Spartan Planning & Wealth Management: 13F holdings
CIK 17492832026Q2
| Positions | 75 |
|---|---|
| Reported value | $150.3m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 166,207 | $15.1m | 10.0% |
| NVDA NVIDIA CORPORATION | 48,552 | $9.7m | 6.5% |
| EWU SPDR INDEX SHS FDS | 185,548 | $9.3m | 6.2% |
| AAPL APPLE INC | 30,802 | $8.9m | 5.9% |
| LISTED FDS TR | 308,649 | $8.2m | 5.5% |
| USRT ISHARES TR | 120,727 | $8.0m | 5.3% |
| TIDAL TRUST II | 367,245 | $7.2m | 4.8% |
| TIDAL TRUST II | 202,807 | $6.4m | 4.3% |
| GOOGL ALPHABET INC | 11,535 | $4.1m | 2.7% |
| TBLL INVESCO EXCH TRADED FD TR II | 36,084 | $3.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1749283")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.