account_balance
Investment manager · 13F filer · SEC CIK 1749283
Spartan Planning & Wealth Management
Reported value$153Mas of Sep 30, 2026
Positions74 13 new, 14 sold out
Top 10 weight60.4%SPTM alone is 16%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPTMSPDR Series Trust
15.6%Added +56%
SPDWSPDR Index SHS FDS
7.4%Added +21%
NVDANVIDIA Corp
6.0%Trimmed −18%
AAPLApple Inc.
5.5%Trimmed −18%
HEGDListed FDS Tr
5.5%
TFFITidal Trust II
5.1%
USRTiShares Tr
4.9%
MSFTMicrosoft Corp
4.0%New
TFPNTidal Trust II
3.8%Trimmed −4%
BILSPDR Series Trust
2.6%Added +4%
OPERETF Ser Solutions
2.5%Added +3%
IEIiShares Tr
2.5%Added +13%
SPTMSPDR Series Trust
15.6%Added +56%
SPDWSPDR Index SHS FDS
7.4%
NVDANVIDIA Corp
6.0%−18%
AAPLApple Inc.
5.5%−18%
HEGDListed FDS Tr
5.5%
TFFITidal Trust II
5.1%
USRTiShares Tr
4.9%
MSFTMicrosoft Corp
4.0%
TFPNTidal Trust II
3.8%
BIL2.6%
OPER2.5%
IEI2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPTM SPDR Series Trust 15.6% Added +56%
SPDW SPDR Index SHS FDS 7.4% Added +21%
NVDA NVIDIA Corp 6.0% Trimmed −18%AAPL Apple Inc. 5.5% Trimmed −18%HEGD Listed FDS Tr 5.5% Held
TFFI Tidal Trust II 5.1% Held
USRT iShares Tr 4.9% Held
MSFT Microsoft Corp 4.0% NewTFPN Tidal Trust II 3.8% Trimmed −4%
BIL SPDR Series Trust 2.6% Added +4%
OPER ETF Ser Solutions 2.5% Added +3%
IEI iShares Tr 2.5% Added +13%
What changed
Biggest moves since Jun 30, 2026
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