Spartan Planning & Wealth Management
Annual return '25
+7.9%
SPY '25
+17.7%
Alpha
-9.9ptsvs SPY
Invested
$135.2M
Holdings
88
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BIL
SPDR SERIES TRUST
Held since at least Q1 2024
10.1%
02
$SPTM
SPDR SERIES TRUST
Held since at least Q1 2024
8.2%
03
$IEI
ISHARES TR
Held since at least Q1 2024
6.6%
04
$GBIL
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
5.5%
05
$TBLL
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
5.5%
06
$VTIP
VANGUARD MALVERN FDS
Held since at least Q1 2024
5.4%
07
$HEGD
LISTED FDS TR
Held since at least Q1 2024
5.4%
08
$TFFI
TIDAL TRUST II
Held since at least Q1 2024
4.7%
09
$AMZN
AMAZON COM INC
Q1 2026: Increased +2.7% (40.2k → 41.3k shares)
4.4%
10
$SHV
ISHARES TR
Held since at least Q1 2024
4.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:31 UTC.