Spartan Planning & Wealth Management
•CIK: 1749283•Filing: Q4 2025
**Spartan Planning & Wealth Management** manages $136M across a portfolio of 79 distinct positions. The fund exhibits significant concentration in select names, notably allocating $17.5M to SPTM and $16.2M to IEI. Further substantial exposure is maintained in technology leaders, including NVDA ($10.0M), AAPL ($8.4M), and MSFT ($3.7M). This structure suggests a focused, high-conviction approach within established growth and specialized sectors.
Total AUM
$135.5M
QoQ Performance
+5.8%
Positions
66
Top 10 Concentration
62.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SPTM
IEI
NVDA
HEGD
AAPL
SPDW
SPTM12.9%
IEI12.0%
NVDA7.4%
HEGD6.5%
AAPL6.2%
SPDW5.8%
TFPN3.4%
AMZN3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.1%
Technology25.7%
Consumer6.5%
Financial6.3%
Healthcare4.7%
Industrial1.8%
ETF1.1%
Energy0.8%
🚪 Exited Positionssold since Q3 2025
+11 more exited positions
Changes from Q3 2025
NEW19 new positions
↑39 increased
↓19 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q4 2023