Spartan Planning & Wealth Management
Spartan Planning & Wealth Management reported 74 holdings worth US$153M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Spartan Planning & Wealth Management reported 74 holdings worth US$153M as of Sep 30, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 74
- Value as reported
- US$153M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 40,027 | US$9.14M | 6.0% |
| Apple Inc | 25,406 | US$8.46M | 5.5% |
| Microsoft Corp. | 12,105 | US$6.21M | 4.0% |
| Amazon.com, Inc. | 14,118 | US$3.52M | 2.3% |
| Alphabet Inc (google) Class C | 8,977 | US$3.08M | 2.0% |
| Micron Technology, Inc. | 1,630 | US$1.74M | 1.1% |
| Eli Lilly And Company | 1,376 | US$1.59M | 1.0% |
| Broadcom Inc. | 4,462 | US$1.57M | 1.0% |
| Advanced Micro Devices Inc | 2,547 | US$1.56M | 1.0% |
| Berkshire Hathaway Inc. | 2,992 | US$1.49M | 0.97% |
| Jp Morgan Chase & Co. | 4,425 | US$1.46M | 0.95% |
| Johnson & Johnson | 4,200 | US$1.11M | 0.72% |
| Visa Inc. | 2,614 | US$939K | 0.61% |
| Meta Platforms, Inc. | 1,086 | US$788K | 0.51% |
| Abbvie Inc. | 2,989 | US$782K | 0.51% |
| Lam Research Corporation | 2,184 | US$718K | 0.47% |
| Mastercard Incorporated | 1,250 | US$689K | 0.45% |
| Palantir Technologies Inc. | 3,660 | US$685K | 0.45% |
| Cisco Systems, Inc. | 6,031 | US$649K | 0.42% |
| Coca-cola Company (the) | 7,510 | US$646K | 0.42% |
| Intel Corporation | 5,305 | US$638K | 0.42% |
| Chevron Corporation | 2,991 | US$611K | 0.40% |
| Bank Of America Corporation | 10,232 | US$557K | 0.36% |
| Merck & Company, Inc. | 3,792 | US$551K | 0.36% |
| Philip Morris International Inc | 2,740 | US$523K | 0.34% |
| Ge Aerospace | 1,654 | US$516K | 0.34% |
| Unitedhealth Group Incorporated | 1,307 | US$480K | 0.31% |
| Amgen Inc. | 1,047 | US$441K | 0.29% |
| Thermo Fisher Scientific Inc | 625 | US$422K | 0.28% |
| Goldman Sachs Group, Inc. (the) | 442 | US$398K | 0.26% |
| Citigroup, Inc. | 2,971 | US$385K | 0.25% |
| Applied Materials, Inc. | 717 | US$367K | 0.24% |
| Rtx Corporation | 1,961 | US$364K | 0.24% |
| Wells Fargo & Company | 4,380 | US$351K | 0.23% |
| Caterpillar, Inc. | 413 | US$335K | 0.22% |
| Corteva, Inc. | 4,077 | US$317K | 0.21% |
| Verizon Communications Inc. | 6,729 | US$309K | 0.20% |
| Morgan Stanley | 1,589 | US$299K | 0.19% |
| Gilead Sciences, Inc. | 1,941 | US$289K | 0.19% |
| Texas Instruments Incorporated | 1,021 | US$286K | 0.19% |
| Deere & Company | 398 | US$267K | 0.17% |
| Conocophillips | 2,066 | US$259K | 0.17% |
| Pfizer, Inc. | 9,049 | US$258K | 0.17% |
| Qnity Electronics, Inc. | 2,035 | US$256K | 0.17% |
| Union Pacific Corporation | 800 | US$218K | 0.14% |
| Ge Vernova Inc. | 225 | US$213K | 0.14% |
| Danaher Corporation | 923 | US$204K | 0.13% |
| Charles Schwab Corporation (the) | 2,087 | US$204K | 0.13% |
| Blackrock, Inc. | 190 | US$201K | 0.13% |
| Starbucks Corporation | 0 | US$0 | 0.00% |
| Tesla, Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
| Altria Group, Inc. | 0 | US$0 | 0.00% |
| Costco Wholesale Corporation | 0 | US$0 | 0.00% |
| Cvs Health Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Nextera Energy, Inc. | 0 | US$0 | 0.00% |
| Procter & Gamble Company (the) | 0 | US$0 | 0.00% |
| Qualcomm Incorporated | 0 | US$0 | 0.00% |
| Southern Company (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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