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CIK: 0001749283
Total reported value
$150.3M
$150.3M
76 檔
33.0%
In Q3 2025, Spartan Planning & Wealth Management's U.S. equity holdings reached a combined market value of $150.3M, distributed across 76 disclosed stock positions.
In Q3 2025, Spartan Planning & Wealth Management displayed an active expansion posture, initiating 14 new positions and adding to 19 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% | +1.84% | +1.68% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.00% | +2.73% | +0.04% | |
| 3 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 6.64% | +0.09% | +4.57% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.30% | +2.51% | +3.80% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 6.09% | — | -0.63% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.74% | +2.65% | — | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.34% | -4.26% | +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% | +0.43% | +4.15% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.28% | +1.91% | NEW | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.53% | — | +0.87% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.30% | +0.24% | +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% | +1.29% | +78.44% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.74% | +0.05% | -11.51% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.65% | +0.90% | -1.69% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.52% | +1.00% | +78.24% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | +0.45% | NEW | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | +0.26% | +0.15% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.15% | -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% | +4.05% | +5.06% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.96% | +0.39% | -1.40% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | +0.25% | NEW | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.69% | +131.80% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.75% | — | +5.37% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.75% | +0.45% | +15.30% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.55% | -2.63% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.70% | — | -3.63% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.13% | — | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | — | -1.41% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.05% | +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% | +0.44% | NEW | |
| 36 | GE | General Electric | Stock-Industrials | 0.47% | +0.09% | +1.52% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.36% | — | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.37% | NEW | |
| 39 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.42% | -0.41% | EXIT | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | +0.19% | +3.21% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | — | +2.20% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.40% | +0.78% | — | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | +0.13% | -0.40% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.39% | — | -13.35% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.38% | +0.21% | NEW | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.37% | — | +4.76% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.34% | +0.15% | -1.30% | |
| 48 | LIN | Linde plc | Stock-Materials | 0.33% | -0.06% | +1.37% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | +0.17% | -2.91% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.32% | -0.17% | +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 | JPM | Jpmorgan Chase & Co | 0% | +0.15% | Trim |
| 20 | TFPN | Blueprint Chspk Ma Trend ETF | — | +4.15% | Add |
| 21 | V | Visa Inc-class A Shares | -0.6% | -47.71% | Trim |
| 22 | USFR | Wisdomtree Floating Rate Tre | -0.7% | -44.55% | Trim |
| 23 | SPEM | State Street Sp Ptf Em ETF | -2.2% | +15.30% | Trim |
| 24 | USRT | Ishares Core US Reit ETF | -2.2% | +5.06% | Trim |
| 25 | VGSH | Vanguard Short-term Treasury | -3.9% | -25.92% | Trim |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | -3.9% | -48.15% | Trim |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | -7.5% | -67.12% | Trim |
| 28 | MSFT | Microsoft CORP | — | NEW | New buy |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | EXIT | Sold out |
| 30 | GOVT | Ishares US Treasury Bond ETF | — | EXIT | Sold out |
| 31 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 32 | VTIP | Vanguard Short-term Tips | — | EXIT | Sold out |
| 33 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 34 | OPER | Clearshares Ultra-short Matu | — | EXIT | Sold out |
| 35 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 36 | HD | Home Depot Inc | — | NEW | New buy |
| 37 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 38 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | — | EXIT | Sold out |
| 40 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 41 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 42 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 43 | MS | Morgan Stanley | — | NEW | New buy |
| 44 | CAT | Caterpillar Inc | — | NEW | New buy |
| 45 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| 46 | C | Citigroup Inc | — | NEW | New buy |
| 47 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 48 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 49 | 6D8 | Dupont De Nemours Inc | — | NEW | New buy |
| 50 | NEE | Nextera Energy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Spartan Planning & Wealth Management reported a total U.S. public equity portfolio value of $150.3M 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 33.0% 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 50 total portfolio adjustments, initiating 14 new buys, adding to 19 positions, trimming 8 holdings, and fully liquidating 9 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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