Spartan Planning & Wealth Management Portfolio Holdings

Spartan Planning & Wealth Management

  • $123 Million
  • Q3 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $123 Million
  • Prior Value $112 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
Track This Portfolio

Track Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email