Spartan Planning & Wealth Management
$150M 13F equity value
88 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Spartan Planning & Wealth Management covers the quarter ended June 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 | 166,207 | $15M | 10.0% |
| NVDA | NVIDIA CORPORATION | 48,552 | $10M | 6.5% |
| SPDW | SPDR INDEX SHS FDS | 185,548 | $9M | 6.2% |
| AAPL | APPLE INC | 30,802 | $9M | 5.9% |
| HEGD | LISTED FDS TR | 308,649 | $8M | 5.5% |
| USRT | ISHARES TR | 120,727 | $8M | 5.3% |
| TFFI | TIDAL TRUST II | 367,245 | $7M | 4.8% |
| TFPN | TIDAL TRUST II | 202,807 | $6M | 4.3% |
| GOOGL | ALPHABET INC | 11,535 | $4M | 2.7% |
| TBLL | INVESCO EXCH TRADED FD TR II | 36,084 | $4M | 2.5% |
Track Spartan Planning & Wealth Management's 13F portfolio: $150M in reported holdings, 88 positions. Top holdings and quarterly changes on SentiSense.
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