Spartan Planning & Wealth Management

Spartan Planning & Wealth Management reported 69 holdings worth US$135M as of Mar 31, 2026 (Form 13F)

As of Mar 31, 2026 · Filed Apr 16, 2026

Spartan Planning & Wealth Management reported 69 holdings worth US$135M as of Mar 31, 2026. Filed Apr 16, 2026 (Form 13F).

Holdings

69

Value as reported

US$135M

Source

View original at SEC

Related

• Spartan Planning & Wealth Management
• Form 13F · Spartan Planning & Wealth Management · Oct 13, 2026
• Form 13F · Spartan Planning & Wealth Management · Jul 22, 2026