Spartan Planning & Wealth Management

Est. AUM

$135.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$13.7M	149192	10.11%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$11.1M	140234	8.20%	SOLE
3	ISHARES TR	3 7 YR TREAS BD	$8.9M	74906	6.57%	SOLE
4	GOLDMAN SACHS ETF TR	ACCES TREASURY	$7.4M	74051	5.49%	SOLE
5	INVESCO EXCH TRADED FD TR II	SHORT TERM TREAS	$7.4M	69961	5.46%	SOLE
6	VANGUARD MALVERN FDS	STRM INFPROIDX	$7.3M	146754	5.42%	SOLE
7	LISTED FDS TR	SWAN HEDGED EQTY	$7.3M	294970	5.39%	SOLE
8	TIDAL TRUST II	CHESAPEAKE TREND	$6.4M	327583	4.75%	SOLE
9	ISHARES TR	TRUST ISHARE 0-1	$5.7M	51572	4.21%	SOLE
10	ETF SER SOLUTIONS	CLEARSHS ULTRA	$5.7M	56818	4.21%	SOLE
11	TIDAL TRUST II	BLUEPRINT CHESAP	$5.2M	185637	3.82%	SOLE
12	NVIDIA CORPORATION	COM	$5.1M	29020	3.74%	SOLE
13	SPDR INDEX SHS FDS	STATE STREET SPD	$5.0M	109908	3.71%	SOLE
14	APPLE INC	COM	$4.4M	17470	3.28%	SOLE
15	ALPHABET INC	CAP STK CL A	$2.0M	6819	1.45%	SOLE
16	ISHARES INC	CORE MSCI EMKT	$1.9M	27282	1.41%	SOLE
17	ISHARES TR	CRE U S REIT ETF	$1.8M	29579	1.30%	SOLE
18	BROADCOM INC	COM	$1.6M	5290	1.21%	SOLE
19	EXXON MOBIL CORP	COM	$1.6M	9303	1.17%	SOLE
20	ALPHABET INC	CAP STK CL C	$1.5M	5343	1.13%	SOLE
21	JOHNSON & JOHNSON	COM	$1.4M	5567	1.01%	SOLE
22	WALMART INC	COM	$1.3M	10800	0.99%	SOLE
23	TESLA INC	COM	$1.2M	3124	0.86%	SOLE
24	COSTCO WHOLESALE CORPORATION	COM	$935K	939	0.69%	SOLE
25	JPMORGAN CHASE & CO	COM	$886K	3012	0.66%	SOLE
26	CHEVRON CORPORATION	COM	$867K	4189	0.64%	SOLE
27	CATERPILLAR INC	COM	$845K	1192	0.62%	SOLE
28	ELI LILLY & CO	COM	$840K	914	0.62%	SOLE
29	ISHARES TR	CORE S&P500 ETF	$790K	1209	0.58%	SOLE
30	COCA COLA CO	COM	$760K	9991	0.56%	SOLE
31	CISCO SYS INC	COM	$678K	8733	0.50%	SOLE
32	MERCK & CO INC	COM	$666K	5533	0.49%	SOLE
33	SPDR INDEX SHS FDS	STATE STREET SPD	$646K	13778	0.48%	SOLE
34	RTX CORPORATION	COM	$578K	2997	0.43%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET TEC	$571K	4299	0.42%	SOLE
36	WISDOMTREE TR	FLOATNG RAT TREA	$550K	10924	0.41%	SOLE
37	ABBVIE INC	COM	$522K	2401	0.39%	SOLE
38	LINDE PLC	SHS	$511K	1030	0.38%	SOLE
39	INTEL CORP	COM	$466K	10550	0.34%	SOLE
40	AMGEN INC	COM	$457K	1299	0.34%	SOLE
41	AT&T INC	COM	$449K	15496	0.33%	SOLE
42	VERIZON COMMUNICATIONS INC	COM	$447K	8906	0.33%	SOLE
43	CITIGROUP INC	COM NEW	$444K	3911	0.33%	SOLE
44	NEXTERA ENERGY INC	COM	$443K	4768	0.33%	SOLE
45	GILEAD SCIENCES INC	COM	$436K	3131	0.32%	SOLE
46	ADVANCED MICRO DEVICES INC	COM	$382K	1876	0.28%	SOLE
47	GE AEROSPACE	COM NEW	$375K	1321	0.28%	SOLE
48	PFIZER INC	COM	$360K	12804	0.27%	SOLE
49	CONOCOPHILLIPS	COM	$358K	2713	0.26%	SOLE
50	CORTEVA INC	COM	$341K	4070	0.25%	SOLE

1–50 of 69

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.