Spartan Wealth Advisory Services LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Spartan Wealth Advisory Services LLC reported 310 stock positions worth $1.1 billion. Its top holding was Micron Technology (MU) at 6.3% of the portfolio, followed by Alphabet Class A (GOOGL, 4.6%) and Apple (AAPL, 4.6%).
- Most Recent 13F
- Q2 2026
- Location
- BINGHAM FARMS, MI
- CIK
- 0002075193
- Portfolio Value
- $1.1B (Q1 2026)
- SEC Filing
- 0001765380-26-000177 ↗ filed May 6, 2026
Holdings Value
Holdings 310 stocks · $1.1B
| MU Micron Technology Inc. | 6.34% | 214,642 | $72.5M | — |
| GOOGL Alphabet Inc. Class A | 4.61% | 183,377 | $52.7M | — |
| AAPL Apple Inc. | 4.58% | 206,450 | $52.4M | — |
| NVDA Nvidia Corp. | 3.61% | 236,712 | $41.3M | — |
| AMZN Amazon.com Inc. | 3.47% | 190,796 | $39.7M | — |
| MSFT Microsoft Corp. | 3.16% | 97,566 | $36.1M | — |
| SNDK Sandisk Corp. | 3.11% | 56,089 | $35.6M | — |
| WDC Western Digital Corp. | 3.03% | 128,061 | $34.6M | — |
| META Meta Platforms Inc. Class A | 3.01% | 60,261 | $34.5M | — |
| JFLX JPMorgan Flexible Debt ETF | 1.83% | 421,490 | $20.9M | — |
| SGOV iShares 0-3 Month Treasury B | 1.59% | 180,835 | $18.2M | — |
| XOM Exxon Mobil Corp. | 1.36% | 91,841 | $15.6M | — |
| UCON First Trust Smith Unconstrai | 1.36% | 626,701 | $15.5M | — |
| JPM JPMorgan Chase & Co. | 1.25% | 48,805 | $14.4M | — |
| AVGO Broadcom Inc. | 1.16% | 42,928 | $13.3M | — |
| LLY Eli Lilly & Co. | 1.14% | 14,156 | $13.0M | — |
| SPIB SS SPDR P Int C Corp. ETF | 1.12% | 382,285 | $12.8M | — |
| ANET Arista Networks Inc. | 1.10% | 102,265 | $12.6M | — |
| VOO Vanguard S&P 500 ETF | 1.05% | 20,063 | $12.0M | — |
| VONV Vanguard Russell 1000 Value | 1.04% | 127,567 | $12.0M | — |
| VONG Vanguard Russell 1000 Growth | 1.02% | 106,236 | $11.7M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 1.02% | 29,805 | $11.6M | — |
| V Visa Inc. Class A | 0.93% | 35,074 | $10.6M | — |
| IG Prin Invest Grad Corp. ETF-Ui | 0.92% | 509,255 | $10.5M | — |
| SBND Columbia SHRT Dur BND ETF | 0.89% | 544,960 | $10.2M | — |
| FTQI First Trust Nasdaq Buywrite | 0.89% | 513,768 | $10.2M | — |
| DUKZ Ocean Pa Diversified in ETF | 0.88% | 404,521 | $10.1M | — |
| EVLN Eaton Vance Floating-Rate | 0.87% | 207,588 | $10.0M | — |
| TMB Thornburg Multi Sector B ETF | 0.84% | 376,343 | $9.6M | — |
| AMAT Applied Materials Inc. | 0.81% | 27,236 | $9.3M | — |
| COST Costco Wholesale Corp. | 0.79% | 9,042 | $9.0M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.78% | 48,666 | $9.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 18,531 | $8.9M | — |
| TSLA Tesla Inc. | 0.78% | 23,868 | $8.9M | — |
| CAT Caterpillar Inc. | 0.70% | 11,329 | $8.0M | — |
| FENI Fidelity Enhanced Intl ETF | 0.69% | 211,301 | $7.9M | — |
| HYGV NT HY Val-SCRD BD ETF | 0.66% | 187,473 | $7.5M | — |
| UNH Unitedhealth Group Inc. | 0.65% | 27,514 | $7.4M | — |
| MUNI PIMCO Intermediate Municipal | 0.63% | 139,100 | $7.3M | — |
| SCHD Schwab US DVD Equity ETF | 0.63% | 234,845 | $7.2M | — |
| C Citigroup Inc. | 0.63% | 63,443 | $7.2M | — |
| GOOG Alphabet Inc. Class C | 0.62% | 24,769 | $7.1M | — |
| LIN Linde PLC | 0.57% | 13,237 | $6.6M | — |
| JNJ Johnson & Johnson | 0.56% | 26,424 | $6.5M | — |
| PANW Palo Alto Networks Inc. | 0.56% | 39,813 | $6.4M | — |
| DAPR FT Vest U.S. Equity Deep Buf | 0.55% | 159,175 | $6.3M | — |
| VCIT Vanguard Int-Term Corporate | 0.54% | 74,183 | $6.1M | — |
| MCD McDonald's Corp. | 0.52% | 19,074 | $5.9M | — |
| LODI Aam SLC Low Duration Inc. ETF | 0.51% | 231,725 | $5.8M | — |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.48% | 4,199 | $5.5M | — |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.48% | 23,221 | $5.5M | — |
| CSCO Cisco Systems Inc. | 0.48% | 70,231 | $5.4M | — |
| WMT Walmart Inc. | 0.47% | 43,739 | $5.4M | — |
| EVIM Eaton Vance Int Muni Income | 0.46% | 99,230 | $5.2M | — |
| IBIT iShares Bitcoin Trust ETF | 0.44% | 132,182 | $5.1M | — |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.42% | 255,406 | $4.8M | — |
| MUB iShares National Muni Bond E | 0.42% | 44,800 | $4.8M | — |
| MUST Columbia Multi-Sect Muni Inc. | 0.41% | 227,266 | $4.7M | — |
| KO The Coca-Cola Co. | 0.39% | 58,853 | $4.5M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.39% | 57,868 | $4.4M | — |
| VEA Vanguard Ftse Developed ETF | 0.38% | 68,331 | $4.4M | — |
| XCEM Columbia Em Core Ex-China | 0.38% | 106,345 | $4.3M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.38% | 27,088 | $4.3M | — |
| GS Goldman Sachs Group Inc. | 0.37% | 5,040 | $4.3M | — |
| HON Honeywell International Inc. | 0.36% | 18,384 | $4.2M | — |
| MA Mastercard Inc. Class A | 0.36% | 8,171 | $4.1M | — |
| BSX Boston Scientific Corp. | 0.36% | 65,057 | $4.1M | — |
| PG The Procter & Gamble Co. | 0.35% | 27,922 | $4.0M | — |
| PHM Pultegroup Inc. | 0.35% | 34,229 | $4.0M | — |
| TMO Thermo Fisher Scientific Inc. | 0.35% | 8,159 | $4.0M | — |
| ABBV Abbvie Inc. | 0.35% | 18,418 | $4.0M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.34% | 13,416 | $3.9M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 6,367 | $3.7M | — |
| MS Morgan Stanley | 0.32% | 22,311 | $3.7M | — |
| PH Parker Hannifin Corp. | 0.32% | 4,100 | $3.7M | — |
| DE Deere & Co. | 0.31% | 6,300 | $3.5M | — |
| AXP American Express Co. | 0.31% | 11,545 | $3.5M | — |
| ORCL Oracle Corp. | 0.30% | 23,364 | $3.4M | — |
| FDX FedEx Corp. | 0.30% | 9,627 | $3.4M | — |
| SCHX Schwab US Large-Cap ETF | 0.30% | 133,145 | $3.4M | — |
| VRT Vertiv Holdings Co. Class A | 0.29% | 13,223 | $3.3M | — |
| XLK SS Technology Select Sector | 0.29% | 24,789 | $3.3M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 11,944 | $3.1M | — |
| DTE DTE Energy Company | 0.27% | 20,839 | $3.0M | — |
| SO The Southern Co. | 0.27% | 31,504 | $3.0M | — |
| RTX RTX Corp. | 0.25% | 15,078 | $2.9M | — |
| CBOE Cboe Global Markets Inc. | 0.25% | 10,295 | $2.9M | — |
| IGV iShares Expanded Tech-Softwa | 0.24% | 34,870 | $2.8M | — |
| AMT American Tower Corp. | 0.24% | 15,626 | $2.7M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.23% | 28,948 | $2.7M | — |
| WFC Wells Fargo & Co. | 0.23% | 32,847 | $2.6M | — |
| VZ Verizon Communications Inc. | 0.23% | 51,689 | $2.6M | — |
| ONEQ Fidelity Nasdaq Comp Indx | 0.23% | 30,500 | $2.6M | — |
| SYY Sysco Corp. | 0.22% | 35,584 | $2.5M | — |
| AMD Advanced Micro Devices | 0.21% | 12,017 | $2.4M | — |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.21% | 25,190 | $2.4M | — |
| COP Conocophillips | 0.21% | 18,319 | $2.4M | — |
| PEP Pepsico Inc. | 0.21% | 15,154 | $2.4M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.20% | 46,741 | $2.3M | — |
| ORLY O'reilly Automotive Inc. | 0.20% | 24,735 | $2.3M | — |
Options reported separately and not counted above: IBIT puts ($142K).
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.