Spartan Wealth Advisory Services LLC
Long book
$1.14B
Q1 2026
Positions
310
Top-10 weight
37%
concentration
Last quarter
+32.8%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsSpartan Wealth Advisory Services LLC is an institutional manager, running a $1.14B US long book across 310 positions.
The portfolio is moderately concentrated (top 10 ≈ 37% of the book). Current anchor positions: MICRON TECHNOLOGY INC, ALPHABET INC-CL A, APPLE INC, NVIDIA CORP, AMAZON.COM INC.
Signal value of individual moves is limited — treat changes as weak evidence.
Sector allocation
Technology 58%
Consumer discretionary 9%
Financials 9%
Industrials 8%
Healthcare 5%
Energy 3%
Services media 3%
Utilities 2%
Long book by quarter
What does Spartan Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MU MICRON TECHNOLOGY INC | Technology | 214.6K | $72.5M | 6.3% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 183.4K | $52.7M | 4.6% | Held |
| AAPL APPLE INC | Technology | 206.4K | $52.4M | 4.6% | Held |
| NVDA NVIDIA CORP | Technology | 236.7K | $41.3M | 3.6% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 190.8K | $39.7M | 3.5% | Held |
| MSFT MICROSOFT CORP | Technology | 97.6K | $36.1M | 3.2% | Held |
| SNDK SANDISK CORP | Technology | 56.1K | $35.6M | 3.1% | Held |
| WDC WESTERN DIGITAL CORP | Technology | 128.1K | $34.6M | 3.0% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 60.3K | $34.5M | 3.0% | Held |
| XOM EXXON MOBIL CORP | Energy | 91.8K | $15.6M | 1.4% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 48.8K | $14.4M | 1.3% | Held |
| AVGO BROADCOM INC | Technology | 42.9K | $13.3M | 1.2% | Held |
| LLY ELI LILLY & CO | Healthcare | 14.2K | $13.0M | 1.1% | Held |
| ANET ARISTA NETWORKS INC | Technology | 102.3K | $12.6M | 1.1% | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 29.8K | $11.6M | 1.0% | Held |
| V VISA INC-CLASS A SHARES | Services media | 35.1K | $10.6M | 0.9% | Held |
| AMAT APPLIED MATERIALS INC | Technology | 27.2K | $9.3M | 0.8% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 9.0K | $9.0M | 0.8% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 18.5K | $8.9M | 0.8% | Held |
| TSLA TESLA INC | Industrials | 23.9K | $8.9M | 0.8% | Held |
| CAT CATERPILLAR INC | Industrials | 11.3K | $8.0M | 0.7% | Held |
| UNH UNITEDHEALTH GROUP INC | Financials | 27.5K | $7.4M | 0.7% | Held |
| C CITIGROUP INC | Financials | 63.4K | $7.2M | 0.6% | Held |
| GOOG ALPHABET INC-CL C | Technology | 24.8K | $7.1M | 0.6% | Held |
| LIN LINDE PLC | Materials | 13.2K | $6.6M | 0.6% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 26.4K | $6.5M | 0.6% | Held |
| PANW PALO ALTO NETWORKS INC | Technology | 39.8K | $6.4M | 0.6% | Held |
| MCD MCDONALD'S CORP | Consumer discretionary | 19.1K | $5.9M | 0.5% | Held |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 4.2K | $5.5M | 0.5% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 70.2K | $5.4M | 0.5% | Held |
| WMT WALMART INC | Consumer discretionary | 43.7K | $5.4M | 0.5% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 58.9K | $4.5M | 0.4% | Held |
| TJX TJX COMPANIES INC | Consumer discretionary | 27.1K | $4.3M | 0.4% | Held |
| GS GOLDMAN SACHS GROUP INC | Financials | 5.0K | $4.3M | 0.4% | Held |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 18.4K | $4.2M | 0.4% | Held |
| MA MASTERCARD INC - A | Services media | 8.2K | $4.1M | 0.4% | Held |
| BSX BOSTON SCIENTIFIC CORP | Healthcare | 65.1K | $4.1M | 0.4% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 27.9K | $4.0M | 0.4% | Held |
| PHM PULTEGROUP INC | Industrials | 34.2K | $4.0M | 0.4% | Held |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 8.2K | $4.0M | 0.4% | Held |
| ABBV ABBVIE INC | Healthcare | 18.4K | $4.0M | 0.3% | Held |
| MS MORGAN STANLEY | Financials | 22.3K | $3.7M | 0.3% | Held |
| PH PARKER HANNIFIN CORP | Industrials | 4.1K | $3.7M | 0.3% | Held |
| DE DEERE & CO | Industrials | 6.3K | $3.5M | 0.3% | Held |
| AXP AMERICAN EXPRESS CO | Financials | 11.5K | $3.5M | 0.3% | Held |
| ORCL ORACLE CORP | Technology | 23.4K | $3.4M | 0.3% | Held |
| FDX FEDEX CORP | Industrials | 9.6K | $3.4M | 0.3% | Held |
| VRT VERTIV HOLDINGS CO-A | Technology | 13.2K | $3.3M | 0.3% | Held |
| DTE DTE ENERGY COMPANY | Utilities | 20.8K | $3.0M | 0.3% | Held |
| SO SOUTHERN CO/THE | Utilities | 31.5K | $3.0M | 0.3% | Held |
13F filing history
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