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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 2026-06-30, filed 2026-07-22, with 75 holding rows worth $150,257,243.

Accession
0001749283-26-000005
Filer
CIK 1749283
Filed
2026-07-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 75 entries on the cover page, a total value of $150,257,243 stated on the cover page (in dollars after the unit check, H1), rows summing to $150,257,243 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 ETF78464A805SHS166,207$15,089,970dollars as filed
NVIDIA Corp67066G104COM48,552$9,714,704dollars as filed
SPDW78463X889COM185,548$9,349,756dollars as filed
Apple Inc037833100COM30,802$8,912,988dollars as filed
LISTED FDS TR53656F599SWAN HEDGED EQTY308,649$8,228,582dollars as filed
ISHARES TR464288521CRE U S REIT ETF120,727$8,022,324dollars as filed
TIDAL TRUST II88636X484CHES TR FIXE ETF367,245$7,236,486dollars as filed
TIDAL TRUST II88636J873BLUE CH ASSE ETF202,807$6,390,194dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM11,535$4,122,193dollars as filed
INVESCO EXCH TRADED FD TR II46138G888SHORT TERM ETF36,084$3,809,416dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS41,418$3,795,510dollars as filed
ETF SER SOLUTIONS26922A453CLEARSHS ULTRA37,329$3,735,679dollars as filed
iShares Short Treasury Bond ETF464288679SHS32,858$3,625,856dollars as filed
ISHARES TR4642886613 7 YR TREAS BD29,542$3,469,727dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS41,846$3,466,533dollars as filed
Goldman Sachs Access Treasury 0-1 Year ETF381430529SHS32,816$3,286,894dollars as filed
VANGUARD MALVERN FDS922020805SHS64,622$3,245,940dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM9,078$3,207,693dollars as filed
Amazon.com, Inc023135106COM12,054$2,872,840dollars as filed
Broadcom Inc.11135F101COM5,752$2,172,778dollars as filed
Eli Lilly and Company532457108COM1,490$1,786,934dollars as filed
Micron Technology,Inc.595112103COM1,428$1,648,717dollars as filed
Advanced Micro Devices,Inc.007903107COM2,729$1,585,173dollars as filed
Intel Corp458140100COM10,345$1,444,535dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS27,024$1,399,302dollars as filed
JPMorgan Chase & Co46625H100COM4,201$1,375,057dollars as filed
Tesla Motors, Inc88160R101COM3,243$1,363,939dollars as filed
Johnson & Johnson478160104COM5,209$1,322,916dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS6,378$1,215,101dollars as filed
Caterpillar Inc.149123101COM1,119$1,192,051dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,470$1,100,868dollars as filed
Applied Materials,Inc.038222105COM1,488$1,075,961dollars as filed
Lam Research Corporation512807306COM2,387$1,034,402dollars as filed
Cisco Systems,Inc.17275R102COM8,021$942,153dollars as filed
Coca-Cola Company191216100COM9,149$743,499dollars as filed
EXXON MOBIL CORP30231G102COM5,270$720,499dollars as filed
UnitedHealth Group Inc91324P102COM1,676$696,669dollars as filed
Berkshire Hathaway Inc084670702COM1,354$677,521dollars as filed
Walmart Inc.931142103COM5,850$662,527dollars as filed
AbbVie,Inc.00287Y109COM2,630$661,815dollars as filed
Bank of America Corp060505104COM11,599$660,924dollars as filed
Philip Morris International Inc.718172109COM3,602$651,601dollars as filed
Merck & Co.,Inc.58933Y105COM4,853$623,671dollars as filed
Goldman Sachs Group,Inc.38141G104COM587$593,682dollars as filed
GE Vernova Inc.36828A101COM478$561,658dollars as filed
Visa Inc92826C839COM1,636$561,287dollars as filed
General Electric Company369604301COM1,492$557,449dollars as filed
Texas Instruments Incorporated882508104COM1,725$514,070dollars as filed
Costco Wholesale Corporation22160K105COM546$510,837dollars as filed
Linde plcG54950103COM929$481,985dollars as filed
Morgan Stanley617446448COM2,296$480,041dollars as filed
Qualcomm Incorporated747525103COM2,544$470,104dollars as filed
Citigroup Inc.172967424COM3,325$465,333dollars as filed
Raytheon Technologies Corporation75513E101COM2,228$422,795dollars as filed
PROSHARES TR74347R107PSHS ULT S&P 5006,214$418,708dollars as filed
Chevron Corporation166764100COM2,509$415,913dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS5,985$404,379dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS6,946$400,578dollars as filed
Home Depot, Inc437076102COM1,071$377,549dollars as filed
Amgen Inc.031162100COM977$353,836dollars as filed
CORTEVA INC COM22052L104Stock4,070$344,688dollars as filed
QNITY ELECTRONICS INC COMMON STOCK74743L100Stock2,035$332,336dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS5,924$317,573dollars as filed
Union Pacific Corporation907818108COM1,143$310,977dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL1,492$276,382dollars as filed
HONEYWELL INTL INC COM438516205Stock1,192$266,831dollars as filed
Procter & Gamble Co742718109COM1,679$246,209dollars as filed
Verizon Communications Inc92343V104COM5,755$243,653dollars as filed
CVS Health Corporation126650100COM2,344$242,523dollars as filed
Altria Group Inc02209S103COM3,320$238,882dollars as filed
Starbucks Corporation855244109COM2,311$236,111dollars as filed
Southern Company842587107COM2,438$233,360dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS1,400$222,140dollars as filed
Deere & Company244199105COM331$209,796dollars as filed
NextEra Energy,Inc.65339F101COM2,321$203,680dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001749283-26-000005this filing2026-07-22acceptance time not in the bulk data set