Spartan Planning & Wealth Management
All 13F Filings
- Location
- Greensboro, NC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 153,443
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 74 | 153,443 | 13F-HR | Spartan Planning & Wealth Management |
| Q2 2026 | 7/22/2026 | 75 | 150,257 | 13F-HR | Spartan Planning & Wealth Management |
| Q1 2026 | 4/16/2026 | 69 | 135,205 | 13F-HR | Spartan Planning & Wealth Management |
| Q4 2025 | 1/8/2026 | 79 | 135,529 | 13F-HR | Spartan Planning & Wealth Management |
| Q3 2025 | 10/14/2025 | 76 | 128,054 | 13F-HR | Spartan Planning & Wealth Management |
| Q2 2025 | 7/17/2025 | 76 | 116,744 | 13F-HR | Spartan Planning & Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 70.16 K | 45.7% | 175 | 0 | 175 |
| ETFs | 83.29 K | 54.3% | 3.007 K | 0 | 3.007 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
153,443
Holdings
74
QoQ value change ($000)
3,186
(2.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.