# EDGAR Filing Document

**Accession Number:** 0001749283
**File Stem:** 0001749283-26-000001
**Filing Date:** 2026-1
**Character Count:** 11348
**Document Hash:** 683949a70ae81c84720b948dbbd32954
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001749283-26-000001.hdr.sgml**: 20260108

**ACCESSION NUMBER**: 0001749283-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260108

**DATE AS OF CHANGE**: 20260108

**EFFECTIVENESS DATE**: 20260108

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Spartan Planning & Wealth Management
- **CENTRAL INDEX KEY:** 0001749283

**ORGANIZATION NAME:**
- **EIN:** 461616567
- **STATE OF INCORPORATION:** NC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22530
- **FILM NUMBER:** 26518953

**BUSINESS ADDRESS:**
- **STREET 1:** 1931 NEW GARDEN RD
- **STREET 2:** STE 220
- **CITY:** GREENSBORO
- **STATE:** NC
- **ZIP:** 27410
- **BUSINESS PHONE:** 800-371-1292

**MAIL ADDRESS:**
- **STREET 1:** 1931 NEW GARDEN RD
- **STREET 2:** STE 220
- **CITY:** GREENSBORO
- **STATE:** NC
- **ZIP:** 27410

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Spartan Planning  Wealth Management<br>**Address:** 1931 NEW GARDEN RD<br>STE 220<br>GREENSBORO, NC 27410

**Form 13F File Number:** 028-22530

**CRD Number (if applicable):** 000166599

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Mark John Keen<br>**Title:** Director of Operations<br>**Phone:** 3363901054

**Signature, Place, and Date of Signing:**

Mark John Keen  Greensboro, NC  01-08-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 79

**Form 13F Information Table Value Total:** $135529258

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 219834 | 1373 | SH |  | SOLE | 0 | 0 | 0 | 1373 |
| ABBVIE INC | COM | 00287Y109 |  | 832048 | 3642 | SH |  | SOLE | 0 | 0 | 0 | 3642 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 787680 | 3678 | SH |  | SOLE | 0 | 0 | 0 | 3678 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3462730 | 11063 | SH |  | SOLE | 0 | 0 | 0 | 11063 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2738548 | 8727 | SH |  | SOLE | 0 | 0 | 0 | 8727 |
| AMAZON COM INC | COM | 023135106 |  | 4579469 | 19840 | SH |  | SOLE | 0 | 0 | 0 | 19840 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 357742 | 967 | SH |  | SOLE | 0 | 0 | 0 | 967 |
| AMGEN INC | COM | 031162100 |  | 344003 | 1051 | SH |  | SOLE | 0 | 0 | 0 | 1051 |
| APPLE INC | COM | 037833100 |  | 8393433 | 30874 | SH |  | SOLE | 0 | 0 | 0 | 30874 |
| BANK AMERICA CORP | COM | 060505104 |  | 787655 | 14321 | SH |  | SOLE | 0 | 0 | 0 | 14321 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1831657 | 3644 | SH |  | SOLE | 0 | 0 | 0 | 3644 |
| BOEING CO | COM | 097023105 |  | 239049 | 1101 | SH |  | SOLE | 0 | 0 | 0 | 1101 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 217486 | 4032 | SH |  | SOLE | 0 | 0 | 0 | 4032 |
| BROADCOM INC | COM | 11135F101 |  | 3340685 | 9652 | SH |  | SOLE | 0 | 0 | 0 | 9652 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 267575 | 1104 | SH |  | SOLE | 0 | 0 | 0 | 1104 |
| CATERPILLAR INC | COM | 149123101 |  | 563142 | 983 | SH |  | SOLE | 0 | 0 | 0 | 983 |
| CISCO SYS INC | COM | 17275R102 |  | 638639 | 8291 | SH |  | SOLE | 0 | 0 | 0 | 8291 |
| CITIGROUP INC | COM NEW | 172967424 |  | 450108 | 3857 | SH |  | SOLE | 0 | 0 | 0 | 3857 |
| COCA COLA CO | COM | 191216100 |  | 611013 | 8740 | SH |  | SOLE | 0 | 0 | 0 | 8740 |
| CORTEVA INC | COM | 22052L104 |  | 272812 | 4070 | SH |  | SOLE | 0 | 0 | 0 | 4070 |
| CVS HEALTH CORP | COM | 126650100 |  | 216522 | 2728 | SH |  | SOLE | 0 | 0 | 0 | 2728 |
| DANAHER CORPORATION | COM | 235851102 |  | 288897 | 1262 | SH |  | SOLE | 0 | 0 | 0 | 1262 |
| ELI LILLY  CO | COM | 532457108 |  | 1672202 | 1556 | SH |  | SOLE | 0 | 0 | 0 | 1556 |
| ETF SER SOLUTIONS | CLEARSHS ULTRA | 26922A453 |  | 376116 | 3760 | SH |  | SOLE | 0 | 0 | 0 | 3760 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1073673 | 8922 | SH |  | SOLE | 0 | 0 | 0 | 8922 |
| GE AEROSPACE | COM NEW | 369604301 |  | 681680 | 2213 | SH |  | SOLE | 0 | 0 | 0 | 2213 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 208735 | 620 | SH |  | SOLE | 0 | 0 | 0 | 620 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 290570 | 2367 | SH |  | SOLE | 0 | 0 | 0 | 2367 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 558198 | 635 | SH |  | SOLE | 0 | 0 | 0 | 635 |
| HOME DEPOT INC | COM | 437076102 |  | 270463 | 786 | SH |  | SOLE | 0 | 0 | 0 | 786 |
| INTEL CORP | COM | 458140100 |  | 277451 | 7519 | SH |  | SOLE | 0 | 0 | 0 | 7519 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 565224 | 1908 | SH |  | SOLE | 0 | 0 | 0 | 1908 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 406080 | 717 | SH |  | SOLE | 0 | 0 | 0 | 717 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 2567065 | 38189 | SH |  | SOLE | 0 | 0 | 0 | 38189 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 16238387 | 136057 | SH |  | SOLE | 0 | 0 | 0 | 136057 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 1776769 | 17353 | SH |  | SOLE | 0 | 0 | 0 | 17353 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 |  | 339152 | 3079 | SH |  | SOLE | 0 | 0 | 0 | 3079 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1480155 | 2161 | SH |  | SOLE | 0 | 0 | 0 | 2161 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 1518854 | 26665 | SH |  | SOLE | 0 | 0 | 0 | 26665 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 998741 | 4826 | SH |  | SOLE | 0 | 0 | 0 | 4826 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2016879 | 6259 | SH |  | SOLE | 0 | 0 | 0 | 6259 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 292248 | 1620 | SH |  | SOLE | 0 | 0 | 0 | 1620 |
| LISTED FDS TR | SWAN HEDGED EQTY | 53656F599 |  | 8854081 | 351213 | SH |  | SOLE | 0 | 0 | 0 | 351213 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 876326 | 1535 | SH |  | SOLE | 0 | 0 | 0 | 1535 |
| MCDONALDS CORP | COM | 580135101 |  | 437720 | 1432 | SH |  | SOLE | 0 | 0 | 0 | 1432 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 274924 | 2862 | SH |  | SOLE | 0 | 0 | 0 | 2862 |
| MERCK  CO INC | COM | 58933Y105 |  | 503459 | 4783 | SH |  | SOLE | 0 | 0 | 0 | 4783 |
| MICROSOFT CORP | COM | 594918104 |  | 3735028 | 7723 | SH |  | SOLE | 0 | 0 | 0 | 7723 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 501049 | 2822 | SH |  | SOLE | 0 | 0 | 0 | 2822 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 340643 | 4243 | SH |  | SOLE | 0 | 0 | 0 | 4243 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 10024005 | 53748 | SH |  | SOLE | 0 | 0 | 0 | 53748 |
| ORACLE CORP | COM | 68389X105 |  | 340313 | 1746 | SH |  | SOLE | 0 | 0 | 0 | 1746 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 867065 | 4878 | SH |  | SOLE | 0 | 0 | 0 | 4878 |
| PEPSICO INC | COM | 713448108 |  | 448069 | 3122 | SH |  | SOLE | 0 | 0 | 0 | 3122 |
| PFIZER INC | COM | 717081103 |  | 286649 | 11512 | SH |  | SOLE | 0 | 0 | 0 | 11512 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 269999 | 1683 | SH |  | SOLE | 0 | 0 | 0 | 1683 |
| QUALCOMM INC | COM | 747525103 |  | 345532 | 2020 | SH |  | SOLE | 0 | 0 | 0 | 2020 |
| RTX CORPORATION | COM | 75513E101 |  | 497048 | 2710 | SH |  | SOLE | 0 | 0 | 0 | 2710 |
| SALESFORCE INC | COM | 79466L302 |  | 212988 | 804 | SH |  | SOLE | 0 | 0 | 0 | 804 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 347702 | 3480 | SH |  | SOLE | 0 | 0 | 0 | 3480 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 366389 | 6690 | SH |  | SOLE | 0 | 0 | 0 | 6690 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 339655 | 2844 | SH |  | SOLE | 0 | 0 | 0 | 2844 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 1137528 | 7901 | SH |  | SOLE | 0 | 0 | 0 | 7901 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 283001 | 1828 | SH |  | SOLE | 0 | 0 | 0 | 1828 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 229513 | 1480 | SH |  | SOLE | 0 | 0 | 0 | 1480 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 318499 | 2706 | SH |  | SOLE | 0 | 0 | 0 | 2706 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 7910144 | 178116 | SH |  | SOLE | 0 | 0 | 0 | 178116 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 1149707 | 24561 | SH |  | SOLE | 0 | 0 | 0 | 24561 |
| SPDR SERIES TRUST | BLOOMBERG INTL T | 78464A516 |  | 1133091 | 50293 | SH |  | SOLE | 0 | 0 | 0 | 50293 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 347372 | 3801 | SH |  | SOLE | 0 | 0 | 0 | 3801 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 17484320 | 211931 | SH |  | SOLE | 0 | 0 | 0 | 211931 |
| TESLA INC | COM | 88160R101 |  | 2413647 | 5367 | SH |  | SOLE | 0 | 0 | 0 | 5367 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 426476 | 736 | SH |  | SOLE | 0 | 0 | 0 | 736 |
| TIDAL TRUST II | BLUEPRINT CHESAP | 88636J873 |  | 4598536 | 179001 | SH |  | SOLE | 0 | 0 | 0 | 179001 |
| UNION PAC CORP | COM | 907818108 |  | 283136 | 1224 | SH |  | SOLE | 0 | 0 | 0 | 1224 |
| VISA INC | COM CL A | 92826C839 |  | 918905 | 2620 | SH |  | SOLE | 0 | 0 | 0 | 2620 |
| WALMART INC | COM | 931142103 |  | 1047611 | 9403 | SH |  | SOLE | 0 | 0 | 0 | 9403 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 599609 | 6434 | SH |  | SOLE | 0 | 0 | 0 | 6434 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 330150 | 6561 | SH |  | SOLE | 0 | 0 | 0 | 6561 |

---