Spartan Planning & Wealth Management - Portfolio overview

Spartan Planning & Wealth Management has 103 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 7.88%
2. SPTM - SPDR SERIES TRUST, 6.39%
3. IEI - ISHARES TR, 5.12%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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