Spartan Planning & Wealth Management

CIK 0001749283 · Q2 2026

13F Equity AUM

$150.3M

+11.1% QoQ

Positions

-69 QoQ

AUM Rank

#9,202

Top 73%

Skill Alpha (FF)

-2.5%/yr^ns

No Clear Edge

Rank #5,763 · Top 70%

vs S&P -6.0%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 34.1%Top 10: 53.8%Top 20: 75.7%

SPTM10.0%

NVDA6.5%

SPDW6.2%

AAPL5.9%

HEGD5.5%

USRT5.3%

TIDAL TRUST II4.8%

TFPN4.3%

GOOGL2.7%

TBLL2.5%

Others (65)46.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 75Median: 0.45%Avg: 1.33%

0–0.5%

41(12.0%)

0.5–1%

11(9.0%)

1–3%

15(30.5%)

3–5%

2(9.1%)

5%+

6(39.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 75vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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