Spartan Wealth Advisory Services LLC
All 13F Filings
- Location
- Bingham Farms, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,144,757
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/6/2026 | 311 | 1,144,757 | 13F-HR | Spartan Wealth Advisory Services LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
142
(0.0% of total reported value)
· QoQ Δ:
+142
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 827.1 K | 72.3% | 827.1 K | 0 | 827.1 K |
| ETFs | 295.1 K | 25.8% | 295.1 K | 0 | 295.1 K |
| Debt | 22.37 K | 2.0% | 22.37 K | 0 | 22.37 K |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
1,144,757
Holdings
311
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.