| TFPN | TIDAL TRUST II | 194,748 | $6M | 3.8% |
| BIL | SPDR SERIES TRUST | 43,187 | $4M | 2.6% |
Track Spartan Planning & Wealth Management's 13F portfolio: $153M in reported holdings, 88 positions. Top holdings and quarterly changes on SentiSense.
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