Spartan Planning & Wealth Management has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $123 Million distributed in 76 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $16.2M, Nvidia Corp with a value of $8.96M, Listed Fds Tr Swan Hedged Equi with a value of $8.51M, Spdr Ser Tr Fds Spdr Portfolio with a value of $8.07M, and Microsoft Corp with a value of $7.8M.
Examining the 13F form we can see an increase of $10.7M in the current position value, from $112M to 123M.
Spartan Planning & Wealth Management is based out at Greensboro, NC
Below you can find more details about Spartan Planning & Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$123 Million
ETFs: $56.8 Million
Technology: $30.9 Million
Communication Services: $9.63 Million
Financial Services: $8.32 Million
Consumer Cyclical: $7.76 Million
Healthcare: $3.1 Million
Industrials: $1.94 Million
Energy: $1.64 Million
Other: $2.54 Million
Stock Holdings Table Market Cap. of $200 Billions or more
