MondegarAI
SPRENG CAPITAL MANAGEMENT, INC.

Q3 2025 · 13F-HR

SPRENG CAPITAL MANAGEMENT, INC.holdings as filed

Filed 2025-10-22 · accession 0001172661-25-004362

$250.8M
Reported value
76
Positions
2025-09-30
Period end
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The Brief · SPRENG CAPITAL MANAGEMENT, INC. · Q3 2025

AI · grounded in 13F

SPRENG CAPITAL MANAGEMENT, INC. established a new position in IVV valued at $48.3M. The fund also initiated new stakes in SCHG for $32.1M and VUG for $25.1M. Additional new positions include VIG at $10.8M, SCHD at $9.4M, and VYM at $9.3M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$48.3M19.3%72,239CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$32.1M12.8%1,004,436CommonNONE
922908736VUGVANGUARD INDEX FDS$25.1M9.99%52,235CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$10.8M4.29%49,900CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$9.4M3.76%345,791CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$9.3M3.69%65,659CommonNONE
594918104MSFTMICROSOFT CORP$8.9M3.54%17,118CommonNONE
922908744VTVVANGUARD INDEX FDS$8.1M3.22%43,267CommonNONE
46429B697USMVISHARES TR$7.1M2.84%74,812CommonNONE
46435UAA9IBDSISHARES TR$6.7M2.68%275,722CommonNONE
46436E163IBMRISHARES TR$6.1M2.44%260,831CommonNONE
46436E825IBTJISHARES TR$6.1M2.44%278,332CommonNONE
037833100AAPLAPPLE INC$5.9M2.37%23,317CommonNONE
67066G104NVDANVIDIA CORPORATION$5.7M2.26%30,366CommonNONE
46436E460IBTLISHARES TR$5.3M2.10%256,227CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$4.0M1.59%14,150CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$3.7M1.46%142,222CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.2M1.27%10,089CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2.5M1.01%16,467CommonNONE
023135106AMZNAMAZON COM INC$2.2M0.86%9,796CommonNONE
931142103WMTWALMART INC$1.9M0.75%18,311CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.8M0.70%3,510CommonNONE
149123101CATCATERPILLAR INC$1.7M0.67%3,495CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1.6M0.64%14,256CommonNONE
46090E103QQQINVESCO QQQ TR$1.4M0.57%2,384CommonNONE
842587107SOSOUTHERN CO$1.4M0.55%14,617CommonNONE
02209S103MOALTRIA GROUP INC$1.4M0.55%20,761CommonNONE
92826C839VVISA INC$1.3M0.52%3,829CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.2M0.48%22,532CommonNONE
464287440IEFISHARES TR$1.2M0.47%12,148CommonNONE
464288760ITAISHARES TR$1.1M0.45%5,418CommonNONE
478160104JNJJOHNSON & JOHNSON$1.0M0.42%5,619CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.0M0.40%12,859CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$995,9300.40%15,322CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$951,2360.38%5,014CommonNONE
922908769VTIVANGUARD INDEX FDS$941,5200.38%2,869CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$927,4330.37%21,102CommonNONE
907818108UNPUNION PAC CORP$911,5250.36%3,856CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$850,2340.34%12,641CommonNONE
922908512VOEVANGUARD INDEX FDS$841,6500.34%4,821CommonNONE
09290D101BLKBLACKROCK INC$803,2840.32%689CommonNONE
02079K107GOOGALPHABET INC$788,3710.31%3,237CommonNONE
922908611VBRVANGUARD INDEX FDS$781,2020.31%3,743CommonNONE
464287457SHYISHARES TR$719,1800.29%8,669CommonNONE
74348A467NOBLPROSHARES TR$692,6300.28%6,720CommonNONE
56585A102MPCMARATHON PETE CORP$669,1930.27%3,472CommonNONE
191216100KOCOCA COLA CO$667,1790.27%10,060CommonNONE
244199105DEDEERE & CO$647,9640.26%1,417CommonNONE
02079K305GOOGLALPHABET INC$575,4180.23%2,367CommonNONE
30231G102XOMEXXON MOBIL CORP$536,0140.21%4,754CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$503,3760.20%5,772CommonNONE
595112103MUMICRON TECHNOLOGY INC$483,5550.19%2,890CommonNONE
92204A405VFHVANGUARD WORLD FD$474,0390.19%3,612CommonNONE
254687106DISDISNEY WALT CO$472,2910.19%4,125CommonNONE
00768Y560CWSADVISORSHARES TR$460,0320.18%6,703CommonNONE
438516106HONHONEYWELL INTL INC$456,9960.18%2,171CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$424,5740.17%16,119CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$424,3930.17%875CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$413,4640.16%656CommonNONE
68389X105ORCLORACLE CORP$390,0800.16%1,387CommonNONE
922908751VBVANGUARD INDEX FDS$368,4520.15%1,449CommonNONE
501044101KRKROGER CO$361,9920.14%5,370CommonNONE
17275R102CSCOCISCO SYS INC$355,9210.14%5,202CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$339,0100.14%19,630CommonNONE
464288257ACWIISHARES TR$324,5880.13%2,348CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$312,2430.12%3,495CommonNONE
031162100AMGNAMGEN INC$298,5680.12%1,058CommonNONE
78463V107GLDSPDR GOLD TR$298,2390.12%839CommonNONE
75513E101RTXRTX CORPORATION$292,6600.12%1,749CommonNONE
532457108LLYELI LILLY & CO$269,3390.11%353CommonNONE
92204A702VGTVANGUARD WORLD FD$254,6010.10%341CommonNONE
742718109PGPROCTER AND GAMBLE CO$253,3690.10%1,649CommonNONE
464287523SOXXISHARES TR$248,3620.10%916CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$236,3840.09%838CommonNONE
700658107PRKPARK NATL CORP$234,8560.09%1,445CommonNONE
464287226AGGISHARES TR$227,0660.09%2,265CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.