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Home > Institutional Investor > Spartan Planning & Wealth Management > Profile

Instuitional Investor - Spartan Planning & Wealth Management

Fund Profile
Filing Period:
Fund Name: Spartan Planning & Wealth Management
Portfolio Value $135,529,258
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 211,931 $17,484,320 12.9%
2.
Ishares Tr
 136,057 $16,238,387 11.98%
3.
Nvidia Corp
 NVDA 53,748 $10,024,005 7.4%
4.
Listed Fds Tr
 351,213 $8,854,081 6.53%
5.
Apple Inc.
 AAPL 30,874 $8,393,433 6.19%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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