SEC Form 13F

Spartan Planning & Wealth Management 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$150,257,243
Positions75

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPTMST STR PR SP1500$15,089,970166,207
NVIDIA CORPORATIONNVDACOM$9,714,70448,552
SPDR INDEX SHS FDSSPDWST STR PO EX ETF$9,349,756185,548
APPLE INCAAPLCOM$8,912,98830,802
LISTED FDS TRHEGDSWAN HEDGED EQTY$8,228,582308,649
ISHARES TRUSRTCRE U S REIT ETF$8,022,324120,727
TIDAL TRUST IITFFICHES TR FIXE ETF$7,236,486367,245
TIDAL TRUST IITFPNBLUE CH ASSE ETF$6,390,194202,807
ALPHABET INCGOOGLCAP STK CL A$4,122,19311,535
INVESCO EXCH TRADED FD TR IITBLLSHORT TERM ETF$3,809,41636,084

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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