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:
12-31-2023
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, NC 27410
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:
3363901052


Signature, Place, and Date of Signing:

David Childs
                         [Signature]
Greensboro, NORTH CAROLINA
                 [City, State]
03-12-2024
                           [Date]
                          

Report Type (Check only one.):

☒ 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:
193
Form 13F Information table Value Total:
93831536
          (thousands)

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


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 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ISHARES TRCORE S&P500 ETF4642872007,330,18815,347SHSOLE 0 0 15,347
SELECT SECTOR SPDR TRSBI INT-UTILS81369Y88611,146176SHSOLE 0 0 176
AGILENT TECHNOLOGIES INCCOM00846U101135,276973SHSOLE 0 0 973
ADOBE INCCOM00724F101544,099912SHSOLE 0 0 912
AUTODESK INCCOM05276910669,879287SHSOLE 0 0 287
AMERICAN INTL GROUP INCCOM NEW02687478469,3081,023SHSOLE 0 0 1,023
AMAZON COM INCCOM0231351061,996,64413,141SHSOLE 0 0 13,141
BRISTOL-MYERS SQUIBB COCOM1101221081543SHSOLE 0 0 3
BERKSHIRE HATHAWAY INC DELCL B NEW084670702917,3302,572SHSOLE 0 0 2,572
EMERSON ELEC COCOM29101110452,461539SHSOLE 0 0 539
EXPEDITORS INTL WASH INCCOM302130109148,1881,165SHSOLE 0 0 1,165
BOEING COCOM097023105143,884552SHSOLE 0 0 552
ONEOK INC NEWCOM682680103187,6982,673SHSOLE 0 0 2,673
AMGEN INCCOM031162100310,1981,077SHSOLE 0 0 1,077
ABBOTT LABSCOM002824100127,6811,160SHSOLE 0 0 1,160
ADVANCED MICRO DEVICES INCCOM007903107321,7962,183SHSOLE 0 0 2,183
BEST BUY INCCOM08651610140,940523SHSOLE 0 0 523
ALTRIA GROUP INCCOM02209S1032025SHSOLE 0 0 5
FEDEX CORPCOM31428X10689,045352SHSOLE 0 0 352
GRAINGER W W INCCOM384802104150,822182SHSOLE 0 0 182
INTEL CORPCOM458140100338,7356,741SHSOLE 0 0 6,741
ORACLE CORPCOM68389X105148,8671,412SHSOLE 0 0 1,412
QUALCOMM INCCOM747525103234,1561,619SHSOLE 0 0 1,619
DISNEY WALT COCOM254687106150,5131,667SHSOLE 0 0 1,667
HONEYWELL INTL INCCOM438516106166,929796SHSOLE 0 0 796
US BANCORP DELCOM NEW90297330496,6012,232SHSOLE 0 0 2,232
MEDTRONIC PLCSHSG5960L10367,222816SHSOLE 0 0 816
PFIZER INCCOM71708110360521SHSOLE 0 0 21
EXELON CORPCOM30161N1013239SHSOLE 0 0 9
LOWES COS INCCOM548661107129,747583SHSOLE 0 0 583
ISHARES TRMSCI EAFE ETF4642874652,756,07736,577SHSOLE 0 0 36,577
MICROSOFT CORPCOM5949181044,626,42012,303SHSOLE 0 0 12,303
UNITED PARCEL SERVICE INCCL B91131210662,263396SHSOLE 0 0 396
AT&T INCCOM00206R10296,2175,734SHSOLE 0 0 5,734
PRUDENTIAL FINL INCCOM744320102104,4361,007SHSOLE 0 0 1,007
CITIGROUP INCCOM NEW172967424127,3652,476SHSOLE 0 0 2,476
CISCO SYS INCCOM17275R1021012SHSOLE 0 0 2
INTERNATIONAL BUSINESS MACHSCOM459200101258,4091,580SHSOLE 0 0 1,580
COCA COLA COCOM191216100242,1434,109SHSOLE 0 0 4,109
LOCKHEED MARTIN CORPCOM53983010955,295122SHSOLE 0 0 122
JOHNSON CTLS INTL PLCSHSG5150210588,0161,527SHSOLE 0 0 1,527
VERIZON COMMUNICATIONS INCCOM92343V104284,5977,549SHSOLE 0 0 7,549
SPDR SER TRPORTFOLI S&P150078464A8058,542,701146,154SHSOLE 0 0 146,154
SELECT SECTOR SPDR TRSBI MATERIALS81369Y10017,365203SHSOLE 0 0 203
SELECT SECTOR SPDR TRENERGY81369Y50619,870237SHSOLE 0 0 237
SELECT SECTOR SPDR TRFINANCIAL81369Y605117,0493,113SHSOLE 0 0 3,113
SELECT SECTOR SPDR TRINDL81369Y70477,627681SHSOLE 0 0 681
SELECT SECTOR SPDR TRTECHNOLOGY81369Y803216,5401,125SHSOLE 0 0 1,125
SELECT SECTOR SPDR TRSBI CONS STPLS81369Y30827,443381SHSOLE 0 0 381
SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209111,013814SHSOLE 0 0 814
SELECT SECTOR SPDR TRSBI CONS DISCR81369Y40796,021537SHSOLE 0 0 537
SCHWAB CHARLES CORPCOM808513105115,7221,682SHSOLE 0 0 1,682
DEERE & COCOM24419910532,78982SHSOLE 0 0 82
BANK AMERICA CORPCOM060505104285,0178,465SHSOLE 0 0 8,465
STARBUCKS CORPCOM8552441091922SHSOLE 0 0 2
WEST PHARMACEUTICAL SVSC INCCOM95530610566,199188SHSOLE 0 0 188
WALMART INCCOM931142103176,5681,120SHSOLE 0 0 1,120
APPLIED MATLS INCCOM03822210594,649584SHSOLE 0 0 584
ELEVANCE HEALTH INCCOM03675210391,954195SHSOLE 0 0 195
UNION PAC CORPCOM907818108184,706752SHSOLE 0 0 752
TEXAS INSTRS INCCOM882508104176,4261,035SHSOLE 0 0 1,035
TARGET CORPCOM87612E10653,835378SHSOLE 0 0 378
COLGATE PALMOLIVE COCOM194162103165,3982,075SHSOLE 0 0 2,075
CAPITAL ONE FINL CORPCOM14040H10555,333422SHSOLE 0 0 422
COSTCO WHSL CORP NEWCOM22160K105388,127588SHSOLE 0 0 588
ELI LILLY & COCOM532457108747,3031,282SHSOLE 0 0 1,282
CVS HEALTH CORPCOM12665010065,932835SHSOLE 0 0 835
QUEST DIAGNOSTICS INCCOM74834L10031,161226SHSOLE 0 0 226
SCHLUMBERGER LTDCOM STK80685710842,100809SHSOLE 0 0 809
DANAHER CORPORATIONCOM235851102133,946579SHSOLE 0 0 579
MERCK & CO INCCOM58933Y105235,2652,158SHSOLE 0 0 2,158
MORGAN STANLEYCOM NEW617446448128,7781,381SHSOLE 0 0 1,381
PROCTER AND GAMBLE COCOM742718109831,3345,673SHSOLE 0 0 5,673
GENERAL ELECTRIC COCOM NEW369604301200,3791,570SHSOLE 0 0 1,570
GILEAD SCIENCES INCCOM375558103193,3712,387SHSOLE 0 0 2,387
GOLDMAN SACHS GROUP INCCOM38141G104138,877360SHSOLE 0 0 360
HOME DEPOT INCCOM437076102611,3141,764SHSOLE 0 0 1,764
TRANE TECHNOLOGIES PLCSHSG8994E103119,023488SHSOLE 0 0 488
MCDONALDS CORPCOM580135101268,935907SHSOLE 0 0 907
NIKE INCCL B654106103181,7461,674SHSOLE 0 0 1,674
JPMORGAN CHASE & COCOM46625H100642,9783,780SHSOLE 0 0 3,780
MONDELEZ INTL INCCL A609207105125,5941,734SHSOLE 0 0 1,734
BOOKING HOLDINGS INCCOM09857L10867,39719SHSOLE 0 0 19
WELLS FARGO CO NEWCOM949746101219,3744,457SHSOLE 0 0 4,457
ISHARES TR1 3 YR TREAS BD4642874574,169,92950,828SHSOLE 0 0 50,828
FORD MTR CO DELCOM34537086023,2711,909SHSOLE 0 0 1,909
UNITEDHEALTH GROUP INCCOM91324P102673,8821,280SHSOLE 0 0 1,280
ACCENTURE PLC IRELANDSHS CLASS AG1151C101379,6851,082SHSOLE 0 0 1,082
AMERICAN TOWER CORP NEWCOM03027X100176,374817SHSOLE 0 0 817
RTX CORPORATIONCOM75513E10192,3861,098SHSOLE 0 0 1,098
INTUITCOM461202103103,130165SHSOLE 0 0 165
MARSH & MCLENNAN COS INCCOM57174810244,525235SHSOLE 0 0 235
3M COCOM88579Y10180,678738SHSOLE 0 0 738
COMCAST CORP NEWCL A20030N101241,3075,503SHSOLE 0 0 5,503
VANGUARD INDEX FDSTOTAL STK MKT922908769964,7744,067SHSOLE 0 0 4,067
HUNTINGTON BANCSHARES INCCOM44615010446,0083,617SHSOLE 0 0 3,617
WELLTOWER INCCOM95040Q10462,398692SHSOLE 0 0 692
DUKE ENERGY CORP NEWCOM NEW26441C20457,642594SHSOLE 0 0 594
CONOCOPHILLIPSCOM20825C104170,6231,470SHSOLE 0 0 1,470
APPLE INCCOM0378331004,583,75423,808SHSOLE 0 0 23,808
LAM RESEARCH CORPCOM51280710848,56262SHSOLE 0 0 62
CATERPILLAR INCCOM149123101202,830686SHSOLE 0 0 686
IDEXX LABS INCCOM45168D10460,500109SHSOLE 0 0 109
C H ROBINSON WORLDWIDE INCCOM NEW12541W2093464SHSOLE 0 0 4
HALLIBURTON COCOM40621610146,2001,278SHSOLE 0 0 1,278
ECOLAB INCCOM278865100307,8391,552SHSOLE 0 0 1,552
AMERICAN EXPRESS COCOM025816109214,8791,147SHSOLE 0 0 1,147
REGIONS FINANCIAL CORP NEWCOM7591EP10046,8412,417SHSOLE 0 0 2,417
SIMON PPTY GROUP INC NEWCOM82880610959,909420SHSOLE 0 0 420
EDWARDS LIFESCIENCES CORPCOM28176E10820,435268SHSOLE 0 0 268
S&P GLOBAL INCCOM78409V10461,673140SHSOLE 0 0 140
GENERAL DYNAMICS CORPCOM36955010892,702357SHSOLE 0 0 357
SOUTHERN COCOM84258710798,0281,398SHSOLE 0 0 1,398
BUNGE GLOBAL SACOM SHSH1135610443,005426SHSOLE 0 0 426
WATERS CORPCOM94184810392,514281SHSOLE 0 0 281
VALERO ENERGY CORPCOM91913Y10061,360472SHSOLE 0 0 472
NETFLIX INCCOM64110L106279,469574SHSOLE 0 0 574
CADENCE DESIGN SYSTEM INCCOM12738710882,528303SHSOLE 0 0 303
NORTHERN TR CORPCOM66585910427,002320SHSOLE 0 0 320
NVIDIA CORPORATIONCOM67066G1042,056,1534,152SHSOLE 0 0 4,152
VERTEX PHARMACEUTICALS INCCOM92532F10045,165111SHSOLE 0 0 111
V F CORPCOM918204108563SHSOLE 0 0 3
TRAVELERS COMPANIES INCCOM89417E10956,385296SHSOLE 0 0 296
BAKER HUGHES COMPANYCL A05722G10049,0481,435SHSOLE 0 0 1,435
L3HARRIS TECHNOLOGIES INCCOM50243110956,867270SHSOLE 0 0 270
MOODYS CORPCOM61536910558,975151SHSOLE 0 0 151
METLIFE INCCOM59156R10856,343852SHSOLE 0 0 852
ALPHABET INCCAP STK CL A02079K3051,340,8849,599SHSOLE 0 0 9,599
CBRE GROUP INCCL A12504L10978,289841SHSOLE 0 0 841
VANGUARD INDEX FDSMID CAP ETF92290862927,917120SHSOLE 0 0 120
VANGUARD INDEX FDSREAL ESTATE ETF922908553881SHSOLE 0 0 1
CHENIERE ENERGY INCCOM NEW16411R20893,208546SHSOLE 0 0 546
BLACKROCK INCCOM09247X101262,211323SHSOLE 0 0 323
VANGUARD INDEX FDSSMALL CP ETF92290875118,34686SHSOLE 0 0 86
MOSAIC CO NEWCOM61945C10342912SHSOLE 0 0 12
MCCORMICK & CO INCCOM NON VTG5797802064116SHSOLE 0 0 6
ISHARES GOLD TRISHARES NEW46428520471,4641,831SHSOLE 0 0 1,831
THERMO FISHER SCIENTIFIC INCCOM883556102102,973194SHSOLE 0 0 194
INVESCO EXCHANGE TRADED FD TFTSE RAFI 100046137V6131765SHSOLE 0 0 5
SALESFORCE INCCOM79466L302412,3401,567SHSOLE 0 0 1,567
MASTERCARD INCORPORATEDCL A57636Q104565,5521,326SHSOLE 0 0 1,326
PROSHARES TRPSHS ULT S&P 50074347R10711,648179SHSOLE 0 0 179
EQUINIX INCCOM29444U70070,87488SHSOLE 0 0 88
ISHARES TRMSCI USA ESG SLC46428880294,781943SHSOLE 0 0 943
METTLER TOLEDO INTERNATIONALCOM59268810526,68522SHSOLE 0 0 22
LEIDOS HOLDINGS INCCOM525327102243,5402,250SHSOLE 0 0 2,250
ISHARES TRSHORT TREAS BD4642886794,51541SHSOLE 0 0 41
SPDR SER TRPORTFOLIO S&P40078464A847151,1783,103SHSOLE 0 0 3,103
SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X5093,836,178108,336SHSOLE 0 0 108,336
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385873,4791,534SHSOLE 0 0 1,534
SPDR SER TRBLOOMBERG INTL T78464A5162,609,257112,565SHSOLE 0 0 112,565
SPDR SER TRPORTFLI TIPS ETF78464A6567,569296SHSOLE 0 0 296
SPDR SER TRBLOOMBERG 1-3 MO78468R663168,4321,843SHSOLE 0 0 1,843
NEOGENOMICS INCCOM NEW64049M2091,48992SHSOLE 0 0 92
ISHARES TRCRE U S REIT ETF4642885216,142,533113,143SHSOLE 0 0 113,143
VISA INCCOM CL A92826C839684,9812,631SHSOLE 0 0 2,631
PHILIP MORRIS INTL INCCOM7181721091882SHSOLE 0 0 2
SPDR SER TRPORTFOLIO LN TSR78464A6641,687,13658,137SHSOLE 0 0 58,137
SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X8893,502,452102,983SHSOLE 0 0 102,983
INSULET CORPCOM45784P10119,96292SHSOLE 0 0 92
DIREXION SHS ETF TRDRX S&P500BULL25459W86245,860441SHSOLE 0 0 441
BROADCOM INCCOM11135F101621,751557SHSOLE 0 0 557
TESLA INCCOM88160R1011,103,0034,439SHSOLE 0 0 4,439
VANGUARD INTL EQUITY INDEX FGLB EX US ETF922042676431SHSOLE 0 0 1
GENERAL MTRS COCOM37045V10022,486626SHSOLE 0 0 626
ISHARES TRFLTG RATE NT ETF46429B6551523SHSOLE 0 0 3
XYLEM INCCOM98419M100104,754916SHSOLE 0 0 916
ISHARES TRUS TREAS BD ETF46429B2676,764,982293,619SHSOLE 0 0 293,619
META PLATFORMS INCCL A30303M1021,125,5933,180SHSOLE 0 0 3,180
SERVICENOW INCCOM81762P10270,649100SHSOLE 0 0 100
ABBVIE INCCOM00287Y109333,1862,150SHSOLE 0 0 2,150
ZOETIS INCCL A98978V103116,251589SHSOLE 0 0 589
T-MOBILE US INCCOM87259010495,396595SHSOLE 0 0 595
SPDR SER TRPORTFOLIO S&P60078468R853146,7443,479SHSOLE 0 0 3,479
ALPHABET INCCAP STK CL C02079K1071,116,1667,920SHSOLE 0 0 7,920
KEYSIGHT TECHNOLOGIES INCCOM49338L10320,364128SHSOLE 0 0 128
KRAFT HEINZ COCOM5007541062226SHSOLE 0 0 6
PAYPAL HLDGS INCCOM70450Y10333,714549SHSOLE 0 0 549
HEWLETT PACKARD ENTERPRISE CCOM42824C10977,1574,544SHSOLE 0 0 4,544
SELECT SECTOR SPDR TRRL EST SEL SEC81369Y86020,030500SHSOLE 0 0 500
ISHARES TRCORE INTL AGGR46435G6722,24145SHSOLE 0 0 45
J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q8372014SHSOLE 0 0 4
FERGUSON PLC NEWSHSG3421J106104,644542SHSOLE 0 0 542
SELECT SECTOR SPDR TRCOMMUNICATION81369Y85273,0961,006SHSOLE 0 0 1,006
LINDE PLCSHSG54950103326,925796SHSOLE 0 0 796
ISHARES TRESG AWR US AGRGT46435U549371,6567,785SHSOLE 0 0 7,785
ETF SER SOLUTIONSCLEARSHS ULTRA26922A45362,341623SHSOLE 0 0 623
DOW INCCOM26055710317,329316SHSOLE 0 0 316
VONTIER CORPORATIONCOM928881101421SHSOLE 0 0 1
VIATRIS INCCOM92556V10673668SHSOLE 0 0 68
RIVIAN AUTOMOTIVE INCCOM CL A76954A1032,22995SHSOLE 0 0 95
BANK NEW YORK MELLON CORPCOM064058100138,1932,655SHSOLE 0 0 2,655
TIDAL TR IIBLUEPRINT CHESAP88636J8733,726,928152,931SHSOLE 0 0 152,931