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.
SPRENG CAPITAL MANAGEMENT, INC. (CIK 1800913) reported $212.0M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($44.9M, 21.19%), SCHG ($21.8M, 10.27%), VUG ($16.3M, 7.67%), VIG ($13.0M, 6.12%), VYM ($11.8M, 5.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $44.9M | 21.19% | 68,788 | Trimmed |
| 2 | SCHG | SCHWAB STRATEGIC TR | $21.8M | 10.27% | 747,527 | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $16.3M | 7.67% | 37,220 | Trimmed |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $13.0M | 6.12% | 60,359 | Added |
| 5 | VYM | VANGUARD WHITEHALL FDS | $11.8M | 5.58% | 79,953 | Added |
| 6 | VTV | VANGUARD INDEX FDS | $9.2M | 4.35% | 47,017 | Added |
| 7 | IBDW | ISHARES TR | $8.0M | 3.76% | 381,199 | New |
| 8 | IBTJ | ISHARES TR | $7.1M | 3.33% | 323,272 | Added |
| 9 | SCHD | SCHWAB STRATEGIC TR | $6.8M | 3.21% | 221,589 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $6.6M | 3.10% | 17,745 | Added |
| 11 | IBTL | ISHARES TR | $6.2M | 2.94% | 305,422 | Added |
| 12 | AAPL | APPLE INC | $5.0M | 2.37% | 19,799 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $4.5M | 2.10% | 25,535 | Trimmed |
| 14 | XLK | SELECT SECTOR SPDR TR | $3.6M | 1.72% | 27,374 | Trimmed |
| 15 | SCHB | SCHWAB STRATEGIC TR | $3.4M | 1.59% | 134,476 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $2.8M | 1.31% | 9,443 | Trimmed |
| 17 | XLI | SELECT SECTOR SPDR TR | $2.7M | 1.27% | 16,663 | Added |
| 18 | CAT | CATERPILLAR INC | $2.4M | 1.12% | 3,360 | Trimmed |
| 19 | WMT | WALMART INC | $2.2M | 1.02% | 17,374 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $1.9M | 0.89% | 9,037 | Trimmed |
| 21 | AEP | AMERICAN ELEC PWR CO INC | $1.7M | 0.81% | 13,067 | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.67% | 2,980 | Trimmed |
| 23 | SO | SOUTHERN CO | $1.4M | 0.67% | 14,620 | Added |
| 24 | MO | ALTRIA GROUP INC | $1.3M | 0.63% | 20,178 | Added |
| 25 | GLD | SPDR GOLD TR | $1.3M | 0.63% | 3,105 | Added |
Source: SEC Form 13F filings · as of 2026-03-31