Spartan Planning & Wealth Management - Q22026 Holdings

Spartan Planning & Wealth Management holds 75 stocks with a total portfolio value of $ 150.26M as of Q22026. In Q22026, Spartan Planning & Wealth Management added 19 new positions, increased stakes in 27 stocks, reduced 27 holdings, and fully exited 13 positions. The largest holding is Spdr Series Trust (SPTM), representing 10.04% of the total portfolio.