Significant Wealth Partners LLC

CIK 0001964680 · CARY, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

Significant Wealth Partners LLC reported 116 positions worth $92.4M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: GPIQ (8.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$92.4M
2026 Q2
Positions
116
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.0%
Est. Net Flow (Q)
2026 Q2
10 / 116 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GPIQGOLDMAN SACHS ETF TRSH$7.9M8.60%133,953
2BRK-BBERKSHIRE HATHAWAY INC DELSH$3.7M4.06%7,486
3JEPQJ P MORGAN EXCHANGE TRADED FSH$2.8M3.04%45,672
4VOOGVANGUARD ADMIRAL FDS INCSH$2.6M2.78%31,090
5SPYSTATE STR SPDR S&P 500 ETF TSH$2.2M2.40%2,969
6PAGPENSKE AUTOMOTIVE GRP INCSH$2.2M2.33%12,032
7ABBVABBVIE INCSH$2.1M2.31%8,485
8QYLDGLOBAL X FDSSH$2.0M2.16%108,187
9FTQIFIRST TR EXCHANGE TRADED FDSH$2.0M2.16%90,151
10HTGCHERCULES CAPITAL INCSH$2.0M2.16%126,219

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Significant Wealth Partners LLC hold as of Q2 2026?

Significant Wealth Partners LLC reported 116 positions worth $92.4M in its Q2 2026 13F filing. Largest positions: GPIQ (8.6%), BRK-B (4.1%), JEPQ (3.0%), VOOG (2.8%) and SPY (2.4%).

What did Significant Wealth Partners LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Significant Wealth Partners LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.