Spartan Planning & Wealth Management

Institutional manager (13F) · CIK 1749283

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $130M

#	Issuer	Value	Shares
1	SPDR SERIES TRUST	$14M	149,192
2	SPDR SERIES TRUST	$11M	140,234
3	ISHARES TR	$9M	74,906
4	GOLDMAN SACHS ETF TR	$7M	74,051
5	INVESCO EXCH TRADED FD TR II	$7M	69,961
6	VANGUARD MALVERN FDS	$7M	146,754
7	LISTED FDS TR	$7M	294,970
8	TIDAL TRUST II	$6M	327,583
9	ISHARES TR	$6M	51,572
10	ETF SER SOLUTIONS	$6M	56,818
11	TIDAL TRUST II	$5M	185,637
12	NVIDIA CORPORATION	$5M	29,020
13	SPDR INDEX SHS FDS	$5M	109,908
14	APPLE INC	$4M	17,470
15	ALPHABET INC	$2M	6,819
16	ISHARES INC	$2M	27,282
17	ISHARES TR	$2M	29,579
18	BROADCOM INC	$2M	5,290
19	EXXON MOBIL CORP	$2M	9,303
20	ALPHABET INC	$2M	5,343
21	JOHNSON & JOHNSON	$1M	5,567
22	WALMART INC	$1M	10,800
23	TESLA INC	$1M	3,124
24	COSTCO WHOLESALE CORPORATION	$935k	939
25	JPMORGAN CHASE & CO	$886k	3,012
26	CHEVRON CORPORATION	$867k	4,189
27	CATERPILLAR INC	$845k	1,192
28	ELI LILLY & CO	$840k	914
29	ISHARES TR	$790k	1,209
30	COCA COLA CO	$760k	9,991
31	CISCO SYS INC	$678k	8,733
32	MERCK & CO INC	$666k	5,533
33	SPDR INDEX SHS FDS	$646k	13,778
34	RTX CORPORATION	$578k	2,997
35	SELECT SECTOR SPDR TR	$571k	4,299
36	WISDOMTREE TR	$550k	10,924
37	ABBVIE INC	$522k	2,401
38	LINDE PLC	$511k	1,030
39	INTEL CORP	$466k	10,550
40	AMGEN INC	$457k	1,299
41	AT&T INC	$449k	15,496
42	VERIZON COMMUNICATIONS INC	$447k	8,906
43	CITIGROUP INC	$444k	3,911
44	NEXTERA ENERGY INC	$443k	4,768
45	GILEAD SCIENCES INC	$436k	3,131
46	ADVANCED MICRO DEVICES INC	$382k	1,876
47	GE AEROSPACE	$375k	1,321
48	PFIZER INC	$360k	12,804
49	CONOCOPHILLIPS	$358k	2,713
50	CORTEVA INC	$341k	4,070

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.