Spartan Planning & Wealth Management — 13F holdings

Spartan Planning & Wealth Management reported 74 holdings worth $153M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. SPTM SPDR SERIES TRUST — $23.9M (15.6%)
  2. SPDW SPDR INDEX SHS FDS — $11.3M (7.4%)
  3. NVDA NVIDIA CORPORATION — $9.14M (6.0%)
  4. AAPL APPLE INC — $8.46M (5.5%)
  5. HEGD LISTED FDS TR — $8.45M (5.5%)
  6. TFFI TIDAL TRUST II — $7.87M (5.1%)
  7. USRT ISHARES TR — $7.51M (4.9%)
  8. MSFT MICROSOFT CORP — $6.21M (4.0%)
  9. TFPN BLUEPRINT CHESAPK MLT — $5.83M (3.8%)
  10. BIL SPDR SERIES TRUST — $3.96M (2.6%)