Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Spartan Wealth Advisory Services LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Spartan Wealth Advisory Services LLC (CIK 2075193) reported $1.22B across 320 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($67.5M, 5.52%), AAPL ($58.9M, 4.82%), NVDA ($50.6M, 4.14%), AMZN ($47.1M, 3.85%), MSFT ($36.7M, 3.01%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GOOGLALPHABET INC$67.5M5.52%188,784Added
2AAPLAPPLE INC$58.9M4.82%203,513Trimmed
3NVDANVIDIA CORPORATION$50.6M4.14%252,773Added
4AMZNAMAZON COM INC$47.1M3.85%197,408Added
5MSFTMICROSOFT CORP$36.7M3.01%98,477Added
6METAMETA PLATFORMS INC$34.6M2.83%61,385Added
7SGOVISHARES TR$30.9M2.53%307,326Added
8MUMICRON TECHNOLOGY INC$29.2M2.39%25,261Trimmed
9CRWDCROWDSTRIKE HLDGS INC$24.0M1.96%31,407Added
10JFLXJ P MORGAN EXCHANGE TRADED F$21.6M1.77%429,039Added
11AMATAPPLIED MATLS INC$20.1M1.65%27,805Added
12LLYELI LILLY & CO$18.2M1.49%15,192Added
13ANETARISTA NETWORKS INC$18.2M1.49%107,298Added
14JPMJPMORGAN CHASE & CO$16.8M1.38%51,414Added
15AVGOBROADCOM INC$16.7M1.37%44,224Added
16VONGVANGUARD SCOTTSDALE FDS$16.3M1.33%127,354Added
17UCONFIRST TR EXCHNG TRADED FD VI$15.9M1.30%637,466Added
18VONVVANGUARD SCOTTSDALE FDS$15.1M1.24%142,453Added
19PANWPALO ALTO NETWORKS INC$15.1M1.23%44,150Added
20VOOVANGUARD INDEX FDS$13.1M1.07%19,059Trimmed
21SPIBSPDR SERIES TRUST$13.1M1.07%390,646Added
22CATCATERPILLAR INC$12.9M1.05%12,069Added
23XOMEXXON MOBIL CORP$12.7M1.04%92,883Added
24VVISA INC$11.3M0.93%32,969Trimmed
25FTQIFIRST TR EXCHANGE TRADED FD$11.2M0.92%508,242Trimmed

Source: SEC Form 13F filings · as of 2026-06-30