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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 2026-03-31, filed 2026-04-16, with 69 holding rows worth $135,205,256.

Accession
0001749283-26-000004
Filer
CIK 1749283
Filed
2026-04-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 69 entries on the cover page, a total value of $135,205,256 stated on the cover page (in dollars after the unit check, H1), rows summing to $135,205,256 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 Bloomberg 1-3 Month T-Bill ETF78468R663SHS149,192$13,671,986dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS140,234$11,086,885dollars as filed
ISHARES TR4642886613 7 YR TREAS BD74,906$8,883,819dollars as filed
Goldman Sachs Access Treasury 0-1 Year ETF381430529SHS74,051$7,419,185dollars as filed
INVESCO EXCH TRADED FD TR II46138G888SHORT TERM ETF69,961$7,384,331dollars as filed
VANGUARD MALVERN FDS922020805SHS146,754$7,330,383dollars as filed
LISTED FDS TR53656F599SWAN HEDGED EQTY294,970$7,285,761dollars as filed
TIDAL TRUST II88636X484CHES TR FIXE ETF327,583$6,417,646dollars as filed
iShares Short Treasury Bond ETF464288679SHS51,572$5,693,051dollars as filed
ETF SER SOLUTIONS26922A453CLEARSHS ULTRA56,818$5,686,385dollars as filed
TIDAL TRUST II88636J873BLUE CH ASSE ETF185,637$5,162,862dollars as filed
NVIDIA Corp67066G104COM29,020$5,061,133dollars as filed
SPDW78463X889COM109,908$5,017,313dollars as filed
Apple Inc037833100COM17,470$4,433,605dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM6,819$1,960,948dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS27,282$1,902,920dollars as filed
ISHARES TR464288521CRE U S REIT ETF29,579$1,750,773dollars as filed
Broadcom Inc.11135F101COM5,290$1,637,424dollars as filed
EXXON MOBIL CORP30231G102COM9,303$1,578,325dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,343$1,532,617dollars as filed
Johnson & Johnson478160104COM5,567$1,360,755dollars as filed
Walmart Inc.931142103COM10,800$1,342,243dollars as filed
Tesla Motors, Inc88160R101COM3,124$1,161,503dollars as filed
Costco Wholesale Corporation22160K105COM939$935,200dollars as filed
JPMorgan Chase & Co46625H100COM3,012$886,095dollars as filed
Chevron Corporation166764100COM4,189$866,793dollars as filed
Caterpillar Inc.149123101COM1,192$844,698dollars as filed
Eli Lilly and Company532457108COM914$840,407dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,209$789,731dollars as filed
Coca-Cola Company191216100COM9,991$759,810dollars as filed
Cisco Systems,Inc.17275R102COM8,733$677,594dollars as filed
Merck & Co.,Inc.58933Y105COM5,533$665,624dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS13,778$646,336dollars as filed
Raytheon Technologies Corporation75513E101COM2,997$578,181dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS4,299$571,312dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA10,924$549,931dollars as filed
AbbVie,Inc.00287Y109COM2,401$522,198dollars as filed
Linde plcG54950103COM1,030$510,780dollars as filed
Intel Corp458140100COM10,550$465,569dollars as filed
Amgen Inc.031162100COM1,299$457,069dollars as filed
AT&T Inc00206R102COM15,496$449,223dollars as filed
Verizon Communications Inc92343V104COM8,906$447,101dollars as filed
Citigroup Inc.172967424COM3,911$443,551dollars as filed
NextEra Energy,Inc.65339F101COM4,768$442,831dollars as filed
Gilead Sciences,Inc.375558103COM3,131$436,431dollars as filed
Advanced Micro Devices,Inc.007903107COM1,876$381,685dollars as filed
General Electric Company369604301COM1,321$374,917dollars as filed
Pfizer Inc.717081103COM12,804$359,545dollars as filed
ConocoPhillips20825C104COM2,713$358,110dollars as filed
CORTEVA INC COM22052L104Stock4,070$340,700dollars as filed
Philip Morris International Inc.718172109COM2,059$340,430dollars as filed
Lockheed Martin Corporation539830109COM541$327,255dollars as filed
Honeywell Technologies438516106COM1,364$308,259dollars as filed
Deere & Company244199105COM520$292,882dollars as filed
Bristol-Myers Squibb Company110122108COM4,824$292,583dollars as filed
Goldman Sachs Group,Inc.38141G104COM328$277,743dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL1,657$267,962dollars as filed
PepsiCo,Inc.713448108COM1,666$258,739dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock1,620$251,942dollars as filed
QNITY ELECTRONICS INC COMMON STOCK74743L100Stock2,035$234,798dollars as filed
Texas Instruments Incorporated882508104COM1,179$228,971dollars as filed
Boeing Company097023105COM1,135$225,941dollars as filed
Morgan Stanley617446448COM1,369$225,263dollars as filed
McDonalds Corporation580135101COM723$224,632dollars as filed
Southern Company842587107COM2,285$220,560dollars as filed
Duke Energy Corporation26441C204COM1,675$219,334dollars as filed
Altria Group Inc02209S103COM3,315$218,765dollars as filed
Starbucks Corporation855244109COM2,427$217,462dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock607$208,460dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001749283-26-000004this filing2026-04-16acceptance time not in the bulk data set