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Spartan Planning & Wealth Management
RIA/Wealth
Spartan Planning & Wealth Management is a RIA/Wealth based in Greensboro, NC led by David Childs, reporting $345.1M in AUM as of Q3 2025 with 48% ETF concentration and 59% concentrated in top 10 holdings.
CEODavid Childs
- Portfolio Value
- $128.1M
- Positions
- 76
- Top Holding
- SPTM at 12.68%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Spartan Planning & Wealth Management's portfolio (58.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $16.2M | 12.68% | +$269.0K Bought | — 201.4K shares | |
Semiconductors Technology | $9.0M | 7.00% | +$3.7K Bought | 0.00% 48.0K shares | |
ETF ETF | $8.5M | 6.64% | +$371.7K Bought | — 341.3K shares | |
ETF ETF | $8.1M | 6.30% | +$295.4K Bought | — 188.6K shares | |
Software - Infrastructure Technology | $7.8M | 6.09% | -$49.7K Sold | 0.00% 15.1K shares | |
Consumer Electronics Technology | $7.3M | 5.74% | +$7.3M Bought | 0.00% 28.9K shares | |
ETF ETF | $5.6M | 4.34% | +$2.0M Bought | — 46.5K shares | |
ETF ETF | $4.5M | 3.48% | +$391.4K Bought | — 194.0K shares | |
ETF ETF | $4.3M | 3.38% | +$172.3K Bought | — 174.4K shares | |
Specialty Retail Consumer Cyclical | $4.2M | 3.28% | -$84.5K Sold | 0.00% 19.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Spartan Planning & Wealth Management's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+305.13% | |
+242.27% | |
+231.74% | |
+165.4% | |
+131.8% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Spartan Planning & Wealth Management
GthenA