Spartan Planning & Wealth Management

CIK

1749283

Location

GREENSBORO, NC

Portfolio Value

Micro $1,603,482

Diversification

Diversified

Filing Date

Global Rank

#6,861 / 8,232 ▼ 461

Top Industry

Semiconductors 21.5%

3Y Alpha vs SPY

-4.3%

Period ended 2 months ago

Filed Apr 16, 2026 · 58d

12 quarters · since Mar 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.7%

SPY

+76.5%

Annualised alpha

-4.2%

Max drawdown

−22.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

49 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.0%

−1.7 pts

Top 5

40.6%

−6.6 pts

Top 10

56.3%

−8.5 pts

HHI

526

Diversified−106

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.0%	$13,372,535	9
Healthcare	13.6%	$4,934,754	8
Consumer Defensive	10.7%	$3,855,590	6
Industrials	8.7%	$3,159,892	8
Communication Services	7.9%	$2,857,181	3
Energy	7.8%	$2,803,166	3
Financial Services	5.1%	$1,832,335	4
Consumer Cyclical	4.4%	$1,603,482	3
Utilities	2.4%	$882,723	3
Basic Materials	2.4%	$851,331	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	+3,031	10,550	$465,571
WMT	Walmart Inc.	+1,397	10,800	$1,342,224
PFE	Pfizer Inc	+1,292	12,804	$359,536
KO	Coca Cola Co	+1,251	9,991	$759,815
BMY	Bristol Myers Squibb Co	+792	4,824	$292,575
GILD	Gilead Sciences, Inc.	+764	3,131	$436,367
MRK	Merck & Co., Inc.	+750	5,533	$665,564
JNJ	Johnson & Johnson	+741	5,567	$1,360,797
NEE	Nextera Energy Inc	+525	4,768	$442,851
CSCO	Cisco Systems, Inc.	+442	8,733	$677,593
XOM	Exxon Mobil Corp	+381	9,303	$1,578,346
PM	Philip Morris International Inc.	+376	2,059	$340,435
RTX	RTX Corp	+287	2,997	$578,121
AMGN	Amgen Inc	+248	1,299	$457,053
CAT	Caterpillar Inc	+209	1,192	$844,484
C	Citigroup Inc	+54	3,911	$443,546
BA	Boeing Co	+34	1,135	$225,899
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−24,728	29,020	$5,061,088
AAPL	Apple Inc.	−13,404	17,470	$4,433,711
AVGO	Broadcom Inc.	−4,362	5,290	$1,637,307
GOOGL	Alphabet Inc.	−4,244	6,819	$1,960,871
JPM	Jpmorgan Chase & Co	−3,247	3,012	$886,009
TSLA	Tesla, Inc.	−2,243	3,124	$1,161,347
AMD	Advanced Micro Devices Inc	−1,802	1,876	$381,634
PEP	Pepsico Inc	−1,456	1,666	$258,713
MS	Morgan Stanley	−1,453	1,369	$225,296
ABBV	AbbVie Inc.	−1,241	2,401	$522,193
GE	General Electric Co	−892	1,321	$374,860
MCD	Mcdonalds Corp	−709	723	$224,701
LLY	ELI LILLY & Co	−642	914	$840,669
GS	Goldman Sachs Group Inc	−307	328	$277,484
GD	General Dynamics Corp	−13	607	$208,334
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
COST	Costco Wholesale Corp /New	939	$935,647
CVX	Chevron Corp	4,189	$866,704
LIN	Linde PLC	1,030	$510,632
T	At&T Inc.	15,496	$449,229
VZ	Verizon Communications Inc	8,906	$447,081
COP	Conocophillips	2,713	$358,116
LMT	Lockheed Martin Corp	541	$326,974
HON	Honeywell International Inc	1,364	$308,304
DE	Deere & Co	520	$292,916
Q	Qnity Electronics, Inc.	2,035	$234,798
TXN	Texas Instruments Inc	1,179	$228,891
SO	Southern Co	2,285	$220,548
DUK	Duke Energy CORP	1,675	$219,324
MO	Altria Group, Inc.	3,315	$218,756
SBUX	Starbucks Corp	2,427	$217,434
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
AMZN	Amazon Com Inc	19,840	$4,579,468
MSFT	Microsoft Corp	7,723	$3,734,997
BRK-B	Berkshire Hathaway Inc	3,644	$1,831,656
V	Visa Inc.	2,620	$918,860
MA	Mastercard Inc	1,535	$876,300
PLTR	Palantir Technologies Inc.	4,878	$867,064
BAC	Bank Of America Corp /De/	14,321	$787,655
WFC	Wells Fargo & Company/Mn	6,434	$599,648
IBM	International Business Machines Corp	1,908	$565,168
TMO	Thermo Fisher Scientific Inc.	736	$426,475
ISRG	Intuitive Surgical Inc	717	$406,080
AXP	American Express Co	967	$357,741
SCHW	Schwab Charles Corp	3,480	$347,686
QCOM	Qualcomm Inc/De	2,020	$345,521
ORCL	Oracle Corp	1,746	$340,312
DHR	Danaher Corp /De/	1,262	$288,897
UNP	Union Pacific Corp	1,224	$283,135
MDT	Medtronic plc	2,862	$274,923
HD	Home Depot, Inc.	786	$270,462
COF	Capital One Financial Corp	1,104	$267,565
MMM	3M Co	1,373	$219,817
CVS	CVS HEALTH Corp	2,728	$216,494
CRM	Salesforce, Inc.	804	$212,987
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $1,603,482 total · Consumer Cyclical only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,124	-2,243	$1,161,347	−51.9%	72.43%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	723	-709	$224,701	−48.7%	14.01%
SBUX	Starbucks Corp Consumer Cyclical	NEW	2,427	NEW	$217,434	NEW	13.56%