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Latest Significant Wealth Partners LLC Stock Portfolio

$92.36Million | No. of Holdings #116

Significant Wealth Partners LLC Performance

2026 Q2+1.82%
YTD+0.63%
2025-4.59%

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

On 2026-07-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Significant Wealth Partners LLC reported an equity portfolio of $92.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Significant Wealth Partners LLC are GBUY, , . The fund has invested 8.6% of it's portfolio in GOLDMAN SACHS ETF TR and 4.1% of portfolio in BERKSHIRE HATHAWAY INC DEL. <br><br> The fund managers got completely rid off COTERRA ENERGY INC (CTRA), VANGUARD INDEX FDS (VB) and APPLE INC (AAPL) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), NORDIC AMERICAN TANKERS LIMI (NAT) and ADVANCED MICRO DEVICES INC (AMD). Significant Wealth Partners LLC opened new stock positions in DEVON ENERGY CORP NEW (DVN), ALPHABET INC (GOOG) and KIMBERLY-CLARK CORP (KMB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD ADMIRAL FDS INC (IVOG), ISHARES BITCOIN TRUST ETF and BLACKROCK TCP CAPITAL CORP (TCPC).
Significant Wealth Partners LLC Equity Portfolio Value
Last Reported on: 14 Jul, 2026
$92.36Million
  as of Jul 14, 2026

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

Our best estimate is that Significant Wealth Partners LLC made a return of 1.82% in the last quarter. In trailing 12 months, it's portfolio return was -2.42%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
devon energy corp new523,024
alphabet inc501,960
kimberly-clark corp230,528
preformed line prods co224,166
coca cola co214,634
smucker j m co211,177
amphastar pharmaceuticals in210,356
innovative indl pptys inc208,997
New stocks bought by Significant Wealth Partners LLC

Additions

Ticker% Inc.
vanguard admiral fds inc584
ishares bitcoin trust etf37.52
blackrock tcp capital corp29.91
j p morgan exchange traded f28.93
mereo biopharma group plc27.48
rtx corporation26.07
berkshire hathaway inc del22.18
spdr series trust19.31
Additions to existing portfolio by Significant Wealth Partners LLC

Reductions

Ticker% Reduced
vanguard index fds-51.63
nordic american tankers limi-23.64
advanced micro devices inc-7.85
amazon com inc-4.55
cardinal health inc-3.82
sterling infrastructure inc-2.31
virtu finl inc-2.05
modine mfg co-1.38
Significant Wealth Partners LLC reduced stake in above stock

Sold off

Ticker$ Sold
coterra energy inc-636,958
cnx res corp-213,182
vanguard index fds-592,163
apple inc-391,090
royal gold inc-203,338
Significant Wealth Partners LLC got rid off the above stocks

Sector Distribution

Significant Wealth Partners LLC has about 49.2% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Real Estate
  • Industrials
  • Consumer Defensive
  • Technology
  • Utilities
  • Basic Materials
  • Communication Services
Sector%
Others49.2
Financial Services16
Consumer Cyclical8
Healthcare6.1
Real Estate4.2
Industrials3.7
Consumer Defensive3.3
Technology3.2
Utilities2.1
Basic Materials2.1
Communication Services1.3

Market Cap. Distribution

Significant Wealth Partners LLC has about 31.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • SMALL-CAP
  • MID-CAP
  • MEGA-CAP
Category%
UNALLOCATED49.2
LARGE-CAP22.6
SMALL-CAP10.1
MID-CAP8.8
MEGA-CAP8.7

Stocks belong to which Index?

About 33% of the stocks held by Significant Wealth Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others67
S&P 50020.4
RUSSELL 200012.6
Top 5 Winners (%)%
AMD
advanced micro devices inc
178.3 %
PDFS
pdf solutions inc
116.2 %
LQDA
liquidia corporation
111.1 %
STRL
sterling infrastructure inc
104.9 %
EET
proshares tr
93.4 %
Top 5 Winners ($)$
GBUY
goldman sachs etf tr
1.3 M
AMD
advanced micro devices inc
0.4 M
EET
proshares tr
0.4 M
PAG
penske automotive grp inc
0.4 M
DRN
direxion shares etf trust
0.4 M
Top 5 Losers (%)%
IVOG
vanguard admiral fds inc
-69.3 %
NG
novagold resources inc
-33.4 %
SIGA
siga technologies inc
-31.1 %
ABR
arbor realty trust inc
-29.5 %
T
at&t inc
-27.1 %
Top 5 Losers ($)$
IVOG
vanguard admiral fds inc
-5.8 M
ABR
arbor realty trust inc
-0.5 M
T
at&t inc
-0.2 M
FLNG
flex lng ltd
-0.1 M
CEG
constellation energy corp
-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 116 stocks in it's portfolio. About 32% of the portfolio is in top 10 stocks. IVOG proved to be the most loss making stock for the portfolio. GBUY was the most profitable stock for Significant Wealth Partners LLC last quarter.

$92.36MTotal Value
121Positions
14 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Significant Wealth Partners LLC, last reported on 14 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Significant Wealth Partners LLC's holding in Ishares Tr over time
0.25%2,065
$227.9K
0.25%
increased 0.63 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Significant Wealth Partners LLC's holding in Global X Fds over time
2.16%108,187
$1.99M
2.16%
increased 1.82 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Significant Wealth Partners LLC's holding in First Tr Exchange Traded Fd over time
2.16%90,151
$1.99M
2.16%
increased 1.53 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Significant Wealth Partners LLC's holding in Spdr Series Trust over time
1.2%12,069
$1.11M
1.2%
increased 19.31 percentadded