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Significant Wealth Partners LLC

Significant Wealth Partners LLC is an Investment Adviser institutional filer with the SEC under CIK 1964680, reporting 116 portfolio positions, with 10 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: IL
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-14

Top 10 portfolio positions

The largest reported holdings in Significant Wealth Partners LLC's most recent 13F filing, ranked by reported market value.

  1. GOLDMAN SACHS ETF TR (GPIQ)
  2. BERKSHIRE HATHAWAY INC DEL (BRK.B)
  3. J P MORGAN EXCHANGE TRADED F (JEPQ)
  4. VANGUARD ADMIRAL FDS INC (VOOG)
  5. STATE STR SPDR S&P 500 ETF T (SPY)
  6. PENSKE AUTOMOTIVE GRP INC (PAG)
  7. ABBVIE INC (ABBV)
  8. GLOBAL X FDS (QYLD)
  9. FIRST TR EXCHANGE TRADED FD (FTQI)
  10. HERCULES CAPITAL INC (HTGC)
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