Spartan Planning & Wealth Management - Q32026 Holdings

Spartan Planning & Wealth Management holds 74 stocks with a total portfolio value of $ 153.44M as of Q32026. In Q32026, Spartan Planning & Wealth Management added 14 new positions, increased stakes in 25 stocks, reduced 34 holdings, and fully exited 15 positions. The largest holding is Spdr Series Trust (SPTM), representing 15.58% of the total portfolio.