AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Spartan Planning & Wealth Management SEC 13F Filing
Portfolio Overview
Spartan Planning & Wealth Management has reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 58.8%, rising from $85.36M to $135.53M. This substantial increase indicates a combination of strong market performance on existing holdings and likely significant net capital inflows from clients. The...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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