Spartan Wealth Advisory Services LLC

CIK 0002075193 · BINGHAM FARMS, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Spartan Wealth Advisory Services LLC reported 320 positions worth $1.22B as of June 30, 2026 (13F filed August 5, 2026). Largest holding: GOOGL (5.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.22B
2026 Q2
Positions
320
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.8%
Est. Net Flow (Q)
2026 Q2
10 / 320 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGLALPHABET INCSH$67.5M5.52%188,784
2AAPLAPPLE INCSH$58.9M4.82%203,513
3NVDANVIDIA CORPORATIONSH$50.6M4.14%252,773
4AMZNAMAZON COM INCSH$47.1M3.85%197,408
5MSFTMICROSOFT CORPSH$36.7M3.01%98,477
6METAMETA PLATFORMS INCSH$34.6M2.83%61,385
7SGOVISHARES TRSH$30.9M2.53%307,326
8MUMICRON TECHNOLOGY INCSH$29.2M2.39%25,261
9CRWDCROWDSTRIKE HLDGS INCSH$24.0M1.96%31,407
10JFLXJ P MORGAN EXCHANGE TRADED FSH$21.6M1.77%429,039

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Spartan Wealth Advisory Services LLC hold as of Q2 2026?

Spartan Wealth Advisory Services LLC reported 320 positions worth $1.22B in its Q2 2026 13F filing. Largest positions: GOOGL (5.5%), AAPL (4.8%), NVDA (4.1%), AMZN (3.9%) and MSFT (3.0%).

What did Spartan Wealth Advisory Services LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Spartan Wealth Advisory Services LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.