Spartan Wealth Advisory Services LLC

Est. AUM

$1.14B

13F long equity, this entity only

Positions

311

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICRON TECHNOLOGY INC	COM	$72.5M	214642	6.33%	SOLE
2	ALPHABET INC	CAP STK CL A	$52.7M	183377	4.61%	SOLE
3	APPLE INC	COM	$52.4M	206450	4.58%	SOLE
4	NVIDIA CORPORATION	COM	$41.3M	236712	3.61%	SOLE
5	AMAZON COM INC	COM	$39.7M	190796	3.47%	SOLE
6	MICROSOFT CORP	COM	$36.1M	97566	3.15%	SOLE
7	SANDISK CORP	COM	$35.6M	56089	3.11%	SOLE
8	WESTERN DIGITAL CORP	COM	$34.6M	128061	3.03%	SOLE
9	META PLATFORMS INC	CL A	$34.5M	60261	3.01%	SOLE
10	J P MORGAN EXCHANGE TRADED F	FLEXIBLE DEBT ET	$20.9M	421490	1.83%	SOLE
11	ISHARES TR	0-3 MNTH TREASRY	$18.2M	180835	1.59%	SOLE
12	EXXON MOBIL CORP	COM	$15.6M	91841	1.36%	SOLE
13	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$15.5M	626701	1.36%	SOLE
14	JPMORGAN CHASE & CO	COM	$14.4M	48805	1.25%	SOLE
15	BROADCOM INC	COM	$13.3M	42928	1.16%	SOLE
16	ELI LILLY & CO	COM	$13.0M	14156	1.14%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$12.8M	382285	1.12%	SOLE
18	ARISTA NETWORKS INC	COM SHS	$12.6M	102265	1.10%	SOLE
19	VANGUARD INDEX FDS	S&P 500 ETF SHS	$12.0M	20063	1.05%	SOLE
20	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$12.0M	127567	1.04%	SOLE
21	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$11.7M	106236	1.02%	SOLE
22	CROWDSTRIKE HLDGS INC	CL A	$11.6M	29805	1.02%	SOLE
23	VISA INC	COM CL A	$10.6M	35074	0.93%	SOLE
24	PRINCIPAL EXCHANGE TRADED FD	PRNC INVT GRAD	$10.5M	509255	0.92%	SOLE
25	COLUMBIA ETF TR I	SHORT DURATION	$10.2M	544960	0.89%	SOLE
26	FIRST TR EXCHANGE TRADED FD	NASDAQ BUYWRITE	$10.2M	513768	0.89%	SOLE
27	NORTHERN LIGHTS FD TR	OCEAN PARK DIVER	$10.1M	404521	0.88%	SOLE
28	MORGAN STANLEY ETF TRUST	EATON VANCE FLTG	$10.0M	207588	0.87%	SOLE
29	THORNBURG ETF TR	MULTI SECTOR BD	$9.6M	376343	0.84%	SOLE
30	APPLIED MATLS INC	COM	$9.3M	27236	0.81%	SOLE
31	COSTCO WHOLESALE CORPORATION	COM	$9.0M	9042	0.79%	SOLE
32	VANGUARD INDEX FDS	MCAP VL IDXVIP	$9.0M	48666	0.78%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.9M	18531	0.78%	SOLE
34	TESLA INC	COM	$8.9M	23868	0.78%	SOLE
35	CATERPILLAR INC	COM	$8.0M	11329	0.70%	SOLE
36	FIDELITY COVINGTON TRUST	ENHANCED INTL	$7.9M	211301	0.69%	SOLE
37	FLEXSHARES TR	HIG YLD VL ETF	$7.5M	187473	0.66%	SOLE
38	UNITEDHEALTH GROUP INC	COM	$7.4M	27514	0.65%	SOLE
39	PIMCO ETF TR	INTER MUN BD ACT	$7.3M	139100	0.63%	SOLE
40	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.2M	234845	0.63%	SOLE
41	CITIGROUP INC	COM NEW	$7.2M	63443	0.63%	SOLE
42	ALPHABET INC	CAP STK CL C	$7.1M	24769	0.62%	SOLE
43	LINDE PLC	SHS	$6.6M	13237	0.57%	SOLE
44	JOHNSON & JOHNSON	COM	$6.5M	26424	0.56%	SOLE
45	PALO ALTO NETWORKS INC	COM	$6.4M	39813	0.56%	SOLE
46	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$6.3M	159175	0.55%	SOLE
47	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6.1M	74183	0.54%	SOLE
48	MCDONALDS CORP	COM	$5.9M	19074	0.52%	SOLE
49	ETF SER SOLUTIONS	AAM SLC LOW DUR	$5.8M	231725	0.51%	SOLE
50	ASML HLDG NV	N Y REGISTRY SHS	$5.5M	4199	0.48%	SOLE

1–50 of 311

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.