Spartan Planning & Wealth Management holds a focused book of 75 stocks worth $150.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Amazon.com Inc and trimmed Invesco Short Term Treasury. Their largest long position is SS SPDR P S&P 1500 Comp ETF at 10% of the equity book. Cloning the disclosed picks since 2025 would be +10% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1749283/holdings"
Use Arkolith to show Spartan Planning & Wealth Management's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.6 points over this window.
Growth of $10,000 cloning Spartan Planning & Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
41% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Spartan Planning & Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 77 / 75 | $560.0B |
| JPMORGAN CHASE & CO | 77 / 75 | $538.4B |
| LPL Financial LLC | 77 / 75 | $73.0B |
| CWM, LLC | 77 / 75 | $8.5B |
| BANK OF AMERICA CORP /DE/ | 76 / 75 | $361.2B |
| ROYAL BANK OF CANADA | 76 / 75 | $168.5B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 75 | $77.5B |
| HighTower Advisors, LLC | 76 / 75 | $27.8B |
Ranked by how many of Spartan Planning & Wealth Management's top 75 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR PR SP1500 | $15.1M | 166.2K | 10.0% | ▲+19% Added · +26K sh | |
| 2 | Nvidia Corporation COM | $9.7M | 48.6K | 6.5% | ▲+67% Added · +20K sh | |
| 3 | SPDR Index SHS FDS ST STR PO EX ETF | $9.3M | 185.5K | 6.2% | ▲+69% Added · +76K sh | |
| 4 | Apple Inc COM | $8.9M | 30.8K | 5.9% | ▲+76% Added · +13K sh | |
| 5 | Listed FDS TR SWAN HEDGED EQTY | $8.2M | 308.6K | 5.5% | ▲+4.6% Added · +14K sh | |
| 6 | Ishares TR CRE U S REIT ETF | $8.0M | 120.7K | 5.3% | ▲+308% Added · +91K sh | |
| 7 | Tidal Trust II CHES TR FIXE ETF | $7.2M | 367.2K | 4.8% | ▲+12% Added · +40K sh | |
| 8 | Tidal Trust II BLUE CH ASSE ETF | $6.4M | 202.8K | 4.3% | ▲+9.2% Added · +17K sh | |
| 9 | Alphabet Inc CAP STK CL A | $4.1M | 11.5K | 2.7% | ▲+69% Added · +5K sh | |
| 10 | Invesco Exch Traded FD TR II SHORT TERM ETF | $3.8M | 36.1K | 2.5% | ▼−48% Reduced · −34K sh | |
| 11 | SPDR Series Trust ST STR BLO 1 ETF | $3.8M | 41.4K | 2.5% | ▼−72% Reduced · −108K sh | |
| 12 | ETF Ser Solutions CLEARSHS ULTRA | $3.7M | 37.3K | 2.5% | ▼−34% Reduced · −19K sh | |
| 13 | Ishares TR TRUST ISHARE 0-1 | $3.6M | 32.9K | 2.4% | ▼−36% Reduced · −19K sh | |
| 14 | Ishares TR 3 7 YR TREAS BD | $3.5M | 29.5K | 2.3% | ▼−61% Reduced · −45K sh | |
| 15 | Ishares Inc CORE MSCI EMKT | $3.5M | 41.8K | 2.3% | ▲+53% Added · +15K sh | |
| 16 | Goldman Sachs ETF TR ACCES TREASURY | $3.3M | 32.8K | 2.2% | ▼−56% Reduced · −41K sh | |
| 17 | Vanguard Malvern FDS STRM INFPROIDX | $3.2M | 64.6K | 2.2% | ▼−56% Reduced · −82K sh | |
| 18 | Alphabet Inc CAP STK CL C | $3.2M | 9.1K | 2.1% | ▲+70% Added · +4K sh | |
| 19 | Amazon Com Inc COM | $2.9M | 12.1K | 1.9% | ▲New New position | |
| 20 | Broadcom Inc COM | $2.2M | 5.8K | 1.4% | ▲+8.7% Added · +462 sh | |
| 21 | Eli Lilly & Co COM | $1.8M | 1.5K | 1.2% | ▲+63% Added · +576 sh | |
| 22 | Micron Technology Inc COM | $1.6M | 1.4K | 1.1% | ▲New New position | |
| 23 | Advanced Micro Devices Inc COM | $1.6M | 2.7K | 1.1% | ▲+45% Added · +853 sh | |
| 24 | Intel Corp COM | $1.4M | 10.3K | 1.0% | ▼−1.9% Reduced · −205 sh | |
| 25 | SPDR Index SHS FDS ST PORT MARK ETF | $1.4M | 27.0K | 0.9% | ▲+96% Added · +13K sh | |
| 26 | JPMorgan Chase & Co COM | $1.4M | 4.2K | 0.9% | ▲+39% Added · +1K sh | |
| 27 | Tesla Inc COM | $1.4M | 3.2K | 0.9% | ▲+3.8% Added · +119 sh | |
| 28 | Johnson & Johnson COM | $1.3M | 5.2K | 0.9% | ▼−6.4% Reduced · −358 sh | |
| 29 | Select Sector SPDR TR ST STR TECHN ETF | $1.2M | 6.4K | 0.8% | ▲+48% Added · +2K sh | |
| 30 | Caterpillar Inc COM | $1.2M | 1.1K | 0.8% | ▼−6.1% Reduced · −73 sh | |
| 31 | Ishares TR CORE S&P500 ETF | $1.1M | 1.5K | 0.7% | ▲+22% Added · +261 sh | |
| 32 | Applied Matls Inc COM | $1.1M | 1.5K | 0.7% | ▲New New position | |
| 33 | Lam Research Corp COM NEW | $1.0M | 2.4K | 0.7% | ▲New New position | |
| 34 | Cisco Sys Inc COM | $942K | 8.0K | 0.6% | ▼−8.2% Reduced · −712 sh | |
| 35 | Coca Cola Co COM | $743K | 9.1K | 0.5% | ▼−8.4% Reduced · −842 sh | |
| 36 | Exxon Mobil Corp COM | $720K | 5.3K | 0.5% | ▼−43% Reduced · −4K sh | |
| 37 | Unitedhealth Group Inc COM | $697K | 1.7K | 0.5% | ▲New New position | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $678K | 1.4K | 0.5% | ▲New New position | |
| 39 | Walmart Inc COM | $663K | 5.8K | 0.4% | ▼−46% Reduced · −5K sh | |
| 40 | Abbvie Inc COM | $662K | 2.6K | 0.4% | ▲+9.5% Added · +229 sh | |
| 41 | Bank Of Amer Corp COM | $661K | 11.6K | 0.4% | ▲New New position | |
| 42 | Philip Morris Intl Inc COM | $652K | 3.6K | 0.4% | ▲+75% Added · +2K sh | |
| 43 | Merck & Co Inc COM | $624K | 4.9K | 0.4% | ▼−12% Reduced · −680 sh | |
| 44 | Goldman Sachs Group Inc COM | $594K | 587 | 0.4% | ▲+79% Added · +259 sh | |
| 45 | Ge Vernova Inc COM | $562K | 478 | 0.4% | ▲New New position | |
| 46 | Visa Inc COM CL A | $561K | 1.6K | 0.4% | ▲New New position | |
| 47 | Ge Aerospace COM NEW | $557K | 1.5K | 0.4% | ▲+13% Added · +171 sh | |
| 48 | Texas Instrs Inc COM | $514K | 1.7K | 0.3% | ▲+46% Added · +546 sh | |
| 49 | Costco Wholesale Corporation COM | $511K | 546 | 0.3% | ▼−42% Reduced · −393 sh | |
| 50 | Linde PLC SHS | $482K | 929 | 0.3% | ▼−9.8% Reduced · −101 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.