13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001749283
Total reported value
$150.3M
$150.3M
69 檔
32.2%
During the Q1 2026 filing period, Spartan Planning & Wealth Management (CIK: 0001749283) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $150.3M across 69 reported positions.
Spartan Planning & Wealth Management executed strategic sector rebalancing during Q1 2026, establishing 19 new positions while fully exiting 29 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 10.11% | -7.58% | +3825.07% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 8.20% | +1.84% | -33.83% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 6.57% | -4.26% | -44.95% | |
| 4 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 5.49% | -3.30% | — | |
| 5 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 5.46% | -2.92% | — | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 5.42% | -3.26% | — | |
| 7 | HEGD | Swan Hedged Equity US Lg Cap | ETF-Other | 5.39% | +0.09% | -16.01% | |
| 8 | TFFI | Chesap Trend Follo Fi In ETF | ETF-Other | 4.75% | +0.07% | — | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.21% | -1.80% | +1574.96% | |
| 10 | OPER | Clearshares Ultra-short Matu | ETF-Other | 4.21% | -1.72% | +1411.12% | |
| 11 | TFPN | Blueprint Chspk Ma Trend ETF | ETF-Other | 3.82% | +0.43% | +3.71% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 3.74% | +2.73% | -46.01% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.71% | +2.51% | -38.29% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 3.28% | +2.65% | -43.42% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | +1.29% | -38.36% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.41% | +0.90% | -28.56% | |
| 17 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.29% | +4.05% | +10.93% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.21% | +0.24% | -45.19% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -0.69% | +4.27% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +1.00% | -38.78% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.13% | +15.35% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.99% | -0.55% | +14.86% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | +0.05% | -41.79% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | -0.35% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | +0.26% | -51.88% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.36% | — | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.17% | +21.26% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.57% | -41.26% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.15% | -44.05% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | -0.07% | +14.31% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.50% | +0.13% | +5.33% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.07% | +15.68% | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.48% | +0.45% | -43.90% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.43% | -0.15% | +10.59% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.42% | +0.39% | -45.59% | |
| 36 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.41% | -0.41% | EXIT | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.05% | -34.07% | |
| 38 | LIN | Linde plc | Stock-Materials | 0.38% | -0.06% | — | |
| 39 | INTC | Intel CORP | Stock-Tech | 0.34% | +0.62% | +40.31% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.34% | -0.10% | +23.60% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.33% | -0.33% | EXIT | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.33% | -0.17% | — | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.33% | -0.02% | +1.40% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.33% | -0.19% | +12.37% | |
| 45 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.32% | -0.32% | EXIT | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.28% | +0.78% | -48.99% | |
| 47 | GE | General Electric | Stock-Industrials | 0.28% | +0.09% | -40.31% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.27% | -0.27% | EXIT | |
| 49 | COP | Conocophillips | Stock-Energy | 0.26% | -0.26% | EXIT | |
| 50 | CTVA | Corteva Inc | Stock-Materials | 0.25% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +9.9% | +3825.07% | Add |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | +4% | +1574.96% | Add |
| 3 | OPER | Clearshares Ultra-short Matu | +3.9% | +1411.12% | Add |
| 4 | TFPN | Blueprint Chspk Ma Trend ETF | +0.4% | +3.71% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.4% | +4.27% | Add |
| 6 | JNJ | Johnson & Johnson | +0.3% | +15.35% | Add |
| 7 | WMT | Walmart Inc | +0.2% | +14.86% | Add |
| 8 | CAT | Caterpillar Inc | +0.2% | +21.26% | Add |
| 9 | USRT | Ishares Core US Reit ETF | +0.2% | +10.93% | Add |
| 10 | USFR | Wisdomtree Floating Rate Tre | +0.2% | +66.50% | Add |
| 11 | INTC | Intel CORP | +0.1% | +40.31% | Add |
| 12 | MRK | Merck & Co. Inc. | +0.1% | +15.68% | Add |
| 13 | KO | Coca-cola Co/the | +0.1% | +14.31% | Add |
| 14 | GILD | Gilead Sciences Inc | +0.1% | +32.28% | Add |
| 15 | AMGN | Amgen Inc | +0.1% | +23.60% | Add |
| 16 | NEE | Nextera Energy Inc | +0.1% | +12.37% | Add |
| 17 | RTX | Rtx CORP | +0.1% | +10.59% | Add |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | +19.64% | Add |
| 19 | PFE | Pfizer Inc | +0.1% | +11.22% | Add |
| 20 | PM | Philip Morris International | +0.1% | +22.34% | Add |
| 21 | CTVA | Corteva Inc | +0.1% | — | Unchanged |
| 22 | CSCO | Cisco Systems Inc | 0% | +5.33% | Add |
| 23 | XLI | Ss Industrial Select Sector | 0% | +11.96% | Add |
| 24 | C | Citigroup Inc | — | +1.40% | Add |
| 25 | GD | General Dynamics CORP | — | -2.10% | Trim |
| 26 | BA | Boeing Co/the | 0% | +3.09% | Add |
| 27 | LDOS | Leidos Holdings Inc | 0% | — | Unchanged |
| 28 | PEP | Pepsico Inc | -0.1% | -46.64% | Trim |
| 29 | MCD | Mcdonald's CORP | -0.2% | -49.51% | Trim |
| 30 | GS | Goldman Sachs Group Inc | -0.2% | -48.35% | Trim |
| 31 | MS | Morgan Stanley | -0.2% | -51.49% | Trim |
| 32 | ABBV | Abbvie Inc | -0.2% | -34.07% | Trim |
| 33 | GE | General Electric | -0.2% | -40.31% | Trim |
| 34 | AMD | Advanced Micro Devices | -0.3% | -48.99% | Trim |
| 35 | SPEM | State Street Sp Ptf Em ETF | -0.4% | -43.90% | Trim |
| 36 | XLK | Ss Technology Select Sector | -0.4% | -45.59% | Trim |
| 37 | IEMG | Ishares Core Msci Emerging | -0.5% | -28.56% | Trim |
| 38 | IVV | Ishares Core S&p 500 ETF | -0.5% | -44.05% | Trim |
| 39 | LLY | Eli Lilly & Co | -0.6% | -41.26% | Trim |
| 40 | JPM | Jpmorgan Chase & Co | -0.8% | -51.88% | Trim |
| 41 | GOOG | Alphabet Inc-cl C | -0.9% | -38.78% | Trim |
| 42 | TSLA | Tesla Inc | -0.9% | -41.79% | Trim |
| 43 | GOOGL | Alphabet Inc-cl A | -1.1% | -38.36% | Trim |
| 44 | HEGD | Swan Hedged Equity US Lg Cap | -1.1% | -16.01% | Trim |
| 45 | AVGO | Broadcom Inc | -1.3% | -45.19% | Trim |
| 46 | SPDW | Ste Str Spdr Pt Dw EU ETF | -2.1% | -38.29% | Trim |
| 47 | AAPL | Apple Inc | -2.9% | -43.42% | Trim |
| 48 | NVDA | Nvidia CORP | -3.7% | -46.01% | Trim |
| 49 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -4.7% | -33.83% | Trim |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | -5.4% | -44.95% | Trim |
According to official SEC Form 13F filings, Spartan Planning & Wealth Management reported a total U.S. public equity portfolio value of $150.3M across 69 disclosed positions in Q1 2026.
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 BIL, SPTM, IEI) accounted for 32.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
GBIL
市值: $7.4M
Top Position Liquidated / Trimmed
AMZN
前期市值: $4.6M
During Q1 2026, Spartan Planning & Wealth Management's top holdings by market value included BIL (10.1%)、SPTM (8.2%)、IEI (6.6%). The largest single position, BIL, represented 10.1% of total portfolio value.
In Q1 2026, Spartan Planning & Wealth Management made 96 total portfolio adjustments, initiating 19 new buys, adding to 24 positions, trimming 24 holdings, and fully liquidating 29 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.