Spartan Wealth Advisory Services Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.14B
Q ending 2026-03-31
Prior quarter
Q ending 2025-12-31
Change
QoQ
Positions
311
reported holdings

Largest positions

Top 100 of 311 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Micron Technology IncMUShares$72.5M215K
Alphabet IncGOOGLShares$52.7M183K
Apple IncAAPLShares$52.4M206K
Nvidia CorporationNVDAShares$41.3M237K
Amazon Com IncAMZNShares$39.7M191K
Microsoft CorpMSFTShares$36.1M98K
Sandisk CorpSNDKShares$35.6M56K
Western Digital CorpWDCShares$34.6M128K
Meta Platforms IncMETAShares$34.5M60K
J P Morgan Exchange Traded FJFLXShares$20.9M421K
Ishares TrSGOVShares$18.2M181K
Exxon Mobil CorpXOMShares$15.6M92K
First Tr Exchng Traded Fd ViUCONShares$15.5M627K
Jpmorgan Chase & CoJPMShares$14.4M49K
Broadcom IncAVGOShares$13.3M43K
Eli Lilly & CoLLYShares$13.0M14K
Spdr Series TrustSPIBShares$12.8M382K
Arista Networks IncANETShares$12.6M102K
Vanguard Index FdsVOOShares$12.0M20K
Vanguard Scottsdale FdsVONVShares$12.0M128K
Vanguard Scottsdale FdsVONGShares$11.7M106K
Crowdstrike Hldgs IncCRWDShares$11.6M30K
Visa IncVShares$10.6M35K
Principal Exchange Traded FdIGShares$10.5M509K
Columbia Etf Tr ISBNDShares$10.2M545K
First Tr Exchange Traded FdFTQIShares$10.2M514K
Northern Lights Fd TrDUKZShares$10.1M405K
Morgan Stanley Etf TrustEVLNShares$10.0M208K
Thornburg Etf TrTMBShares$9.6M376K
Applied Matls IncAMATShares$9.3M27K
Costco Wholesale CorporationCOSTShares$9.0M9K
Vanguard Index FdsVOEShares$9.0M49K
Berkshire Hathaway Inc DelBRK/BShares$8.9M19K
Tesla IncTSLAShares$8.9M24K
Caterpillar IncCATShares$8.0M11K
Fidelity Covington TrustFENIShares$7.9M211K
Flexshares TrHYGVShares$7.5M187K
Unitedhealth Group IncUNHShares$7.4M28K
Pimco Etf TrMUNIShares$7.3M139K
Schwab Strategic TrSCHDShares$7.2M235K
Citigroup IncCShares$7.2M63K
Alphabet IncGOOGShares$7.1M25K
Linde PlcShares$6.6M13K
Johnson & JohnsonJNJShares$6.5M26K
Palo Alto Networks IncPANWShares$6.4M40K
First Tr Exchng Traded Fd ViDAPRShares$6.3M159K
Vanguard Scottsdale FdsVCITShares$6.1M74K
Mcdonalds CorpMCDShares$5.9M19K
Etf Ser SolutionsLODIShares$5.8M232K
Asml Hldg NvShares$5.5M4K
Vanguard World FdMGCShares$5.5M23K
Cisco Sys IncCSCOShares$5.4M70K
Walmart IncWMTShares$5.4M44K
Morgan Stanley Etf TrustEVIMShares$5.2M99K
Ishares Bitcoin Trust EtfIBITShares$5.1M132K
Principal Exchange Traded FdPREFShares$4.8M255K
Ishares TrMUBShares$4.8M45K
Columbia Etf Tr IMUSTShares$4.7M227K
Coca Cola CoKOShares$4.5M59K
Spdr Series TrustSPYMShares$4.4M58K
Vanguard Tax-Managed FdsVEAShares$4.4M68K
Columbia Etf Tr IiXCEMShares$4.3M106K
Tjx Cos Inc NewTJXShares$4.3M27K
Goldman Sachs Group IncGSShares$4.3M5K
Honeywell Intl IncHONGBPShares$4.2M18K
Mastercard IncorporatedMAShares$4.1M8K
Boston Scientific CorpBSXShares$4.1M65K
Procter & Gamble CoPGShares$4.0M28K
Pulte Group IncPHMShares$4.0M34K
Thermo Fisher Scientific IncTMOShares$4.0M8K
Abbvie IncABBVShares$4.0M18K
Vanguard Index FdsVOShares$3.9M13K
Invesco Qqq TrQQQShares$3.7M6K
Morgan StanleyMSShares$3.7M22K
Parker-Hannifin CorpPHShares$3.7M4K
Deere & CoDEShares$3.5M6K
American Express CoAXPShares$3.5M12K
Oracle CorpORCLShares$3.4M23K
Fedex CorpFDXShares$3.4M10K
Schwab Strategic TrSCHXShares$3.4M133K
Vertiv Holdings CoVRTShares$3.3M13K
Select Sector Spdr TrXLKShares$3.3M25K
Vanguard Index FdsVBShares$3.1M12K
Dte Energy CoDTEShares$3.0M21K
Southern CoSOShares$3.0M32K
Rtx CorporationRTXShares$2.9M15K
Cboe Global Mkts IncCBOEShares$2.9M10K
Ishares TrIGVShares$2.8M35K
American Tower CorpAMTShares$2.7M16K
Spdr Series TrustBILShares$2.7M29K
Wells Fargo & CoWFCShares$2.6M33K
Verizon Communications IncVZShares$2.6M52K
Fidelity Comwlth TrONEQShares$2.6M31K
Sysco CorpSYYShares$2.5M36K
Advanced Micro Devices IncAMDShares$2.4M12K
Spdr Series TrustSLYGShares$2.4M25K
ConocophillipsCOPShares$2.4M18K
Pepsico IncPEPShares$2.4M15K
Vanguard Mun Bd FdsVTEBShares$2.3M47K
Oreilly Automotive IncORLYShares$2.3M25K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.