StockDriftsStockDriftsTop 50 Spartan Planning & Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 15.58% | 259.7K | $23.9M | +56.22%(+93.44K) | $75.93(+21.98%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 7.37% | 225.2K | $11.3M | +21.38%(+39.67K) | $39.85(+23.61%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.96% | 40.0K | $9.1M | -17.56%(-8.53K) | $134.79(+61.05%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.51% | 25.4K | $8.5M | -17.52%(-5.40K) | $236.62(+44.93%) | 2026-09-30 | |
| HEGD | LISTED FDS TR | 5.5% | 314.4K | $8.4M | +1.87%(+5.78K) | $22.79(+18.21%) | 2026-09-30 | |
| TFFI | TIDAL TRUST II | 5.13% | 361.0K | $7.9M | -1.69%(-6.21K) | $19.60(+9.52%) | 2026-09-30 | |
| USRT | ISHARES TR | 4.89% | 121.9K | $7.5M | +0.99%(+1.20K) | $60.49(+1.78%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.05% | 12.1K | $6.2M | new | $386.83(+37.92%) | 2026-09-30 | |
| TFPN | TIDAL TRUST II | 3.8% | 194.7K | $5.8M | -3.97%(-8.06K) | $25.15(+19.06%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 2.58% | 43.2K | $4.0M | +4.27%(+1.77K) | $91.52(+0.06%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.32% | +13.54% | — | — | +1.69% |
| Top 20 Holdings Unweighted | +5.55% | +17.59% | — | — | +2.19% |
Spartan Planning & Wealth Management reports $153.44M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are SPTM (15.6%), SPDW (7.4%) and NVDA (6.0%). The top 20 holdings account for 78.93% of reported assets. Its disclosed equity book has returned +13.54% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Spartan Planning & Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1749283). View Spartan Planning & Wealth Management’s 13F filings on SEC