Significant Wealth Partners
Latest statistics and disclosures from Significant Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ERNZ, GPIQ, BRK.B, SPY, VOOG, and represent 71.51% of Significant Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: GPIQ (+$5.5M), BRK.B, GE, JEPQ, BIL, AGNC, TSLA, SLRC, GEV, VOOG.
- Started 10 new stock positions in GEV, JEPQ, SLRC, BIL, GPIQ, T, GOOGL, GE, RTX, AGNC.
- Reduced shares in these 10 stocks: ERNZ (-$78M), SPY, VOO, QQQ, , SPXL, AMZN, ARKK, ABBV, NVDA.
- Sold out of its positions in ARKK, AKAM, BJ, WRB, TCPC, CVI, CALM, CAT, CLW, KO.
- Significant Wealth Partners was a net seller of stock by $-104M.
- Significant Wealth Partners has $90M in assets under management (AUM), dropping by -56.18%.
- Central Index Key (CIK): 0001964680
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Portfolio Holdings for Significant Wealth Partners
Significant Wealth Partners holds 70 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Elevation Series Trust Trueshares Activ (ERNZ) | 56.5 | $51M | -60% | 2.5M | 20.48 |
|
| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 6.2 | $5.5M | NEW | 105k | 52.87 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $3.1M | +402% | 6.1k | 502.65 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.1 | $2.7M | -64% | 4.0k | 681.92 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 2.4 | $2.1M | +17% | 4.8k | 444.57 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $1.2M | -70% | 1.9k | 627.20 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $1.2M | -48% | 2.0k | 614.45 |
|
| Tesla Motors (TSLA) | 1.2 | $1.1M | +74% | 2.4k | 449.72 |
|
| Constellation Energy (CEG) | 1.2 | $1.1M | -11% | 3.0k | 353.27 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $862k | -48% | 4.6k | 186.51 |
|
| Abbvie (ABBV) | 0.8 | $757k | -51% | 3.3k | 228.50 |
|
| Ge Aerospace Com New (GE) | 0.8 | $742k | NEW | 2.4k | 308.04 |
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.7 | $630k | -60% | 2.9k | 220.62 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $615k | 1.8k | 335.29 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.7 | $603k | NEW | 10k | 58.12 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.7 | $601k | NEW | 6.6k | 91.38 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.6 | $541k | -9% | 10k | 52.72 |
|
| Ionis Pharmaceuticals (IONS) | 0.6 | $535k | -54% | 6.8k | 79.11 |
|
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.6 | $519k | -53% | 11k | 45.54 |
|
| Amazon (AMZN) | 0.6 | $518k | -64% | 2.2k | 230.82 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.6 | $512k | NEW | 48k | 10.72 |
|
| Proshares Tr Ultrpro Dow30 (UDOW) | 0.5 | $484k | -8% | 8.3k | 57.91 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.5 | $470k | -51% | 18k | 26.32 |
|
| Solar Cap (SLRC) | 0.5 | $454k | NEW | 29k | 15.46 |
|
| Incyte Corporation (INCY) | 0.5 | $439k | -54% | 4.4k | 98.77 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $436k | -3% | 3.6k | 120.34 |
|
| Exelon Corporation (EXC) | 0.5 | $435k | -8% | 10k | 43.59 |
|
| Microsoft Corporation (MSFT) | 0.5 | $425k | -11% | 878.00 | 483.58 |
|
| Apple (AAPL) | 0.5 | $421k | -63% | 1.5k | 271.86 |
|
| General Mills (GIS) | 0.5 | $404k | -49% | 8.7k | 46.50 |
|
| Wal-Mart Stores (WMT) | 0.4 | $395k | -51% | 3.5k | 111.42 |
|
| Gilead Sciences (GILD) | 0.4 | $394k | -50% | 3.2k | 122.73 |
|
| Abbott Laboratories (ABT) | 0.4 | $389k | -49% | 3.1k | 125.29 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.4 | $386k | 9.8k | 39.59 |
|
|
| Ge Vernova (GEV) | 0.4 | $379k | NEW | 580.00 | 653.57 |
|
| Hershey Company (HSY) | 0.4 | $362k | -53% | 2.0k | 181.99 |
|
| Inventrust Pptys Corp Com New (IVT) | 0.4 | $356k | -53% | 13k | 28.21 |
|
| Kroger (KR) | 0.4 | $318k | -44% | 5.1k | 62.47 |
|
| Modine Manufacturing (MOD) | 0.3 | $313k | -54% | 2.3k | 133.51 |
|
| Warrior Met Coal (HCC) | 0.3 | $286k | -54% | 3.2k | 88.17 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.3 | $275k | 4.6k | 59.54 |
|
|
| Advanced Micro Devices (AMD) | 0.3 | $270k | -53% | 1.3k | 214.16 |
|
| Merit Medical Systems (MMSI) | 0.3 | $269k | -53% | 3.0k | 88.14 |
|
| Ingles Mkts Cl A (IMKTA) | 0.3 | $264k | -53% | 3.9k | 68.55 |
|
| Aersale Corp (ASLE) | 0.3 | $262k | -52% | 37k | 7.11 |
|
| Amphastar Pharmaceuticals (AMPH) | 0.3 | $258k | -53% | 9.6k | 26.78 |
|
| PDF Solutions (PDFS) | 0.3 | $256k | -53% | 9.0k | 28.53 |
|
| Sterling Construction Company (STRL) | 0.3 | $254k | -53% | 830.00 | 306.23 |
|
| Yum China Holdings (YUMC) | 0.3 | $250k | -52% | 5.2k | 47.74 |
|
| Consolidated Edison (ED) | 0.3 | $248k | -51% | 2.5k | 99.31 |
|
| Viking Therapeutics (VKTX) | 0.3 | $246k | -53% | 7.0k | 35.18 |
|
| Clorox Company (CLX) | 0.3 | $243k | -48% | 2.4k | 100.85 |
|
| Palomar Hldgs (PLMR) | 0.3 | $231k | -53% | 1.7k | 134.76 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $230k | NEW | 736.00 | 313.00 |
|
| Campbell Soup Company (CPB) | 0.3 | $229k | -49% | 8.2k | 27.87 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $223k | NEW | 1.2k | 183.41 |
|
| Keurig Dr Pepper (KDP) | 0.2 | $216k | -52% | 7.7k | 28.01 |
|
| Paccar (PCAR) | 0.2 | $213k | -51% | 1.9k | 109.48 |
|
| At&t (T) | 0.2 | $208k | NEW | 8.4k | 24.84 |
|
| Xcel Energy (XEL) | 0.2 | $204k | -56% | 2.8k | 73.86 |
|
| Liquidia Corporation Com New (LQDA) | 0.2 | $203k | -55% | 5.9k | 34.49 |
|
| Cnx Resources Corporation (CNX) | 0.2 | $202k | -54% | 5.5k | 36.77 |
|
| Spok Holdings (SPOK) | 0.2 | $195k | -43% | 15k | 13.19 |
|
| Novagold Res Com New (NG) | 0.2 | $161k | -54% | 17k | 9.32 |
|
| SIGA Technologies (SIGA) | 0.2 | $136k | -50% | 22k | 6.11 |
|
| Nordic American Tanker Shippin (NAT) | 0.1 | $132k | -29% | 38k | 3.44 |
|
| Arko Corp (ARKO) | 0.1 | $48k | -51% | 11k | 4.54 |
|
| OraSure Technologies (OSUR) | 0.1 | $47k | -51% | 19k | 2.42 |
|
| Prospect Capital Corporation (PSEC) | 0.0 | $36k | -23% | 14k | 2.59 |
|
| Mereo Biopharma Group Spon Ads (MREO) | 0.0 | $9.0k | -54% | 22k | 0.42 |
|
Past Filings by Significant Wealth Partners
SEC 13F filings are viewable for Significant Wealth Partners going back to 2023
- Significant Wealth Partners 2025 Q4 filed Jan. 7, 2026
- Significant Wealth Partners 2025 Q3 filed Nov. 4, 2025
- Significant Wealth Partners 2025 Q2 filed July 15, 2025
- Significant Wealth Partners 2025 Q1 filed April 30, 2025
- Significant Wealth Partners 2024 Q4 filed Feb. 11, 2025
- Significant Wealth Partners 2024 Q3 filed Nov. 12, 2024
- Significant Wealth Partners 2024 Q2 filed July 26, 2024
- Significant Wealth Partners 2024 Q1 filed May 7, 2024
- Significant Wealth Partners 2023 Q4 filed Feb. 1, 2024