Spartan Planning & Wealth Management
Spartan Planning & Wealth Management reported 75 positions worth $150.3M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: SPTM (10.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPTM | SH | $15.1M | 10.04% | 166,207 | — | — | |
| ▸ 2 | NVDA | SH | $9.7M | 6.47% | 48,552 | — | — | |
| ▸ 3 | SPDW | SH | $9.3M | 6.22% | 185,548 | — | — | |
| ▸ 4 | AAPL | SH | $8.9M | 5.93% | 30,802 | — | — | |
| ▸ 5 | HEGD | SH | $8.2M | 5.48% | 308,649 | — | — | |
| ▸ 6 | USRT | SH | $8.0M | 5.34% | 120,727 | — | — | |
| ▸ 7 | TFFI | SH | $7.2M | 4.82% | 367,245 | — | — | |
| ▸ 8 | TFPN | SH | $6.4M | 4.25% | 202,807 | — | — | |
| ▸ 9 | GOOGL | SH | $4.1M | 2.74% | 11,535 | — | — | |
| ▸ 10 | TBLL | SH | $3.8M | 2.54% | 36,084 | — | — |
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Frequently Asked Questions
What stocks does Spartan Planning & Wealth Management hold as of Q2 2026?
Spartan Planning & Wealth Management reported 75 positions worth $150.3M in its Q2 2026 13F filing. Largest positions: SPTM (10.0%), NVDA (6.5%), SPDW (6.2%), AAPL (5.9%) and HEGD (5.5%).
What did Spartan Planning & Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Spartan Planning & Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.