Institutional Manager · CIK 0001964680
Significant Wealth Partners LLC
CARY, IL · File #028-23571
Latest AUM
$89.7M
Positions
70
Top-10 Concentration
80.6%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202570 pos · $89.7M
- 13F HOLDINGS REPORTQ/E Sep 2025106 pos · $204.6M
- 13F HOLDINGS REPORTQ/E Jun 202596 pos · $203.6M
- 13F HOLDINGS REPORTQ/E Mar 202592 pos · $195.1M
- 13F HOLDINGS REPORTQ/E Dec 202484 pos · $193.2M
- 13F HOLDINGS REPORTQ/E Sep 202480 pos · $193.2M
- 13F HOLDINGS REPORTQ/E Jun 202474 pos · $178.0M
- 13F HOLDINGS REPORTQ/E Mar 2024149 pos · $152.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ELEVATION SERIES TRUST | 210322723 | 2,472,306 | $50.6M | 58.71% |
| 2 | GOLDMAN SACHS ETF TR | NVGLF | 104,960 | $5.5M | 6.43% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,115 | $3.1M | 3.56% |
| 4 | SPDR S&P 500 ETF TR | SPY | 4,015 | $2.7M | 3.17% |
| 5 | VANGUARD ADMIRAL FDS INC | 921932505 | 4,764 | $2.1M | 2.46% |
| 6 | VANGUARD INDEX FDS | 922908363 | 1,924 | $1.2M | 1.40% |
| 7 | INVESCO QQQ TR | IVZ | 1,959 | $1.2M | 1.40% |
| 8 | TESLA INC | TSLA | 2,390 | $1.1M | 1.25% |
| 9 | CONSTELLATION ENERGY CORP | CEG | 3,031 | $1.1M | 1.24% |
| 10 | NVIDIA CORPORATION | NVDA | 4,620 | $861,658 | 1.00% |
| 11 | ABBVIE INC | ABBV | 3,313 | $757,031 | 0.88% |
| 12 | GE AEROSPACE | 369604301 | 2,408 | $741,754 | 0.86% |
| 13 | DIREXION SHS ETF TR | 25459W862 | 2,854 | $629,657 | 0.73% |
| 14 | VANGUARD INDEX FDS | 922908769 | 1,834 | $614,922 | 0.71% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 10,373 | $602,879 | 0.70% |
| 16 | SPDR SERIES TRUST | 78468R663 | 6,581 | $601,372 | 0.70% |
| 17 | PROSHARES TR | 74347X831 | 10,268 | $541,329 | 0.63% |
| 18 | IONIS PHARMACEUTICALS INC | IONS | 6,764 | $535,100 | 0.62% |
| 19 | DIREXION SHS ETF TR | 25459W847 | 11,389 | $518,655 | 0.60% |
| 20 | AMAZON COM INC | AMZN | 2,245 | $518,191 | 0.60% |