Significant Wealth Partners LLC
CIK: 0001964680SEC EDGAR →
Portfolio Value
$89.7M
Holdings
70
As of
Q4 2025
New Positions
70
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ELEVATION SERIES TRUST | 2,472,306 | $50.6M | 56.48% |
| 2 | MEREO BIOPHARMA GROUP PLC | 21,689 | $9.0M | 10.04% |
| 3 | GOLDMAN SACHS ETF TR | 104,960 | $5.5M | 6.19% |
| 4 | BERKSHIRE HATHAWAY INC DEL | 6,115 | $3.1M | 3.43% |
| 5 | SPDR S&P 500 ETF TR | 4,015 | $2.7M | 3.05% |
| 6 | VANGUARD ADMIRAL FDS INC | 4,764 | $2.1M | 2.36% |
| 7 | VANGUARD INDEX FDS | 1,924 | $1.2M | 1.34% |
| 8 | INVESCO QQQ TR | 1,959 | $1.2M | 1.34% |
| 9 | TESLA INC | 2,390 | $1.1M | 1.20% |
| 10 | CONSTELLATION ENERGY CORP | 3,031 | $1.1M | 1.19% |
Quarterly Changes
New Positions (70)
$50.6M · 2.5M shares
$9.0M · 22K shares
$5.5M · 105K shares
$3.1M · 6K shares
$2.7M · 4K shares
$2.1M · 5K shares
$1.2M · 2K shares
$1.2M · 2K shares
$1.1M · 2K shares
$1.1M · 3K shares
$861K · 5K shares
$757K · 3K shares
$741K · 2K shares
$629K · 3K shares
$614K · 2K shares
$602K · 10K shares
$601K · 7K shares
$541K · 10K shares
$535K · 7K shares
$518K · 2K shares
$518K · 11K shares
$511K · 48K shares
$483K · 8K shares
$469K · 18K shares
$453K · 29K shares
$439K · 4K shares
$435K · 4K shares
$434K · 10K shares
$424K · 878 shares
$421K · 2K shares
$404K · 9K shares
$395K · 4K shares
$394K · 3K shares
$388K · 3K shares
$386K · 10K shares
$379K · 580 shares
$361K · 2K shares
$355K · 13K shares
$317K · 5K shares
$312K · 2K shares
$285K · 3K shares
$274K · 5K shares
$269K · 1K shares
$268K · 3K shares
$264K · 4K shares
$261K · 37K shares
$257K · 10K shares
$256K · 9K shares
$254K · 830 shares
$249K · 5K shares
$247K · 2K shares
$245K · 7K shares
$243K · 2K shares
$231K · 2K shares
$230K · 736 shares
$228K · 8K shares
$222K · 1K shares
$215K · 8K shares
$213K · 2K shares
$208K · 8K shares
$204K · 3K shares
$203K · 6K shares
$201K · 5K shares
$195K · 15K shares
$160K · 17K shares
$135K · 22K shares
$132K · 38K shares
$47K · 10K shares
$46K · 19K shares
$35K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 17 | $67.6M | 68.6% |
| Healthcare | 11 | $12.3M | 12.5% |
| Unknown | 4 | $4.9M | 4.9% |
| Technology | 6 | $2.7M | 2.7% |
| Consumer Defensive | 8 | $2.4M | 2.5% |
| Consumer Cyclical | 5 | $2.2M | 2.2% |
| Utilities | 4 | $1.9M | 1.9% |
| Industrials | 6 | $1.8M | 1.8% |
| Energy | 4 | $1.4M | 1.4% |
| Real Estate | 2 | $866K | 0.9% |
| Communication Services | 2 | $438K | 0.4% |
| Basic Materials | 1 | $160K | 0.2% |