StockDriftsStockDriftsTop 50 Significant Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GPIQ | GOLDMAN SACHS ETF TR | 8.6% | 134.0K | $7.9M | +8.37%(+10.35K) | $52.53(+8.58%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.06% | 7.5K | $3.7M | +22.18%(+1.36K) | $485.65(+7.76%) | 2026-06-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3.04% | 45.7K | $2.8M | +28.93%(+10.25K) | $57.23(+4.29%) | 2026-06-30 | |
| VOOG | VANGUARD ADMIRAL FDS INC | 2.78% | 31.1K | $2.6M | +14.01%(+3.82K) | $54.63(+55.80%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.4% | 3.0K | $2.2M | +3.02%(+87) | $562.18(+37.60%) | 2026-06-30 | |
| PAG | PENSKE AUTOMOTIVE GRP INC | 2.33% | 12.0K | $2.2M | +0.22%(+27) | $153.93(+41.45%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.31% | 8.5K | $2.1M | +2.07%(+172) | $196.99(+26.56%) | 2026-06-30 | |
| QYLD | GLOBAL X FDS | 2.16% | 108.2K | $2.0M | +1.82%(+1.94K) | $17.41(+4.18%) | 2026-06-30 | |
| FTQI | FIRST TR EXCHANGE TRADED FD | 2.16% | 90.2K | $2.0M | +1.53%(+1.36K) | $20.38(+8.91%) | 2026-06-30 | |
| HTGC | HERCULES CAPITAL INC | 2.16% | 126.2K | $2.0M | +0.87%(+1.08K) | $16.78(-0.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.44% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.97% |
Significant Wealth Partners LLC reports $92.36M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are GPIQ (8.6%), BRK.B (4.1%) and JEPQ (3.0%). The top 20 holdings account for 52.32% of reported assets. Its disclosed equity book has returned +24.44% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Significant Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1964680). View Significant Wealth Partners LLC’s 13F filings on SEC