Spartan Planning & Wealth Management

13F Filings History

Latest 13F report: Q4 2024 - Jan 7, 2025
Value $: $109M
Signature - Title: David Childs - CEO
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 71 stock holdings with total value $109M as of Q4 2024. Top holdings included SPTM, AAPL, NVDA, BIL, and MSFT.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	71	$109M	$0	$0		SPTM, AAPL, NVDA, BIL, MSFT	13F-HR	1/7/2025, 01:30 PM
Q4 2023	193	$93.8M	+$56.4M	-$52.2M	+$4.18M	SPTM, IVV, GOVT, USRT, MSFT	13F-HR	3/12/2024, 04:35 PM
Q3 2023	162	$85.3M	$0	$0		BIL, OPER, SPDW, SPTM, SGOV	13F-HR	11/17/2023, 11:42 AM
Q4 2022	164	$80.2M	+$29.8M	-$27.2M	+$2.59M	BIL, SGOV, OPER, SPDW, BWX	13F-HR	2/1/2023, 01:22 PM
Q3 2022	69	$76.4M	+$14.7M	-$12.4M	+$2.28M	BIL, SHV, OPER, SGOV, AAPL	13F-HR	11/1/2022, 04:55 PM
Q2 2022	86	$74.9M	+$41.3M	-$41.5M	-$173K	BIL, SHV, OPER, SPTM, USRT	13F-HR	8/10/2022, 11:26 AM
Q1 2022	131	$79.9M	$0	$0		SPTM, BIL, VTI, OPER, USRT	13F-HR	5/16/2022, 03:18 PM

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