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Mark John Keen

Spartan Planning & Wealth Management

Assets Managed
$150.257M
Holdings
75
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
11.14%(2Q avg: 5.45%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Spartan Planning & Wealth Management's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 75 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 150.257M in assets, with a quarterly growth rate of 11.14% and a 2-quarter average growth rate of 5.45%. The portfolio is managed by Mark John Keen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 18.53%
10.05%
$15.09M
166,207 shares@ $90.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 67.31%
6.47%
$9.715M
48,552 shares@ $200.09 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 68.83%
6.23%
$9.35M
185,548 shares@ $50.39 avg price
AAPL
Apple Inc
Recent Activity
Increased 76.32%
5.94%
$8.913M
30,802 shares@ $289.37 avg price
HEGD
Swan Hedged Equity Us Lg Cap
Recent Activity
Increased 4.64%
5.48%
$8.229M
308,649 shares@ $26.66 avg price
USRT
Ishares Core Us Reit Etf
Recent Activity
Increased 308.16%
5.34%
$8.022M
120,727 shares@ $66.46 avg price
TFFI
Chesap Trend Follo Fi In Etf
Recent Activity
Increased 12.11%
4.82%
$7.236M
367,245 shares@ $19.71 avg price
TFPN
Blueprint Chspk Ma Trend Etf
Recent Activity
Increased 9.25%
4.26%
$6.39M
202,807 shares@ $31.51 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 69.16%
2.75%
$4.122M
11,535 shares@ $357.37 avg price
TBLL
Invesco Short Term Treasury
Recent Activity
Decreased -48.42%
2.54%
$3.809M
36,084 shares@ $105.58 avg price

1-10 of 75