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Disclosery

13F-HR filed by Spartan Planning & Wealth Management

Spartan Planning & Wealth Management filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-14, with 76 holding rows worth $128,053,916.

Accession
0001749283-25-000008
Filer
CIK 1749283
Filed
2025-10-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 76 entries on the cover page, a total value of $128,053,916 stated on the cover page (in dollars after the unit check, H1), rows summing to $128,053,916 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 ETF78464A805SHS201,382$16,241,477dollars as filed
NVIDIA Corp67066G104COM48,015$8,958,639dollars as filed
LISTED FDS TR53656F599SWAN HEDGED EQTY341,333$8,506,018dollars as filed
SPDW78463X889COM188,572$8,069,010dollars as filed
Microsoft Corp594918104COM15,056$7,798,283dollars as filed
Apple Inc037833100COM28,850$7,346,090dollars as filed
ISHARES TR4642886613 7 YR TREAS BD46,531$5,560,893dollars as filed
SPDR SERIES TRUST78464A516ST INTL BBG ETF194,009$4,462,211dollars as filed
TIDAL TRUST II88636J873BLUE CH ASSE ETF174,377$4,328,491dollars as filed
Amazon.com, Inc023135106COM19,103$4,194,446dollars as filed
META PLATFORMS INC CL A30303M102COM4,410$3,238,644dollars as filed
Broadcom Inc.11135F101COM8,932$2,946,829dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS25,050$2,589,159dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM10,121$2,460,418dollars as filed
Tesla Motors, Inc88160R101COM4,996$2,221,821dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS32,032$2,111,549dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,001$1,948,648dollars as filed
Berkshire Hathaway Inc084670702COM3,552$1,785,732dollars as filed
JPMorgan Chase & Co46625H100COM5,464$1,723,560dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,293$1,534,705dollars as filed
ISHARES TR464287457COM18,480$1,533,095dollars as filed
ISHARES TR464288521CRE U S REIT ETF24,458$1,436,148dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS4,371$1,232,082dollars as filed
Home Depot, Inc437076102COM2,680$1,085,916dollars as filed
EXXON MOBIL CORP30231G102COM9,265$1,044,640dollars as filed
Netflix, Inc64110L106COM804$963,932dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS20,591$963,868dollars as filed
Walmart Inc.931142103COM9,023$929,941dollars as filed
MasterCard, Inc57636Q104COM1,567$891,342dollars as filed
Johnson & Johnson478160104COM4,628$858,141dollars as filed
Palantir Technologies Inc. Class A69608A108COM4,542$828,552dollars as filed
AbbVie,Inc.00287Y109COM3,384$783,607dollars as filed
Oracle Corporation68389X105COM2,784$782,972dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS10,980$646,173dollars as filed
Bank of America Corp060505104COM12,383$638,848dollars as filed
General Electric Company369604301COM2,008$604,052dollars as filed
Chevron Corporation166764100COM3,869$600,824dollars as filed
Visa Inc92826C839COM1,757$599,831dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA10,821$543,972dollars as filed
Goldman Sachs Group,Inc.38141G104COM643$512,079dollars as filed
International Business Machines Corporation459200101COM1,813$511,588dollars as filed
Advanced Micro Devices,Inc.007903107COM3,142$508,344dollars as filed
Cisco Systems,Inc.17275R102COM7,428$508,190dollars as filed
Wells Fargo & Company949746101COM6,031$505,548dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS8,938$481,465dollars as filed
Abbott Laboratories002824100COM3,520$471,498dollars as filed
Morgan Stanley617446448COM2,743$436,063dollars as filed
Linde plcG54950103COM887$421,342dollars as filed
Caterpillar Inc.149123101COM866$413,217dollars as filed
Verizon Communications Inc92343V104COM9,268$407,342dollars as filed
Raytheon Technologies Corporation75513E101COM2,425$405,797dollars as filed
AT&T Inc00206R102COM14,253$402,505dollars as filed
Citigroup Inc.172967424COM3,818$387,558dollars as filed
Costco Wholesale Corporation22160K105COM412$381,358dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR1,537$368,357dollars as filed
Qualcomm Incorporated747525103COM2,205$366,826dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS2,942$348,212dollars as filed
Philip Morris International Inc.718172109COM1,963$318,426dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock4,070$317,053dollars as filed
NextEra Energy,Inc.65339F101COM4,185$315,933dollars as filed
VTI922908769COM958$314,387dollars as filed
Boeing Company097023105COM1,442$311,227dollars as filed
American Express Company025816109COM934$310,240dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock1,620$306,115dollars as filed
Charles Schwab Corp808513105COM3,087$294,730dollars as filed
UnitedHealth Group Inc91324P102COM824$284,527dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL1,803$278,011dollars as filed
CORTEVA INC COM22052L104Stock4,070$275,254dollars as filed
BlackRock,Inc.09290D101COM231$269,316dollars as filed
Lowes Companies,Inc.548661107COM1,040$261,362dollars as filed
Medtronic PlcG5960L103COM2,703$257,434dollars as filed
Gilead Sciences,Inc.375558103COM2,178$241,782dollars as filed
CAPITAL ONE FINL CORP14040H105COM1,120$238,095dollars as filed
3M CO COM88579Y101Stock1,360$211,054dollars as filed
CVS Health Corporation126650100COM2,770$208,846dollars as filed
Walt Disney Co254687106COM1,819$208,276dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001749283-25-000008this filing2025-10-14acceptance time not in the bulk data set