Institutions / Significant Wealth Partners LLC
Significant Wealth Partners LLC
CIK 1964680 · Institution · as of Dec 31, 2025
Portfolio value
$89.67M
Positions
70
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 70 →
| Company | Value | % of portfolio |
|---|---|---|
| Elevation Series Trust | $50.65M | 56.5% |
| Goldman Sachs ETF Tr | $5.55M | 6.2% |
| Warren E. Buffett | $3.07M | 3.4% |
| SPDR S&P 500 ETF Tr | $2.74M | 3.1% |
| Vanguard Admiral Fds Inc | $2.12M | 2.4% |
| Vanguard Index Fds | $1.21M | 1.3% |
| Invesco Qqq Tr | $1.20M | 1.3% |
| Tesla Inc | $1.07M | 1.2% |
| Constellation Energy Corp | $1.07M | 1.2% |
| NVIDIA Corp | $861.7K | 1.0% |
| AbbVie Inc. | $757.0K | 0.8% |
| General Electric Co | $741.8K | 0.8% |
| Direxion Shs ETF Tr | $629.7K | 0.7% |
| Vanguard Index Fds | $614.9K | 0.7% |
| J P Morgan Exchange Traded F | $602.9K | 0.7% |
| SPDR Series Trust | $601.4K | 0.7% |
| ProShares Tr | $541.3K | 0.6% |
| Ionis Pharmaceuticals Inc | $535.1K | 0.6% |
| Direxion Shs ETF Tr | $518.7K | 0.6% |
| Amazon.com Inc | $518.2K | 0.6% |
| AGNC Investment Corp. | $511.7K | 0.6% |
| ProShares Tr | $483.5K | 0.5% |
| Coterra Energy Inc. | $469.6K | 0.5% |
| SLR Investment Corp.SLRC | $453.7K | 0.5% |
| Incyte Corp | $439.0K | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.