Spartan Wealth Advisory Services Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Spartan Wealth Advisory Services Llc disclosed 304 stock positions valued at approximately $1.22B as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, APPLE INC, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 304
- Portfolio Value
- $1.22B
Holdings by Sector
Spartan Wealth Advisory Services Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 5.52% | 188,784 | +5,407 | +2.95% | $67,465,770 |
| APPLE INC | AAPL | Technology | 4.82% | 203,513 | -2,937 | -1.42% | $58,888,537 |
| NVIDIA CORPORATION | NVDA | Technology | 4.14% | 252,773 | +16,061 | +6.79% | $50,577,346 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.85% | 197,408 | +6,612 | +3.47% | $47,050,223 |
| MICROSOFT CORP | MSFT | Technology | 3.01% | 98,477 | +911 | +0.93% | $36,733,930 |
| META PLATFORMS INC | META | Communication Services | 2.83% | 61,385 | +1,124 | +1.87% | $34,577,282 |
| ISHARES TR | SGOV | Other | 2.53% | 307,326 | +126,491 | +69.95% | $30,938,556 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.39% | 25,261 | -189,381 | -88.23% | $29,158,718 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.96% | 31,407 | +1,602 | +5.37% | $23,967,938 |
| APPLIED MATLS INC | AMAT | Technology | 1.65% | 27,805 | +569 | +2.09% | $20,103,127 |
| ARISTA NETWORKS INC | ANET | Other | 1.49% | 107,298 | +5,033 | +4.92% | $18,227,784 |
| ELI LILLY & CO | LLY | Healthcare | 1.49% | 15,192 | +1,036 | +7.32% | $18,221,819 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.38% | 51,414 | +2,609 | +5.35% | $16,829,201 |
| BROADCOM INC | AVGO | Technology | 1.37% | 44,224 | +1,296 | +3.02% | $16,705,548 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 1.33% | 127,354 | +21,118 | +19.88% | $16,277,138 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 1.30% | 637,466 | +10,765 | +1.72% | $15,860,147 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 1.24% | 142,453 | +14,886 | +11.67% | $15,144,230 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.23% | 44,150 | +4,337 | +10.89% | $15,056,033 |
| VANGUARD INDEX FDS | VOO | Other | 1.07% | 19,059 | -1,004 | -5.00% | $13,089,828 |
| SPDR SERIES TRUST | SPIB | Other | 1.07% | 390,646 | +8,361 | +2.19% | $13,071,025 |
| CATERPILLAR INC | CAT | Industrials | 1.05% | 12,069 | +740 | +6.53% | $12,851,866 |
| EXXON MOBIL CORP | XOM | Energy | 1.04% | 92,883 | +1,042 | +1.13% | $12,698,942 |
| VISA INC | V | Financial Services | 0.93% | 32,969 | -2,105 | -6.00% | $11,311,183 |
| FIRST TR EXCHANGE TRADED FD | FTQI | Other | 0.92% | 508,242 | -5,526 | -1.08% | $11,227,070 |
| PRINCIPAL EXCHANGE TRADED FD | IG | Other | 0.89% | 524,830 | +15,575 | +3.06% | $10,845,613 |
| TESLA INC | TSLA | Consumer Cyclical | 0.84% | 24,475 | +607 | +2.54% | $10,294,185 |
| MORGAN STANLEY ETF TRUST | EVLN | Other | 0.84% | 211,283 | +3,695 | +1.78% | $10,248,307 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.80% | 19,623 | +1,092 | +5.89% | $9,819,153 |
| VANGUARD INDEX FDS | VOE | Other | 0.80% | 49,555 | +889 | +1.83% | $9,792,083 |
| CITIGROUP INC | C | Financial Services | 0.79% | 68,725 | +5,282 | +8.33% | $9,618,709 |
Showing 30 of 304 holdings in the latest reporting period.