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Spartan Wealth Advisory Services

Latest statistics and disclosures from Spartan Wealth Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are GOOGL, AAPL, NVDA, AMZN, MSFT, and represent 21.33% of Spartan Wealth Advisory Services's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$13M), IDEQ (+$5.7M), HFXI, VO, NVDA, VEEV, VONG, XLK, SPYM, HON.
Started 29 new stock positions in DIA, HONA, CELH, ASTS, HFXI, XLP, SMH, FDXF, Roundhill Memory Etf, QTOP.
Reduced shares in these 10 stocks: MU (-$219M), SNDK (-$119M), WDC (-$81M), MUU (-$6.7M), DAPR (-$6.3M), Honeywell International, UNH, ORLY, , FENI.
Sold out of its positions in ARM, CME, CBXY, DOW, DAPR, QCLR, Honeywell International, INTU, SLV, IBHG. IBHF, MRSH, NOC, PSEC, REGN, GNR, SCHW, SNOW, TTD.
Spartan Wealth Advisory Services was a net seller of stock by $-368M.
Spartan Wealth Advisory Services has $1.2B in assets under management (AUM), dropping by 6.72%.
Central Index Key (CIK): 0002075193

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Portfolio Holdings for Spartan Wealth Advisory Services

Spartan Wealth Advisory Services holds 320 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Cap Stk Cl A (GOOGL)	5.5	$68M	+2%	189k	357.37	View chart
Apple (AAPL)	4.8	$59M		204k	289.36	View chart
NVIDIA Corporation (NVDA)	4.1	$51M	+6%	253k	200.09	View chart
Amazon (AMZN)	3.9	$47M	+3%	197k	238.34	View chart
Microsoft Corporation (MSFT)	3.0	$37M		99k	373.02	View chart
Meta Platforms Cl A (META)	2.8	$35M		61k	563.29	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	2.5	$31M	+69%	307k	100.67	View chart
Micron Technology (MU)	2.4	$29M	-88%	25k	1154.30	View chart
Crowdstrike Hldgs Cl A (CRWD)	2.0	$24M	+5%	31k	763.14	View chart
J P Morgan Exchange Traded F Flexi Debt Etf (JFLX)	1.8	$22M		429k	50.40	View chart
Applied Materials (AMAT)	1.6	$20M	+2%	28k	723.00	View chart
Arista Networks Com Shs (ANET)	1.5	$18M	+4%	107k	169.88	View chart
Eli Lilly & Co. (LLY)	1.5	$18M	+7%	15k	1199.44	View chart
JPMorgan Chase & Co. (JPM)	1.4	$17M	+5%	51k	327.33	View chart
Broadcom (AVGO)	1.4	$17M	+3%	44k	377.75	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.3	$16M	+19%	127k	127.81	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	1.3	$16M		638k	24.88	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	1.2	$15M	+11%	143k	106.31	View chart
Palo Alto Networks (PANW)	1.2	$15M	+10%	44k	341.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$13M	-5%	19k	686.81	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	1.1	$13M	+2%	391k	33.46	View chart
Caterpillar (CAT)	1.1	$13M	+6%	12k	1064.87	View chart
Exxon Mobil Corporation (XOM)	1.0	$13M		93k	136.72	View chart
Visa Com Cl A (V)	0.9	$11M	-6%	33k	343.09	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.9	$11M		508k	22.09	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	0.9	$11M	+3%	525k	20.66	View chart
Northern Lights Fd Tr Ocea Pk Dive Etf (DUKZ)	0.9	$10M		408k	25.62	View chart
Columbia Etf Tr I Short Duration (SBND)	0.8	$10M		551k	18.80	View chart
Tesla Motors (TSLA)	0.8	$10M	+2%	25k	420.60	View chart
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)	0.8	$10M		211k	48.51	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	0.8	$10M	+6%	399k	25.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$9.8M	+5%	20k	500.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$9.8M		50k	197.60	View chart
Citigroup Com New (C)	0.8	$9.6M	+8%	69k	139.96	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.8	$9.4M	+12%	4.7k	1989.44	View chart
Sandisk Corp (SNDK)	0.7	$8.9M	-93%	3.9k	2273.47	View chart
Advanced Micro Devices (AMD)	0.7	$8.9M	+26%	15k	580.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$8.8M		25k	353.33	View chart
Costco Wholesale Corporation (COST)	0.7	$8.5M		9.1k	935.44	View chart
Cisco Systems (CSCO)	0.7	$8.4M		72k	117.46	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.6	$7.7M	+2%	192k	40.26	View chart
UnitedHealth (UNH)	0.6	$7.5M	-34%	18k	415.64	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.6	$7.4M	+45%	84k	87.88	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.6	$7.4M		140k	52.60	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.6	$7.2M	-14%	181k	40.13	View chart
Linde SHS (LIN)	0.6	$7.2M	+5%	14k	518.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$7.1M	-4%	225k	31.71	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.6	$7.1M	+49%	37k	190.52	View chart
Etf Ser Solutions Aam Slc Low Dur (LODI)	0.5	$6.6M	+12%	261k	25.18	View chart
Vanguard World Mega Cap Index (MGC)	0.5	$6.4M		23k	273.63	View chart
Johnson & Johnson (JNJ)	0.5	$6.3M	-6%	25k	253.97	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$6.2M		75k	82.65	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.5	$5.8M	+3%	110k	52.88	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$5.8M	+20%	54k	107.62	View chart
Morgan Stanley Etf Trust Eato Van Mu Etf (EVIM)	0.5	$5.8M	+9%	109k	53.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$5.7M	+22%	7.8k	736.42	View chart
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)	0.5	$5.7M	NEW	162k	35.07	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$5.5M	+40%	187k	29.43	View chart
Wal-Mart Stores (WMT)	0.4	$5.2M	+5%	46k	113.26	View chart
Goldman Sachs (GS)	0.4	$5.1M		5.1k	1011.38	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.4	$5.0M	+2%	261k	19.06	View chart
Abbvie (ABBV)	0.4	$4.9M	+4%	19k	251.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$4.8M		68k	71.25	View chart
Pulte (PHM)	0.4	$4.8M		35k	137.21	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.4	$4.8M		230k	20.80	View chart
Coca-Cola Company (KO)	0.4	$4.6M	-3%	57k	81.27	View chart
New York Life Investments Et Ftse Intl Eqty C (HFXI)	0.4	$4.6M	NEW	121k	38.09	View chart
Morgan Stanley Com New (MS)	0.4	$4.6M		22k	209.04	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$4.5M	-6%	135k	33.29	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$4.5M	+59%	15k	302.98	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$4.4M		13k	334.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$4.3M	+300%	54k	80.57	View chart
Deere & Company (DE)	0.3	$4.2M	+5%	6.6k	634.37	View chart
McDonald's Corporation (MCD)	0.3	$4.0M	-21%	15k	270.31	View chart
Thermo Fisher Scientific (TMO)	0.3	$4.0M	-2%	8.0k	501.36	View chart
TJX Companies (TJX)	0.3	$4.0M	-2%	26k	151.50	View chart
Parker-Hannifin Corporation (PH)	0.3	$3.9M	-3%	4.0k	978.00	View chart
Mastercard Incorporated Cl A (MA)	0.3	$3.9M	-7%	7.5k	513.62	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.6M		12k	303.12	View chart
American Express Company (AXP)	0.3	$3.6M	-8%	11k	338.24	View chart
Ishares Tr Expanded Tech (IGV)	0.3	$3.3M	+3%	36k	90.60	View chart
Servicenow (NOW)	0.3	$3.3M	+130%	33k	99.28	View chart
Oracle Corporation (ORCL)	0.3	$3.2M	-5%	22k	146.55	View chart
DTE Energy Company (DTE)	0.3	$3.2M		21k	152.37	View chart
Southern Company (SO)	0.3	$3.2M	+5%	33k	95.71	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.3	$3.1M		31k	103.22	View chart
Astera Labs (ALAB)	0.3	$3.1M	-23%	6.4k	483.02	View chart
SYSCO Corporation (SYY)	0.3	$3.1M	+3%	37k	83.58	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$3.0M	NEW	17k	177.47	View chart
Procter & Gamble Company (PG)	0.2	$3.0M	-26%	21k	146.64	View chart
Public Storage (PSA)	0.2	$3.0M	+18%	9.4k	318.29	View chart
FedEx Corporation (FDX)	0.2	$3.0M		9.5k	313.13	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.2	$3.0M		25k	119.13	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.9M		15k	189.74	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.2	$2.9M	+251%	27k	107.13	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$2.8M	+4%	30k	91.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$2.7M	+8%	3.6k	746.71	View chart
Wells Fargo & Company (WFC)	0.2	$2.6M	-3%	32k	82.64	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$2.6M	+7%	60k	43.14	View chart
CBOE Holdings (CBOE)	0.2	$2.6M	+3%	11k	242.68	View chart
American Tower Reit (AMT)	0.2	$2.5M	-3%	15k	163.57	View chart
American Electric Power Company (AEP)	0.2	$2.5M	+4%	18k	136.81	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$2.4M		47k	50.58	View chart
Emerson Electric (EMR)	0.2	$2.3M		16k	143.15	View chart
Nebius Group Shs Class A (NBIS)	0.2	$2.3M	+178%	8.4k	276.17	View chart
Verizon Communications (VZ)	0.2	$2.3M	+5%	54k	42.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.3M	+4%	22k	103.88	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$2.3M	+3%	18k	124.76	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.2	$2.2M	+3%	25k	91.63	View chart
Intel Corporation (INTC)	0.2	$2.2M	-8%	16k	139.63	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$2.2M	-8%	7.2k	306.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.2M		2.9k	748.79	View chart
Pepsi (PEP)	0.2	$2.2M	+4%	16k	135.40	View chart
Honeywell International (HON)	0.2	$2.1M	NEW	9.6k	223.89	View chart
Norfolk Southern (NSC)	0.2	$2.1M	-2%	6.7k	314.58	View chart
Ameriprise Financial (AMP)	0.2	$2.1M	-4%	4.5k	458.76	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.2	$2.0M	+13%	71k	28.86	View chart
Astrazeneca Ord (AZN)	0.2	$2.0M	-3%	11k	189.62	View chart
Franklin Templeton Etf Tr Ftse South Korea (FLKR)	0.2	$2.0M	-10%	30k	66.08	View chart
Reddit Cl A (RDDT)	0.2	$2.0M		11k	173.58	View chart
Travelers Companies (TRV)	0.2	$2.0M		5.9k	330.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.9M	+3%	53k	36.13	View chart
Entergy Corporation (ETR)	0.2	$1.9M		16k	114.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.8M	-3%	33k	56.48	View chart
TransDigm Group Incorporated (TDG)	0.1	$1.8M	-3%	1.4k	1332.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.8M		8.3k	217.93	View chart
ConocoPhillips (COP)	0.1	$1.8M	-5%	17k	103.96	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.8M	-2%	3.5k	509.53	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$1.8M	+11%	57k	31.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.7M		29k	59.69	View chart
Ge Aerospace Com New (GE)	0.1	$1.7M	+3%	4.6k	373.74	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.7M		4.3k	397.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.7M	+456%	19k	86.14	View chart
Prologis (PLD)	0.1	$1.6M		12k	135.47	View chart
Boston Scientific Corporation (BSX)	0.1	$1.6M	-41%	38k	42.68	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.1	$1.6M	+11%	23k	70.12	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$1.5M	-6%	32k	48.49	View chart
Ge Vernova (GEV)	0.1	$1.5M	+2%	1.3k	1174.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.5M	+45%	4.1k	370.04	View chart
Dt Midstream Common Stock (DTM)	0.1	$1.5M		10k	146.74	View chart
Uber Technologies (UBER)	0.1	$1.5M	+54%	20k	72.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.4M	+48%	41k	33.84	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$1.4M		7.4k	185.22	View chart
Honeywell Aerospace (HONA)	0.1	$1.4M	NEW	6.1k	221.08	View chart
Devon Energy Corporation (DVN)	0.1	$1.4M	+5%	33k	41.32	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$1.4M		13k	104.93	View chart
Yum! Brands (YUM)	0.1	$1.3M		8.2k	159.86	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$1.3M	+42%	24k	53.61	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.3M		14k	89.20	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.1	$1.3M		20k	64.30	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.1	$1.3M	-4%	14k	88.60	View chart
Williams-Sonoma (WSM)	0.1	$1.2M		5.2k	233.10	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.2M	+7%	43k	27.70	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$1.2M		10k	114.88	View chart
Shift4 Pmts Cl A (FOUR)	0.1	$1.2M	+24%	24k	48.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.1M	-4%	7.5k	148.31	View chart
United Parcel Svcs CL B (UPS)	0.1	$1.1M	-3%	10k	107.50	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.1	$1.1M	-15%	40k	26.84	View chart
Coinbase Global Com Cl A (COIN)	0.1	$1.1M	+3%	7.3k	146.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.0M		13k	77.11	View chart
Circle Internet Group Com Cl A (CRCL)	0.1	$1.0M	+39%	16k	62.63	View chart
Fedex Fght Hldg Common Stock (FDXF)	0.1	$1.0M	NEW	6.7k	151.00	View chart
Booking Holdings (BKNG)	0.1	$965k	+3607%	5.4k	178.24	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$955k		6.1k	156.95	View chart
Home Depot (HD)	0.1	$955k	-5%	2.7k	352.66	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$945k	+24%	6.0k	158.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$941k	+19%	2.6k	368.38	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$935k	+72%	8.0k	117.28	View chart
Roundhill Etf Trust Memory Etf	0.1	$894k	NEW	12k	73.85	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.1	$892k		8.3k	107.82	View chart
Chevron Corporation (CVX)	0.1	$819k	-2%	4.9k	165.76	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$815k	-12%	7.5k	109.11	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$814k	-8%	17k	48.18	View chart
Lululemon Athletica (LULU)	0.1	$806k	-7%	7.1k	114.18	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$799k	+53%	15k	53.11	View chart
Cummins (CMI)	0.1	$787k		1.1k	713.27	View chart
Kestra Med Technologies SHS (KMTS)	0.1	$786k	+2%	31k	25.44	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$779k	+13%	8.1k	96.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$774k	+297%	6.2k	124.17	View chart
Philip Morris International (PM)	0.1	$767k	-2%	4.2k	180.91	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$747k		22k	34.81	View chart
Becton, Dickinson and (BDX)	0.1	$746k	-8%	4.9k	151.32	View chart
Altria (MO)	0.1	$742k	+4%	10k	71.95	View chart
Palantir Technologies Cl A (PLTR)	0.1	$739k	+7%	6.3k	116.67	View chart
Western Digital (WDC)	0.1	$724k	-99%	1.1k	638.72	View chart
Nextera Energy (NEE)	0.1	$718k	+9%	8.2k	87.77	View chart
Texas Instruments Incorporated (TXN)	0.1	$716k		2.4k	298.02	View chart
Strategy Cl A New (MSTR)	0.1	$716k	+17%	8.2k	86.93	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$709k		40k	17.73	View chart
Coreweave Com Cl A (CRWV)	0.1	$693k	+74%	7.0k	99.54	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$693k	-4%	5.9k	117.67	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$692k		12k	60.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$688k		7.1k	96.58	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$679k	-4%	8.9k	75.88	View chart
Cadence Design Systems (CDNS)	0.1	$662k		1.8k	375.32	View chart
Crown Castle Intl (CCI)	0.1	$661k	-7%	8.7k	75.73	View chart
Flex Ord (FLEX)	0.1	$648k		4.0k	162.07	View chart
Delta Air Lines Com New (DAL)	0.1	$646k	+6%	6.9k	93.66	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$646k		13k	50.95	View chart
Netflix (NFLX)	0.1	$628k	-8%	8.8k	71.40	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$628k		5.0k	124.44	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$622k		1.5k	409.50	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$619k		42k	14.88	View chart
Draftkings Com Cl A (DKNG)	0.0	$604k	+6%	24k	25.26	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$597k	NEW	910.00	655.89	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$583k		7.0k	82.84	View chart
Qualcomm (QCOM)	0.0	$583k	+3%	3.2k	184.80	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$577k	+14%	11k	52.76	View chart
Occidental Petroleum Corporation (OXY)	0.0	$570k	-2%	12k	48.57	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$565k	-6%	5.6k	100.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$560k	NEW	4.7k	119.52	View chart
Bank of America Corporation (BAC)	0.0	$559k	-32%	9.8k	56.98	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$554k	-8%	44k	12.52	View chart
Lam Research Corp Com New (LRCX)	0.0	$552k	NEW	1.3k	433.33	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$551k		1.8k	300.45	View chart
Novo-nordisk A S Adr (NVO)	0.0	$529k		11k	47.94	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$527k	+121%	10k	51.05	View chart
Ford Motor Company (F)	0.0	$527k		38k	13.90	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$511k	-6%	3.3k	156.30	View chart
Pfizer (PFE)	0.0	$492k	+10%	20k	24.08	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.0	$492k	-17%	14k	36.53	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$485k	-7%	20k	24.22	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$478k		2.0k	242.43	View chart
Stryker Corporation (SYK)	0.0	$471k		1.5k	314.78	View chart
Sofi Technologies (SOFI)	0.0	$471k	+19%	26k	17.93	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$463k	+8%	969.00	477.57	View chart
Twilio Cl A (TWLO)	0.0	$459k	-17%	2.2k	206.33	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$434k	+3%	9.5k	45.52	View chart
Crocs (CROX)	0.0	$434k	-30%	3.6k	120.64	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$427k	NEW	2.5k	170.84	View chart
Global X Fds S&p 500 Catholic (CATH)	0.0	$418k	-3%	4.7k	88.50	View chart
Boeing Company (BA)	0.0	$416k	-53%	1.9k	216.47	View chart
Dell Technologies CL C (DELL)	0.0	$416k	NEW	963.00	431.46	View chart
Zoetis Cl A (ZTS)	0.0	$410k	-13%	5.7k	71.86	View chart
Adobe Systems Incorporated (ADBE)	0.0	$394k	+107%	1.9k	205.02	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.0	$389k	-16%	9.4k	41.48	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$382k	-25%	3.1k	121.43	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$378k		4.0k	95.44	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$368k		16k	22.64	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$367k		9.7k	38.06	View chart
D-wave Quantum (QBTS)	0.0	$363k	+17%	15k	23.99	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$358k		6.2k	57.84	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$352k	+3%	7.8k	45.34	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$349k	-24%	3.6k	95.98	View chart
At&t (T)	0.0	$348k	+4%	17k	20.70	View chart
Iren Ordinary Shares (IREN)	0.0	$342k	NEW	7.5k	45.73	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.0	$342k	NEW	7.8k	44.03	View chart
Starbucks Corporation (SBUX)	0.0	$327k	-3%	3.2k	102.19	View chart
Kinder Morgan (KMI)	0.0	$325k		10k	31.97	View chart
Merck & Co (MRK)	0.0	$321k	-2%	2.5k	128.48	View chart
Cleveland-cliffs (CLF)	0.0	$319k		34k	9.39	View chart
Fiserv (FISV)	0.0	$317k	-16%	6.5k	49.05	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$315k	-15%	12k	25.48	View chart
General Motors Company (GM)	0.0	$313k	-17%	4.1k	77.07	View chart
Flagstar Bank National Assoc Com New (FLG)	0.0	$312k	-3%	21k	14.94	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$309k	-20%	26k	11.89	View chart
Fifth Third Ban (FITB)	0.0	$307k	-7%	5.4k	56.37	View chart
Affirm Hldgs Com Cl A (AFRM)	0.0	$306k	NEW	3.8k	81.55	View chart
Sherwin-Williams Company (SHW)	0.0	$305k	-3%	885.00	344.32	View chart
Corning Incorporated (GLW)	0.0	$305k	NEW	1.2k	255.43	View chart
Calamos Etf Tr S&p 500 Str Sept (CPST)	0.0	$298k		11k	27.81	View chart
Chubb (CB)	0.0	$294k		863.00	340.85	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$294k	NEW	3.5k	83.07	View chart
Strive Cl A Com (ASST)	0.0	$294k	NEW	27k	10.91	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$293k	+29%	12k	24.66	View chart
Prudential Financial (PRU)	0.0	$291k	-13%	2.7k	107.93	View chart
Direxion Shares Etf Trust Dly Mu Bull 2x (MUU)	0.0	$287k	-95%	274.00	1048.73	View chart
salesforce (CRM)	0.0	$280k	-36%	1.8k	156.62	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$275k	+502%	3.3k	82.62	View chart
Ishares Tr Nasdaq Top 30 (QTOP)	0.0	$273k	NEW	7.1k	38.61	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$272k	-49%	11k	25.25	View chart
Marvell Technology (MRVL)	0.0	$271k	-63%	910.00	298.01	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$271k	NEW	519.00	522.48	View chart
Dex (DXCM)	0.0	$269k	-8%	4.0k	67.35	View chart
Uwm Holdings Corporation Com Cl A (UWMC)	0.0	$268k	+8%	117k	2.29	View chart
Nike CL B (NKE)	0.0	$268k	-10%	6.5k	41.05	View chart
Duke Energy Corp Com New (DUK)	0.0	$266k		2.1k	126.60	View chart
American Intl Group Com New (AIG)	0.0	$266k		3.6k	74.53	View chart
Rocket Cos Com Cl A (RKT)	0.0	$263k		17k	15.75	View chart
Vanguard World Financials Etf (VFH)	0.0	$263k		2.0k	131.60	View chart
Abbott Laboratories (ABT)	0.0	$261k	-3%	2.9k	90.73	View chart
O'reilly Automotive (ORLY)	0.0	$259k	-88%	2.8k	92.09	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$257k	-39%	11k	23.16	View chart
International Business Machines (IBM)	0.0	$254k		903.00	281.24	View chart
Deckers Outdoor Corporation (DECK)	0.0	$250k	-61%	2.5k	99.29	View chart
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI)	0.0	$241k		2.8k	87.08	View chart
Celsius Hldgs Com New (CELH)	0.0	$240k	NEW	8.2k	29.28	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$238k	-20%	2.1k	112.88	View chart
Waters Corporation (WAT)	0.0	$234k	-13%	624.00	375.04	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$234k		2.6k	88.54	View chart
CMS Energy Corporation (CMS)	0.0	$231k		3.0k	76.50	View chart
Capital One Financial (COF)	0.0	$231k	-28%	1.2k	200.62	View chart
Constellation Brands Cl A (STZ)	0.0	$231k		1.7k	139.09	View chart
Northern Lts Fd Tr Iv Inspi Growt Etf (GLRY)	0.0	$230k	NEW	5.3k	43.69	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$222k	-14%	7.3k	30.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$222k	NEW	1.4k	164.22	View chart
Blackrock (BLK)	0.0	$216k		225.00	961.56	View chart
Union Pacific Corporation (UNP)	0.0	$210k	-14%	772.00	271.82	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$210k	-4%	3.5k	60.79	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$209k	NEW	1.9k	110.31	View chart
Vaneck Etf Trust Rare Ear Str Etf (REMX)	0.0	$208k	-17%	2.4k	88.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$208k	NEW	877.00	236.62	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$205k	NEW	3.8k	54.03	View chart
Lowe's Companies (LOW)	0.0	$205k	-4%	928.00	220.49	View chart
Marathon Petroleum Corp (MPC)	0.0	$204k	NEW	799.00	255.75	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$202k	-16%	1.8k	114.18	View chart
Ast Spacemobile Com Cl A (ASTS)	0.0	$201k	NEW	2.3k	88.86	View chart
Waste Management (WM)	0.0	$201k	-16%	900.00	222.88	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$200k	NEW	3.4k	58.92	View chart
Snap Cl A (SNAP)	0.0	$166k	-5%	38k	4.44	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$132k		13k	10.03	View chart
Bitwise Xrp Etf Beneficial Int (XRP)	0.0	$127k	+2%	11k	11.66	View chart
American Bitcoin Corp. Com Cl A (ABTC)	0.0	$118k		174k	0.68	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$111k		10k	10.84	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$82k	+18%	13k	6.47	View chart
Nio Spon Ads (NIO)	0.0	$69k		14k	5.06	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$61k	-29%	17k	3.67	View chart
Opko Health (OPK)	0.0	$30k		20k	1.50	View chart
Rockwell Med Com New (RMTI)	0.0	$14k		25k	0.55	View chart

Past Filings by Spartan Wealth Advisory Services

SEC 13F filings are viewable for Spartan Wealth Advisory Services going back to 2026

Spartan Wealth Advisory Services 2026 Q2 filed Aug. 5, 2026
Spartan Wealth Advisory Services 2026 Q1 filed May 6, 2026

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