Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Spartan Planning & Wealth Management (CIK 1749283) reported $150.3M across 75 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPTM ($15.1M, 10.04%), NVDA ($9.7M, 6.47%), SPDW ($9.3M, 6.22%), AAPL ($8.9M, 5.93%), HEGD ($8.2M, 5.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $15.1M | 10.04% | 166,207 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $9.7M | 6.47% | 48,552 | Added |
| 3 | SPDW | SPDR INDEX SHS FDS | $9.3M | 6.22% | 185,548 | Added |
| 4 | AAPL | APPLE INC | $8.9M | 5.93% | 30,802 | Added |
| 5 | HEGD | LISTED FDS TR | $8.2M | 5.48% | 308,649 | Added |
| 6 | USRT | ISHARES TR | $8.0M | 5.34% | 120,727 | Added |
| 7 | TFFI | TIDAL TRUST II | $7.2M | 4.82% | 367,245 | Added |
| 8 | TFPN | TIDAL TRUST II | $6.4M | 4.25% | 202,807 | Added |
| 9 | GOOGL | ALPHABET INC | $4.1M | 2.74% | 11,535 | Added |
| 10 | TBLL | INVESCO EXCH TRADED FD TR II | $3.8M | 2.54% | 36,084 | Trimmed |
| 11 | BIL | SPDR SERIES TRUST | $3.8M | 2.53% | 41,418 | Trimmed |
| 12 | OPER | ETF SER SOLUTIONS | $3.7M | 2.49% | 37,329 | Trimmed |
| 13 | SHV | ISHARES TR | $3.6M | 2.41% | 32,858 | Trimmed |
| 14 | IEMG | ISHARES INC | $3.5M | 2.31% | 41,846 | Added |
| 15 | IEI | ISHARES TR | $3.5M | 2.31% | 29,542 | Trimmed |
| 16 | GBIL | GOLDMAN SACHS ETF TR | $3.3M | 2.19% | 32,816 | Trimmed |
| 17 | VTIP | VANGUARD MALVERN FDS | $3.2M | 2.16% | 64,622 | Trimmed |
| 18 | GOOG | ALPHABET INC | $3.2M | 2.13% | 9,078 | Added |
| 19 | AMZN | AMAZON COM INC | $2.9M | 1.91% | 12,054 | New |
| 20 | AVGO | BROADCOM INC | $2.2M | 1.45% | 5,752 | Added |
| 21 | LLY | ELI LILLY & CO | $1.8M | 1.19% | 1,490 | Added |
| 22 | MU | MICRON TECHNOLOGY INC | $1.6M | 1.10% | 1,428 | New |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $1.6M | 1.05% | 2,729 | Added |
| 24 | INTC | INTEL CORP | $1.4M | 0.96% | 10,345 | Trimmed |
| 25 | SPEM | SPDR INDEX SHS FDS | $1.4M | 0.93% | 27,024 | Added |
Source: SEC Form 13F filings · as of 2026-06-30