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: $150.3M75 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$662K	0.4%Prev: 0.3%	2,630 SH	Increased+981 SH
ADVANCED MICRO DEVICES INC	COM	$1.6M	1.1%	2,729 SH	New
ALPHABET INC	CAP STK CL A	$4.1M	2.7%Prev: 0.9%	11,535 SH	Increased+5,863 SH
ALPHABET INC	CAP STK CL C	$3.2M	2.1%Prev: 0.7%	9,078 SH	Increased+4,589 SH
ALTRIA GROUP INC	COM	$239K	0.2%	3,320 SH	New
AMAZON COM INC	COM	$2.9M	1.9%Prev: 3.7%	12,054 SH	Decreased-7,434 SH
AMGEN INC	COM	$354K	0.2%	977 SH	New
APPLE INC	COM	$8.9M	5.9%	30,802 SH	New
APPLIED MATLS INC	COM	$1.1M	0.7%	1,488 SH	New
BANK OF AMER CORP	COM	$661K	0.4%	11,599 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$678K	0.5%Prev: 0.9%	1,354 SH	Decreased-870 SH
BROADCOM INC	COM	$2.2M	1.4%Prev: 2.1%	5,752 SH	Decreased-3,083 SH
CATERPILLAR INC	COM	$1.2M	0.8%Prev: 0.3%	1,119 SH	Increased+227 SH
CHEVRON CORPORATION	COM	$416K	0.3%	2,509 SH	New
CISCO SYS INC	COM	$942K	0.6%Prev: 0.4%	8,021 SH	Increased+563 SH
CITIGROUP INC	COM NEW	$465K	0.3%Prev: 0.3%	3,325 SH	Increased-490 SH
COCA COLA CO	COM	$743K	0.5%Prev: 0.4%	9,149 SH	Increased+3,152 SH
CORTEVA INC	COM	$345K	0.2%Prev: 0.3%	4,070 SH	Increased
COSTCO WHOLESALE CORPORATION	COM	$511K	0.3%	546 SH	New
CVS HEALTH CORP	COM	$243K	0.2%	2,344 SH	New
DEERE & CO	COM	$210K	0.1%Prev: 0.2%	331 SH	Decreased-120 SH
ELI LILLY & CO	COM	$1.8M	1.2%	1,490 SH	New
ETF SER SOLUTIONS	CLEARSHS ULTRA	$3.7M	2.5%Prev: 0.3%	37,329 SH	Increased+33,492 SH
EXXON MOBIL CORP	COM	$720K	0.5%Prev: 0.4%	5,270 SH	Increased+1,273 SH
GE AEROSPACE	COM NEW	$557K	0.4%Prev: 0.4%	1,492 SH	Increased-486 SH
GE VERNOVA INC	COM	$562K	0.4%	478 SH	New
GOLDMAN SACHS ETF TR	ACCES TREASURY	$3.3M	2.2%	32,816 SH	New
GOLDMAN SACHS GROUP INC	COM	$594K	0.4%Prev: 0.4%	587 SH	Increased-36 SH
HOME DEPOT INC	COM	$378K	0.3%Prev: 0.2%	1,071 SH	Increased+288 SH
HONEYWELL INTL INC	COM	$267K	0.2%Prev: 0.3%	1,192 SH	Decreased-136 SH
INTEL CORP	COM	$1.4M	1.0%	10,345 SH	New
INVESCO EXCH TRADED FD TR II	SHORT TERM ETF	$3.8M	2.5%	36,084 SH	New
ISHARES INC	CORE MSCI EMKT	$3.5M	2.3%Prev: 1.7%	41,846 SH	Increased+9,265 SH
ISHARES TR	3 7 YR TREAS BD	$3.5M	2.3%Prev: 3.0%	29,542 SH	Decreased-68 SH
ISHARES TR	CORE S&P500 ETF	$1.1M	0.7%Prev: 1.3%	1,470 SH	Decreased-1,017 SH
ISHARES TR	CRE U S REIT ETF	$8.0M	5.3%Prev: 1.1%	120,727 SH	Increased+97,448 SH
ISHARES TR	TRUST ISHARE 0-1	$3.6M	2.4%	32,858 SH	New
JOHNSON & JOHNSON	COM	$1.3M	0.9%	5,209 SH	New
JPMORGAN CHASE & CO	COM	$1.4M	0.9%	4,201 SH	New
LAM RESEARCH CORP	COM NEW	$1.0M	0.7%	2,387 SH	New
LINDE PLC	SHS	$482K	0.3%Prev: 0.4%	929 SH	Increased+54 SH
LISTED FDS TR	SWAN HEDGED EQTY	$8.2M	5.5%Prev: 6.6%	308,649 SH	Increased-17,770 SH
MERCK & CO INC	COM	$624K	0.4%	4,853 SH	New
MICRON TECHNOLOGY INC	COM	$1.6M	1.1%	1,428 SH	New
MORGAN STANLEY	COM NEW	$480K	0.3%Prev: 0.3%	2,296 SH	Increased-483 SH
NEXTERA ENERGY INC	COM	$204K	0.1%	2,321 SH	New
NVIDIA CORPORATION	COM	$9.7M	6.5%Prev: 6.5%	48,552 SH	Increased+557 SH
PHILIP MORRIS INTL INC	COM	$652K	0.4%Prev: 0.5%	3,602 SH	Increased+300 SH
PROCTER & GAMBLE CO	COM	$246K	0.2%	1,679 SH	New
PROSHARES TR	PSHS ULT S&P 500	$419K	0.3%	6,214 SH	New
QNITY ELECTRONICS INC	COMMON STOCK	$332K	0.2%	2,035 SH	New
QUALCOMM INC	COM	$470K	0.3%	2,544 SH	New
RTX CORPORATION	COM	$423K	0.3%Prev: 0.3%	2,228 SH	Increased-366 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$222K	0.1%	1,400 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$318K	0.2%	5,924 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$276K	0.2%	1,492 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.2M	0.8%	6,378 SH	New
SOUTHERN CO	COM	$233K	0.2%	2,438 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$1.4M	0.9%	27,024 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$9.3M	6.2%	185,548 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$3.8M	2.5%	41,418 SH	New
SPDR SERIES TRUST	ST STR P400MID	$404K	0.3%	5,985 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$15.1M	10.0%	166,207 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$401K	0.3%	6,946 SH	New
STARBUCKS CORP	COM	$236K	0.2%	2,311 SH	New
TESLA INC	COM	$1.4M	0.9%Prev: 1.5%	3,243 SH	Decreased-2,403 SH
TEXAS INSTRS INC	COM	$514K	0.3%Prev: 0.3%	1,725 SH	Increased-4 SH
TIDAL TRUST II	BLUE CH ASSE ETF	$6.4M	4.3%	202,807 SH	New
TIDAL TRUST II	CHES TR FIXE ETF	$7.2M	4.8%	367,245 SH	New
UNION PAC CORP	COM	$311K	0.2%	1,143 SH	New
UNITEDHEALTH GROUP INC	COM	$697K	0.5%	1,676 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$3.2M	2.2%	64,622 SH	New
VERIZON COMMUNICATIONS INC	COM	$244K	0.2%Prev: 0.2%	5,755 SH	Increased+679 SH
VISA INC	COM CL A	$561K	0.4%Prev: 1.0%	1,636 SH	Decreased-1,724 SH
WALMART INC	COM	$663K	0.4%Prev: 0.8%	5,850 SH	Decreased-3,417 SH

Sold (vs prior filing)

ABBOTT LABS — $457K
AMERICAN EXPRESS CO — $385K
AT&T INC — $420K
BANK AMERICA CORP — $695K
BLACKROCK INC — $286K
BOEING CO — $302K
COSTCO WHSL CORP NEW — $859K
DISNEY WALT CO — $458K
DUPONT DE NEMOURS INC — $279K
GILEAD SCIENCES INC — $246K
INTERNATIONAL BUSINESS MACHS — $523K
INTUIT — $362K
INTUITIVE SURGICAL INC — $209K
ISHARES TR — $5.0M
ISHARES TR — $4.7M
ISHARES TR — $395K
ISHARES TR — $893K
JPMORGAN CHASE & CO. — $1.6M
LEIDOS HOLDINGS INC — $266K
MASTERCARD INCORPORATED — $914K
… and 23 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