SP

Spartan Planning & Wealth Management

13F
Spartan Planning & Wealth Management
Last update 2025-07-17 76 Stocks (22 new)
Value $117.00 Mil Turnover 34 %
Countries:
Top Holdings: SPTM(12.70%)HEGD(6.57%)NVDA(6.50%)MSFT(6.46%)SPDW(6.30%)
Summary Stock Picks Current Portfolio
Spartan Planning & Wealth Mana... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
198,046
14,831.6
+61.29%
12.700
+4.83%
0.140
+19.09%
+6.80%
10,718.8
 
HEGD
Swan Hedged Equity US Large Cap ETF
326,419
7,670.9
+49.56%
6.570
+2.18%
1.800
+9.65%
+5.98%
442.8
 
NVDA
NVIDIA Corp
47,995
7,582.7
+80.30%
6.500
+2.89%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
MSFT
Microsoft Corp
15,152
7,536.8
New Holding
6.460
+6.46%
0.000
+38.00%
+20.34%
3,755,441.4
Software
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
181,668
7,355.8
+10.74%
6.300
+0.61%
0.030
+10.37%
+19.16%
27,253.0
 
STIP
iShares 0-5 Year TIPS Bond ETF
48,312
4,971.8
-18.53%
4.260
-1.10%
0.040
+0.18%
+2.46%
12,399.5
 
SHY
iShares 1-3 Year Treasury Bond ETF
56,198
4,656.6
-48.42%
3.990
-4.23%
0.020
-0.11%
+0.81%
23,708.2
 
AMZN
Amazon.com Inc
19,488
4,275.5
+92.59%
3.660
+1.76%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
BWX
SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF
176,993
4,157.6
+64.63%
3.560
+1.40%
0.270
+0.43%
+8.51%
1,536.5
 
TFPN
Blueprint Chesapeake Multi-Asset Trend ETF
Blueprint Chesapeake Multi-Asset Trend ETF
167,434
3,841.6
+7.89%
3.290
+0.24%
3.320
+6.46%
-5.87%
117.3
 

Spartan Planning & Wealth Management's Historical Top Holdings Breakdowns

Spartan Planning & Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MSFT
Microsoft Corp
2025-06-30
New Buy
New Buy
+6.46%
●
354.56 ($433.34) 497.45
$505.27
16.60%
New holding
15,152
15,152
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-06-30
Add
Add
+4.83%
●
60.34 ($69.38) 74.89
$76.29
9.96%
Add 61.29%
198,046
75,254
SHY
iShares 1-3 Year Treasury Bond ETF
2025-06-30
Reduce
Reduce
-4.23%
●
82.21 ($82.56) 83.12
$82.64
0.10%
Reduce -48.42%
56,198
-52,759
GOVT
iShares U.S. Treasury Bond ETF
2025-06-30
Reduce
Reduce
-3.84%
●
22.51 ($22.78) 23.17
$22.82
0.15%
Reduce -81.62%
38,861
-172,574
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-06-30
Reduce
Reduce
-3.57%
●
58.32 ($58.58) 58.98
$58.61
0.05%
Reduce -80.89%
14,821
-62,747
AAPL
Apple Inc
2025-06-30
Sold Out
Sold Out
-3.28%
●
172.42 ($202.27) 223.89
$214.40
6.00%
Sold Out
0
-15,226
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+2.89%
●
94.31 ($125.57) 157.99
$167.03
33.02%
Add 80.3%
47,995
21,376
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-06-30
Reduce
Reduce
-2.74%
●
91.43 ($91.58) 91.74
$91.67
0.10%
Reduce -48.11%
33,279
-30,859
SPEM
SPDR Portfolio Emerging Markets ETF
2025-06-30
Reduce
Reduce
-2.27%
●
34.72 ($40.34) 42.74
$43.78
8.53%
Reduce -76.92%
17,859
-59,530
HEGD
Swan Hedged Equity US Large Cap ETF
2025-06-30
Add
Add
+2.18%
●
21.21 ($22.43) 23.5
$23.74
5.84%
Add 49.56%
326,419
108,161

Spartan Planning & Wealth Management Total Holding History ($B)

To

Spartan Planning & Wealth Management's Asset Allocation

To

Spartan Planning & Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Spartan Planning & Wealth Management's Hypothetical Growth since 2025-06-30

Spartan Planning & Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Spartan Planning & Wealth Management's Holdings Heat Map

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Spartan Planning & Wealth Management's Holdings Bubble Chart

Spartan Planning & Wealth Management News

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