Spartan Planning & Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, Spartan Planning & Wealth Management held in its portfolio 78 assets valued at $135,529,258 (i.e. $135.53M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($17.83M), ISHARES TR ($16.24M), and NVIDIA CORPORATION ($10.02M).
The chart below shows the top 10 valuable assets, and the table below shows the top 78 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Spartan Planning & Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 215732 | 17831692 | STATE STREET SPD |
| ISHARES TR | 136057 | 16238387 | 3 7 YR TREAS BD |
| NVIDIA CORPORATION | 53748 | 10024005 | COM |
| LISTED FDS TR | 351213 | 8854081 | SWAN HEDGED EQTY |
| APPLE INC | 30874 | 8393433 | COM |
| SPDR INDEX SHS FDS | 178116 | 7910144 | PORTFOLIO DEVLPD |
| TIDAL TRUST II | 179001 | 4598536 | BLUEPRINT CHESAP |
| AMAZON COM INC | 19840 | 4579469 | COM |
| MICROSOFT CORP | 7723 | 3735028 | COM |
| ALPHABET INC | 11063 | 3462730 | CAP STK CL A |
| BROADCOM INC | 9652 | 3340685 | COM |
| ALPHABET INC | 8727 | 2738548 | CAP STK CL C |
| ISHARES INC | 38189 | 2567065 | CORE MSCI EMKT |
| TESLA INC | 5367 | 2413647 | COM |
| JPMORGAN CHASE & CO. | 6259 | 2016879 | COM |
| BERKSHIRE HATHAWAY INC DEL | 3644 | 1831657 | CL B NEW |
| ISHARES TR | 17353 | 1776769 | 0-5 YR TIPS ETF |
| ELI LILLY & CO | 1556 | 1672202 | COM |
| ISHARES TR | 26665 | 1518854 | CRE U S REIT ETF |
| ISHARES TR | 2161 | 1480155 | CORE S&P500 ETF |
| SPDR INDEX SHS FDS | 24561 | 1149707 | PORTFOLIO EMG MK |
| SELECT SECTOR SPDR TR | 7901 | 1137528 | STATE STREET TEC |
| SPDR SERIES TRUST | 50293 | 1133091 | BLOOMBERG INTL T |
| EXXON MOBIL CORP | 8922 | 1073673 | COM |
| WALMART INC | 9403 | 1047611 | COM |
| JOHNSON & JOHNSON | 4826 | 998741 | COM |
| VISA INC | 2620 | 918905 | COM CL A |
| MASTERCARD INCORPORATED | 1535 | 876326 | CL A |
| PALANTIR TECHNOLOGIES INC | 4878 | 867065 | CL A |
| ABBVIE INC | 3642 | 832048 | COM |
| ADVANCED MICRO DEVICES INC | 3678 | 787680 | COM |
| BANK AMERICA CORP | 14321 | 787655 | COM |
| GE AEROSPACE | 2213 | 681680 | COM NEW |
| CISCO SYS INC | 8291 | 638639 | COM |
| COCA COLA CO | 8740 | 611013 | COM |
| WELLS FARGO CO NEW | 6434 | 599609 | COM |
| INTERNATIONAL BUSINESS MACHS | 1908 | 565224 | COM |
| CATERPILLAR INC | 983 | 563142 | COM |
| GOLDMAN SACHS GROUP INC | 635 | 558198 | COM |
| MERCK & CO INC | 4783 | 503459 | COM |
| MORGAN STANLEY | 2822 | 501049 | COM NEW |
| RTX CORPORATION | 2710 | 497048 | COM |
| CITIGROUP INC | 3857 | 450108 | COM NEW |
| PEPSICO INC | 3122 | 448069 | COM |
| MCDONALDS CORP | 1432 | 437720 | COM |
| THERMO FISHER SCIENTIFIC INC | 736 | 426476 | COM |
| INTUITIVE SURGICAL INC | 717 | 406080 | COM NEW |
| ETF SER SOLUTIONS | 3760 | 376116 | CLEARSHS ULTRA |
| SELECT SECTOR SPDR TR | 6690 | 366389 | STATE STREET FIN |
| AMERICAN EXPRESS CO | 967 | 357742 | COM |
| SCHWAB CHARLES CORP | 3480 | 347702 | COM |
| QUALCOMM INC | 2020 | 345532 | COM |
| AMGEN INC | 1051 | 344003 | COM |
| NEXTERA ENERGY INC | 4243 | 340643 | COM |
| ORACLE CORP | 1746 | 340313 | COM |
| SELECT SECTOR SPDR TR | 2844 | 339655 | STATE STREET CON |
| ISHARES TR | 3079 | 339152 | TRUST ISHARE 0-1 |
| WISDOMTREE TR | 6561 | 330150 | FLOATNG RAT TREA |
| SELECT SECTOR SPDR TR | 2706 | 318499 | STATE STREET COM |
| LEIDOS HOLDINGS INC | 1620 | 292248 | COM |
| GILEAD SCIENCES INC | 2367 | 290570 | COM |
| DANAHER CORPORATION | 1262 | 288897 | COM |
| PFIZER INC | 11512 | 286649 | COM |
| UNION PAC CORP | 1224 | 283136 | COM |
| SELECT SECTOR SPDR TR | 1828 | 283001 | STATE STREET HEA |
| INTEL CORP | 7519 | 277451 | COM |
| MEDTRONIC PLC | 2862 | 274924 | SHS |
| CORTEVA INC | 4070 | 272812 | COM |
| HOME DEPOT INC | 786 | 270463 | COM |
| PHILIP MORRIS INTL INC | 1683 | 269999 | COM |
| CAPITAL ONE FINL CORP | 1104 | 267575 | COM |
| BOEING CO | 1101 | 239049 | COM |
| SELECT SECTOR SPDR TR | 1480 | 229513 | STATE STREET IND |
| 3M CO | 1373 | 219834 | COM |
| BRISTOL-MYERS SQUIBB CO | 4032 | 217486 | COM |
| CVS HEALTH CORP | 2728 | 216522 | COM |
| SALESFORCE INC | 804 | 212988 | COM |
| GENERAL DYNAMICS CORP | 620 | 208735 | COM |
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