13F Filings History of Spartan Planning & Wealth Management

Latest 13F report
Q4 2025 - 08 Jan 2026
Value $
$135,529,258
Signature - Title
Mark John Keen - Director of Operations
Location
Greensboro, NC
Summary
This page shows a list of all the recent 13F filings made by Spartan Planning & Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spartan Planning & Wealth Management reported 79 stock holdings with total value $135,529,258 as of Q4 2025. Top holdings included SPTM, IEI, NVDA, HEGD, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 79 $135,529,258 +$25,469,445 -$20,342,581 +$5,126,864 SPTM, IEI, NVDA, HEGD, AAPL 13F-HR 08 Jan 2026, 14:00
Q3 2025 76 $128,053,916 +$19,983,843 -$16,188,688 +$3,795,155 SPTM, NVDA, HEGD, SPDW, MSFT 13F-HR 14 Oct 2025, 08:51
Q2 2025 76 $116,744,448 +$39,407,250 -$32,545,274 +$6,861,976 SPTM, HEGD, NVDA, MSFT, SPDW 13F-HR 17 Jul 2025, 16:13
Q1 2025 65 $103,181,069 +$36,892,353 -$38,767,562 -$1,875,209 SHY, SPTM, STIP, SPDW, BIL 13F-HR 08 Apr 2025, 09:40
Q4 2024 71 $109,475,208 $0 $0 $0 SPTM, AAPL, NVDA, BIL, MSFT 13F-HR 07 Jan 2025, 13:30
Q4 2023 193 $93,831,494 +$56,400,807 -$52,222,514 +$4,178,293 SPTM, IVV, GOVT, USRT, MSFT 13F-HR 12 Mar 2024, 16:35
Q3 2023 162 $85,337,358 $0 $0 $0 BIL, OPER, SPDW, SPTM, SGOV 13F-HR 17 Nov 2023, 11:42
Q4 2022 164 $80,239,376 +$29,808,338 -$27,219,923 +$2,588,415 BIL, SGOV, OPER, SPDW, BWX 13F-HR 01 Feb 2023, 13:22
Q3 2022 69 $76,399,000 +$14,656,831 -$12,378,842 +$2,277,989 BIL, SHV, OPER, SGOV, AAPL 13F-HR 01 Nov 2022, 16:55
Q2 2022 86 $74,917,000 +$41,303,111 -$41,475,925 -$172,814 BIL, SHV, OPER, SPTM, USRT 13F-HR 10 Aug 2022, 11:26
Q1 2022 131 $79,933,000 $0 $0 $0 SPTM, BIL, VTI, OPER, USRT 13F-HR 16 May 2022, 15:18