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: $128.1M76 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$211K	0.2%	1,360 SH	New
ABBOTT LABS	COM	$471K	0.4%	3,520 SH	New
ABBVIE INC	COM	$784K	0.6%Prev: 0.4%	3,384 SH	Increased+754 SH
ADVANCED MICRO DEVICES INC	COM	$508K	0.4%Prev: 1.1%	3,142 SH	Decreased+413 SH
ALPHABET INC	CAP STK CL A	$2.5M	1.9%Prev: 2.7%	10,121 SH	Decreased-1,414 SH
ALPHABET INC	CAP STK CL C	$1.9M	1.5%Prev: 2.1%	8,001 SH	Decreased-1,077 SH
AMAZON COM INC	COM	$4.2M	3.3%Prev: 1.9%	19,103 SH	Increased+7,049 SH
AMERICAN EXPRESS CO	COM	$310K	0.2%	934 SH	New
APPLE INC	COM	$7.3M	5.7%Prev: 5.9%	28,850 SH	Decreased-1,952 SH
AT&T INC	COM	$403K	0.3%	14,253 SH	New
BANK AMERICA CORP	COM	$639K	0.5%	12,383 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	1.4%Prev: 0.5%	3,552 SH	Increased+2,198 SH
BLACKROCK INC	COM	$269K	0.2%	231 SH	New
BOEING CO	COM	$311K	0.2%	1,442 SH	New
BROADCOM INC	COM	$2.9M	2.3%Prev: 1.4%	8,932 SH	Increased+3,180 SH
CAPITAL ONE FINL CORP	COM	$238K	0.2%	1,120 SH	New
CATERPILLAR INC	COM	$413K	0.3%Prev: 0.8%	866 SH	Decreased-253 SH
CHEVRON CORP NEW	COM	$601K	0.5%	3,869 SH	New
CISCO SYS INC	COM	$508K	0.4%Prev: 0.6%	7,428 SH	Decreased-593 SH
CITIGROUP INC	COM NEW	$388K	0.3%Prev: 0.3%	3,818 SH	Decreased+493 SH
CORTEVA INC	COM	$275K	0.2%Prev: 0.2%	4,070 SH	Decreased
COSTCO WHSL CORP NEW	COM	$381K	0.3%	412 SH	New
CVS HEALTH CORP	COM	$209K	0.2%Prev: 0.2%	2,770 SH	Decreased+426 SH
DISNEY WALT CO	COM	$208K	0.2%	1,819 SH	New
DUPONT DE NEMOURS INC	COM	$317K	0.2%	4,070 SH	New
EXXON MOBIL CORP	COM	$1.0M	0.8%Prev: 0.5%	9,265 SH	Increased+3,995 SH
GE AEROSPACE	COM NEW	$604K	0.5%Prev: 0.4%	2,008 SH	Increased+516 SH
GILEAD SCIENCES INC	COM	$242K	0.2%	2,178 SH	New
GOLDMAN SACHS GROUP INC	COM	$512K	0.4%Prev: 0.4%	643 SH	Decreased+56 SH
HOME DEPOT INC	COM	$1.1M	0.8%Prev: 0.3%	2,680 SH	Increased+1,609 SH
INTERNATIONAL BUSINESS MACHS	COM	$512K	0.4%	1,813 SH	New
ISHARES INC	CORE MSCI EMKT	$2.1M	1.6%Prev: 2.3%	32,032 SH	Decreased-9,814 SH
ISHARES TR	0-5 YR TIPS ETF	$2.6M	2.0%	25,050 SH	New
ISHARES TR	1 3 YR TREAS BD	$1.5M	1.2%	18,480 SH	New
ISHARES TR	3 7 YR TREAS BD	$5.6M	4.3%Prev: 2.3%	46,531 SH	Increased+16,989 SH
ISHARES TR	CORE S&P500 ETF	$1.5M	1.2%Prev: 0.7%	2,293 SH	Increased+823 SH
ISHARES TR	CRE U S REIT ETF	$1.4M	1.1%Prev: 5.3%	24,458 SH	Decreased-96,269 SH
JOHNSON & JOHNSON	COM	$858K	0.7%Prev: 0.9%	4,628 SH	Decreased-581 SH
JPMORGAN CHASE & CO.	COM	$1.7M	1.3%	5,464 SH	New
LEIDOS HOLDINGS INC	COM	$306K	0.2%	1,620 SH	New
LINDE PLC	SHS	$421K	0.3%Prev: 0.3%	887 SH	Decreased-42 SH
LISTED FDS TR	SWAN HEDGED EQTY	$8.5M	6.6%Prev: 5.5%	341,333 SH	Increased+32,684 SH
LOWES COS INC	COM	$261K	0.2%	1,040 SH	New
MASTERCARD INCORPORATED	CL A	$891K	0.7%	1,567 SH	New
MEDTRONIC PLC	SHS	$257K	0.2%	2,703 SH	New
META PLATFORMS INC	CL A	$3.2M	2.5%	4,410 SH	New
MICROSOFT CORP	COM	$7.8M	6.1%	15,056 SH	New
MORGAN STANLEY	COM NEW	$436K	0.3%Prev: 0.3%	2,743 SH	Decreased+447 SH
NETFLIX INC	COM	$964K	0.8%	804 SH	New
NEXTERA ENERGY INC	COM	$316K	0.2%Prev: 0.1%	4,185 SH	Increased+1,864 SH
NVIDIA CORPORATION	COM	$9.0M	7.0%Prev: 6.5%	48,015 SH	Decreased-537 SH
ORACLE CORP	COM	$783K	0.6%	2,784 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$829K	0.6%	4,542 SH	New
PHILIP MORRIS INTL INC	COM	$318K	0.2%Prev: 0.4%	1,963 SH	Decreased-1,639 SH
QUALCOMM INC	COM	$367K	0.3%Prev: 0.3%	2,205 SH	Decreased-339 SH
RTX CORPORATION	COM	$406K	0.3%Prev: 0.3%	2,425 SH	Decreased+197 SH
SCHWAB CHARLES CORP	COM	$295K	0.2%	3,087 SH	New
SELECT SECTOR SPDR TR	COMMUNICATION	$348K	0.3%	2,942 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$481K	0.4%	8,938 SH	New
SELECT SECTOR SPDR TR	INDL	$278K	0.2%	1,803 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$368K	0.3%	1,537 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.2M	1.0%	4,371 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$8.1M	6.3%	188,572 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$964K	0.8%	20,591 SH	New
SPDR SERIES TRUST	BLOOMBERG INTL T	$4.5M	3.5%	194,009 SH	New
SPDR SERIES TRUST	PORTFOLI S&P1500	$16.2M	12.7%	201,382 SH	New
TESLA INC	COM	$2.2M	1.7%Prev: 0.9%	4,996 SH	Increased+1,753 SH
TIDAL TRUST II	BLUEPRINT CHESAP	$4.3M	3.4%	174,377 SH	New
UNITEDHEALTH GROUP INC	COM	$285K	0.2%Prev: 0.5%	824 SH	Decreased-852 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$314K	0.2%	958 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$646K	0.5%	10,980 SH	New
VERIZON COMMUNICATIONS INC	COM	$407K	0.3%Prev: 0.2%	9,268 SH	Increased+3,513 SH
VISA INC	COM CL A	$600K	0.5%Prev: 0.4%	1,757 SH	Increased+121 SH
WALMART INC	COM	$930K	0.7%Prev: 0.4%	9,023 SH	Increased+3,173 SH
WELLS FARGO CO NEW	COM	$506K	0.4%	6,031 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$544K	0.4%	10,821 SH	New

Sold (vs prior filing)

ALTRIA GROUP INC — $239K
AMGEN INC — $354K
APPLIED MATLS INC — $1.1M
BANK OF AMER CORP — $661K
CHEVRON CORPORATION — $416K
COCA COLA CO — $743K
COSTCO WHOLESALE CORPORATION — $511K
DEERE & CO — $210K
ELI LILLY & CO — $1.8M
ETF SER SOLUTIONS — $3.7M
GE VERNOVA INC — $562K
GOLDMAN SACHS ETF TR — $3.3M
HONEYWELL INTL INC — $267K
INTEL CORP — $1.4M
INVESCO EXCH TRADED FD TR II — $3.8M
ISHARES TR — $3.6M
JPMORGAN CHASE & CO — $1.4M
LAM RESEARCH CORP — $1.0M
MERCK & CO INC — $624K
MICRON TECHNOLOGY INC — $1.6M
… and 20 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