SPARTAN PLANNING & WEALTH MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 29K | $5.06M |
 | AAPL | 17K | $4.43M |
 | T | 15K | $449.22K |
 | PFE | 13K | $359.55K |
 | WMT | 11K | $1.34M |
 | INTC | 11K | $465.57K |
 | KO | 10K | $759.81K |
 | XOM | 9K | $1.58M |
 | VZ | 9K | $447.10K |
 | CSCO | 9K | $677.59K |
 | GOOGL | 7K | $1.96M |
 | JNJ | 6K | $1.36M |
 | MRK | 6K | $665.62K |
 | GOOG | 5K | $1.53M |
 | AVGO | 5K | $1.64M |
 | BMY | 5K | $292.58K |
 | NEE | 5K | $442.83K |
 | CVX | 4K | $866.79K |
 | CTVA | 4K | $340.70K |
 | C | 4K | $443.55K |
NVIDIA Corporation
NVDA
Shares Held
29K
Value
$5.06M
Apple Inc.
AAPL
Shares Held
17K
Value
$4.43M
AT&T Inc.
T
Shares Held
15K
Value
$449.22K
Pfizer Inc.
PFE
Shares Held
13K
Value
$359.55K
Walmart Inc.
WMT
Shares Held
11K
Value
$1.34M
Intel Corp.
INTC
Shares Held
11K
Value
$465.57K
The Coca-Cola Company
KO
Shares Held
10K
Value
$759.81K
Exxon Mobil Corporation
XOM
Shares Held
9K
Value
$1.58M
Verizon Communications Inc.
VZ
Shares Held
9K
Value
$447.10K
Cisco Systems, Inc.
CSCO
Shares Held
9K
Value
$677.59K
Alphabet Inc.
GOOGL
Shares Held
7K
Value
$1.96M
Johnson & Johnson
JNJ
Shares Held
6K
Value
$1.36M
Merck & Co., Inc.
MRK
Shares Held
6K
Value
$665.62K
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.53M
Broadcom Inc.
AVGO
Shares Held
5K
Value
$1.64M
Bristol-Myers Squibb Company
BMY
Shares Held
5K
Value
$292.58K
NextEra Energy, Inc.
NEE
Shares Held
5K
Value
$442.83K
Chevron Corporation
CVX
Shares Held
4K
Value
$866.79K
Corteva, Inc.
CTVA
Shares Held
4K
Value
$340.70K
Citigroup Inc.
C
Shares Held
4K
Value
$443.55K