Spartan Planning & Wealth Management has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $112 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 $14.8M, Listed Fds Tr Swan Hedged Equi with a value of $7.63M, Nvidia Corp with a value of $7.58M, Microsoft Corp with a value of $7.54M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $7.36M.
Examining the 13F form we can see an increase of $12.7M in the current position value, from $99.2M to 112M.
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
$112 Million
ETFs: $62.1 Million
Technology: $21.1 Million
Financial Services: $7.86 Million
Communication Services: $7.14 Million
Consumer Cyclical: $6.62 Million
Consumer Defensive: $2.79 Million
Industrials: $2.07 Million
Healthcare: $1.22 Million
Other: $1.01 Million
Stock Holdings Table Market Cap. of $200 Billions or more
