Significant Wealth Partners as of Dec. 31, 2025
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 | 2.5M | 20.48 | |
| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 6.2 | $5.5M | 105k | 52.87 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $3.1M | 6.1k | 502.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.1 | $2.7M | 4.0k | 681.92 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 2.4 | $2.1M | 4.8k | 444.57 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $1.2M | 1.9k | 627.20 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $1.2M | 2.0k | 614.45 | |
| Tesla Motors (TSLA) | 1.2 | $1.1M | 2.4k | 449.72 | |
| Constellation Energy (CEG) | 1.2 | $1.1M | 3.0k | 353.27 | |
| NVIDIA Corporation (NVDA) | 1.0 | $862k | 4.6k | 186.51 | |
| Abbvie (ABBV) | 0.8 | $757k | 3.3k | 228.50 | |
| Ge Aerospace Com New (GE) | 0.8 | $742k | 2.4k | 308.04 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.7 | $630k | 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 | 10k | 58.12 | |
| Spdr Series Trust State Street Spd (BIL) | 0.7 | $601k | 6.6k | 91.38 | |
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.6 | $541k | 10k | 52.72 | |
| Ionis Pharmaceuticals (IONS) | 0.6 | $535k | 6.8k | 79.11 | |
| Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) | 0.6 | $519k | 11k | 45.54 | |
| Amazon (AMZN) | 0.6 | $518k | 2.2k | 230.82 | |
| Agnc Invt Corp Com reit (AGNC) | 0.6 | $512k | 48k | 10.72 | |
| Proshares Tr Ultrpro Dow30 (UDOW) | 0.5 | $484k | 8.3k | 57.91 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.5 | $470k | 18k | 26.32 | |
| Solar Cap (SLRC) | 0.5 | $454k | 29k | 15.46 | |
| Incyte Corporation (INCY) | 0.5 | $439k | 4.4k | 98.77 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $436k | 3.6k | 120.34 | |
| Exelon Corporation (EXC) | 0.5 | $435k | 10k | 43.59 | |
| Microsoft Corporation (MSFT) | 0.5 | $425k | 878.00 | 483.58 | |
| Apple (AAPL) | 0.5 | $421k | 1.5k | 271.86 | |
| General Mills (GIS) | 0.5 | $404k | 8.7k | 46.50 | |
| Wal-Mart Stores (WMT) | 0.4 | $395k | 3.5k | 111.42 | |
| Gilead Sciences (GILD) | 0.4 | $394k | 3.2k | 122.73 | |
| Abbott Laboratories (ABT) | 0.4 | $389k | 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 | 580.00 | 653.57 | |
| Hershey Company (HSY) | 0.4 | $362k | 2.0k | 181.99 | |
| Inventrust Pptys Corp Com New (IVT) | 0.4 | $356k | 13k | 28.21 | |
| Kroger (KR) | 0.4 | $318k | 5.1k | 62.47 | |
| Modine Manufacturing (MOD) | 0.3 | $313k | 2.3k | 133.51 | |
| Warrior Met Coal (HCC) | 0.3 | $286k | 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 | 1.3k | 214.16 | |
| Merit Medical Systems (MMSI) | 0.3 | $269k | 3.0k | 88.14 | |
| Ingles Mkts Cl A (IMKTA) | 0.3 | $264k | 3.9k | 68.55 | |
| Aersale Corp (ASLE) | 0.3 | $262k | 37k | 7.11 | |
| Amphastar Pharmaceuticals (AMPH) | 0.3 | $258k | 9.6k | 26.78 | |
| PDF Solutions (PDFS) | 0.3 | $256k | 9.0k | 28.53 | |
| Sterling Construction Company (STRL) | 0.3 | $254k | 830.00 | 306.23 | |
| Yum China Holdings (YUMC) | 0.3 | $250k | 5.2k | 47.74 | |
| Consolidated Edison (ED) | 0.3 | $248k | 2.5k | 99.31 | |
| Viking Therapeutics (VKTX) | 0.3 | $246k | 7.0k | 35.18 | |
| Clorox Company (CLX) | 0.3 | $243k | 2.4k | 100.85 | |
| Palomar Hldgs (PLMR) | 0.3 | $231k | 1.7k | 134.76 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $230k | 736.00 | 313.00 | |
| Campbell Soup Company (CPB) | 0.3 | $229k | 8.2k | 27.87 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $223k | 1.2k | 183.41 | |
| Keurig Dr Pepper (KDP) | 0.2 | $216k | 7.7k | 28.01 | |
| Paccar (PCAR) | 0.2 | $213k | 1.9k | 109.48 | |
| At&t (T) | 0.2 | $208k | 8.4k | 24.84 | |
| Xcel Energy (XEL) | 0.2 | $204k | 2.8k | 73.86 | |
| Liquidia Corporation Com New (LQDA) | 0.2 | $203k | 5.9k | 34.49 | |
| Cnx Resources Corporation (CNX) | 0.2 | $202k | 5.5k | 36.77 | |
| Spok Holdings (SPOK) | 0.2 | $195k | 15k | 13.19 | |
| Novagold Res Com New (NG) | 0.2 | $161k | 17k | 9.32 | |
| SIGA Technologies (SIGA) | 0.2 | $136k | 22k | 6.11 | |
| Nordic American Tanker Shippin (NAT) | 0.1 | $132k | 38k | 3.44 | |
| Arko Corp (ARKO) | 0.1 | $48k | 11k | 4.54 | |
| OraSure Technologies (OSUR) | 0.1 | $47k | 19k | 2.42 | |
| Prospect Capital Corporation (PSEC) | 0.0 | $36k | 14k | 2.59 | |
| Mereo Biopharma Group Spon Ads (MREO) | 0.0 | $9.0k | 22k | 0.42 |