Spartan Wealth Advisory Services LLC
All 13F Filings
- Location
- Bingham Farms, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,221,698
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 320 | 1,221,698 | 13F-HR | Spartan Wealth Advisory Services LLC |
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 811.2 K | 66.4% | 0 | 15.88 K | -15.88 K |
| ETFs | 388.1 K | 31.8% | 92.96 K | 0 | 92.96 K |
| Debt | 22.37 K | 1.8% | 0 | 7 | -7 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
1,221,698
Holdings
320
QoQ value change ($000)
76,941
(6.7%)
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.