EdgeMarket › What Spartan Wealth Advisory Services Llc reported owning
What Spartan Wealth Advisory Services Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
311Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 72.5M | 6.3% | 214.6K | 966.78 | +724.8% |
| GOOGL Alphabet Inc. | 52.7M | 4.6% | 183.4K | 344.82 | +73.0% |
| AAPL Apple Inc. | 52.4M | 4.6% | 206.4K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 41.3M | 3.6% | 236.7K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 39.7M | 3.5% | 190.8K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 36.1M | 3.2% | 97.6K | 483.24 | -4.4% |
| SNDK Sandisk Corp | 35.6M | 3.1% | 56.1K | 1,596.08 | +3494.8% |
| WDC WESTERN DIGITAL CORP | 34.6M | 3.0% | 128.1K | 459.44 | +507.4% |
| META Meta Platforms, Inc. | 34.5M | 3.0% | 60.3K | 549.90 | -26.5% |
| JFLX JPMorgan Flexible Debt ETF | 20.9M | 1.8% | 421.5K | 49.87 | — |
| SGOV iShares 0-3 Month Treasury Bond ETF | 18.2M | 1.6% | 180.8K | 100.63 | +0.0% |
| XOM ExxonMobil Holdings Corp | 15.6M | 1.4% | 91.8K | 165.11 | +52.1% |
| UCON First Trust Smith Unconstrained Bond ETF | 15.5M | 1.4% | 626.7K | 24.56 | -1.6% |
| JPM JPMORGAN CHASE & CO | 14.4M | 1.3% | 48.8K | 351.58 | +20.3% |
| AVGO Broadcom Inc. | 13.3M | 1.2% | 42.9K | 368.45 | +26.5% |
| LLY ELI LILLY & Co | 13.0M | 1.1% | 14.2K | 1,255.40 | +78.0% |
| SPIB State Street SPDR Portfolio Intermediate Term | 12.8M | 1.1% | 382.3K | 33.09 | -1.7% |
| ANET Arista Networks, Inc. | 12.6M | 1.1% | 102.3K | 188.65 | +43.5% |
| VOO Vanguard S&P 500 ETF | 12.0M | 1.0% | 20.1K | 703.71 | +20.0% |
| VONV Vanguard Russell 1000 Value ETF | 12.0M | 1.0% | 127.6K | 112.82 | +29.1% |
| VONG Vanguard Russell 1000 Growth ETF | 11.7M | 1.0% | 106.2K | 125.99 | +11.3% |
| CRWD CrowdStrike Holdings, Inc. | 11.6M | 1.0% | 29.8K | 191.95 | +83.2% |
| V VISA INC. | 10.6M | 0.9% | 35.1K | 371.04 | +7.9% |
| IG Principal Investment Grade Corporate Active ET | 10.5M | 0.9% | 509.3K | 20.16 | -3.1% |
| SBND Columbia Short Duration Bond ETF | 10.2M | 0.9% | 545.0K | 18.66 | -1.1% |
| FTQI First Trust Nasdaq BuyWrite Income ETF | 10.2M | 0.9% | 513.8K | 21.93 | +9.4% |
| DUKZ Ocean Park Diversified Income ETF | 10.1M | 0.9% | 404.5K | 25.22 | +0.5% |
| EVLN Eaton Vance Floating-Rate ETF | 10.0M | 0.9% | 207.6K | 48.91 | -2.1% |
| TMB Thornburg Multi Sector Bond ETF | 9.6M | 0.8% | 376.3K | 25.25 | -1.1% |
| AMAT APPLIED MATERIALS INC /DE | 9.3M | 0.8% | 27.2K | 492.32 | +205.9% |
| COST COSTCO WHOLESALE CORP /NEW | 9.0M | 0.8% | 9.0K | 947.74 | -4.7% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 9.0M | 0.8% | 48.7K | 208.64 | +21.9% |
| unmapped CUSIP 084670702 | 8.9M | 0.8% | 18.5K | — | — |
| TSLA Tesla, Inc. | 8.9M | 0.8% | 23.9K | 362.86 | +12.0% |
| CAT CATERPILLAR INC | 8.0M | 0.7% | 11.3K | 827.90 | +96.8% |
| FENI Fidelity Enhanced International ETF | 7.9M | 0.7% | 211.3K | 41.72 | +20.7% |
| HYGV FlexShares High Yield Value-Scored Bond Index | 7.5M | 0.7% | 187.5K | 40.15 | -1.5% |
| UNH UNITEDHEALTH GROUP INC | 7.4M | 0.7% | 27.5K | 390.11 | +30.1% |
| MUNI PIMCO Intermediate Municipal Bond Active Excha | 7.3M | 0.6% | 139.1K | 51.72 | +0.8% |
| SCHD Schwab US Dividend Equity ETF | 7.2M | 0.6% | 234.8K | 35.11 | +27.6% |
| C CITIGROUP INC | 7.2M | 0.6% | 63.4K | 131.65 | +41.3% |
| GOOG Alphabet Inc. | 7.1M | 0.6% | 24.8K | 341.75 | +70.7% |
| LIN LINDE PLC | 6.6M | 0.6% | 13.2K | 487.57 | +1.1% |
| JNJ JOHNSON & JOHNSON | 6.5M | 0.6% | 26.4K | 270.24 | +51.1% |
| PANW Palo Alto Networks Inc | 6.4M | 0.6% | 39.8K | 357.87 | +94.0% |
| DAPR FT Vest U.S. Equity Deep Buffer ETF - April | 6.3M | 0.6% | 159.2K | 41.54 | +8.8% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 6.1M | 0.5% | 74.2K | 81.05 | -2.5% |
| MCD MCDONALDS CORP | 5.9M | 0.5% | 19.1K | 270.95 | -13.5% |
| LODI AAM SLC Low Duration Income ETF | 5.8M | 0.5% | 231.7K | 25.23 | -0.2% |
| ASML ASML HOLDING NV | 5.5M | 0.5% | 4.2K | 1,763.76 | +135.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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