SEC 13F Intelligence

Managers / Q1 2026

Spartan Wealth Advisory Services LLCNEW FILER

CIK 0002075193 · 32600 TELEGRAPH RD, SUITE 200, BINGHAM FARMS, MI, 48025 · 248-297-6600

Reported Value
$1.1B
Q1 2026
Positions
311
Filings on Record
1
2019–present window
Filed
May 6, 2026
original filing

Summary

Spartan Wealth Advisory Services Llc reported $1.1B in U.S.-listed holdings across 311 positions for Q1 2026.

Its largest position, MU, represents 6.3% of the portfolio.

Reported Value by Quarter

13F Reported Value
Q1 ’26: $1.1BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 65.9%ETP: 31.7%Other: 1.5%REIT: 0.6%ADR: 0.2%Other: 0.0%
  • Common Stock · 65.9% · $755M
  • ETP · 31.7% · $363M
  • Other · 1.5% · $17M
  • REIT · 0.6% · $7M
  • ADR · 0.2% · $2M
  • Other · 0.0% · $569,014

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.1B311May 6, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.