Holdings
Spartan Planning & Wealth Management
As of Sep 30, 2026, Spartan Planning & Wealth Management reported 49 positions worth US$57.3M. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 40,027 | US$9.14M | −8,525 | Sep 30, 2026 |
| Apple Inc | 25,406 | US$8.46M | −5,396 | Sep 30, 2026 |
| Microsoft Corp. | 12,105 | US$6.21M | new | Sep 30, 2026 |
| Amazon.com, Inc. | 14,118 | US$3.52M | +2,064 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 8,977 | US$3.08M | −11,533 | Sep 30, 2026 |
| Micron Technology, Inc. | 1,630 | US$1.74M | +202 | Sep 30, 2026 |
| Eli Lilly And Company | 1,376 | US$1.59M | −114 | Sep 30, 2026 |
| Broadcom Inc. | 4,462 | US$1.57M | −1,290 | Sep 30, 2026 |
| Advanced Micro Devices Inc | 2,547 | US$1.56M | −182 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 2,992 | US$1.49M | +1,638 | Sep 30, 2026 |