MondegarAI
SPRENG CAPITAL MANAGEMENT, INC.

Q1 2026 · 13F-HR

SPRENG CAPITAL MANAGEMENT, INC.holdings as filed

Filed 2026-05-14 · accession 0001172661-26-001844

$212.0M
Reported value
66
Positions
2026-03-31
Period end
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The Brief · SPRENG CAPITAL MANAGEMENT, INC. · Q1 2026

AI · grounded in 13F

SPRENG CAPITAL MANAGEMENT, INC. exited its position in QQQ, reducing its exposure by $9.8M. The fund also closed positions in IBDS and IBDU, totaling a combined reduction of over $13.5M. Offsetting these sells, the fund established a new position in IBDW valued at $7.9M and increased its holdings in GLD by 82.7%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$44.9M21.2%68,788CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$21.8M10.3%747,527CommonNONE
922908736VUGVANGUARD INDEX FDS$16.3M7.67%37,220CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$13.0M6.12%60,359CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$11.8M5.58%79,953CommonNONE
922908744VTVVANGUARD INDEX FDS$9.2M4.35%47,017CommonNONE
46436E486IBDWISHARES TR$8.0M3.76%381,199CommonNONE
46436E825IBTJISHARES TR$7.1M3.33%323,272CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$6.8M3.21%221,589CommonNONE
594918104MSFTMICROSOFT CORP$6.6M3.10%17,745CommonNONE
46436E460IBTLISHARES TR$6.2M2.94%305,422CommonNONE
037833100AAPLAPPLE INC$5.0M2.37%19,799CommonNONE
67066G104NVDANVIDIA CORPORATION$4.5M2.10%25,535CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$3.6M1.72%27,374CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$3.4M1.59%134,476CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.8M1.31%9,443CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2.7M1.27%16,663CommonNONE
149123101CATCATERPILLAR INC$2.4M1.12%3,360CommonNONE
931142103WMTWALMART INC$2.2M1.02%17,374CommonNONE
023135106AMZNAMAZON COM INC$1.9M0.89%9,037CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1.7M0.81%13,067CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.67%2,980CommonNONE
842587107SOSOUTHERN CO$1.4M0.67%14,620CommonNONE
78463V107GLDSPDR GOLD TR$1.3M0.63%3,105CommonNONE
02209S103MOALTRIA GROUP INC$1.3M0.63%20,178CommonNONE
922908512VOEVANGUARD INDEX FDS$1.3M0.61%7,071CommonNONE
478160104JNJJOHNSON & JOHNSON$1.3M0.61%5,298CommonNONE
464288760ITAISHARES TR$1.2M0.56%5,418CommonNONE
92826C839VVISA INC$1.1M0.53%3,729CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$979,7970.46%19,846CommonNONE
02079K107GOOGALPHABET INC$925,4100.44%3,226CommonNONE
922908769VTIVANGUARD INDEX FDS$922,6500.44%2,876CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$911,2810.43%18,153CommonNONE
907818108UNPUNION PAC CORP$886,4400.42%3,654CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$881,3110.42%10,750CommonNONE
56585A102MPCMARATHON PETE CORP$847,7930.40%3,472CommonNONE
30231G102XOMEXXON MOBIL CORP$806,5640.38%4,754CommonNONE
244199105DEDEERE & CO$790,9100.37%1,404CommonNONE
191216100KOCOCA COLA CO$715,9350.34%9,414CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$705,4160.33%3,676CommonNONE
74348A467NOBLPROSHARES TR$686,8390.32%6,479CommonNONE
02079K305GOOGLALPHABET INC$672,0280.32%2,337CommonNONE
464287457SHYISHARES TR$645,6150.30%7,819CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$631,1710.30%13,754CommonNONE
464287440IEFISHARES TR$625,4180.29%6,553CommonNONE
595112103MUMICRON TECHNOLOGY INC$560,8140.26%1,660CommonNONE
438516106HONHONEYWELL INTL INC$444,1490.21%1,965CommonNONE
00768Y560CWSADVISORSHARES TR$433,9670.20%6,701CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$411,0550.19%6,710CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$409,4440.19%833CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$406,4450.19%15,852CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$401,4800.19%682CommonNONE
031162100AMGNAMGEN INC$381,4050.18%1,084CommonNONE
17275R102CSCOCISCO SYS INC$376,7770.18%4,856CommonNONE
501044101KRKROGER CO$369,5430.17%5,107CommonNONE
30303M102METAMETA PLATFORMS INC$352,4320.17%616CommonNONE
92204A405VFHVANGUARD WORLD FD$329,5700.16%2,728CommonNONE
532457108LLYELI LILLY & CO$324,6790.15%353CommonNONE
464287523SOXXISHARES TR$301,1240.14%916CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$285,9260.13%18,270CommonNONE
254687106DISDISNEY WALT CO$279,2170.13%2,897CommonNONE
337932107FEFIRSTENERGY CORP$278,4270.13%5,496CommonNONE
92204A702VGTVANGUARD WORLD FD$237,9230.11%341CommonNONE
700658107PRKPARK NATL CORP$237,4930.11%1,453CommonNONE
464287226AGGISHARES TR$213,6290.10%2,152CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$202,6270.10%5,274CommonNONE

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.