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CIK: 0001749283
Total reported value
$153.4M
$153.4M
76 檔
32.3%
In Q3 2025, Spartan Planning & Wealth Management's U.S. equity holdings reached a combined market value of $153.4M, distributed across 76 disclosed stock positions.
In Q3 2025, Spartan Planning & Wealth Management displayed an active expansion posture, initiating 25 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 12.68% | +5.54% | +1.68% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.00% | -0.51% | +0.04% | |
| 3 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 6.64% | +0.02% | +4.57% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.30% | +1.15% | +3.80% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 6.09% | +4.05% | NEW | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.74% | -0.42% | — | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.34% | +0.15% | +57.15% | |
| 8 | BWX | State Street Spdr Bloomberg | ETF-Other | 3.48% | — | +9.61% | |
| 9 | TFPN | Blueprint Chspk Ma Trend ETF | ETF-Other | 3.38% | -0.45% | +4.15% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.28% | +0.38% | -1.98% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.53% | +0.51% | NEW | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.30% | -0.43% | +1.10% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.02% | — | -48.15% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.92% | -1.64% | +78.44% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.74% | -0.91% | EXIT | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.65% | -0.28% | -1.69% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.52% | -1.22% | +78.24% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | +0.52% | +59.71% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | +0.03% | +0.15% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | -0.11% | -7.80% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.20% | — | -67.12% | |
| 22 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.12% | -0.45% | +5.06% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.96% | +0.06% | -1.40% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.25% | EXIT | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.48% | EXIT | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.75% | — | +5.37% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.75% | -0.73% | +15.30% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.44% | EXIT | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.70% | +0.45% | NEW | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.16% | — | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | +0.45% | NEW | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.07% | +105.22% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.61% | — | +10.61% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.50% | — | -25.92% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | -0.08% | -15.71% | |
| 36 | GE | General Electric | Stock-Industrials | 0.47% | -0.03% | +1.52% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.47% | +0.12% | — | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.24% | -47.71% | |
| 39 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.42% | +2.11% | NEW | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | -0.14% | +3.21% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | — | +2.20% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.40% | -0.04% | — | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | -0.21% | -0.40% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.39% | +0.23% | NEW | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.38% | -0.01% | -12.53% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.37% | — | +4.76% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.34% | -0.13% | -1.30% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.33% | -0.32% | EXIT | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | -0.57% | -2.91% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.32% | +0.04% | +82.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +4.6% | +1.68% | Add |
| 2 | NVDA | Nvidia CORP | +4.2% | +0.04% | Add |
| 3 | AAPL | Apple Inc | +2.5% | — | Add |
| 4 | HEGD | Swan Hedged Equity US Lg Cap | +2% | +4.57% | Add |
| 5 | AMZN | Amazon.com Inc | +1.4% | -1.98% | Add |
| 6 | AVGO | Broadcom Inc | +1.3% | +1.10% | Add |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | +1.2% | +57.15% | Add |
| 8 | BWX | State Street Spdr Bloomberg | +1.2% | +9.61% | Add |
| 9 | META | Meta Platforms Inc-class A | +1.2% | +0.87% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +1% | +78.44% | Add |
| 11 | TSLA | Tesla Inc | +0.9% | -11.51% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.8% | +78.24% | Add |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.5% | +3.80% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.4% | +131.80% | Add |
| 15 | ORCL | Oracle CORP | +0.4% | +10.61% | Add |
| 16 | WMT | Walmart Inc | +0.3% | -2.63% | Add |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.2% | -7.80% | Add |
| 18 | BAC | Bank Of America CORP | +0.2% | -15.71% | Add |
| 19 | GE | General Electric | +0.1% | +1.52% | Trim |
| 20 | VZ | Verizon Communications Inc | 0% | +82.58% | Add |
| 21 | VTI | Vanguard Total Stock Mkt ETF | 0% | -5.05% | Add |
| 22 | JPM | Jpmorgan Chase & Co | 0% | +0.15% | Trim |
| 23 | RTX | Rtx CORP | 0% | -6.51% | Add |
| 24 | LDOS | Leidos Holdings Inc | 0% | -3.97% | Trim |
| 25 | JNJ | Johnson & Johnson | 0% | — | Add |
| 26 | T | At&t Inc | 0% | -1.70% | Add |
| 27 | TFPN | Blueprint Chspk Ma Trend ETF | — | +4.15% | Add |
| 28 | NFLX | Netflix Inc | — | +5.37% | Trim |
| 29 | ABBV | Abbvie Inc | — | +105.22% | Add |
| 30 | CVX | Chevron CORP | — | — | Add |
| 31 | IBM | Intl Business Machines CORP | 0% | +2.20% | Add |
| 32 | CSCO | Cisco Systems Inc | 0% | -0.40% | Add |
| 33 | XLF | Ss Financial Select Sector | 0% | -12.53% | Add |
| 34 | LIN | Linde plc | 0% | +1.37% | Add |
| 35 | XLC | Ss Comm Select Sector Spdr | 0% | -3.16% | Trim |
| 36 | SCHW | Schwab (charles) CORP | 0% | -7.55% | Trim |
| 37 | MDT | Medtronic plc | 0% | — | Add |
| 38 | ABT | Abbott Laboratories | 0% | +4.76% | Add |
| 39 | GILD | Gilead Sciences Inc | 0% | -1.67% | Add |
| 40 | COST | Costco Wholesale CORP | -0.1% | -52.53% | Add |
| 41 | WFC | Wells Fargo & Co | -0.1% | -13.35% | Trim |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +59.71% | Add |
| 43 | MA | Mastercard Inc - A | -0.1% | -3.63% | Add |
| 44 | PM | Philip Morris International | -0.2% | -40.55% | Trim |
| 45 | V | Visa Inc-class A Shares | -0.6% | -47.71% | Trim |
| 46 | USFR | Wisdomtree Floating Rate Tre | -0.7% | -44.55% | Trim |
| 47 | SPEM | State Street Sp Ptf Em ETF | -2.2% | +15.30% | Trim |
| 48 | USRT | Ishares Core US Reit ETF | -2.2% | +5.06% | Trim |
| 49 | VGSH | Vanguard Short-term Treasury | -3.9% | -25.92% | Trim |
| 50 | STIP | Ishares 0-5 Year Tips Bond E | -3.9% | -48.15% | Trim |
According to official SEC Form 13F filings, Spartan Planning & Wealth Management reported a total U.S. public equity portfolio value of $153.4M across 76 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPTM, NVDA, HEGD) accounted for 32.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
MSFT
市值: $7.8M
Top Position Liquidated / Trimmed
BIL
前期市值: $5.9M
During Q3 2025, Spartan Planning & Wealth Management's top holdings by market value included SPTM (12.7%)、NVDA (7.0%)、HEGD (6.6%). The largest single position, SPTM, represented 12.7% of total portfolio value.
In Q3 2025, Spartan Planning & Wealth Management made 90 total portfolio adjustments, initiating 25 new buys, adding to 36 positions, trimming 15 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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