Spartan Planning & Wealth Management 13F Holdings
CIK 0001749283 · GREENSBORO, NC
As of Sep 30, 2025, Spartan Planning & Wealth Management reported 76 positions worth
CIK 0001749283 · GREENSBORO, NC
As of Sep 30, 2025, Spartan Planning & Wealth Management reported 76 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 201,382 | 6.2M | 12.68% |
| NVIDIA CORP | NVDA | Technology | 48,015 | $9.0M | 7.00% |
| SWAN HEDGED EQUITY US LARGE CAP ETF | HEGD | — | 341,333 | $8.5M | 6.64% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 188,572 | $8.1M | 6.30% |
| MICROSOFT CORP | MSFT | Technology | 15,056 | $7.8M | 6.09% |
| APPLE INC | AAPL | Technology | 28,850 | $7.3M | 5.74% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 46,531 | $5.6M | 4.34% |
| SPDR SERIES TRUST | — | — | 194,009 | $4.5M | 3.48% |
| TIDAL TR II | TFPN | — | 174,377 | $4.3M | 3.38% |
| AMAZON.COM INC | AMZN | Equity | 19,103 | $4.2M | 3.28% |
| META PLATFORMS INC | META | Communication Services | 4,410 | $3.2M | 2.53% |
| BROADCOM INC | AVGO | Technology | 8,932 | $2.9M | 2.30% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 25,050 | $2.6M | 2.02% |
| ALPHABET INC | GOOGL | Equity | 10,121 | $2.5M | 1.92% |
| TESLA INC | TSLA | Consumer Cyclical | 4,996 | $2.2M | 1.74% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 32,032 | $2.1M | 1.65% |
| ALPHABET INC | GOOG | Equity | 8,001 | .9M | 1.52% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,552 | .8M | 1.39% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 5,464 | .7M | 1.35% |
| ISHARES CORE S&P 500 ETF | IVV | — | 2,293 | .5M | 1.20% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 18,480 | .5M | 1.20% |
| ISHARES CORE US REIT ETF | USRT | — | 24,458 | .4M | 1.12% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 4,371 | .2M | 0.96% |
| HOME DEPOT INC | HD | Consumer Cyclical | 2,680 | .1M | 0.85% |
| EXXON MOBIL CORP | XOM | Energy | 9,265 | .0M | 0.82% |