Keith Dwyer

Spartan Wealth Advisory Services Llc

Assets Managed

$1.145B

Holdings

310

Last Quarter

2026 - Q1

Filed Date

15d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Spartan Wealth Advisory Services Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 310 positions.

Assets under management

The assets under management (AUM) of Spartan Wealth Advisory Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.145B in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Keith Dwyer, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MU Micron Technology Inc Recent Activity New Position	6.34%	$72.515M 214,642 shares@ $337.85 avg price	New Position
GOOGL Alphabet Inc-cl A Recent Activity New Position	4.61%	$52.732M 183,377 shares@ $287.57 avg price	New Position
AAPL Apple Inc Recent Activity New Position	4.58%	$52.395M 206,450 shares@ $253.79 avg price	New Position
NVDA Nvidia Corp Recent Activity New Position	3.61%	$41.283M 236,712 shares@ $174.4 avg price	New Position
AMZN Amazon.com Inc Recent Activity New Position	3.48%	$39.737M 190,796 shares@ $208.28 avg price	New Position
MSFT Microsoft Corp Recent Activity New Position	3.16%	$36.116M 97,566 shares@ $370.18 avg price	New Position
SNDK Sandisk Corp Recent Activity New Position	3.12%	$35.636M 56,089 shares@ $635.34 avg price	New Position
WDC Western Digital Corp Recent Activity New Position	3.03%	$34.639M 128,061 shares@ $270.5 avg price	New Position
META Meta Platforms Inc-class A Recent Activity New Position	3.02%	$34.477M 60,261 shares@ $572.13 avg price	New Position
JFLX Jpmorgan Flexible Debt Etf Recent Activity New Position	1.83%	$20.936M 421,490 shares@ $49.68 avg price	New Position

1-10 of 310