SPARTAN WEALTH ADVISORY SERVICES LLC

PrivateCIK: 2075193
Location

BINGHAM FARMS, MI

310
Positions
$1.14B
Total AUM (reported)
12.50M
Total Shares

Allocation by class

TOTAL AUM$1.14B310 positions
COM$585.27M51.1%
CL A$56.08M4.9%
CAP STK CL A$52.73M4.6%
STATE STREET SPD$24.32M2.1%
FLEXIBLE DEBT ET$20.94M1.8%
COM CL A$18.49M1.6%
0-3 MNTH TREASRY$18.20M1.6%

Portfolio Concentration

Top 315.5%4–1021.2%11–2516.9%Rest46.3%TOP 1036.7%0%100%
Top 3$177.64M15.5%
4–10$242.82M21.2%
11–25$193.93M16.9%
Rest$530.36M46.3%

Top 3 weight

15.5%

Top 10 weight

36.7%

Voting Authority Distribution

Total shares with voting rights: 12.50M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

12.50M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole310
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings310
Rows:

MICRON TECHNOLOGY INC

SOLE
COM
Shares214.64K
TypeSH
Market value$72.51M
6.33%
Sole
0.00
Shared
0.00
None
214.64K

ALPHABET INC

SOLE
CAP STK CL A
Shares183.38K
TypeSH
Market value$52.73M
4.61%
Sole
0.00
Shared
0.00
None
183.38K

APPLE INC

SOLE
COM
Shares206.45K
TypeSH
Market value$52.39M
4.58%
Sole
0.00
Shared
0.00
None
206.45K

NVIDIA CORPORATION

SOLE
COM
Shares236.71K
TypeSH
Market value$41.28M
3.61%
Sole
0.00
Shared
0.00
None
236.71K

AMAZON COM INC

SOLE
COM
Shares190.80K
TypeSH
Market value$39.74M
3.47%
Sole
0.00
Shared
0.00
None
190.80K

MICROSOFT CORP

SOLE
COM
Shares97.57K
TypeSH
Market value$36.12M
3.15%
Sole
0.00
Shared
0.00
None
97.57K

SANDISK CORP

SOLE
COM
Shares56.09K
TypeSH
Market value$35.64M
3.11%
Sole
0.00
Shared
0.00
None
56.09K

WESTERN DIGITAL CORP

SOLE
COM
Shares128.06K
TypeSH
Market value$34.64M
3.03%
Sole
0.00
Shared
0.00
None
128.06K

META PLATFORMS INC

SOLE
CL A
Shares60.26K
TypeSH
Market value$34.48M
3.01%
Sole
0.00
Shared
0.00
None
60.26K

J P MORGAN EXCHANGE TRADED F

SOLE
FLEXIBLE DEBT ET
Shares421.49K
TypeSH
Market value$20.94M
1.83%
Sole
0.00
Shared
0.00
None
421.49K

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares180.84K
TypeSH
Market value$18.20M
1.59%
Sole
0.00
Shared
0.00
None
180.84K

EXXON MOBIL CORP

SOLE
COM
Shares91.84K
TypeSH
Market value$15.58M
1.36%
Sole
0.00
Shared
0.00
None
91.84K

FIRST TR EXCHNG TRADED FD VI

SOLE
SMITH UNCONSTRAI
Shares626.70K
TypeSH
Market value$15.52M
1.36%
Sole
0.00
Shared
0.00
None
626.70K

JPMORGAN CHASE & CO

SOLE
COM
Shares48.80K
TypeSH
Market value$14.36M
1.25%
Sole
0.00
Shared
0.00
None
48.80K

BROADCOM INC

SOLE
COM
Shares42.93K
TypeSH
Market value$13.29M
1.16%
Sole
0.00
Shared
0.00
None
42.93K

ELI LILLY & CO

SOLE
COM
Shares14.16K
TypeSH
Market value$13.02M
1.14%
Sole
0.00
Shared
0.00
None
14.16K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares382.29K
TypeSH
Market value$12.82M
1.12%
Sole
0.00
Shared
0.00
None
382.29K

ARISTA NETWORKS INC

SOLE
COM SHS
Shares102.27K
TypeSH
Market value$12.56M
1.10%
Sole
0.00
Shared
0.00
None
102.27K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares20.06K
TypeSH
Market value$11.99M
1.05%
Sole
0.00
Shared
0.00
None
20.06K

VANGUARD SCOTTSDALE FDS

SOLE
VNG RUS1000VAL
Shares127.57K
TypeSH
Market value$11.96M
1.04%
Sole
0.00
Shared
0.00
None
127.57K

VANGUARD SCOTTSDALE FDS

SOLE
VNG RUS1000GRW
Shares106.24K
TypeSH
Market value$11.65M
1.02%
Sole
0.00
Shared
0.00
None
106.24K

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares29.80K
TypeSH
Market value$11.64M
1.02%
Sole
0.00
Shared
0.00
None
29.80K

VISA INC

SOLE
COM CL A
Shares35.07K
TypeSH
Market value$10.60M
0.93%
Sole
0.00
Shared
0.00
None
35.07K

PRINCIPAL EXCHANGE TRADED FD

SOLE
PRNC INVT GRAD
Shares509.25K
TypeSH
Market value$10.51M
0.92%
Sole
0.00
Shared
0.00
None
509.25K

COLUMBIA ETF TR I

SOLE
SHORT DURATION
Shares544.96K
TypeSH
Market value$10.24M
0.89%
Sole
0.00
Shared
0.00
None
544.96K
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