Spartan Wealth Advisory Services LLC

Q1 2026 13F-HR Holdings

Location
Bingham Farms, MI
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
311
Total value ($000)
$1,144,757
Net value change ($000)
—
New positions
309
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 8/5/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 72,515 —
GOOGL 52,732 —
AAPL 52,395 —
NVDA 41,283 —
AMZN 39,737 —
MSFT 36,116 —
SNDK 35,636 —
WDC 34,639 —
META 34,477 —
SGOV 18,203 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 142 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type