§ 13F · FUND PROFILE
Spartan Planning & Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $116.7T (13F)Positions · 76Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 212K | $17.5T | 12.9% | +5% |
| 2 | IEI | ISHARES TR | 136K | $16.2T | 12.0% | +192% |
| 3 | NVDA | NVIDIA CORPORATION | 54K | $10.0T | 7.4% | +12% |
| 4 | HEGD | LISTED FDS TR | 351K | $8.9T | 6.5% | +3% |
| 5 | AAPL | APPLE INC | 31K | $8.4T | 6.2% | +7% |
| 6 | SPDW | SPDR INDEX SHS FDS | 178K | $7.9T | 5.8% | −6% |
| 7 | TFPN | TIDAL TRUST II | 179K | $4.6T | 3.4% | +3% |
| 8 | AMZN | AMAZON COM INC | 20K | $4.6T | 3.4% | +4% |
| 9 | MSFT | MICROSOFT CORP | 8K | $3.7T | 2.8% | −49% |
| 10 | GOOGL | ALPHABET INC | 11K | $3.5T | 2.6% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPARTAN SIGNAL
AC read
Spartan Planning & Wealth Management is a Other fund managing $116744.4 trillion in assets. The fund runs a portfolio of 76 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed