AiSiWhale

AI & tech investing

Spartan Wealth Advisory Services LLC

CIK 2075193

13F filing for Q2 2026・No. 2,255

Holdings
US$1.22B
Quarter change
+US$76.94M
Entries
321
Net bought (estimate)
−US$147.59M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 29
  • Sold out 19
  • Cut 126
  • Added 140
  • Corporate actions 2
  • Unchanged 25

Largest holdings

320 stocks worth US$1.22B, options and bonds left out.

StockThis quarterValueWeight
GOOGLAlphabetCAP STK CL AAddedUS$67.47M5.52%
AAPLAppleCOMCutUS$58.89M4.82%
NVDANvidiaCOMAddedUS$50.58M4.14%
AMZNAmazonCOMAddedUS$47.05M3.85%
MSFTMicrosoftCOMAddedUS$36.73M3.01%
METAMetaCL AAddedUS$34.58M2.83%
ISHARES TR0-3 MTH TREASURYAddedUS$30.94M2.53%
MUMicronCOMCutSplit 1:8US$29.16M2.39%
CRWDCROWDSTRIKE HLDGS INCCL AAddedUS$23.97M1.96%
J P MORGAN EXCHANGE TRADED FFLEXI DEBT ETFAddedUS$21.62M1.77%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.