SPRENG CAPITAL MANAGEMENT, INC. — 13F Holdings & Portfolio

CIK 1800913 · latest 13F-HR filed 2026-07-15

SPRENG CAPITAL MANAGEMENT, INC. manages $274.9M in 13F-reported U.S. long-equity assets across 77 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (18.88%), VUG (11.97%), SCHG (9.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions, exited 2, added to 34, and trimmed 11.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
201 SOUTH SANDUSKY AVENUE
BUCYRUS, OH 44820
Phone
(419) 563-0084
Filing Manager
SPRENG CAPITAL MANAGEMENT, INC.
Bucyrus, OH
Signatory
James Spreng
Principal
Loading holdings…
AUM

$274.9M

Long-equity book

Holdings

77

Distinct positions

Period

2026-06-30

Filed 2026-07-15

Q/Q Activity

+13 / −2 / ↑34 / ↓11

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$16.7M +102.4%
  • ISHARES TR$7.0M +15.5%
  • SCHWAB STRATEGIC TR$3.7M +16.9%
  • VANGUARD SPECIALIZED FUNDS$1.6M +12.1%
  • SELECT SECTOR SPDR TR$1.5M +42.6%
Show all 34

Top Trims

  • SPDR GOLD TR-$792.3K -59.3%
  • WALMART INC-$211.3K -9.8%
  • EXXON MOBIL CORP-$152.2K -18.9%
  • VERIZON COMMUNICATIONS INC-$144.6K -15.9%
  • KROGER CO-$86.0K -23.3%
Show all 11

New Positions

  • VANGUARD INDEX FDS$14.1M
  • ISHARES TR$6.9M
  • SPACE EXPLORATION TECHN CORP$1.2M
  • RTX CORPORATION$335.1K
  • ISHARES TR$268.8K
Show all 13

Exited Positions

  • HONEYWELL INTL INC$444.1K
  • ISHARES BITCOIN TRUST ETF$202.6K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $51.9M 18.88% 69,314 SH
2 VANGUARD INDEX FDS VUG 922908736 $32.9M 11.97% 382,074 SH
3 SCHWAB STRATEGIC TR SCHG 808524300 $25.5M 9.26% 752,496 SH
4 VANGUARD SPECIALIZED FUNDS VIG 921908844 $14.6M 5.29% 61,513 SH
5 VANGUARD INDEX FDS VOO 922908363 $14.1M 5.13% 20,537 SH
6 VANGUARD WHITEHALL FDS VYM 921946406 $12.9M 4.68% 81,351 SH
7 VANGUARD INDEX FDS VTV 922908744 $10.4M 3.78% 47,689 SH
8 ISHARES TR IBDW 46436E486 $8.2M 2.97% 391,643 SH
9 SCHWAB STRATEGIC TR SCHD 808524797 $7.0M 2.54% 220,610 SH
10 ISHARES TR IBTJ 46436E825 $7.0M 2.54% 322,517 SH
11 ISHARES TR IBDU 46436E205 $6.9M 2.51% 298,459 SH
12 MICROSOFT CORP MSFT 594918104 $6.5M 2.36% 17,417 SH
13 ISHARES TR IBTL 46436E460 $6.4M 2.31% 314,831 SH
14 APPLE INC AAPL 037833100 $5.8M 2.09% 19,875 SH
15 SELECT SECTOR SPDR TR XLK 81369Y803 $5.2M 1.89% 27,225 SH
16 NVIDIA CORPORATION NVDA 67066G104 $5.1M 1.85% 25,364 SH
17 SCHWAB STRATEGIC TR SCHB 808524102 $3.8M 1.38% 131,459 SH
18 CATERPILLAR INC CAT 149123101 $3.5M 1.29% 3,319 SH
19 JPMORGAN CHASE & CO JPM 46625H100 $3.1M 1.13% 9,476 SH
20 SELECT SECTOR SPDR TR XLI 81369Y704 $3.0M 1.10% 16,331 SH
21 AMAZON COM INC AMZN 023135106 $2.2M 0.79% 9,106 SH
22 WALMART INC WMT 931142103 $1.9M 0.71% 17,199 SH
23 MICRON TECHNOLOGY INC MU 595112103 $1.9M 0.70% 1,660 SH
24 AMERICAN ELEC PWR CO INC AEP 025537101 $1.8M 0.65% 13,034 SH
25 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.5M 0.54% 2,993 SH
26 ALTRIA GROUP INC MO 02209S103 $1.5M 0.53% 20,227 SH
27 SOUTHERN CO SO 842587107 $1.4M 0.51% 14,520 SH
28 VANGUARD INDEX FDS VOE 922908512 $1.4M 0.50% 7,005 SH
29 JOHNSON & JOHNSON JNJ 478160104 $1.3M 0.49% 5,290 SH
30 ISHARES TR ITA 464288760 $1.3M 0.48% 5,418 SH
31 VISA INC V 92826C839 $1.3M 0.46% 3,657 SH
32 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $1.2M 0.44% 7,117 SH
33 ALPHABET INC GOOG 02079K107 $1.1M 0.41% 3,226 SH
34 VANGUARD INDEX FDS VTI 922908769 $1.0M 0.37% 2,758 SH
35 SELECT SECTOR SPDR TR XLF 81369Y605 $1.0M 0.37% 18,838 SH
36 UNION PAC CORP UNP 907818108 $991.8K 0.36% 3,646 SH
37 DEERE & CO DE 244199105 $895.8K 0.33% 1,412 SH
38 MARATHON PETE CORP MPC 56585A102 $887.7K 0.32% 3,472 SH
39 ALPHABET INC GOOGL 02079K305 $867.7K 0.32% 2,428 SH
40 SELECT SECTOR SPDR TR XLP 81369Y308 $833.9K 0.30% 10,038 SH
41 COCA COLA CO KO 191216100 $780.4K 0.28% 9,603 SH
42 VERIZON COMMUNICATIONS INC VZ 92343V104 $766.7K 0.28% 18,108 SH
43 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $725.9K 0.26% 3,411 SH
44 PROSHARES TR NOBL 74348A467 $680.3K 0.25% 12,113 SH
45 EXXON MOBIL CORP XOM 30231G102 $654.3K 0.24% 4,786 SH
46 ISHARES TR SHY 464287457 $642.0K 0.23% 7,819 SH
47 SELECT SECTOR SPDR TR XLU 81369Y886 $623.9K 0.23% 13,761 SH
48 CISCO SYS INC CSCO 17275R102 $608.8K 0.22% 5,183 SH
49 ISHARES TR SOXX 464287523 $587.1K 0.21% 916 SH
50 ISHARES TR IEF 464287440 $573.4K 0.21% 6,063 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-15 $274.9M 77 0001172661-26-002635
2026-03-31 2026-05-14 $212.0M 66 0001172661-26-001844
2025-12-31 2026-01-30 $254.7M 75 0001172661-26-000404
2025-09-30 2025-10-22 $250.8M 76 0001172661-25-004362