Q2 2026 13F · SEC CIK 1964680

Significant Wealth Partners LLC

Wealth managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $92.4M
Reported positions: 116
Top holdings a year, 3 yrs: -1.7%
Assets under management: $126.1M

Significant Wealth Partners LLC is a wealth manager that reported 116 positions worth $92.4M in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Goldman Sachs ETF Tr (GPIQ, 8.6%), Berkshire Hathaway Inc Del (BRK-B, 4.1%), J P Morgan Exchange Traded F (JEPQ, 3.0%). A portfolio copying its top holdings returned -1.7% a year over the last 3 years, against 18.8% for the S&P 500.

Significant Wealth Partners LLC holdings largest 50 of 116 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Significant Wealth Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GPIQGoldman Sachs ETF Tr	8.6%	7.5%	133,953	+8.4%	$7.9M
BRK-BBerkshire Hathaway Inc Del	4.1%	3.6%	7,486	+22.2%	$3.7M
JEPQJ P Morgan Exchange Traded F	3.0%	2.4%	45,672	+28.9%	$2.8M
VOOGVanguard Admiral Fds Inc	2.8%	2.3%	31,090	+584.0%	$2.6M
SPYState Str Spdr S&p 500 ETF T	2.4%	2.3%	2,969	+3.0%	$2.2M
PAGPenske Automotive Grp Inc	2.3%	2.2%	12,032	+0.2%	$2.2M
ABBVAbbvie Inc	2.3%	2.2%	8,485	+2.1%	$2.1M
QYLDGlobal X Fds	2.2%	2.2%	108,187	+1.8%	$2.0M
FTLBFirst Trust Exchange-Traded Fund Vi Firs	2.2%	2.2%	90,151	+1.5%	$2.0M
HTGCHercules Capital Inc	2.2%	2.3%	126,219	+0.9%	$2.0M
THWAbrdn World Healthcare Fund	2.1%	2.1%	147,758	+1.8%	$2.0M
ARESAres Management Corp	2.1%	2.4%	17,573	-0.2%	$2.0M
SBRSabine Rty Tr	2.1%	2.4%	26,624	+1.6%	$1.9M
PGRProgressive Corp	2.1%	2.1%	8,902	+2.0%	$1.9M
FSKFs Kkr Capital Corp	2.0%	2.2%	180,330	+1.8%	$1.9M
GSBDGoldman Sachs BDC Inc	2.0%	2.1%	197,283	+1.6%	$1.9M
FLNGFlex Lng Ltd	2.0%	2.4%	66,418	+0.3%	$1.9M
RSFRivernorth Cap and Incm Fd Inc Com	2.0%	2.2%	123,933	+2.5%	$1.8M
GOFGuggenheim Strategic Opportu	1.9%	2.1%	160,924	+1.7%	$1.8M
CGBDCarlyle Secured Lending Inc	1.9%	2.2%	164,757	+1.5%	$1.7M
KIOKkr Income Opportunities Fd	1.8%	1.9%	143,556	+1.7%	$1.6M
QQQInvesco Qqq Tr	1.5%	1.3%	1,874	+5.3%	$1.4M
DKSDicks Sporting Goods Inc	1.5%	1.4%	5,921	+0.9%	$1.3M
ABRArbor Realty Trust Inc.	1.4%	2.1%	231,033	+2.2%	$1.3M
FDUSFidus Invt Corp	1.3%	1.4%	64,831	+1.9%	$1.2M
BILSpdr Series Trust	1.2%	1.1%	12,069	+19.3%	$1.1M
STLDSteel Dynamics Inc	1.2%	1.1%	4,743	-1.2%	$1.1M
PDIPimco Dynamic Income Fd	1.1%	1.3%	61,593	+1.9%	$1.0M
DXDynex Capital Inc	1.1%	1.1%	74,446	+1.9%	$976K
NVDANvidia Corporation	1.0%	1.0%	4,751	+1.7%	$951K
GEGe Aerospace	1.0%	0.8%	2,403	-0.0%	$898K
TNADirexion Shares ETF Trust	0.9%	0.6%	11,461	+0.8%	$861K
TQQQProshares Tr	0.9%	—	10,453	—	$847K
DDSDillards Inc	0.8%	1.0%	1,427	+1.6%	$754K
CEGConstellation Energy Corp	0.8%	1.0%	3,031	+0.0%	$753K
GLWCorning Inc	0.8%	—	2,876	—	$735K
GEVGe Vernova Inc	0.7%	0.6%	580	+0.0%	$681K
SPXLDirexion Shares ETF Trust	0.7%	0.6%	2,510	+1.3%	$679K
STRLSterling Infrastructure Inc	0.7%	—	805	—	$676K
TSLATesla Inc	0.7%	0.7%	1,595	+0.1%	$671K
BITBlackrock Multi Sector Inc T	0.7%	0.8%	53,455	+1.8%	$669K
TAt&t Inc	0.7%	1.0%	32,026	+16.8%	$663K
AMDAdvanced Micro Devices Inc	0.7%	—	1,138	—	$661K
PDFSPDF Solutions Inc	0.7%	—	8,949	—	$634K
MODModine Manufacturing Co	0.7%	0.6%	2,291	-1.4%	$612K
UDOWProshares Tr	0.7%	—	8,617	—	$604K
VOOVanguard Index Fds	0.6%	1.3%	859	-51.6%	$590K
WSMWilliams Sonoma Inc	0.6%	—	2,441	—	$569K
ETDEthan Allen Interiors Inc	0.6%	0.7%	24,449	+1.8%	$546K
VIGVanguard Specialized Funds	0.6%	0.6%	2,226	+0.0%	$527K

What Significant Wealth Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VOOG Vanguard Admiral Fds Inc+584.0% shares
JEPQ J P Morgan Exchange Traded F+28.9% shares
BRK-B Berkshire Hathaway Inc Del+22.2% shares
BIL Spdr Series Trust+19.3% shares
T At&t Inc+16.8% shares
GPIQ Goldman Sachs ETF Tr+8.4% shares
QQQ Invesco Qqq Tr+5.3% shares

Reduced

VOO Vanguard Index Fds-51.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +2.6% /yr; S&P 500 +20.1%
3 years: -1.7% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$92.4M	116
Q1 2026	$81.2M	111
Q4 2025	$89.7M	70
Q3 2025	$204.6M	106
Q2 2025	$203.6M	96
Q1 2025	$195.1M	92
Q4 2024	$193.2M	84
Q3 2024	$193.2M	80
Q2 2024	$178.0M	74
Q1 2024	$152.4M	149
Q4 2023	$137.4M	147

Questions about Significant Wealth Partners LLC's portfolio

What stocks does Significant Wealth Partners LLC own?

Significant Wealth Partners LLC's latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 116 positions worth $92.4M. The largest are Goldman Sachs ETF Tr (GPIQ) at 8.6%, Berkshire Hathaway Inc Del (BRK-B) at 4.1%, J P Morgan Exchange Traded F (JEPQ) at 3.0%, Vanguard Admiral Fds Inc (VOOG) at 2.8% and State Str Spdr S&p 500 ETF T (SPY) at 2.4%.

What did Significant Wealth Partners LLC buy last quarter?

In Q2 2026, Significant Wealth Partners LLC added Vanguard Admiral Fds Inc (VOOG) (+584.0% shares), J P Morgan Exchange Traded F (JEPQ) (+28.9% shares) and Berkshire Hathaway Inc Del (BRK-B) (+22.2% shares), compared with its Q1 2026 filing.

What did Significant Wealth Partners LLC sell last quarter?

In Q2 2026, Significant Wealth Partners LLC cut from its top 50 Coterra Energy Inc (COG), cut from its top 50 Vanguard Index Fds (VTI), cut from its top 50 Gilead Sciences Inc (GILD), cut from its top 50 Ionis Pharmaceuticals Inc (IONS), cut from its top 50 Exelon Corp (EXC) and Vanguard Index Fds (VOO) (-51.6% shares), compared with its Q1 2026 filing.

How has Significant Wealth Partners LLC's portfolio performed?

A portfolio copying Significant Wealth Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned -1.7% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +2.6% against +20.1%.

When is Significant Wealth Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Significant Wealth Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Significant Wealth Partners LLC manage?

Significant Wealth Partners LLC reported $126.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $92.4M.