Spartan Wealth Advisory Services LLC

Q2 2026 13F-HR Holdings

Location
Bingham Farms, MI
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
320
Total value ($000)
$1,221,698
Net value change ($000)
+76,941 (6.7%)
New positions
29
Sold out positions
19
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GOOGL 14,734 27.9%
SGOV 12,736 70.0%
CRWD 12,332 106.0%
AMAT 10,794 116.0%
NVDA 9,294 22.5%
PANW 8,673 135.9%
AMZN 7,313 18.4%
AAPL 6,494 12.4%
AMD 6,411 262.2%
ANET 5,672 45.2%
Top Reduces (Value $000, Stocks/ETFs)
MU -43,356 -59.8%
WDC -33,915 -97.9%
SNDK -26,776 -75.1%
DAPR -6,329 -100.0%
HON -4,155 -100.0%
XOM -2,883 -18.5%
BSX -2,455 -60.1%
ORLY -2,024 -88.7%
MCD -1,884 -31.8%
CME -1,673 -100.0%
Instrument mix + QoQ Δ (ex-options)
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type