Latest Significant Wealth Partners LLC Stock Portfolio

Significant Wealth Partners LLC Performance:

2026 Q1: -1.17%YTD: -1.17%2025: -4.59%

Performance for 2026 Q1 is -1.17%, and YTD is -1.17%, and 2025 is -4.59%.

About Significant Wealth Partners LLC and 13F Hedge Fund Stock Holdings

On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Significant Wealth Partners LLC reported an equity portfolio of $81.2 Millions as of 31 Mar, 2026.

The top stock holdings of Significant Wealth Partners LLC are GBUY, , FLNG. The fund has invested 7.5% of it's portfolio in GOLDMAN SACHS ETF TR and 3.6% of portfolio in BERKSHIRE HATHAWAY INC DEL.

The fund managers got completely rid off ELEVATION SERIES TRUST, MICROSOFT CORP (MSFT) and ABBOTT LABS (ABT) stocks. They significantly reduced their stock positions in EXXON MOBIL CORP (XOM), TESLA INC (TSLA) and STATE STR SPDR S&P 500 ETF T (SPY). Significant Wealth Partners LLC opened new stock positions in FLEX LNG LTD (FLNG), SABINE RTY TR (SBR) and ARES MANAGEMENT CORPORATION (ARES). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F, AT&T INC (T) and ABBVIE INC (ABBV).

Significant Wealth Partners LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Significant Wealth Partners LLC made a return of -1.17% in the last quarter. In trailing 12 months, it's portfolio return was -2.45%.

Performance
S&P 500

New Buys

Ticker	$ Bought
flex lng ltd	1,966,980
sabine rty tr	1,965,770
ares management corporation	1,920,920
hercules capital inc	1,848,260
global x fds	1,822,190
fs kkr cap corp	1,803,510
penske automotive grp inc	1,794,990
carlyle secured lending inc	1,775,630

New stocks bought by Significant Wealth Partners LLC

Additions

Ticker	% Inc.
j p morgan exchange traded f	241
at&t inc	226
abbvie inc	150
spdr series trust	53.72
general mills inc	45.61
gilead sciences inc	26.8
the campbells company	25.92
mereo biopharma group plc	18.19

Additions to existing portfolio by Significant Wealth Partners LLC

Reductions

Ticker	% Reduced
exxon mobil corp	-36.82
tesla inc	-33.31
state str spdr s&p 500 etf t	-28.22
amazon com inc	-18.75
direxion shares etf trust	-13.14
invesco qqq tr	-9.19
vanguard index fds	-7.69
walmart inc	-7.19

Significant Wealth Partners LLC reduced stake in above stock

Sold off

Ticker	$ Sold
elevation series trust	-50,645,200
amphastar pharmaceuticals in	-257,731
abbott labs	-388,522
microsoft corp	-424,585
alphabet inc	-230,368

Significant Wealth Partners LLC got rid off the above stocks

Sector Distribution

Significant Wealth Partners LLC has about 48.2% of it's holdings in Others sector.

Sector	%
Others	48.2
Financial Services	17.2
Consumer Cyclical	8
Healthcare	5.7
Real Estate	4.9
Consumer Defensive	3.1
Industrials	2.9
Technology	2.6
Utilities	2.5
Basic Materials	2.2
Energy	1.5

Market Cap. Distribution

Significant Wealth Partners LLC has about 31.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	48.2
LARGE-CAP	23.1
SMALL-CAP	10.6
MID-CAP	9.4
MEGA-CAP	8.3

Stocks belong to which Index?

About 33.2% of the stocks held by Significant Wealth Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	66.8
S&P 500	20.2
RUSSELL 2000	13

Top 5 Winners (%)		%
NAT	nordic american tankers limi	68.3 %
MOD	modine mfg co	62.1 %
	ge vernova inc	33.6 %
XOM	exxon mobil corp	33.4 %
CTRA	coterra energy inc	33.2 %

Top 5 Winners ($)		$
MOD	modine mfg co	0.2 M
CTRA	coterra energy inc	0.2 M
XOM	exxon mobil corp	0.1 M
	ge vernova inc	0.1 M
NAT	nordic american tankers limi	0.1 M

Top 5 Losers (%)		%
MMSI	merit med sys inc	-21.0 %
CEG	constellation energy corp	-20.9 %
EET	proshares tr	-20.9 %
MREO	mereo biopharma group plc	-19.5 %
CPB	the campbells company	-18.4 %

Top 5 Losers ($)		$
GBUY	goldman sachs etf tr	-0.4 M
CEG	constellation energy corp	-0.2 M
IVOG	vanguard admiral fds inc	-0.2 M
TSLA	tesla inc	-0.2 M
	berkshire hathaway inc del	-0.1 M

Significant Wealth Partners LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Significant Wealth Partners LLC

Significant Wealth Partners LLC has 111 stocks in it's portfolio. About 29.9% of the portfolio is in top 10 stocks. GBUY proved to be the most loss making stock for the portfolio. MOD was the most profitable stock for Significant Wealth Partners LLC last quarter.

Last Reported on: 08 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.48	1,541	391,090	reduced	-0.52

AAXJ	ishares tr	0.28	2,052	226,527	new

ABBV	abbvie inc	2.23	8,313	1,808,050	added	150

ABR	arbor realty trust inc	2.15	226,116	1,743,350	new

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

AGNC	agnc invt corp	0.59	47,929	480,729	added	0.4

AGNG	global x fds	2.24	106,250	1,822,190	new

AIRR	first tr exchange traded fd	2.18	88,789	1,768,680	new

AMD	advanced micro devices inc	0.31	1,235	251,236	reduced	-1.91

AMPH	amphastar pharmaceuticals in	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	0.47	1,824	379,884	reduced	-18.75

ARES	ares management corporation	2.37	17,607	1,920,920	new

ARKO	arko corp	0.07	10,771	59,887	added	2.89

ASLE	aersale corporation	0.29	37,420	232,752	added	1.61

BIL	spdr series trust	1.14	10,116	927,031	added	53.72

CAH	cardinal health inc	0.39	1,493	315,558	new

CEG	constellation energy corp	1.04	3,031	846,407	unchanged	0.00

CGBD	carlyle secured lending inc	2.19	162,306	1,775,630	new

CLX	clorox co del	0.36	2,791	289,235	added	15.81

CNX	cnx res corp	0.26	5,530	213,182	added	0.86