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 $135.2M across 67 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($13.7M, 10.11%), SPTM ($11.1M, 8.20%), IEI ($8.9M, 6.57%), GBIL ($7.4M, 5.49%), TBLL ($7.4M, 5.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $13.7M | 10.11% | 149,192 | Added |
| 2 | SPTM | SPDR SERIES TRUST | $11.1M | 8.20% | 140,234 | Trimmed |
| 3 | IEI | ISHARES TR | $8.9M | 6.57% | 74,906 | Trimmed |
| 4 | GBIL | GOLDMAN SACHS ETF TR | $7.4M | 5.49% | 74,051 | New |
| 5 | TBLL | INVESCO EXCH TRADED FD TR II | $7.4M | 5.46% | 69,961 | New |
| 6 | VTIP | VANGUARD MALVERN FDS | $7.3M | 5.42% | 146,754 | New |
| 7 | HEGD | LISTED FDS TR | $7.3M | 5.39% | 294,970 | Trimmed |
| 8 | TIDAL TRUST II | $6.4M | 4.75% | 327,583 | New | |
| 9 | OPER | ETF SER SOLUTIONS | $5.7M | 4.21% | 56,818 | Added |
| 10 | SHV | ISHARES TR | $5.7M | 4.21% | 51,572 | Added |
| 11 | TFPN | TIDAL TRUST II | $5.2M | 3.82% | 185,637 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $5.1M | 3.74% | 29,020 | Trimmed |
| 13 | SPDW | SPDR INDEX SHS FDS | $5.0M | 3.71% | 109,908 | Trimmed |
| 14 | AAPL | APPLE INC | $4.4M | 3.28% | 17,470 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $2.0M | 1.45% | 6,819 | Trimmed |
| 16 | IEMG | ISHARES INC | $1.9M | 1.41% | 27,282 | Trimmed |
| 17 | USRT | ISHARES TR | $1.8M | 1.29% | 29,579 | Added |
| 18 | AVGO | BROADCOM INC | $1.6M | 1.21% | 5,290 | Trimmed |
| 19 | XOM | EXXON MOBIL CORP | $1.6M | 1.17% | 9,303 | Added |
| 20 | GOOG | ALPHABET INC | $1.5M | 1.13% | 5,343 | Trimmed |
| 21 | JNJ | JOHNSON & JOHNSON | $1.4M | 1.01% | 5,567 | Added |
| 22 | WMT | WALMART INC | $1.3M | 0.99% | 10,800 | Added |
| 23 | TSLA | TESLA INC | $1.2M | 0.86% | 3,124 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $935,200 | 0.69% | 939 | New |
| 25 | JPM | JPMORGAN CHASE & CO | $886,095 | 0.66% | 3,012 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31