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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Spartan Planning & Wealth Management LLC
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| CRD # | 166599 |
| SEC # | 801-118622 |
| CIK # | 0001749283 |
| AUM | $345.1 M (2025-03-19) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 800-371-1292 |
| Address | 1931 New Garden Rd, Ste 220 Greensboro, NC 27410 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.6 | ||
| Microsoft Corp | 7.5 | ||
| Amazon Com Inc | 4.3 | ||
| Facebook Inc | 3.2 | ||
| Broadcom Inc | 2.4 | ||
| Tesla Motors Inc | 1.8 | ||
| J P Morgan Chase & Co | 1.6 | ||
| VISA Inc | 1.2 | ||
| Netflix Inc | 1.0 | ||
| Alphabet Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 47.2 |
| (b) Individuals (high net worth individuals) | 86 | 274.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 23.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 962 | 345.1 |
| By Discretionary | ||
| Discretionary | 698 | 167.2 |
| Non-Discretionary | 264 | 177.9 |
| Total | 962 | 345.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 345.1 | |
| Total | 962 | 345.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001749283] |
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|
Oxinas Partners LLC
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IN | 0.3 |
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Tidemark LLC
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CA | 0.3 |