Spartan Planning & Wealth Management has filed a Form 13F-HR reporting its equity holdings as of the close of business on September 30, 2026. The filing lists the firm's Director of Operations, Mark John Keen, as the authorized signatory responsible for the report.
The portfolio consists of 74 individual equity positions. The largest holding in the portfolio is NVIDIA Corporation, with 40,027 shares. Other significant individual stock positions include Microsoft Corporation (12,105 shares), Apple Inc. (25,406 shares), and Amazon.com Inc. (14,118 shares). The firm also holds substantial positions in SPDR Series Trust exchange-traded funds, including SPDR S&P 500 ETF Trust (225,221 shares) and SPDR Series Trust S&P 600 Small Cap ETF (14,049 shares).
The filing indicates that Mark John Keen holds sole voting and dispositive power over all securities listed in the report.
