Holdings of Spartan Planning & Wealth Management

Name: Holdings of Spartan Planning & Wealth Management
Creator: Titelia

67 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 62.4 % of the equity sleeve

Sector breakdown

Technology 10.1 %
Health care 3.8 %
Communication 3.4 %
Consumer staples 3.0 %
Industrials 2.4 %
Energy 1.5 %
Consumer discretionary 1.4 %
Financials 1.4 %
Utilities 0.7 %
Funds 0.6 %
Materials 0.3 %
Unattributed 71.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 100.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	67	129.5M $	100.00 %

Positions

Rank	Company	Shares	Value
1	SPDR Series Trust	149,192	13.7M $
2	State Street SPDR Portfolio S&	140,234	11.1M $
3	iShares Trust	74,906	8.9M $
4	Goldman Sachs Access Treasury 0-1 Year ETF	74,051	7.4M $
5	Invesco Short Term Treasury ETF	69,961	7.4M $
6	Vanguard Malvern Funds	146,754	7.3M $
7	Swan Hedged Equity US Large Cap ETF	294,970	7.3M $
8	Tidal Trust II	327,583	6.4M $
9	iShares 0-1 Year Treasury Bond ETF	51,572	5.7M $
10	Clearshares Ultra-Short Maturi	56,818	5.7M $
11	NVIDIA Corp	29,020	5.1M $
12	State Street SPDR Portfolio Developed World ex-US ETF	109,908	5M $
13	Apple Inc	17,470	4.4M $
14	Alphabet Inc	6,819	2M $
15	iShares Core MSCI Emerging Markets ETF	27,282	1.9M $
16	iShares Core U.S. REIT ETF	29,579	1.8M $
17	Broadcom Inc	5,290	1.6M $
18	Exxon Mobil Corp	9,303	1.6M $
19	Alphabet Inc	5,343	1.5M $
20	Johnson & Johnson	5,567	1.4M $
21	Walmart Inc	10,800	1.3M $
22	Tesla Inc	3,124	1.2M $
23	Costco Wholesale Corp	939	935.2K $
24	JPMorgan Chase & Co	3,012	886.1K $
25	Chevron Corp	4,189	866.8K $
26	Caterpillar Inc	1,192	844.7K $
27	Eli Lilly & Co	914	840.4K $
28	iShares Core S&P 500 ETF	1,209	789.7K $
29	Coca-Cola Co/The	9,991	759.8K $
30	Cisco Systems, Inc.	8,733	677.6K $
31	Merck & Co Inc	5,533	665.6K $
32	State Street SPDR Portfolio Emerging Markets ETF	13,778	646.3K $
33	RTX Corp	2,997	578.2K $
34	SELECT SECTOR SPDR TRUST (THE)	4,299	571.3K $
35	WisdomTree Trust	10,924	549.9K $
36	AbbVie Inc	2,401	522.2K $
37	Intel Corp	10,550	465.6K $
38	Amgen Inc	1,299	457.1K $
39	AT&T Inc	15,496	449.2K $
40	Verizon Communications Inc	8,906	447.1K $
41	Citigroup Inc	3,911	443.6K $
42	NextEra Energy Inc	4,768	442.8K $
43	Gilead Sciences Inc	3,131	436.4K $
44	Advanced Micro Devices Inc	1,876	381.7K $
45	General Electric Co	1,321	374.9K $
46	Pfizer Inc	12,804	359.5K $
47	ConocoPhillips	2,713	358.1K $
48	Corteva Inc	4,070	340.7K $
49	Philip Morris International Inc.	2,059	340.4K $
50	Lockheed Martin Corp	541	327.3K $
51	Honeywell International Inc	1,364	308.3K $
52	Deere & Co	520	292.9K $
53	Bristol-Myers Squibb Co	4,824	292.6K $
54	Goldman Sachs Group Inc/The	328	277.7K $
55	Select Sector Spdr Trust	1,657	268K $
56	PepsiCo Inc	1,666	258.7K $
57	Leidos Holdings Inc	1,620	251.9K $
58	Qnity Electronics Inc	2,035	234.8K $
59	Texas Instruments Inc	1,179	229K $
60	Boeing Co/The	1,135	225.9K $
61	Morgan Stanley	1,369	225.3K $
62	McDonald's Corp.	723	224.6K $
63	Southern Co/The	2,285	220.6K $
64	Duke Energy Corp	1,675	219.3K $
65	Altria Group, Inc.	3,315	218.8K $
66	Starbucks Corp	2,427	217.5K $
67	General Dynamics Corp	607	208.5K $