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Spartan Wealth Advisory Services LLC

13F filer · CIK 0002075193
Reported Aug 5, 2026
Net seller this quarter
13F portfolio value$1.22BU.S. long equity reported on 13F
Positions20814 new · 12 closed
Net flow last quarter-$403MBuys minus sells
Top 10 positions weight31.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 5, 2026208 positions
GOOGLAlphabet Inc.$67.5M5.52%0.00%+3.0%Q1 2026
AAPLApple Inc.$58.9M4.82%0.00%-1.4%Q1 2026
NVDANvidia Corp$50.6M4.14%0.00%+6.8%Q1 2026
AMZNAmazon Com Inc$47.1M3.85%0.00%+3.5%Q1 2026
MSFTMicrosoft Corp$36.7M3.01%0.00%+0.9%Q1 2026
METAMeta Platforms, Inc.$34.6M2.83%Not reported+1.9%Q1 2026
MUMicron Technology Inc$29.2M2.39%0.00%-88.2%Q1 2026
CRWDCrowdStrike Holdings, Inc.$24M1.96%0.01%+5.4%Q1 2026
AMATApplied Materials Inc$20.1M1.65%0.00%+2.1%Q1 2026
ANETArista Networks, Inc.$18.2M1.49%0.01%+4.9%Q1 2026
LLYELI LILLY & Co$18.2M1.49%0.00%+7.3%Q1 2026
JPMJPMorgan Chase & Co$16.8M1.38%0.00%+5.4%Q1 2026
AVGOBroadcom Inc.$16.7M1.37%0.00%+3.0%Q1 2026
PANWPalo Alto Networks Inc$15.1M1.23%0.01%+10.9%Q1 2026
CATCaterpillar Inc$12.9M1.05%0.00%+6.5%Q1 2026
XOMExxonMobil Holdings Corp$12.7M1.04%0.00%+1.1%Q1 2026
VVisa Inc.$11.3M0.93%0.00%-6.0%Q1 2026
IGTeligent, Inc.$10.8M0.89%0.57%+3.1%Q1 2026
TSLATesla, Inc.$10.3M0.84%0.00%+2.5%Q1 2026
BRK.BBerkshire Hathaway Inc$9.82M0.80%Not reported+5.9%Q1 2026
CCitigroup Inc$9.62M0.79%0.00%+8.3%Q1 2026
ASMLAsml Holding NV$9.41M0.77%0.00%+12.7%Q1 2026
SNDKSandisk Corp$8.86M0.73%0.00%-93.1%Q1 2026
AMDAdvanced Micro Devices Inc$8.86M0.72%0.00%+26.9%Q1 2026
GOOGAlphabet Inc.$8.8M0.72%Not reported+0.6%Q1 2026
COSTCostco Wholesale Corp$8.52M0.70%0.00%+0.7%Q1 2026
CSCOCisco Systems, Inc.$8.4M0.69%0.00%+1.8%Q1 2026
UNHUnitedhealth Group Inc$7.52M0.62%0.00%-34.3%Q1 2026
LINLinde PLC$7.23M0.59%0.00%+5.3%Q1 2026
JNJJohnson & Johnson$6.3M0.52%0.00%-6.1%Q1 2026
QQQInvesco QQQ Trust, Series 1$5.74M0.47%Not reported+22.5%Q1 2026
WMTWalmart Inc.$5.22M0.43%0.00%+5.3%Q1 2026
GSGoldman Sachs Group Inc$5.14M0.42%0.00%+0.8%Q1 2026
ABBVAbbVie Inc.$4.85M0.40%0.00%+4.7%Q1 2026
PHMPultegroup Inc$4.79M0.39%0.02%+2.0%Q1 2026
KOCoca Cola Co$4.64M0.38%0.00%-3.0%Q1 2026
MSMorgan Stanley$4.58M0.38%0.00%-1.7%Q1 2026
VRTVertiv Holdings Co$4.39M0.36%0.00%-0.8%Q1 2026
DEDeere & Co$4.21M0.34%0.00%+5.4%Q1 2026
IBITiShares Bitcoin Trust ETF$4.16M0.34%0.01%+2.5%Q1 2026
MCDMcdonalds Corp$4.04M0.33%0.00%-21.6%Q1 2026
TMOThermo Fisher Scientific Inc.$3.99M0.33%0.00%-2.4%Q1 2026
TJXTJX Companies Inc$3.99M0.33%0.00%-2.8%Q1 2026
PHParker-Hannifin Corp$3.88M0.32%0.00%-3.2%Q1 2026
MAMastercard Inc$3.87M0.32%0.00%-7.8%Q1 2026
AXPAmerican Express Co$3.58M0.29%0.00%-8.2%Q1 2026
NOWServiceNow, Inc.$3.27M0.27%0.00%+130.1%Q1 2026
ORCLOracle Corp$3.23M0.26%0.00%-5.7%Q1 2026
DTEDte Energy Co$3.2M0.26%0.01%+0.6%Q1 2026
SOSouthern Co$3.18M0.26%0.00%+5.5%Q1 2026
Q1 2026Reported May 6, 2026204 positions
MUMicron Technology Inc$72.5M6.33%0.02%NewQ1 2026
GOOGLAlphabet Inc.$52.7M4.61%0.00%NewQ1 2026
AAPLApple Inc.$52.4M4.58%0.00%NewQ1 2026
NVDANvidia Corp$41.3M3.61%0.00%NewQ1 2026
AMZNAmazon Com Inc$39.7M3.47%0.00%NewQ1 2026
MSFTMicrosoft Corp$36.1M3.15%0.00%NewQ1 2026
SNDKSandisk Corp$35.6M3.11%0.04%NewQ1 2026
WDCWestern Digital Corp$34.6M3.03%0.04%NewQ1 2026
METAMeta Platforms, Inc.$34.5M3.01%Not reportedNewQ1 2026
XOMExxonMobil Holdings Corp$15.6M1.36%0.00%NewQ1 2026
JPMJPMorgan Chase & Co$14.4M1.25%0.00%NewQ1 2026
AVGOBroadcom Inc.$13.3M1.16%0.00%NewQ1 2026
LLYELI LILLY & Co$13M1.14%0.00%NewQ1 2026
ANETArista Networks, Inc.$12.6M1.10%0.01%NewQ1 2026
CRWDCrowdStrike Holdings, Inc.$11.6M1.02%0.01%NewQ1 2026
VVisa Inc.$10.6M0.93%0.00%NewQ1 2026
IGTeligent, Inc.$10.5M0.92%0.55%NewQ1 2026
AMATApplied Materials Inc$9.31M0.81%0.00%NewQ1 2026
COSTCostco Wholesale Corp$9.01M0.79%0.00%NewQ1 2026
BRK.BBerkshire Hathaway Inc$8.88M0.78%Not reportedNewQ1 2026
TSLATesla, Inc.$8.87M0.78%0.00%NewQ1 2026
CATCaterpillar Inc$8.03M0.70%0.00%NewQ1 2026
UNHUnitedhealth Group Inc$7.44M0.65%0.00%NewQ1 2026
CCitigroup Inc$7.2M0.63%0.00%NewQ1 2026
GOOGAlphabet Inc.$7.11M0.62%Not reportedNewQ1 2026
LINLinde PLC$6.56M0.57%0.00%NewQ1 2026
JNJJohnson & Johnson$6.46M0.56%0.00%NewQ1 2026
PANWPalo Alto Networks Inc$6.38M0.56%0.00%NewQ1 2026
MCDMcdonalds Corp$5.93M0.52%0.00%NewQ1 2026
ASMLAsml Holding NV$5.55M0.48%0.00%NewQ1 2026
CSCOCisco Systems, Inc.$5.45M0.48%0.00%NewQ1 2026
WMTWalmart Inc.$5.44M0.47%0.00%NewQ1 2026
IBITiShares Bitcoin Trust ETF$5.08M0.44%0.01%NewQ1 2026
KOCoca Cola Co$4.48M0.39%0.00%NewQ1 2026
TJXTJX Companies Inc$4.33M0.38%0.00%NewQ1 2026
GSGoldman Sachs Group Inc$4.26M0.37%0.00%NewQ1 2026
HONHoneywell International Inc$4.16M0.36%0.00%NewQ1 2026
MAMastercard Inc$4.08M0.36%0.00%NewQ1 2026
BSXBoston Scientific Corp$4.08M0.36%0.00%NewQ1 2026
PGPROCTER & GAMBLE Co$4.03M0.35%0.00%NewQ1 2026
PHMPultegroup Inc$4.03M0.35%0.02%NewQ1 2026
TMOThermo Fisher Scientific Inc.$4.01M0.35%0.00%NewQ1 2026
ABBVAbbVie Inc.$4.01M0.35%0.00%NewQ1 2026
QQQInvesco QQQ Trust, Series 1$3.67M0.32%Not reportedNewQ1 2026
MSMorgan Stanley$3.67M0.32%0.00%NewQ1 2026
PHParker-Hannifin Corp$3.67M0.32%0.00%NewQ1 2026
DEDeere & Co$3.55M0.31%0.00%NewQ1 2026
AXPAmerican Express Co$3.49M0.31%0.00%NewQ1 2026
ORCLOracle Corp$3.44M0.30%0.00%NewQ1 2026
FDXFedex Corp$3.43M0.30%0.00%NewQ1 2026
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