Terminal · Institutions

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. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

SPRENG CAPITAL MANAGEMENT, INC. (CIK 1800913) reported $274.9M across 77 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($51.9M, 18.88%), VUG ($32.9M, 11.97%), SCHG ($25.5M, 9.26%), VIG ($14.6M, 5.29%), VOO ($14.1M, 5.13%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$51.9M18.88%69,314Added
2VUGVANGUARD INDEX FDS$32.9M11.97%382,074Added
3SCHGSCHWAB STRATEGIC TR$25.5M9.26%752,496Added
4VIGVANGUARD SPECIALIZED FUNDS$14.6M5.29%61,513Added
5VOOVANGUARD INDEX FDS$14.1M5.13%20,537New
6VYMVANGUARD WHITEHALL FDS$12.9M4.68%81,351Added
7VTVVANGUARD INDEX FDS$10.4M3.78%47,689Added
8IBDWISHARES TR$8.2M2.97%391,643Added
9IBTJISHARES TR$7.0M2.54%322,517Trimmed
10SCHDSCHWAB STRATEGIC TR$7.0M2.54%220,610Trimmed
11IBDUISHARES TR$6.9M2.51%298,459New
12MSFTMICROSOFT CORP$6.5M2.36%17,417Trimmed
13IBTLISHARES TR$6.4M2.31%314,831Added
14AAPLAPPLE INC$5.8M2.09%19,875Added
15XLKSELECT SECTOR SPDR TR$5.2M1.89%27,225Trimmed
16NVDANVIDIA CORPORATION$5.1M1.85%25,364Trimmed
17SCHBSCHWAB STRATEGIC TR$3.8M1.38%131,459Trimmed
18CATCATERPILLAR INC$3.5M1.29%3,319Trimmed
19JPMJPMORGAN CHASE & CO$3.1M1.13%9,476Added
20XLISELECT SECTOR SPDR TR$3.0M1.10%16,331Trimmed
21AMZNAMAZON COM INC$2.2M0.79%9,106Added
22WMTWALMART INC$1.9M0.71%17,199Trimmed
23MUMICRON TECHNOLOGY INC$1.9M0.70%1,660Hold
24AEPAMERICAN ELEC PWR CO INC$1.8M0.65%13,034Trimmed
25BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.54%2,993Added

Source: SEC Form 13F filings · as of 2026-06-30