Significant Wealth Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 7, 2026, for the 2025 Q4 period, Significant Wealth Partners LLC held in its portfolio 70 assets valued at $89,672,799 (i.e. $89.67M).
The most valuable assets in the portfolio included: ELEVATION SERIES TRUST ($50.65M), GOLDMAN SACHS ETF TR ($5.55M), and BERKSHIRE HATHAWAY INC DEL ($3.07M).
The chart below shows the top 10 valuable assets, and the table below shows the top 70 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Significant Wealth Partners LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ELEVATION SERIES TRUST | 2472306 | 50645180 | TRUESHARES ACTIV |
| GOLDMAN SACHS ETF TR | 104960 | 5549235 | NASDAQ-100 PREMI |
| BERKSHIRE HATHAWAY INC DEL | 6115 | 3073705 | CL B NEW |
| SPDR S&P 500 ETF TR | 4015 | 2737909 | TR UNIT |
| VANGUARD ADMIRAL FDS INC | 4764 | 2117908 | 500 GRTH IDX F |
| VANGUARD INDEX FDS | 1924 | 1206741 | S&P 500 ETF SHS |
| INVESCO QQQ TR | 1959 | 1203699 | UNIT SER 1 |
| TESLA INC | 2390 | 1074839 | COM |
| CONSTELLATION ENERGY CORP | 3031 | 1070761 | COM |
| NVIDIA CORPORATION | 4620 | 861658 | COM |
| ABBVIE INC | 3313 | 757031 | COM |
| GE AEROSPACE | 2408 | 741754 | COM NEW |
| DIREXION SHS ETF TR | 2854 | 629657 | DRX S&P500BULL |
| VANGUARD INDEX FDS | 1834 | 614922 | TOTAL STK MKT |
| J P MORGAN EXCHANGE TRADED F | 10373 | 602879 | NASDAQ EQT PREM |
| SPDR SERIES TRUST | 6581 | 601372 | STATE STREET SPD |
| PROSHARES TR | 10268 | 541329 | ULTRAPRO QQQ |
| IONIS PHARMACEUTICALS INC | 6764 | 535100 | COM |
| DIREXION SHS ETF TR | 11389 | 518655 | DLY SMCAP BULL3X |
| AMAZON COM INC | 2245 | 518191 | COM |
| AGNC INVT CORP | 47737 | 511742 | COM |
| PROSHARES TR | 8349 | 483491 | ULTRPRO DOW30 |
| COTERRA ENERGY INC | 17842 | 469605 | COM |
| SLR INVESTMENT CORP | 29349 | 453736 | COM |
| INCYTE CORP | 4445 | 439033 | COM |
| EXXON MOBIL CORP | 3620 | 435635 | COM |
| EXELON CORP | 9968 | 434505 | COM |
| MICROSOFT CORP | 878 | 424585 | COM |
| APPLE INC | 1549 | 421111 | COM |
| GENERAL MLS INC | 8695 | 404312 | COM |
| WALMART INC | 3548 | 395305 | COM |
| GILEAD SCIENCES INC | 3213 | 394340 | COM |
| ABBOTT LABS | 3101 | 388522 | COM |
| DIMENSIONAL ETF TRUST | 9752 | 386082 | US CORE EQUITY 2 |
| GE VERNOVA INC | 580 | 379071 | COM |
| HERSHEY CO | 1989 | 361985 | COM |
| INVENTRUST PPTYS CORP | 12605 | 355598 | COM NEW |
| KROGER CO | 5084 | 317619 | COM |
| MODINE MFG CO | 2342 | 312680 | COM |
| WARRIOR MET COAL INC | 3239 | 285583 | COM |
| DIMENSIONAL ETF TRUST | 4611 | 274539 | US TARGETED VLU |
| ADVANCED MICRO DEVICES INC | 1259 | 269627 | COM |
| MERIT MED SYS INC | 3048 | 268651 | COM |
| INGLES MKTS INC | 3855 | 264260 | CL A |
| AERSALE CORPORATION | 36827 | 261840 | COM |
| AMPHASTAR PHARMACEUTICALS IN | 9624 | 257731 | COM |
| PDF SOLUTIONS INC | 8977 | 256114 | COM |
| STERLING INFRASTRUCTURE INC | 830 | 254171 | COM |
| YUM CHINA HLDGS INC | 5228 | 249585 | COM |
| CONSOLIDATED EDISON INC | 2497 | 247989 | COM |
| VIKING THERAPEUTICS INC | 6986 | 245767 | COM |
| CLOROX CO DEL | 2410 | 243042 | COM |
| PALOMAR HLDGS INC | 1716 | 231248 | COM |
| ALPHABET INC | 736 | 230368 | CAP STK CL A |
| THE CAMPBELLS COMPANY | 8215 | 228955 | COM |
| RTX CORPORATION | 1214 | 222657 | COM |
| KEURIG DR PEPPER INC | 7708 | 215901 | COM |
| PACCAR INC | 1947 | 213163 | COM |
| AT&T INC | 8387 | 208332 | COM |
| XCEL ENERGY INC | 2763 | 204075 | COM |
| LIQUIDIA CORPORATION | 5893 | 203250 | COM NEW |
| CNX RES CORP | 5483 | 201610 | COM |
| SPOK HLDGS INC | 14798 | 195186 | COM |
| NOVAGOLD RES INC | 17250 | 160770 | COM NEW |
| SIGA TECHNOLOGIES INC | 22202 | 135654 | COM |
| NORDIC AMERICAN TANKERS LIMI | 38388 | 132055 | COM |
| ARKO CORP | 10468 | 47525 | COM |
| ORASURE TECHNOLOGIES INC | 19397 | 46941 | COM |
| PROSPECT CAP CORP | 13780 | 35690 | COM |
| MEREO BIOPHARMA GROUP PLC | 21689 | 9038 | SPON ADS |
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