Significant Wealth Partners

Significant Wealth Partners as of Sept. 30, 2025

Portfolio Holdings for Significant Wealth Partners

Significant Wealth Partners holds 106 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Elevation Series Trust Trueshares Activ (ERNZ) 68.3 $140M 6.3M 22.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.7 $7.5M 11k 666.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $4.0M 6.6k 612.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $2.3M 3.8k 600.42
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.9 $1.8M 4.1k 435.48
NVIDIA Corporation (NVDA) 0.8 $1.7M 8.9k 186.58
Abbvie (ABBV) 0.8 $1.6M 6.9k 231.55
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.7 $1.5M 7.2k 211.91
Amazon (AMZN) 0.7 $1.4M 6.3k 219.57
Proshares Tr Ultrapro Qqq (TQQQ) 0.6 $1.2M 11k 103.40
Constellation Energy (CEG) 0.5 $1.1M 3.4k 329.09
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.5 $1.1M 25k 45.24
Apple (AAPL) 0.5 $1.1M 4.2k 254.64
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.5 $1.0M 9.8k 104.51
Ionis Pharmaceuticals (IONS) 0.5 $979k 15k 65.42
Proshares Tr Ultrpro Dow30 (UDOW) 0.5 $972k 9.1k 107.05
Cabot Oil & Gas Corporation (CTRA) 0.4 $872k 37k 23.65
General Mills (GIS) 0.4 $862k 17k 50.42
Abbott Laboratories (ABT) 0.4 $825k 6.2k 133.94
Incyte Corporation (INCY) 0.4 $821k 9.7k 84.81
Ark Etf Tr Innovation Etf (ARKK) 0.4 $817k 9.5k 86.30
Hershey Company (HSY) 0.4 $806k 4.3k 187.05
Vanguard World Inf Tech Etf (VGT) 0.4 $778k 1.0k 746.63
Inventrust Pptys Corp Com New (IVT) 0.4 $769k 27k 28.62
Wal-Mart Stores (WMT) 0.4 $757k 7.3k 103.06
Modine Manufacturing (MOD) 0.4 $734k 5.2k 142.16
Gilead Sciences (GILD) 0.4 $719k 6.5k 111.00
Aersale Corp (ASLE) 0.3 $641k 78k 8.19
Kroger (KR) 0.3 $619k 9.2k 67.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $612k 1.2k 502.74
Sterling Construction Company (STRL) 0.3 $611k 1.8k 339.68
Tesla Motors (TSLA) 0.3 $611k 1.4k 444.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $599k 1.8k 328.16
Ingles Mkts Cl A (IMKTA) 0.3 $579k 8.3k 69.56
Clorox Company (CLX) 0.3 $579k 4.7k 123.29
Amphastar Pharmaceuticals (AMPH) 0.3 $548k 21k 26.65
Merit Medical Systems (MMSI) 0.3 $542k 6.5k 83.23
Consolidated Edison (ED) 0.3 $520k 5.2k 100.51
Kellogg Company (K) 0.3 $519k 6.3k 82.02
Campbell Soup Company (CPB) 0.3 $515k 16k 31.58
Microsoft Corporation (MSFT) 0.3 $513k 991.00 517.93
Xcel Energy (XEL) 0.2 $507k 6.3k 80.66
PDF Solutions (PDFS) 0.2 $504k 20k 25.82
Exelon Corporation (EXC) 0.2 $490k 11k 45.01
Yum China Holdings (YUMC) 0.2 $476k 11k 42.92
Ishares Tr Russell 2000 Etf (IWM) 0.2 $455k 1.9k 241.91
Warrior Met Coal (HCC) 0.2 $453k 7.1k 63.64
Spok Holdings (SPOK) 0.2 $448k 26k 17.25
Advanced Micro Devices (AMD) 0.2 $442k 2.7k 161.79
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $439k 14k 31.91
Palomar Hldgs (PLMR) 0.2 $429k 3.7k 116.75
Exxon Mobil Corporation (XOM) 0.2 $422k 3.7k 112.74
Sabine Rty Tr Unit Ben Int (SBR) 0.2 $421k 5.3k 79.45
Kimberly-Clark Corporation (KMB) 0.2 $418k 3.4k 124.34
Keurig Dr Pepper (KDP) 0.2 $417k 16k 25.51
Nvent Electric SHS (NVT) 0.2 $413k 4.2k 98.64
Northwest Natural Holdin (NWN) 0.2 $411k 9.1k 44.93
SIGA Technologies (SIGA) 0.2 $407k 45k 9.15
Viking Therapeutics (VKTX) 0.2 $398k 15k 26.28
Paccar (PCAR) 0.2 $397k 4.0k 98.33
Cnx Resources Corporation (CNX) 0.2 $383k 12k 32.12
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $376k 9.8k 38.57
JPMorgan Chase & Co. (JPM) 0.2 $365k 1.2k 315.50
Clearwater Paper (CLW) 0.2 $354k 17k 20.76
Royal Gold (RGLD) 0.2 $350k 1.7k 200.59
Novagold Res Com New (NG) 0.2 $336k 38k 8.80
Coca-Cola Company (KO) 0.2 $335k 5.1k 66.32
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 0.2 $331k 4.5k 73.78
W.R. Berkley Corporation (WRB) 0.2 $319k 4.2k 76.62
Rcm Technologies Com New (RCMT) 0.2 $310k 12k 26.55
United States Cellular Corporation (AD) 0.2 $309k 6.2k 50.01
Strategic Education (STRA) 0.1 $302k 3.5k 86.02
Liquidia Corporation Com New (LQDA) 0.1 $299k 13k 22.74
Netflix (NFLX) 0.1 $294k 245.00 1198.92
Bj's Wholesale Club Holdings (BJ) 0.1 $281k 3.0k 93.25
Sprouts Fmrs Mkt (SFM) 0.1 $275k 2.5k 108.80
Pfizer (PFE) 0.1 $270k 11k 25.48
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $268k 4.6k 58.21
Insmed Com Par $.01 (INSM) 0.1 $251k 1.7k 144.01
Ishares Gold Tr Ishares New (IAU) 0.1 $249k 3.4k 72.77
Nextera Energy (NEE) 0.1 $246k 3.3k 75.49
Lancaster Colony (MZTI) 0.1 $243k 1.4k 172.80
Genie Energy CL B (GNE) 0.1 $241k 16k 14.95
Caterpillar (CAT) 0.1 $239k 500.00 477.15
Preformed Line Products Company (PLPC) 0.1 $237k 1.2k 196.15
CVR Energy (CVI) 0.1 $223k 6.1k 36.48
Cal Maine Foods Com New (CALM) 0.1 $220k 2.3k 94.12
Globe Life (GL) 0.1 $219k 1.5k 142.97
Philip Morris International (PM) 0.1 $214k 1.3k 162.21
Akamai Technologies (AKAM) 0.1 $213k 2.8k 75.76
McDonald's Corporation (MCD) 0.1 $208k 684.00 304.09
Quest Diagnostics Incorporated (DGX) 0.1 $205k 1.1k 190.59
Vistra Energy (VST) 0.1 $202k 1.0k 195.92
National Resh Corp Com New (NRC) 0.1 $195k 15k 12.78
Nordic American Tanker Shippin (NAT) 0.1 $170k 54k 3.14
Golub Capital BDC (GBDC) 0.1 $140k 10k 13.69
Harmonic (HLIT) 0.1 $139k 14k 10.18
OraSure Technologies (OSUR) 0.1 $130k 40k 3.21
Varex Imaging (VREX) 0.1 $127k 10k 12.40
Smith & Wesson Brands (SWBI) 0.1 $106k 11k 9.83
Arko Corp (ARKO) 0.0 $99k 22k 4.57
Mereo Biopharma Group Spon Ads (MREO) 0.0 $99k 48k 2.06
Portillos Com Cl A (PTLO) 0.0 $98k 15k 6.45
Virco Mfg. Corporation (VIRC) 0.0 $86k 11k 7.75
Blackrock Tcp Cap Corp (TCPC) 0.0 $72k 12k 6.20
Prospect Capital Corporation (PSEC) 0.0 $49k 18k 2.75