Spartan Planning & Wealth Management - Q12026 Holdings

Spartan Planning & Wealth Management holds 69 stocks with a total portfolio value of $ 135.21M as of Q12026. In Q12026, Spartan Planning & Wealth Management added 19 new positions, increased stakes in 24 stocks, reduced 24 holdings, and fully exited 29 positions. The largest holding is Spdr Series Trust (BIL), representing 10.11% of the total portfolio.