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CIK: 0002075193
Total reported value
$1.2B
$1.2B
310 檔
21.2%
According to the latest 13F quarterly dataset, Spartan Wealth Advisory Services LLC managed an equity portfolio of $1.2B at the end of Q1 2026, spanning 310 distinct U.S. exchange-listed positions.
During Q1 2026, Spartan Wealth Advisory Services LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 310 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | Stock-Tech | 6.33% | -3.94% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.61% | +0.91% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.58% | +0.24% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.61% | +0.53% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.47% | +0.38% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | -0.14% | — | |
| 7 | SNDK | Sandisk CORP | Stock-Tech | 3.11% | -2.38% | — | |
| 8 | WDC | Western Digital CORP | Stock-Tech | 3.03% | -2.97% | — | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.01% | -0.18% | — | |
| 10 | JFLX | Jpmorgan Flexible Debt ETF | ETF-Other | 1.83% | -0.06% | — | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.59% | +0.94% | — | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.36% | -0.32% | — | |
| 13 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.36% | -0.06% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.25% | +0.13% | — | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.21% | — | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.14% | +0.35% | — | |
| 17 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.12% | -0.05% | — | |
| 18 | ANET | Arista Networks Inc | Stock-Tech | 1.10% | +0.39% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.02% | — | |
| 20 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.04% | +0.20% | — | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.02% | +0.31% | — | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.02% | +0.94% | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | — | — | |
| 24 | IG | Prin Invest Grad CORP Etf-ui | ETF-Other | 0.92% | -0.03% | — | |
| 25 | SBND | Columbia Shrt Dur Bnd ETF | ETF-Other | 0.89% | -0.04% | — | |
| 26 | FTQI | First Trust Nasdaq Buywrite | ETF-Tech | 0.89% | +0.03% | — | |
| 27 | DUKZ | Ocean Pa Diversified In ETF | ETF-Other | 0.88% | -0.02% | — | |
| 28 | EVLN | Eaton Vance Floating-rate | ETF-Other | 0.87% | -0.03% | — | |
| 29 | TMB | Thornburg Multi Sector B ETF | ETF-Other | 0.84% | -0.01% | — | |
| 30 | AMAT | Applied Materials Inc | Stock-Tech | 0.81% | +0.84% | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.09% | — | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.78% | +0.02% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | +0.02% | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.06% | — | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.70% | +0.35% | — | |
| 36 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.69% | -0.10% | — | |
| 37 | HYGV | Flexshares High Yield Value | ETF-High Yield | 0.66% | -0.03% | — | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.65% | -0.03% | — | |
| 39 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.63% | -0.03% | — | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | -0.05% | — | |
| 41 | C | Citigroup Inc | Stock-Financials | 0.63% | +0.16% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.10% | — | |
| 43 | LIN | Linde plc | Stock-Materials | 0.57% | +0.02% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.04% | — | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.56% | +0.67% | — | |
| 46 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.55% | -0.55% | EXIT | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.54% | -0.03% | — | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.52% | -0.19% | — | |
| 49 | LODI | Aam Slc Low Duration Inc ETF | ETF-Other | 0.51% | +0.03% | — | |
| 50 | ASML | ASML Holding N.V. | Stock-Tech | 0.48% | +0.29% | — |
According to official SEC Form 13F filings, Spartan Wealth Advisory Services LLC reported a total U.S. public equity portfolio value of $1.2B across 310 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MU, GOOGL, AAPL) accounted for 21.2% of total reported equity market value during Q1 2026.
During Q1 2026, Spartan Wealth Advisory Services LLC's top holdings by market value included MU (6.3%)、GOOGL (4.6%)、AAPL (4.6%). The largest single position, MU, represented 6.3% of total portfolio value.
In Q1 2026, Spartan Wealth Advisory Services LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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