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CIK: 0001749283
Total reported value
$150.3M
$150.3M
79 檔
40.6%
At the close of Q4 2025, Spartan Planning & Wealth Management disclosed equity holdings valued at approximately $150.3M, spread across 79 reported holdings.
In Q4 2025, Spartan Planning & Wealth Management displayed an active expansion posture, initiating 16 new positions and adding to 14 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 | 12.90% | +1.84% | +5.24% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 11.98% | -4.26% | +192.40% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.40% | +2.73% | +11.94% | |
| 4 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 6.53% | +0.09% | +2.89% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 6.19% | +2.65% | +7.02% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.84% | +2.51% | -5.54% | |
| 7 | TFPN | Blueprint Chspk Ma Trend ETF | ETF-Other | 3.39% | +0.43% | +2.65% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.38% | +1.91% | NEW | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.76% | — | -48.70% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.55% | +1.29% | +9.31% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.46% | +0.24% | +8.06% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.02% | +1.00% | +9.07% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.89% | +0.90% | +19.22% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.78% | +0.05% | +7.43% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.49% | +0.26% | +14.55% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.35% | +0.45% | NEW | |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.31% | — | -30.73% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.23% | +0.57% | — | |
| 19 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.12% | +4.05% | +9.02% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.15% | -5.76% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.85% | +0.45% | +19.28% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.84% | +0.39% | +80.76% | |
| 23 | BWX | State Street Spdr Bloomberg | ETF-Other | 0.84% | — | -74.08% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.69% | -3.70% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.55% | +4.21% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.13% | +4.28% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.37% | NEW | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.65% | — | -2.04% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.64% | — | +7.40% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.05% | +7.62% | |
| 31 | AMD | Advanced Micro Devices | Stock-Tech | 0.58% | +0.78% | +17.06% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | +0.44% | NEW | |
| 33 | GE | General Electric | Stock-Industrials | 0.50% | +0.09% | +10.21% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | +0.13% | +11.62% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | -0.07% | — | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.44% | — | +6.68% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | — | +5.24% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | +0.17% | +13.51% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.41% | +0.19% | -1.24% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.07% | — | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.37% | +0.15% | +2.88% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.37% | -0.15% | +11.75% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.33% | -0.02% | +1.02% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.33% | -0.19% | EXIT | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.32% | -0.17% | EXIT | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.31% | — | — | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.30% | — | — | |
| 48 | OPER | Clearshares Ultra-short Matu | ETF-Other | 0.28% | -1.72% | — | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.27% | +0.21% | NEW | |
| 50 | AXP | American Express Co | Stock-Financials | 0.26% | — | +3.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | +7.6% | +192.40% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +9.31% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | +9.07% | Add |
| 4 | AAPL | Apple Inc | +0.5% | +7.02% | Add |
| 5 | NVDA | Nvidia CORP | +0.4% | +11.94% | Add |
| 6 | IEMG | Ishares Core Msci Emerging | +0.2% | +19.22% | Add |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.2% | +5.24% | Add |
| 8 | V | Visa Inc-class A Shares | +0.2% | +49.12% | Add |
| 9 | AMD | Advanced Micro Devices | +0.2% | +17.06% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +8.06% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | +14.55% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +3.86% | Add |
| 13 | TFPN | Blueprint Chspk Ma Trend ETF | 0% | +2.65% | Add |
| 14 | HEGD | Swan Hedged Equity US Lg Cap | -0.1% | +2.89% | Add |
| 15 | ORCL | Oracle CORP | -0.4% | -37.28% | Trim |
| 16 | HD | Home Depot Inc | -0.7% | -70.67% | Trim |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | -0.7% | -30.73% | Trim |
| 18 | BWX | State Street Spdr Bloomberg | -2.6% | -74.08% | Trim |
| 19 | MSFT | Microsoft CORP | -3.3% | -48.70% | Trim |
| 20 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 21 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | — | EXIT | Sold out |
| 23 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 24 | VGSH | Vanguard Short-term Treasury | — | EXIT | Sold out |
| 25 | KO | Coca-cola Co/the | — | NEW | New buy |
| 26 | CVX | Chevron CORP | — | EXIT | Sold out |
| 27 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 28 | ABT | Abbott Laboratories | — | EXIT | Sold out |
| 29 | PEP | Pepsico Inc | — | NEW | New buy |
| 30 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 31 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 32 | LIN | Linde plc | — | EXIT | Sold out |
| 33 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 34 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 35 | T | At&t Inc | — | EXIT | Sold out |
| 36 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 37 | OPER | Clearshares Ultra-short Matu | — | NEW | New buy |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 39 | AMGN | Amgen Inc | — | NEW | New buy |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 41 | 6D8 | Dupont De Nemours Inc | — | EXIT | Sold out |
| 42 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | Sold out |
| 43 | DHR | Danaher CORP | — | NEW | New buy |
| 44 | PFE | Pfizer Inc | — | NEW | New buy |
| 45 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 46 | UNP | Union Pacific CORP | — | NEW | New buy |
| 47 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 48 | INTC | Intel CORP | — | NEW | New buy |
| 49 | BLK | Blackrock Inc | — | EXIT | Sold out |
| 50 | LOW | Lowe's Cos Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Spartan Planning & Wealth Management reported a total U.S. public equity portfolio value of $150.3M across 79 disclosed positions in Q4 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, IEI, NVDA) accounted for 40.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
LLY
市值: $1.7M
Top Position Liquidated / Trimmed
META
前期市值: $3.2M
During Q4 2025, Spartan Planning & Wealth Management's top holdings by market value included SPTM (12.9%)、IEI (12.0%)、NVDA (7.4%). The largest single position, SPTM, represented 12.9% of total portfolio value.
In Q4 2025, Spartan Planning & Wealth Management made 50 total portfolio adjustments, initiating 16 new buys, adding to 14 positions, trimming 5 holdings, and fully liquidating 15 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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