Institutional Fund
Significant Wealth Partners LLC
Cary, ILCIK 19646805 filings on record
Portfolio Value
$81.18M
Q1 2026
Holdings
111
Reported positions
New Buys
46
Opened this quarter
QoQ Change
-9.5%
from $89.67M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Goldman Sachs ETF Tr7.5%
- Berkshire Hathaway Inc Del3.6%
- Flex Lng Ltd2.4%
- J P Morgan Exchange Traded F2.4%
- Sabine Rty Tr2.4%
- Ares Management Corporation2.4%
- Other79.2%
Portfolio Holdings
111 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Goldman Sachs ETF Tr | 123.6K | $6.12M | 7.5% | +18.6K | Added |
| 2 | Berkshire Hathaway Inc Del | 6.1K | $2.94M | 3.6% | +12 | Added |
| 3 | Flex Lng Ltd | 66.2K | $1.97M | 2.4% | +66.2K | New |
| 4 | J P Morgan Exchange Traded F | 35.4K | $1.97M | 2.4% | +25.1K | Added |
| 5 | Sabine Rty Tr | 26.2K | $1.97M | 2.4% | +26.2K | New |
| 6 | Ares Management Corporation | 17.6K | $1.92M | 2.4% | +17.6K | New |
| 7 | Spdr S&P 500 ETF Tr | 2.9K | $1.87M | 2.3% | −1.1K | Reduced |
| 8 | Vanguard Admiral Fds Inc | 4.5K | $1.85M | 2.3% | −219 | Reduced |
| 9 | Hercules Capital Inc | 125.1K | $1.85M | 2.3% | +125.1K | New |
| 10 | Global X Fds | 106.3K | $1.82M | 2.2% | +106.3K | New |
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