Significant Wealth Partners LLC Portfolio Holdings

Significant Wealth Partners LLC

  • $89.7 Billion
  • Q4 2025

Significant Wealth Partners LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $89.7 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Elevation Series Trust with a value of $50.6B, Goldman Sachs ETF Tr with a value of $5.55B, Berkshire Hathaway Inc Class B with a value of $3.07B, Spdr S&P 500 ETF Trust with a value of $2.74B, and Vanguard S&P 500 Growth ETF with a value of $2.12B.

Examining the 13F form we can see an decrease of $115B in the current position value, from $205B to 89.7B.

Significant Wealth Partners LLC is based out at Cary, IL

Below you can find more details about Significant Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $89.7 Billion
ETFs: $11.9 Billion
Healthcare: $3.88 Billion
Financial Services: $3.79 Billion
Consumer Defensive: $2.43 Billion
Technology: $2.23 Billion
Consumer Cyclical: $2.2 Billion
Utilities: $1.96 Billion
Industrials: $1.83 Billion
Other: $2.86 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$3.07 Billion 3.43% of portfolio
6,115
Q4 2025 Added 402.05%
$1.29T
$1.07 Billion 1.2% of portfolio
2,390
Q4 2025 Added 74.07%
$465B
$862 Million 0.96% of portfolio
4,620
Q4 2025 Reduced 48.24%
$414B
$757 Million 0.84% of portfolio
3,313
Q4 2025 Reduced 51.73%
$328B
$742 Million 0.83% of portfolio
2,408
Q4 2025 New
$2.39T
$518 Million 0.58% of portfolio
2,245
Q4 2025 Reduced 64.42%
$490B
$436 Million 0.49% of portfolio
3,620
Q4 2025 Reduced 3.21%
$3.78T
$425 Million 0.47% of portfolio
878
Q4 2025 Reduced 11.4%
$4.3T
$421 Million 0.47% of portfolio
1,549
Q4 2025 Reduced 63.29%
$279B
$395 Million 0.44% of portfolio
3,548
Q4 2025 Reduced 51.71%
$228B
$389 Million 0.43% of portfolio
3,101
Q4 2025 Reduced 49.63%
$388B
$270 Million 0.3% of portfolio
1,259
Q4 2025 Reduced 53.87%
$1.65T
$230 Million 0.26% of portfolio
736
Q4 2025 New
$258B
$223 Million 0.25% of portfolio
1,214
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $89.7 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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