Long-term investor
Spartan Planning & Wealth Management @spartanplanningwealthman
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001749283).
Record
- Tracked since 2025-06-30 (434 days), 205 trades recorded
- Returns: week n/a · month n/a · 90 days +6.5% · 6 months +6.6% · 1 year +13.9% · all +13.9%
- Max drawdown -1.9% · Sharpe 0.96 · win rate 43% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPTM · 10.0% · long · since 2025-06-30
- NVDA · 6.5% · long · since 2025-06-30
- SPDW · 6.2% · long · since 2025-06-30
- AAPL · 5.9% · long · since 2025-09-30
- HEGD · 5.5% · long · since 2025-06-30
- USRT · 5.3% · long · since 2025-06-30
- TFFI · 4.8% · long · since 2026-03-31
- TFPN · 4.3% · long · since 2025-06-30
- GOOGL · 2.7% · long · since 2025-06-30
- TBLL · 2.5% · long · since 2026-03-31
- BIL · 2.5% · long · since 2025-06-30
- OPER · 2.5% · long · since 2025-06-30