# EDGAR Filing Document

**Accession Number:** 0001749283
**File Stem:** 0001749283-26-000004
**Filing Date:** 2026-4
**Character Count:** 10368
**Document Hash:** d91698138e9667bfda064acee7bb314d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001749283-26-000004.hdr.sgml**: 20260416

**ACCESSION NUMBER**: 0001749283-26-000004

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260416

**DATE AS OF CHANGE**: 20260416

**EFFECTIVENESS DATE**: 20260416

**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:** 26866210

**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:** 03-31-2026

**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:** David Childs<br>**Title:** CEO<br>**Phone:** 336-390-1052

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

David Childs  Greensboro, NC  04-16-2026<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:** 69

**Form 13F Information Table Value Total:** $135205256

      (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 |
| ABBVIE INC | COM | 00287Y109 |  | 522198 | 2401 | SH |  | SOLE | 0 | 0 | 0 | 2401 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 381685 | 1876 | SH |  | SOLE | 0 | 0 | 0 | 1876 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1960948 | 6819 | SH |  | SOLE | 0 | 0 | 0 | 6819 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1532617 | 5343 | SH |  | SOLE | 0 | 0 | 0 | 5343 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 218765 | 3315 | SH |  | SOLE | 0 | 0 | 0 | 3315 |
| AMGEN INC | COM | 031162100 |  | 457069 | 1299 | SH |  | SOLE | 0 | 0 | 0 | 1299 |
| APPLE INC | COM | 037833100 |  | 4433605 | 17470 | SH |  | SOLE | 0 | 0 | 0 | 17470 |
| AT INC | COM | 00206R102 |  | 449223 | 15496 | SH |  | SOLE | 0 | 0 | 0 | 15496 |
| BOEING CO | COM | 097023105 |  | 225941 | 1135 | SH |  | SOLE | 0 | 0 | 0 | 1135 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 292583 | 4824 | SH |  | SOLE | 0 | 0 | 0 | 4824 |
| BROADCOM INC | COM | 11135F101 |  | 1637424 | 5290 | SH |  | SOLE | 0 | 0 | 0 | 5290 |
| CATERPILLAR INC | COM | 149123101 |  | 844698 | 1192 | SH |  | SOLE | 0 | 0 | 0 | 1192 |
| CHEVRON CORPORATION | COM | 166764100 |  | 866793 | 4189 | SH |  | SOLE | 0 | 0 | 0 | 4189 |
| CISCO SYS INC | COM | 17275R102 |  | 677594 | 8733 | SH |  | SOLE | 0 | 0 | 0 | 8733 |
| CITIGROUP INC | COM NEW | 172967424 |  | 443551 | 3911 | SH |  | SOLE | 0 | 0 | 0 | 3911 |
| COCA COLA CO | COM | 191216100 |  | 759810 | 9991 | SH |  | SOLE | 0 | 0 | 0 | 9991 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 358110 | 2713 | SH |  | SOLE | 0 | 0 | 0 | 2713 |
| CORTEVA INC | COM | 22052L104 |  | 340700 | 4070 | SH |  | SOLE | 0 | 0 | 0 | 4070 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 935200 | 939 | SH |  | SOLE | 0 | 0 | 0 | 939 |
| DEERE  CO | COM | 244199105 |  | 292882 | 520 | SH |  | SOLE | 0 | 0 | 0 | 520 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 219334 | 1675 | SH |  | SOLE | 0 | 0 | 0 | 1675 |
| ELI LILLY  CO | COM | 532457108 |  | 840407 | 914 | SH |  | SOLE | 0 | 0 | 0 | 914 |
| ETF SER SOLUTIONS | CLEARSHS ULTRA | 26922A453 |  | 5686385 | 56818 | SH |  | SOLE | 0 | 0 | 0 | 56818 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1578325 | 9303 | SH |  | SOLE | 0 | 0 | 0 | 9303 |
| GE AEROSPACE | COM NEW | 369604301 |  | 374917 | 1321 | SH |  | SOLE | 0 | 0 | 0 | 1321 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 208460 | 607 | SH |  | SOLE | 0 | 0 | 0 | 607 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 436431 | 3131 | SH |  | SOLE | 0 | 0 | 0 | 3131 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 |  | 7419185 | 74051 | SH |  | SOLE | 0 | 0 | 0 | 74051 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 277743 | 328 | SH |  | SOLE | 0 | 0 | 0 | 328 |
| HONEYWELL INTL INC | COM | 438516106 |  | 308259 | 1364 | SH |  | SOLE | 0 | 0 | 0 | 1364 |
| INTEL CORP | COM | 458140100 |  | 465569 | 10550 | SH |  | SOLE | 0 | 0 | 0 | 10550 |
| INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | 46138G888 |  | 7384331 | 69961 | SH |  | SOLE | 0 | 0 | 0 | 69961 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1902920 | 27282 | SH |  | SOLE | 0 | 0 | 0 | 27282 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 |  | 5693051 | 51572 | SH |  | SOLE | 0 | 0 | 0 | 51572 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 1750773 | 29579 | SH |  | SOLE | 0 | 0 | 0 | 29579 |
| ISHARES TR | CORE S ETF | 464287200 |  | 789731 | 1209 | SH |  | SOLE | 0 | 0 | 0 | 1209 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 8883819 | 74906 | SH |  | SOLE | 0 | 0 | 0 | 74906 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1360755 | 5567 | SH |  | SOLE | 0 | 0 | 0 | 5567 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 886095 | 3012 | SH |  | SOLE | 0 | 0 | 0 | 3012 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 251942 | 1620 | SH |  | SOLE | 0 | 0 | 0 | 1620 |
| LINDE PLC | SHS | G54950103 |  | 510780 | 1030 | SH |  | SOLE | 0 | 0 | 0 | 1030 |
| LISTED FDS TR | SWAN HEDGED EQTY | 53656F599 |  | 7285761 | 294970 | SH |  | SOLE | 0 | 0 | 0 | 294970 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 327255 | 541 | SH |  | SOLE | 0 | 0 | 0 | 541 |
| MCDONALDS CORP | COM | 580135101 |  | 224632 | 723 | SH |  | SOLE | 0 | 0 | 0 | 723 |
| MERCK  CO INC | COM | 58933Y105 |  | 665624 | 5533 | SH |  | SOLE | 0 | 0 | 0 | 5533 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 225263 | 1369 | SH |  | SOLE | 0 | 0 | 0 | 1369 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 442831 | 4768 | SH |  | SOLE | 0 | 0 | 0 | 4768 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 5061133 | 29020 | SH |  | SOLE | 0 | 0 | 0 | 29020 |
| PEPSICO INC | COM | 713448108 |  | 258739 | 1666 | SH |  | SOLE | 0 | 0 | 0 | 1666 |
| PFIZER INC | COM | 717081103 |  | 359545 | 12804 | SH |  | SOLE | 0 | 0 | 0 | 12804 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 340430 | 2059 | SH |  | SOLE | 0 | 0 | 0 | 2059 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 |  | 234798 | 2035 | SH |  | SOLE | 0 | 0 | 0 | 2035 |
| RTX CORPORATION | COM | 75513E101 |  | 578181 | 2997 | SH |  | SOLE | 0 | 0 | 0 | 2997 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 571312 | 4299 | SH |  | SOLE | 0 | 0 | 0 | 4299 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 267962 | 1657 | SH |  | SOLE | 0 | 0 | 0 | 1657 |
| SOUTHERN CO | COM | 842587107 |  | 220560 | 2285 | SH |  | SOLE | 0 | 0 | 0 | 2285 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 5017313 | 109908 | SH |  | SOLE | 0 | 0 | 0 | 109908 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 |  | 646336 | 13778 | SH |  | SOLE | 0 | 0 | 0 | 13778 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 13671986 | 149192 | SH |  | SOLE | 0 | 0 | 0 | 149192 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 11086885 | 140234 | SH |  | SOLE | 0 | 0 | 0 | 140234 |
| STARBUCKS CORP | COM | 855244109 |  | 217462 | 2427 | SH |  | SOLE | 0 | 0 | 0 | 2427 |
| TESLA INC | COM | 88160R101 |  | 1161503 | 3124 | SH |  | SOLE | 0 | 0 | 0 | 3124 |
| TEXAS INSTRS INC | COM | 882508104 |  | 228971 | 1179 | SH |  | SOLE | 0 | 0 | 0 | 1179 |
| TIDAL TRUST II | CHESAPEAKE TREND | 88636X484 |  | 6417646 | 327583 | SH |  | SOLE | 0 | 0 | 0 | 327583 |
| TIDAL TRUST II | BLUEPRINT CHESAP | 88636J873 |  | 5162862 | 185637 | SH |  | SOLE | 0 | 0 | 0 | 185637 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 7330383 | 146754 | SH |  | SOLE | 0 | 0 | 0 | 146754 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 447101 | 8906 | SH |  | SOLE | 0 | 0 | 0 | 8906 |
| WALMART INC | COM | 931142103 |  | 1342243 | 10800 | SH |  | SOLE | 0 | 0 | 0 | 10800 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 549931 | 10924 | SH |  | SOLE | 0 | 0 | 0 | 10924 |

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