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David Childs

Spartan Planning & Wealth Management

Assets Managed
$135.205M
Holdings
69
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-0.23%(2Q avg: 2.8%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Spartan Planning & Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Spartan Planning & Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 135.205M in assets, with a quarterly growth rate of -0.23% and a 2-quarter average growth rate of 2.8%. The portfolio is managed by David Childs, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 3825.08%
10.12%
$13.672M
149,192 shares@ $91.65 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -33.83%
8.21%
$11.087M
140,234 shares@ $79.06 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Decreased -44.94%
6.58%
$8.884M
74,906 shares@ $118.6 avg price
GBIL
Goldman Sachs Access Treasur
Recent Activity
New Position
5.49%
$7.419M
74,051 shares@ $100.2 avg price
TBLL
Invesco Short Term Treasury
Recent Activity
New Position
5.47%
$7.384M
69,961 shares@ $105.55 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
New Position
5.43%
$7.33M
146,754 shares@ $49.96 avg price
HEGD
Swan Hedged Equity Us Lg Cap
Recent Activity
Decreased -16.01%
5.39%
$7.286M
294,970 shares@ $24.71 avg price
TFFI
Chesap Trend Follo Fi In Etf
Recent Activity
New Position
4.75%
$6.418M
327,583 shares@ $19.6 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
Increased 1574.96%
4.22%
$5.693M
51,572 shares@ $110.4 avg price
OPER
Clearshares Ultra-short Matu
Recent Activity
Increased 1411.12%
4.21%
$5.686M
56,818 shares@ $100.09 avg price

1-10 of 69