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Spartan Wealth Advisory Services LLC Top Holdings and 13F Report (2026)

About Spartan Wealth Advisory Services LLC

Investment Activity

  • Spartan Wealth Advisory Services LLC has $1.14 billion in total holdings as of March 31, 2026.
  • Spartan Wealth Advisory Services LLC owns shares of 310 different stocks, but just 75 companies or ETFs make up 80% of its holdings.

Largest Holdings

Micron Technology
$72,514,761
Alphabet
$52,731,977
Apple
$52,394,874
NVIDIA
$41,282,561
Amazon.com
$39,737,083

Sector Allocation

Map of 500 Largest Holdings ofSpartan Wealth Advisory Services LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Micron Technology, Inc. stock logo
MU
Micron Technology
$72,514,761214,6426.3%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$52,731,977183,3774.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$52,394,874206,4504.6%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$41,282,561236,7123.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$39,737,083190,7963.5%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$36,116,04597,5663.2%Computer and Technology
SANDISK CORP
$35,635,58556,0893.1%COM
Western Digital Corporation stock logo
WDC
Western Digital
$34,639,220128,0613.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$34,477,05660,2613.0%Computer and Technology
J P MORGAN EXCHANGE TRADED F
$20,935,752421,4901.8%FLEXIBLE DEBT ET
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$18,202,870180,8351.6%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$15,581,78691,8411.4%Energy
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$15,523,381626,7011.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$14,356,54148,8051.3%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$13,286,58242,9281.2%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$13,020,31314,1561.1%Medical
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$12,821,835382,2851.1%ETF
ARISTA NETWORKS INC
$12,556,097102,2651.1%COM SHS
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$11,988,38720,0631.0%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$11,958,089127,5671.0%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$11,653,052106,2361.0%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$11,636,17029,8051.0%Computer and Technology
Visa Inc. stock logo
V
Visa
$10,600,83135,0740.9%Business Services
IG
Principal Investment Grade Corporate Active ETF
$10,510,515509,2550.9%ETF
SBND
Columbia Short Duration Bond ETF
$10,237,082544,9600.9%ETF
First Trust NASDAQ BuyWrite Income ETF stock logo
FTQI
First Trust NASDAQ BuyWrite Income ETF
$10,234,254513,7680.9%ETF
NORTHERN LIGHTS FD TR
$10,081,924404,5210.9%OCEAN PARK DIVER
MORGAN STANLEY ETF TRUST
$10,001,589207,5880.9%EATON VANCE FLTG
THORNBURG ETF TR
$9,600,698376,3430.8%MULTI SECTOR BD
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$9,308,96627,2360.8%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$9,009,3589,0420.8%Retail/Wholesale
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$8,968,20748,6660.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$8,880,05518,5310.8%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$8,872,92923,8680.8%Auto/Tires/Trucks
Caterpillar Inc. stock logo
CAT
Caterpillar
$8,026,11511,3290.7%Industrials
FIDELITY COVINGTON TRUST
$7,860,389211,3010.7%ENHANCED INTL
FlexShares High Yield Value-Scored Bond Index Fund stock logo
HYGV
FlexShares High Yield Value-Scored Bond Index Fund
$7,510,173187,4730.7%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$7,444,97927,5140.7%Medical
PIMCO Intermediate Municipal Bond Exchange-Traded Fund stock logo
MUNI
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
$7,259,629139,1000.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$7,205,040234,8450.6%ETF
Citigroup Inc. stock logo
C
Citigroup
$7,195,01563,4430.6%Financial Services
Alphabet Inc. stock logo
GOOG
Alphabet
$7,105,33024,7690.6%Computer and Technology
LINDE PLC
$6,562,29313,2370.6%SHS
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$6,459,07526,4240.6%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$6,382,82039,8130.6%Computer and Technology
DAPR
FT Vest U.S. Equity Deep Buffer ETF - April
$6,329,498159,1750.6%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$6,138,62474,1830.5%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$5,927,89519,0740.5%Retail/Wholesale
ETF SER SOLUTIONS
$5,839,238231,7250.5%AAM SLC LOW DUR
ASML Holding N.V. stock logo
ASML
ASML
$5,546,1654,1990.5%Computer and Technology
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$5,488,17023,2210.5%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$5,449,22570,2310.5%Computer and Technology
WALMART INC
$5,435,85643,7390.5%COM
ISHARES BITCOIN TRUST ETF
$5,220,739144,1820.5%SHS BEN INT
MORGAN STANLEY ETF TRUST
$5,214,04099,2300.5%EATON VANCE INTE
Principal Spectrum Preferred Securities Active ETF stock logo
PREF
Principal Spectrum Preferred Securities Active ETF
$4,806,733255,4060.4%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$4,755,52044,8000.4%ETF
Columbia Multi-Sector Municipal Income ETF stock logo
MUST
Columbia Multi-Sector Municipal Income ETF
$4,661,234227,2660.4%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$4,475,75658,8530.4%Consumer Staples
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$4,429,23857,8680.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$4,378,64368,3310.4%ETF
Columbia EM Core ex-China ETF stock logo
XCEM
Columbia EM Core ex-China ETF
$4,339,923106,3450.4%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,325,90927,0880.4%Retail/Wholesale
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,263,6505,0400.4%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$4,155,27418,3840.4%Multi-Sector Conglomerates
Mastercard Incorporated stock logo
MA
Mastercard
$4,082,6298,1710.4%Business Services
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$4,082,32765,0570.4%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$4,033,10027,9220.4%Consumer Staples
PulteGroup, Inc. stock logo
PHM
PulteGroup
$4,025,62034,2290.4%Construction
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,010,1698,1590.4%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$4,005,72818,4180.3%Medical
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,852,92713,4160.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,674,9446,3670.3%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$3,671,72922,3110.3%Finance
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$3,670,5744,1000.3%Industrials
Deere & Company stock logo
DE
Deere & Company
$3,548,7476,3000.3%Industrials
American Express Company stock logo
AXP
American Express
$3,492,03711,5450.3%Finance
Oracle Corporation stock logo
ORCL
Oracle
$3,437,03323,3640.3%Computer and Technology
FedEx Corporation stock logo
FDX
FedEx
$3,428,8159,6270.3%Transportation
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$3,413,838133,1450.3%ETF
Vertiv Holdings Co. stock logo
VRT
Vertiv
$3,313,31213,2230.3%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,294,43724,7890.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,128,38611,9440.3%ETF
DTE Energy Company stock logo
DTE
DTE Energy
$3,047,00620,8390.3%Utilities
Southern Company (The) stock logo
SO
Southern
$3,040,77431,5040.3%Utilities
RTX Corporation stock logo
RTX
RTX
$2,908,53815,0780.3%Aerospace
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$2,893,48810,2950.3%Financial Services
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$2,791,34434,8700.2%ETF
American Tower Corporation stock logo
AMT
American Tower
$2,696,72515,6260.2%Finance
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$2,652,79528,9480.2%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$2,614,97032,8470.2%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,594,80151,6890.2%Computer and Technology
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$2,589,75530,5000.2%ETF
Sysco Corporation stock logo
SYY
Sysco
$2,538,21335,5840.2%Consumer Staples
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,444,61812,0170.2%Computer and Technology
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$2,433,83925,1900.2%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$2,418,16418,3190.2%Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,353,23415,1540.2%Consumer Staples
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$2,331,90846,7410.2%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$2,283,28824,7350.2%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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