Spartan Planning & Wealth Management

CIK 0001749283 • 6 13F filings • Apr 8, 2025 – Jul 22, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $116.7M76 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$457K	0.4%	3,360 SH	New
ABBVIE INC	COM	$306K	0.3%Prev: 0.4%	1,649 SH	Decreased-752 SH
ALPHABET INC	CAP STK CL A	$1000K	0.9%Prev: 1.5%	5,672 SH	Decreased-1,147 SH
ALPHABET INC	CAP STK CL C	$796K	0.7%Prev: 1.1%	4,489 SH	Decreased-854 SH
AMAZON COM INC	COM	$4.3M	3.7%	19,488 SH	New
AMERICAN EXPRESS CO	COM	$385K	0.3%	1,208 SH	New
AT&T INC	COM	$420K	0.4%Prev: 0.3%	14,500 SH	Decreased-996 SH
BANK AMERICA CORP	COM	$695K	0.6%	14,691 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.9%	2,224 SH	New
BLACKROCK INC	COM	$286K	0.2%	273 SH	New
BOEING CO	COM	$302K	0.3%Prev: 0.2%	1,441 SH	Increased+306 SH
BROADCOM INC	COM	$2.4M	2.1%Prev: 1.2%	8,835 SH	Increased+3,545 SH
CATERPILLAR INC	COM	$346K	0.3%Prev: 0.6%	892 SH	Decreased-300 SH
CISCO SYS INC	COM	$517K	0.4%Prev: 0.5%	7,458 SH	Decreased-1,275 SH
CITIGROUP INC	COM NEW	$325K	0.3%Prev: 0.3%	3,815 SH	Decreased-96 SH
COCA COLA CO	COM	$424K	0.4%Prev: 0.6%	5,997 SH	Decreased-3,994 SH
CORTEVA INC	COM	$303K	0.3%Prev: 0.3%	4,070 SH	Decreased
COSTCO WHSL CORP NEW	COM	$859K	0.7%	868 SH	New
DEERE & CO	COM	$229K	0.2%Prev: 0.2%	451 SH	Decreased-69 SH
DISNEY WALT CO	COM	$458K	0.4%	3,696 SH	New
DUPONT DE NEMOURS INC	COM	$279K	0.2%	4,070 SH	New
ETF SER SOLUTIONS	CLEARSHS ULTRA	$384K	0.3%Prev: 4.2%	3,837 SH	Decreased-52,981 SH
EXXON MOBIL CORP	COM	$431K	0.4%Prev: 1.2%	3,997 SH	Decreased-5,306 SH
GE AEROSPACE	COM NEW	$509K	0.4%Prev: 0.3%	1,978 SH	Increased+657 SH
GILEAD SCIENCES INC	COM	$246K	0.2%Prev: 0.3%	2,215 SH	Decreased-916 SH
GOLDMAN SACHS GROUP INC	COM	$441K	0.4%Prev: 0.2%	623 SH	Increased+295 SH
HOME DEPOT INC	COM	$287K	0.2%	783 SH	New
HONEYWELL INTL INC	COM	$309K	0.3%Prev: 0.2%	1,328 SH	Increased-36 SH
INTERNATIONAL BUSINESS MACHS	COM	$523K	0.4%	1,774 SH	New
INTUIT	COM	$362K	0.3%	459 SH	New
INTUITIVE SURGICAL INC	COM NEW	$209K	0.2%	384 SH	New
ISHARES INC	CORE MSCI EMKT	$2.0M	1.7%Prev: 1.4%	32,581 SH	Increased+5,299 SH
ISHARES TR	0-5 YR TIPS ETF	$5.0M	4.3%	48,312 SH	New
ISHARES TR	1 3 YR TREAS BD	$4.7M	4.0%	56,198 SH	New
ISHARES TR	3 7 YR TREAS BD	$3.5M	3.0%Prev: 6.6%	29,610 SH	Decreased-45,296 SH
ISHARES TR	CORE S&P500 ETF	$1.5M	1.3%Prev: 0.6%	2,487 SH	Increased+1,278 SH
ISHARES TR	CRE U S REIT ETF	$1.3M	1.1%Prev: 1.3%	23,279 SH	Decreased-6,300 SH
ISHARES TR	SHORT TREAS BD	$395K	0.3%	3,577 SH	New
ISHARES TR	US TREAS BD ETF	$893K	0.8%	38,861 SH	New
JPMORGAN CHASE & CO.	COM	$1.6M	1.4%	5,456 SH	New
LEIDOS HOLDINGS INC	COM	$266K	0.2%Prev: 0.2%	1,687 SH	Increased+67 SH
LINDE PLC	SHS	$411K	0.4%Prev: 0.4%	875 SH	Decreased-155 SH
LISTED FDS TR	SWAN HEDGED EQTY	$7.7M	6.6%Prev: 5.4%	326,419 SH	Increased+31,449 SH
MASTERCARD INCORPORATED	CL A	$914K	0.8%	1,626 SH	New
MCDONALDS CORP	COM	$264K	0.2%Prev: 0.2%	902 SH	Increased+179 SH
META PLATFORMS INC	CL A	$3.2M	2.8%	4,372 SH	New
MICROSOFT CORP	COM	$7.5M	6.5%	15,152 SH	New
MORGAN STANLEY	COM NEW	$391K	0.3%Prev: 0.2%	2,779 SH	Increased+1,410 SH
NETFLIX INC	COM	$1.0M	0.9%	763 SH	New
NVIDIA CORPORATION	COM	$7.6M	6.5%Prev: 3.7%	47,995 SH	Increased+18,975 SH
ORACLE CORP	COM	$550K	0.5%	2,517 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$628K	0.5%	4,607 SH	New
PHILIP MORRIS INTL INC	COM	$601K	0.5%Prev: 0.3%	3,302 SH	Increased+1,243 SH
RTX CORPORATION	COM	$379K	0.3%Prev: 0.4%	2,594 SH	Decreased-403 SH
SCHWAB CHARLES CORP	COM	$305K	0.3%	3,339 SH	New
SELECT SECTOR SPDR TR	COMMUNICATION	$330K	0.3%	3,038 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$535K	0.5%	10,218 SH	New
SELECT SECTOR SPDR TR	INDL	$334K	0.3%	2,267 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$367K	0.3%	1,688 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.1M	1.0%	4,433 SH	New
SERVICENOW INC	COM	$395K	0.3%	384 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$7.4M	6.3%	181,668 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$763K	0.7%	17,859 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$3.1M	2.6%	33,279 SH	New
SPDR SERIES TRUST	BLOOMBERG INTL T	$4.2M	3.6%	176,993 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$14.8M	12.7%	198,046 SH	New
TESLA INC	COM	$1.8M	1.5%Prev: 0.9%	5,646 SH	Increased+2,522 SH
TEXAS INSTRS INC	COM	$359K	0.3%Prev: 0.2%	1,729 SH	Increased+550 SH
TIDAL TR II	BLUEPRINT CHESAP	$3.8M	3.3%	167,434 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$307K	0.3%	1,009 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$871K	0.7%	14,821 SH	New
VERIZON COMMUNICATIONS INC	COM	$220K	0.2%Prev: 0.3%	5,076 SH	Decreased-3,830 SH
VISA INC	COM CL A	$1.2M	1.0%	3,360 SH	New
WALMART INC	COM	$906K	0.8%Prev: 1.0%	9,267 SH	Decreased-1,533 SH
WELLS FARGO CO NEW	COM	$558K	0.5%	6,960 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$982K	0.8%Prev: 0.4%	19,514 SH	Increased+8,590 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $382K
ALTRIA GROUP INC — $219K
AMGEN INC — $457K
APPLE INC — $4.4M
BRISTOL-MYERS SQUIBB CO — $293K
CHEVRON CORPORATION — $867K
CONOCOPHILLIPS — $358K
COSTCO WHOLESALE CORPORATION — $935K
DUKE ENERGY CORP NEW — $219K
ELI LILLY & CO — $840K
GENERAL DYNAMICS CORP — $208K
GOLDMAN SACHS ETF TR — $7.4M
INTEL CORP — $466K
INVESCO EXCH TRADED FD TR II — $7.4M
ISHARES TR — $5.7M
JOHNSON & JOHNSON — $1.4M
JPMORGAN CHASE & CO — $886K
LOCKHEED MARTIN CORP — $327K
MERCK & CO INC — $666K
NEXTERA ENERGY INC — $443K
… and 12 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001749283-26-000008	—	View
Jan 8, 2026	Q4 2025	13F-HR	0001749283-26-000001	$135.5M	View
Oct 14, 2025