Spartan Wealth Advisory Services LLC holds a diversified book of 320 stocks worth $1.2B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Lazard Intl Dynamic Eqy ETF and trimmed Apple Inc. Their largest long position is Alphabet Inc-CL A at 6% of the equity book. Cloning the disclosed picks since 2026 would be +3% (+11.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2075193/holdings"
Use Arkolith to show Spartan Wealth Advisory Services LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +35.9%, a 33.2-point gap that is the cost of the ~36-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Spartan Wealth Advisory Services LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Spartan Wealth Advisory Services LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 79 / 80 | $81.9B |
| MORGAN STANLEY | 77 / 80 | $581.6B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $69.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $18.4B |
| RAYMOND JAMES FINANCIAL INC | 76 / 80 | $101.0B |
| OSAIC HOLDINGS, INC. | 76 / 80 | $17.7B |
| IFP Advisors, Inc | 75 / 80 | $1.4B |
| ROYAL BANK OF CANADA | 74 / 80 | $165.2B |
Ranked by how many of Spartan Wealth Advisory Services LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $67.5M | 188.8K | 5.5% | ▲+2.9% Added · +5K sh | |
| 2 | Apple Inc COM | $58.9M | 203.5K | 4.8% | ▼−1.4% Reduced · −3K sh | |
| 3 | Nvidia Corporation COM | $50.6M | 252.8K | 4.1% | ▲+6.8% Added · +16K sh | |
| 4 | Amazon Com Inc COM | $47.1M | 197.4K | 3.9% | ▲+3.5% Added · +7K sh | |
| 5 | Microsoft Corp COM | $36.7M | 98.5K | 3.0% | ▲+0.9% Added · +911 sh | |
| 6 | Meta Platforms Inc CL A | $34.6M | 61.4K | 2.8% | ▲+1.9% Added · +1K sh | |
| 7 | Ishares TR 0-3 MTH TREASURY | $30.9M | 307.3K | 2.5% | ▲+70% Added · +126K sh | |
| 8 | Micron Technology Inc COM | $29.2M | 25.3K | 2.4% | ▼−88% Reduced · −189K sh | |
| 9 | Crowdstrike Hldgs Inc CL A | $24.0M | 31.4K | 2.0% | ▲+5.4% Added · +2K sh | |
| 10 | J P Morgan Exchange Traded F FLEXI DEBT ETF | $21.6M | 429.0K | 1.8% | ▲+1.8% Added · +8K sh | |
| 11 | Applied Matls Inc COM | $20.1M | 27.8K | 1.6% | ▲+2.1% Added · +569 sh | |
| 12 | Arista Networks Inc COM SHS | $18.2M | 107.3K | 1.5% | ▲+4.9% Added · +5K sh | |
| 13 | Eli Lilly & Co COM | $18.2M | 15.2K | 1.5% | ▲+7.3% Added · +1K sh | |
| 14 | JPMorgan Chase & Co COM | $16.8M | 51.4K | 1.4% | ▲+5.3% Added · +3K sh | |
| 15 | Broadcom Inc COM | $16.7M | 44.2K | 1.4% | ▲+3.0% Added · +1K sh | |
| 16 | Vanguard Scottsdale FDS VNG RUS1000GRW | $16.3M | 127.4K | 1.3% | ▲+20% Added · +21K sh | |
| 17 | First TR Exchng Traded FD VI SMIT UNCO BD ETF | $15.9M | 637.5K | 1.3% | ▲+1.7% Added · +11K sh | |
| 18 | Vanguard Scottsdale FDS VNG RUS1000VAL | $15.1M | 142.5K | 1.2% | ▲+12% Added · +15K sh | |
| 19 | Palo Alto Networks Inc COM | $15.1M | 44.1K | 1.2% | ▲+11% Added · +4K sh | |
| 20 | Vanguard Index FDS S&P 500 ETF SHS | $13.1M | 19.1K | 1.1% | ▼−5.0% Reduced · −1K sh | |
| 21 | SPDR Series Trust ST INTER BD ETF | $13.1M | 390.6K | 1.1% | ▲+2.2% Added · +8K sh | |
| 22 | Caterpillar Inc COM | $12.9M | 12.1K | 1.1% | ▲+6.5% Added · +740 sh | |
| 23 | Exxon Mobil Corp COM | $12.7M | 92.9K | 1.0% | ▲+1.1% Added · +1K sh | |
| 24 | Visa Inc COM CL A | $11.3M | 33.0K | 0.9% | ▼−6.0% Reduced · −2K sh | |
| 25 | First TR Exchange Traded FD NASDAQ BUYWRITE | $11.2M | 508.2K | 0.9% | ▼−1.1% Reduced · −6K sh | |
| 26 | Principal Exchange Traded FD PRNC INVT GRAD | $10.8M | 524.8K | 0.9% | ▲+3.0% Added · +16K sh | |
| 27 | Northern Lights FD TR OCEA PK DIVE ETF | $10.4M | 407.8K | 0.9% | ▲+0.8% Added · +3K sh | |
| 28 | Columbia ETF TR I SHORT DURATION | $10.4M | 551.0K | 0.8% | ▲+1.1% Added · +6K sh | |
| 29 | Tesla Inc COM | $10.3M | 24.5K | 0.8% | ▲+2.5% Added · +607 sh | |
| 30 | Morgan Stanley ETF Trust EATON VANCE FLTG | $10.2M | 211.3K | 0.8% | ▲+1.8% Added · +4K sh | |
| 31 | Thornburg ETF TR MULTI SECTOR BD | $10.1M | 398.9K | 0.8% | ▲+6.0% Added · +23K sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $9.8M | 19.6K | 0.8% | ▲+5.9% Added · +1K sh | |
| 33 | Vanguard Index FDS MCAP VL IDXVIP | $9.8M | 49.6K | 0.8% | ▲+1.8% Added · +889 sh | |
| 34 | Citigroup Inc COM NEW | $9.6M | 68.7K | 0.8% | ▲+8.3% Added · +5K sh | |
| 35 | ASML Hldg NV N Y REGISTRY SHS | $9.4M | 4.7K | 0.8% | ▲+13% Added · +531 sh | |
| 36 | Sandisk Corp COM | $8.9M | 3.9K | 0.7% | ▼−93% Reduced · −52K sh | |
| 37 | Advanced Micro Devices Inc COM | $8.9M | 15.2K | 0.7% | ▲+27% Added · +3K sh | |
| 38 | Alphabet Inc CAP STK CL C | $8.8M | 24.9K | 0.7% | ▲+0.6% Added · +145 sh | |
| 39 | Costco Wholesale Corporation COM | $8.5M | 9.1K | 0.7% | ▲+0.7% Added · +63 sh | |
| 40 | Cisco Sys Inc COM | $8.4M | 71.5K | 0.7% | ▲+1.8% Added · +1K sh | |
| 41 | Flexshares TR HIG YLD VL ETF | $7.7M | 191.5K | 0.6% | ▲+2.1% Added · +4K sh | |
| 42 | Unitedhealth Group Inc COM | $7.5M | 18.1K | 0.6% | ▼−34% Reduced · −9K sh | |
| 43 | SPDR Series Trust ST STR P500ETF | $7.4M | 84.1K | 0.6% | ▲+45% Added · +26K sh | |
| 44 | Pimco ETF TR INTER MUN BD ACT | $7.4M | 140.4K | 0.6% | ▲+0.9% Added · +1K sh | |
| 45 | Fidelity Covington Trust ENHANCED INTL | $7.2M | 180.5K | 0.6% | ▼−15% Reduced · −31K sh | |
| 46 | Linde PLC SHS | $7.2M | 13.9K | 0.6% | ▲+5.3% Added · +703 sh | |
| 47 | Schwab Strategic TR US DIVIDEND EQ | $7.1M | 224.9K | 0.6% | ▼−4.2% Reduced · −10K sh | |
| 48 | Select Sector SPDR TR ST STR TECHN ETF | $7.1M | 37.1K | 0.6% | ▲+50% Added · +12K sh | |
| 49 | ETF Ser Solutions AAM SLC LOW DUR | $6.6M | 261.3K | 0.5% | ▲+13% Added · +30K sh | |
| 50 | Vanguard World FD MEGA CAP INDEX | $6.4M | 23.3K | 0.5% | ▲+0.1% Added · +31 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.