Skip to content
Disclosery

13F-HR filed by Spartan Planning & Wealth Management

Spartan Planning & Wealth Management filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-17, with 76 holding rows worth $116,744,448.

Accession
0001749283-25-000004
Filer
CIK 1749283
Filed
2025-07-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 76 entries on the cover page, a total value of $116,744,448 stated on the cover page (in dollars after the unit check, H1), rows summing to $116,744,448 with VALUE read as dollars as filed, 13F file number 028-22530. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS198,046$14,831,651dollars as filed
LISTED FDS TR53656F599SWAN HEDGED EQTY326,419$7,670,847dollars as filed
NVIDIA Corp67066G104COM47,995$7,582,730dollars as filed
Microsoft Corp594918104COM15,152$7,536,756dollars as filed
SPDW78463X889COM181,668$7,355,751dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS48,312$4,971,805dollars as filed
ISHARES TR464287457COM56,198$4,656,558dollars as filed
Amazon.com, Inc023135106COM19,488$4,275,472dollars as filed
SPDR SERIES TRUST78464A516ST INTL BBG ETF176,993$4,157,569dollars as filed
TIDAL TRUST II88636J873BLUE CH ASSE ETF167,434$3,841,622dollars as filed
ISHARES TR4642886613 7 YR TREAS BD29,610$3,526,228dollars as filed
META PLATFORMS INC CL A30303M102COM4,372$3,226,944dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS33,279$3,052,646dollars as filed
Broadcom Inc.11135F101COM8,835$2,435,401dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS32,581$1,955,837dollars as filed
Tesla Motors, Inc88160R101COM5,646$1,793,508dollars as filed
JPMorgan Chase & Co46625H100COM5,456$1,581,749dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,487$1,544,178dollars as filed
ISHARES TR464288521CRE U S REIT ETF23,279$1,316,637dollars as filed
Visa Inc92826C839COM3,360$1,192,981dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS4,433$1,122,621dollars as filed
Berkshire Hathaway Inc084670702COM2,224$1,080,352dollars as filed
Netflix, Inc64110L106COM763$1,021,756dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM5,672$999,577dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA19,514$981,749dollars as filed
MasterCard, Inc57636Q104COM1,626$913,723dollars as filed
Walmart Inc.931142103COM9,267$906,142dollars as filed
iShares U.S. Treasury Bond ETF46429B267SHS38,861$893,026dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS14,821$871,178dollars as filed
Costco Wholesale Corporation22160K105COM868$859,256dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,489$796,304dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS17,859$763,297dollars as filed
Bank of America Corp060505104COM14,691$695,178dollars as filed
Palantir Technologies Inc. Class A69608A108COM4,607$628,026dollars as filed
Philip Morris International Inc.718172109COM3,302$601,393dollars as filed
Wells Fargo & Company949746101COM6,960$557,646dollars as filed
Oracle Corporation68389X105COM2,517$550,292dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS10,218$535,112dollars as filed
International Business Machines Corporation459200101COM1,774$522,952dollars as filed
Cisco Systems,Inc.17275R102COM7,458$517,452dollars as filed
General Electric Company369604301COM1,978$509,117dollars as filed
Walt Disney Co254687106COM3,696$458,341dollars as filed
Abbott Laboratories002824100COM3,360$457,008dollars as filed
Goldman Sachs Group,Inc.38141G104COM623$440,938dollars as filed
EXXON MOBIL CORP30231G102COM3,997$430,877dollars as filed
Coca-Cola Company191216100COM5,997$424,288dollars as filed
AT&T Inc00206R102COM14,500$419,630dollars as filed
Linde plcG54950103COM875$410,539dollars as filed
iShares Short Treasury Bond ETF464288679SHS3,577$394,972dollars as filed
ServiceNow,Inc.81762P102COM384$394,783dollars as filed
Morgan Stanley617446448COM2,779$391,464dollars as filed
American Express Company025816109COM1,208$385,328dollars as filed
ETF SER SOLUTIONS26922A453CLEARSHS ULTRA3,837$384,355dollars as filed
Raytheon Technologies Corporation75513E101COM2,594$378,785dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR1,688$366,871dollars as filed
Intuit Inc.461202103COM459$361,522dollars as filed
Texas Instruments Incorporated882508104COM1,729$358,975dollars as filed
Caterpillar Inc.149123101COM892$346,283dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL2,267$334,398dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS3,038$329,724dollars as filed
Citigroup Inc.172967424COM3,815$324,747dollars as filed
Honeywell Technologies438516106COM1,328$309,265dollars as filed
VTI922908769COM1,009$306,665dollars as filed
AbbVie,Inc.00287Y109COM1,649$306,130dollars as filed
Charles Schwab Corp808513105COM3,339$304,659dollars as filed
CORTEVA INC COM22052L104Stock4,070$303,337dollars as filed
Boeing Company097023105COM1,441$301,933dollars as filed
Home Depot, Inc437076102COM783$287,079dollars as filed
BlackRock,Inc.09290D101COM273$286,445dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock4,070$279,161dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock1,687$266,141dollars as filed
McDonalds Corporation580135101COM902$263,555dollars as filed
Gilead Sciences,Inc.375558103COM2,215$245,589dollars as filed
Deere & Company244199105COM451$229,334dollars as filed
Verizon Communications Inc92343V104COM5,076$219,639dollars as filed
Intuitive Surgical,Inc.46120E602COM384$208,669dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001749283-25-000004this filing2025-07-17acceptance time not in the bulk data set