Spartan Planning & Wealth Management
Spartan Planning & Wealth Management reported 75 holdings worth US$150M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Spartan Planning & Wealth Management reported 75 holdings worth US$150M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 75
- Value as reported
- US$150M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 48,552 | US$9.71M | 6.5% |
| Apple Inc | 30,802 | US$8.91M | 5.9% |
| Alphabet Inc (google) Class C | 20,510 | US$7.33M | 4.9% |
| Amazon.com, Inc. | 12,054 | US$2.87M | 1.9% |
| Broadcom Inc. | 5,752 | US$2.17M | 1.4% |
| Eli Lilly And Company | 1,490 | US$1.79M | 1.2% |
| Micron Technology, Inc. | 1,428 | US$1.65M | 1.1% |
| Advanced Micro Devices Inc | 2,729 | US$1.59M | 1.1% |
| Intel Corporation | 10,345 | US$1.44M | 0.96% |
| Jp Morgan Chase & Co. | 4,201 | US$1.38M | 0.92% |
| Tesla, Inc. | 3,243 | US$1.36M | 0.91% |
| Johnson & Johnson | 5,209 | US$1.32M | 0.88% |
| Caterpillar, Inc. | 1,119 | US$1.19M | 0.79% |
| Applied Materials, Inc. | 1,488 | US$1.08M | 0.72% |
| Lam Research Corporation | 2,387 | US$1.03M | 0.69% |
| Cisco Systems, Inc. | 8,021 | US$942K | 0.63% |
| Coca-cola Company (the) | 9,149 | US$743K | 0.49% |
| Exxon Mobil Corporation | 5,270 | US$720K | 0.48% |
| Unitedhealth Group Incorporated | 1,676 | US$697K | 0.46% |
| Berkshire Hathaway Inc. | 1,354 | US$678K | 0.45% |
| Walmart Inc. | 5,850 | US$663K | 0.44% |
| Abbvie Inc. | 2,630 | US$662K | 0.44% |
| Bank Of America Corporation | 11,599 | US$661K | 0.44% |
| Philip Morris International Inc | 3,602 | US$652K | 0.43% |
| Merck & Company, Inc. | 4,853 | US$624K | 0.42% |
| Goldman Sachs Group, Inc. (the) | 587 | US$594K | 0.40% |
| Ge Vernova Inc. | 478 | US$562K | 0.37% |
| Visa Inc. | 1,636 | US$561K | 0.37% |
| Ge Aerospace | 1,492 | US$557K | 0.37% |
| Texas Instruments Incorporated | 1,725 | US$514K | 0.34% |
| Costco Wholesale Corporation | 546 | US$511K | 0.34% |
| Morgan Stanley | 2,296 | US$480K | 0.32% |
| Qualcomm Incorporated | 2,544 | US$470K | 0.31% |
| Citigroup, Inc. | 3,325 | US$465K | 0.31% |
| Rtx Corporation | 2,228 | US$423K | 0.28% |
| Chevron Corporation | 2,509 | US$416K | 0.28% |
| Home Depot, Inc. (the) | 1,071 | US$378K | 0.25% |
| Amgen Inc. | 977 | US$354K | 0.24% |
| Corteva, Inc. | 4,070 | US$345K | 0.23% |
| Qnity Electronics, Inc. | 2,035 | US$332K | 0.22% |
| Union Pacific Corporation | 1,143 | US$311K | 0.21% |
| Procter & Gamble Company (the) | 1,679 | US$246K | 0.16% |
| Verizon Communications Inc. | 5,755 | US$244K | 0.16% |
| Cvs Health Corporation | 2,344 | US$243K | 0.16% |
| Altria Group, Inc. | 3,320 | US$239K | 0.16% |
| Starbucks Corporation | 2,311 | US$236K | 0.16% |
| Southern Company (the) | 2,438 | US$233K | 0.16% |
| Deere & Company | 331 | US$210K | 0.14% |
| Nextera Energy, Inc. | 2,321 | US$204K | 0.14% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Leidos Holdings, Inc. | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Pfizer, Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Boeing Company (the) | 0 | US$0 | 0.00% |
| Bristol-myers Squibb Company | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
| Duke Energy Corporation (holding Company) | 0 | US$0 | 0.00% |
| General Dynamics Corporation | 0 | US$0 | 0.00% |
| Gilead Sciences, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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