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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 2026-09-30, accepted by EDGAR 2026-10-13 20:14:38 UTC, with 74 holding rows worth $153,442,553.

Accession
0001749283-26-000008
Filer
CIK 1749283
Filed
2026-10-13
Accepted by EDGAR
Ingested
Source
EDGAR live feed

Original filing

13F report for Q3 2026

A holdings report, 74 entries on the cover page, a total value of $153,442,553 stated on the cover page (in dollars after the unit check, H1), rows summing to $153,442,553 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 ETF78464A805SHS259,652$23,900,924dollars as filed
SPDW78463X889COM225,221$11,308,370dollars as filed
NVIDIA Corp67066G104COM40,027$9,141,379dollars as filed
Apple Inc037833100COM25,406$8,460,607dollars as filed
LISTED FDS TR53656F599SWAN HEDGED EQTY314,431$8,445,609dollars as filed
TIDAL TRUST II88636X484CHES TR FIXE ETF361,036$7,874,349dollars as filed
ISHARES TR464288521CRE U S REIT ETF121,927$7,508,269dollars as filed
Microsoft Corp594918104COM12,105$6,208,679dollars as filed
TIDAL TRUST II88636J873BLUE CH ASSE ETF194,748$5,826,849dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS43,187$3,957,689dollars as filed
ETF SER SOLUTIONS26922A453CLEARSHS ULTRA38,445$3,848,359dollars as filed
ISHARES TR4642886613 7 YR TREAS BD33,236$3,770,278dollars as filed
Amazon.com, Inc023135106COM14,118$3,517,382dollars as filed
VANGUARD MALVERN FDS922020805SHS66,425$3,269,438dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA64,189$3,234,499dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS38,323$3,110,280dollars as filed
iShares Short Treasury Bond ETF464288679SHS24,546$2,707,917dollars as filed
Micron Technology,Inc.595112103COM1,630$1,735,623dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,887$1,681,483dollars as filed
Eli Lilly and Company532457108COM1,376$1,591,788dollars as filed
Broadcom Inc.11135F101COM4,462$1,567,159dollars as filed
Advanced Micro Devices,Inc.007903107COM2,547$1,557,923dollars as filed
Berkshire Hathaway Inc084670702COM2,992$1,489,822dollars as filed
JPMorgan Chase & Co46625H100COM4,425$1,464,018dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,090$1,393,604dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS6,857$1,342,234dollars as filed
EXXON MOBIL CORP30233Q108COM7,002$1,139,597dollars as filed
Johnson & Johnson478160104COM4,200$1,111,896dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,235$945,502dollars as filed
Visa Inc92826C839COM2,614$939,318dollars as filed
PROSHARES TR74347R107PSHS ULT S&P 50012,212$846,685dollars as filed
META PLATFORMS INC CL A30303M102COM1,086$787,529dollars as filed
AbbVie,Inc.00287Y109COM2,989$782,023dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS12,116$763,791dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS14,049$742,617dollars as filed
Lam Research Corporation512807306COM2,184$717,533dollars as filed
MasterCard, Inc57636Q104COM1,250$689,249dollars as filed
Palantir Technologies Inc. Class A69608A108COM3,660$684,527dollars as filed
Cisco Systems,Inc.17275R102COM6,031$649,140dollars as filed
Coca-Cola Company191216100COM7,510$646,481dollars as filed
Intel Corp458140100COM5,305$637,803dollars as filed
Chevron Corporation166764100COM2,991$610,710dollars as filed
Bank of America Corp060505104COM10,232$556,907dollars as filed
Merck & Co.,Inc.58933Y105COM3,792$551,056dollars as filed
Philip Morris International Inc.718172109COM2,740$522,884dollars as filed
General Electric Company369604301COM1,654$516,472dollars as filed
UnitedHealth Group Inc91324P102COM1,307$479,598dollars as filed
INVESCO EXCH TRADED FD TR II46138G888SHORT TERM ETF4,187$441,980dollars as filed
Amgen Inc.031162100COM1,047$441,496dollars as filed
Thermo Fisher Scientific Inc.883556102COM625$422,039dollars as filed
Goldman Sachs Group,Inc.38141G104COM442$397,688dollars as filed
Citigroup Inc.172967424COM2,971$384,698dollars as filed
Applied Materials,Inc.038222105COM717$366,888dollars as filed
Raytheon Technologies Corporation75513E101COM1,961$364,027dollars as filed
Wells Fargo & Company949746101COM4,380$350,580dollars as filed
Caterpillar Inc.149123101COM413$334,693dollars as filed
CORTEVA INC COM22052L104Stock4,077$316,587dollars as filed
Verizon Communications Inc92343V104COM6,729$308,640dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS5,775$308,372dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS5,902$305,500dollars as filed
Morgan Stanley617446448COM1,589$298,834dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS1,772$298,384dollars as filed
Gilead Sciences,Inc.375558103COM1,941$289,352dollars as filed
Texas Instruments Incorporated882508104COM1,021$285,959dollars as filed
Deere & Company244199105COM398$267,429dollars as filed
ConocoPhillips20825C104COM2,066$258,568dollars as filed
Pfizer Inc.717081103COM9,049$258,066dollars as filed
QNITY ELECTRONICS INC COMMON STOCK74743L100Stock2,035$255,881dollars as filed
Union Pacific Corporation907818108COM800$217,684dollars as filed
GE Vernova Inc.36828A101COM225$213,439dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL1,260$210,358dollars as filed
Danaher Corporation235851102COM923$204,462dollars as filed
Charles Schwab Corp808513105COM2,087$203,943dollars as filed
BlackRock,Inc.09290D101COM190$201,157dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001749283-26-000008this filing2026-10-13