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Form 13F-HR Spartan Planning & Wealt For: Mar 31

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May 16, 2022 3:19 PM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 03-31-2022
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
Address: 1931 NEW GARDEN RD
STE 220
GREENSBORO , NC27410
Form 13F File Number: 028-22530

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
Title: CEO, CCO
Phone: 3363901062
Signature, Place, and Date of Signing:
David Childs Greensboro , NC 05-16-2022
[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 reported are 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: 143
Form 13F Information Table Value Total: 79,934
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

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.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ISHARES TR CORE S&P500 ETF 464287200 203,000 448 SH SOLE 0 0 0 448
AMERICAN INTL GROUP INC COM NEW 026874784 24,000 388 SH SOLE 0 0 0 388
AMAZON COM INC COM 023135106 333,000 102 SH SOLE 0 0 0 102
BRISTOL-MYERS SQUIBB CO COM 110122108 76,000 1,036 SH SOLE 0 0 0 1,036
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 272,000 770 SH SOLE 0 0 0 770
EMERSON ELEC CO COM 291011104 33,000 341 SH SOLE 0 0 0 341
EVERSOURCE ENERGY COM 30040W108 189,000 2,145 SH SOLE 0 0 0 2,145
AMGEN INC COM 031162100 266,000 1,102 SH SOLE 0 0 0 1,102
ABBOTT LABS COM 002824100 0 2 SH SOLE 0 0 0 2
ALTRIA GROUP INC COM 02209S103 52,000 1,003 SH SOLE 0 0 0 1,003
GRAINGER W W INC COM 384802104 179,000 347 SH SOLE 0 0 0 347
INTEL CORP COM 458140100 77,000 1,544 SH SOLE 0 0 0 1,544
QUALCOMM INC COM 747525103 46,000 298 SH SOLE 0 0 0 298
JOHNSON & JOHNSON COM 478160104 245,000 1,382 SH SOLE 0 0 0 1,382
MEDTRONIC PLC SHS G5960L103 3,000 27 SH SOLE 0 0 0 27
PFIZER INC COM 717081103 119,000 2,300 SH SOLE 0 0 0 2,300
EXELON CORP COM 30161N101 24,000 505 SH SOLE 0 0 0 505
LOWES COS INC COM 548661107 184,000 908 SH SOLE 0 0 0 908
CHEVRON CORP NEW COM 166764100 107,000 657 SH SOLE 0 0 0 657
MICROSOFT CORP COM 594918104 3,149,000 10,215 SH SOLE 0 0 0 10,215
UNITED PARCEL SERVICE INC CL B 911312106 75,000 351 SH SOLE 0 0 0 351
PRUDENTIAL FINL INC COM 744320102 198,000 1,673 SH SOLE 0 0 0 1,673
CISCO SYS INC COM 17275R102 333,000 5,972 SH SOLE 0 0 0 5,972
INTERNATIONAL BUSINESS MACHS COM 459200101 136,000 1,046 SH SOLE 0 0 0 1,046
COCA COLA CO COM 191216100 523,000 8,429 SH SOLE 0 0 0 8,429
LOCKHEED MARTIN CORP COM 539830109 43,000 97 SH SOLE 0 0 0 97
PEPSICO INC COM 713448108 671,000 4,008 SH SOLE 0 0 0 4,008
SPDR SER TR PORTFOLI S&P1500 78464A805 8,778,000 157,937 SH SOLE 0 0 0 157,937
DEERE & CO COM 244199105 10,000 24 SH SOLE 0 0 0 24
BK OF AMERICA CORP COM 060505104 84,000 2,041 SH SOLE 0 0 0 2,041
AUTOMATIC DATA PROCESSING IN COM 053015103 242,000 1,064 SH SOLE 0 0 0 1,064
EXXON MOBIL CORP COM 30231G102 135,000 1,633 SH SOLE 0 0 0 1,633
AFLAC INC COM 001055102 11,000 177 SH SOLE 0 0 0 177
WEST PHARMACEUTICAL SVSC INC COM 955306105 369,000 899 SH SOLE 0 0 0 899
WALMART INC COM 931142103 99,000 664 SH SOLE 0 0 0 664
APPLIED MATLS INC COM 038222105 243,000 1,844 SH SOLE 0 0 0 1,844
UNION PAC CORP COM 907818108 79,000 290 SH SOLE 0 0 0 290
TEXAS INSTRS INC COM 882508104 286,000 1,558 SH SOLE 0 0 0 1,558
TARGET CORP COM 87612E106 1,000 4 SH SOLE 0 0 0 4
COSTCO WHSL CORP NEW COM 22160K105 74,000 129 SH SOLE 0 0 0 129
LILLY ELI & CO COM 532457108 80,000 278 SH SOLE 0 0 0 278
CVS HEALTH CORP COM 126650100 57,000 564 SH SOLE 0 0 0 564
DANAHER CORPORATION COM 235851102 41,000 139 SH SOLE 0 0 0 139
MERCK & CO INC COM 58933Y105 0 3 SH SOLE 0 0 0 3
MORGAN STANLEY COM NEW 617446448 34,000 385 SH SOLE 0 0 0 385
PROCTER AND GAMBLE CO COM 742718109 844,000 5,523 SH SOLE 0 0 0 5,523
MCDONALDS CORP COM 580135101 58,000 234 SH SOLE 0 0 0 234
NIKE INC CL B 654106103 0 1 SH SOLE 0 0 0 1
MONDELEZ INTL INC CL A 609207105 25,000 406 SH SOLE 0 0 0 406
WELLS FARGO CO NEW COM 949746101 52,000 1,080 SH SOLE 0 0 0 1,080
ISHARES TR 1 3 YR TREAS BD 464287457 48,000 575 SH SOLE 0 0 0 575
XCEL ENERGY INC COM 98389B100 358,000 4,961 SH SOLE 0 0 0 4,961
FORD MTR CO DEL COM 345370860 231,000 13,685 SH SOLE 0 0 0 13,685
UNITEDHEALTH GROUP INC COM 91324P102 196,000 384 SH SOLE 0 0 0 384
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 358,000 1,063 SH SOLE 0 0 0 1,063
RAYTHEON TECHNOLOGIES CORP COM 75513E101 66,000 669 SH SOLE 0 0 0 669
MARSH & MCLENNAN COS INC COM 571748102 519,000 3,046 SH SOLE 0 0 0 3,046
VANGUARD INDEX FDS TOTAL STK MKT 922908769 7,499,000 32,939 SH SOLE 0 0 0 32,939
NEXTERA ENERGY INC COM 65339F101 80,000 941 SH SOLE 0 0 0 941
DUKE ENERGY CORP NEW COM NEW 26441C204 46,000 413 SH SOLE 0 0 0 413
CONOCOPHILLIPS COM 20825C104 287,000 2,872 SH SOLE 0 0 0 2,872
APPLE INC COM 037833100 3,236,000 18,531 SH SOLE 0 0 0 18,531
CATERPILLAR INC COM 149123101 277,000 1,243 SH SOLE 0 0 0 1,243
CHUBB LIMITED COM H1467J104 6,000 28 SH SOLE 0 0 0 28
AMERICAN EXPRESS CO COM 025816109 592,000 3,167 SH SOLE 0 0 0 3,167
GENERAL MLS INC COM 370334104 250,000 3,689 SH SOLE 0 0 0 3,689
SIMON PPTY GROUP INC NEW COM 828806109 10,000 78 SH SOLE 0 0 0 78
EDWARDS LIFESCIENCES CORP COM 28176E108 245,000 2,082 SH SOLE 0 0 0 2,082
HEALTHPEAK PROPERTIES INC COM 42250P103 136,000 3,969 SH SOLE 0 0 0 3,969
GENERAL DYNAMICS CORP COM 369550108 31,000 127 SH SOLE 0 0 0 127
SOUTHERN CO COM 842587107 34,000 463 SH SOLE 0 0 0 463
PAYCHEX INC COM 704326107 4,000 27 SH SOLE 0 0 0 27
BERKLEY W R CORP COM 084423102 13,000 198 SH SOLE 0 0 0 198
VALERO ENERGY CORP COM 91913Y100 10,000 100 SH SOLE 0 0 0 100
CADENCE DESIGN SYSTEM INC COM 127387108 215,000 1,310 SH SOLE 0 0 0 1,310
PROLOGIS INC. COM 74340W103 317,000 1,960 SH SOLE 0 0 0 1,960
NORTHERN TR CORP COM 665859104 321,000 2,755 SH SOLE 0 0 0 2,755
LKQ CORP COM 501889208 3,000 69 SH SOLE 0 0 0 69
CLOROX CO DEL COM 189054109 0 1 SH SOLE 0 0 0 1
NVIDIA CORPORATION COM 67066G104 799,000 2,929 SH SOLE 0 0 0 2,929
VERTEX PHARMACEUTICALS INC COM 92532F100 251,000 960 SH SOLE 0 0 0 960
CMS ENERGY CORP COM 125896100 230,000 3,291 SH SOLE 0 0 0 3,291
V F CORP COM 918204108 0 3 SH SOLE 0 0 0 3
NUCOR CORP COM 670346105 15,000 100 SH SOLE 0 0 0 100
L3HARRIS TECHNOLOGIES INC COM 502431109 7,000 27 SH SOLE 0 0 0 27
FACTSET RESH SYS INC COM 303075105 3,000 7 SH SOLE 0 0 0 7
CUMMINS INC COM 231021106 0 1 SH SOLE 0 0 0 1
METLIFE INC COM 59156R108 24,000 344 SH SOLE 0 0 0 344
ALPHABET INC CAP STK CL A 02079K305 1,377,000 495 SH SOLE 0 0 0 495
CBRE GROUP INC CL A 12504L109 134,000 1,462 SH SOLE 0 0 0 1,462
VANGUARD INDEX FDS MID CAP ETF 922908629 33,000 139 SH SOLE 0 0 0 139
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 627,000 5,784 SH SOLE 0 0 0 5,784
VANGUARD INDEX FDS SMALL CP ETF 922908751 7,000 33 SH SOLE 0 0 0 33
ISHARES GOLD TR ISHARES NEW 464285204 3,639,000 98,810 SH SOLE 0 0 0 98,810
THERMO FISHER SCIENTIFIC INC COM 883556102 2,735,000 4,630 SH SOLE 0 0 0 4,630
SALESFORCE COM INC COM 79466L302 0 1 SH SOLE 0 0 0 1
ENBRIDGE INC COM 29250N105 14,000 295 SH SOLE 0 0 0 295
ROYAL BK CDA COM 780087102 44,000 400 SH SOLE 0 0 0 400
HESS CORP COM 42809H107 406,000 3,795 SH SOLE 0 0 0 3,795
MASTERCARD INCORPORATED CL A 57636Q104 85,000 239 SH SOLE 0 0 0 239
PROSHARES TR PSHS ULT S&P 500 74347R107 8,000 115 SH SOLE 0 0 0 115
LEIDOS HOLDINGS INC COM 525327102 243,000 2,250 SH SOLE 0 0 0 2,250
PROSHARES TR SHRT SMALLCAP60 74348A376 3,000 175 SH SOLE 0 0 0 175
ISHARES TR SHORT TREAS BD 464288679 5,182,000 47,002 SH SOLE 0 0 0 47,002
SPDR SER TR PORTFOLIO S&P400 78464A847 162,000 3,442 SH SOLE 0 0 0 3,442
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1,144,000 29,615 SH SOLE 0 0 0 29,615
BANK NEW YORK MELLON CORP COM 064058100 11,000 212 SH SOLE 0 0 0 212
SPDR SER TR PORTFLI TIPS ETF 78464A656 1,010,000 33,375 SH SOLE 0 0 0 33,375
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 7,806,000 85,373 SH SOLE 0 0 0 85,373
NEOGENOMICS INC COM NEW 64049M209 1,000 92 SH SOLE 0 0 0 92
ISHARES TR CRE U S REIT ETF 464288521 6,102,000 94,390 SH SOLE 0 0 0 94,390
VISA INC COM CL A 92826C839 313,000 1,410 SH SOLE 0 0 0 1,410
PHILIP MORRIS INTL INC COM 718172109 45,000 474 SH SOLE 0 0 0 474
SPDR SER TR PORTFOLIO LN TSR 78464A664 1,000 27 SH SOLE 0 0 0 27
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1,642,000 47,898 SH SOLE 0 0 0 47,898
PROSHARES TR PSHS SHTFINL ETF 74347B185 3,000 250 SH SOLE 0 0 0 250
DIREXION SHS ETF TR DRX S&P500BULL 25459W862 55,000 461 SH SOLE 0 0 0 461
BROADCOM INC COM 11135F101 101,000 161 SH SOLE 0 0 0 161
TESLA INC COM 88160R101 904,000 839 SH SOLE 0 0 0 839
HCA HEALTHCARE INC COM 40412C101 187,000 746 SH SOLE 0 0 0 746
ISHARES TR FLTG RATE NT ETF 46429B655 133,000 2,631 SH SOLE 0 0 0 2,631
PHILLIPS 66 COM 718546104 55,000 634 SH SOLE 0 0 0 634
ISHARES TR US TREAS BD ETF 46429B267 1,005,000 40,359 SH SOLE 0 0 0 40,359
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7,000 145 SH SOLE 0 0 0 145
ABBVIE INC COM 00287Y109 99,000 609 SH SOLE 0 0 0 609
ZOETIS INC CL A 98978V103 0 1 SH SOLE 0 0 0 1
T-MOBILE US INC COM 872590104 43,000 332 SH SOLE 0 0 0 332
SPDR SER TR PORTFOLIO S&P600 78468R853 65,000 1,554 SH SOLE 0 0 0 1,554
ALPHABET INC CAP STK CL C 02079K107 863,000 309 SH SOLE 0 0 0 309
HEWLETT PACKARD ENTERPRISE C COM 42824C109 304,000 18,206 SH SOLE 0 0 0 18,206
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 0 5 SH SOLE 0 0 0 5
ISHARES TR CORE INTL AGGR 46435G672 834,000 16,000 SH SOLE 0 0 0 16,000
ISHARES INC ESG AWR MSCI EM 46434G863 0 6 SH SOLE 0 0 0 6
ISHARES TR ESG AW MSCI EAFE 46435G516 0 3 SH SOLE 0 0 0 3
ISHARES TR ESG AWR MSCI USA 46435G425 4,000 43 SH SOLE 0 0 0 43
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 0 4 SH SOLE 0 0 0 4
DUPONT DE NEMOURS INC COM 26614N102 11,000 148 SH SOLE 0 0 0 148
RAFAEL HLDGS INC COM CL B 75062E106 1,000 351 SH SOLE 0 0 0 351
LINDE PLC SHS G5494J103 320,000 1,001 SH SOLE 0 0 0 1,001
ETF SER SOLUTIONS CLEARSHS ULTRA 26922A453 6,256,000 62,496 SH SOLE 0 0 0 62,496
DOW INC COM 260557103 25,000 386 SH SOLE 0 0 0 386
VIATRIS INC COM 92556V106 1,000 68 SH SOLE 0 0 0 68
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 5,000 95 SH SOLE 0 0 0 95

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