Significant Wealth Partners LLC Portfolio Holdings

Significant Wealth Partners LLC

  • $204 Billion
  • Q2 2025

Significant Wealth Partners LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $204 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Elevation Series Trust with a value of $147B, Spdr S&P 500 ETF Trust with a value of $5.6B, Vanguard Index Fds S&P 500 ETF with a value of $3.49B, United States Cellular Corp with a value of $2.95B, and Vanguard S&P 500 Growth ETF with a value of $2.19B.

Examining the 13F form we can see an increase of $8.43B in the current position value, from $195B to 204B.

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 $204 Billion
ETFs: $21.9 Billion
Consumer Defensive: $7.37 Billion
Healthcare: $6.63 Billion
Technology: $3.97 Billion
Utilities: $3.54 Billion
Communication Services: $3.28 Billion
Consumer Cyclical: $3.01 Billion
Industrials: $1.9 Billion
Other: $4.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.7B
$2.95 Billion 1.45% of portfolio
46,182
Q4 2023 New
$471B
$1.61 Billion 0.79% of portfolio
10,167
Q2 2025 Added 30.63%
$2.27T
$1.51 Billion 0.74% of portfolio
6,872
Q2 2025 Reduced 3.25%
$418B
$1.29 Billion 0.64% of portfolio
6,976
Q2 2025 Reduced 0.26%
$108B
$1.1 Billion 0.54% of portfolio
3,401
Q2 2025 Added 3.78%
$4.13T
$899 Million 0.44% of portfolio
4,384
Q2 2025 Added 1.06%
$233B
$824 Million 0.4% of portfolio
6,059
Q2 2025 Added 0.23%
$18.4B
$738 Million 0.36% of portfolio
29,075
Q2 2025 Reduced 0.99%
$29.9B
$704 Million 0.35% of portfolio
13,580
Q2 2025 Added 17.27%
$960M
$660 Million 0.32% of portfolio
24,923
Q2 2025 Added 5.96%
$276B
$627 Million 0.31% of portfolio
6,417
Q2 2025 Reduced 12.78%
$1.9B
$624 Million 0.31% of portfolio
22,785
Q2 2025 Added 6.04%
$139B
$639 Million 0.31% of portfolio
5,761
Q2 2025 Reduced 10.82%
$27.8B
$623 Million 0.31% of portfolio
3,753
Q2 2025 Added 4.08%
$9.71B
$613 Million 0.3% of portfolio
15,504
Q2 2025 Added 13.96%
$19.2B
$609 Million 0.3% of portfolio
8,948
Q2 2025 Added 10.59%
$3.84T
$506 Million 0.25% of portfolio
1,017
Q2 2025 Reduced 7.55%
$10.7B
$480 Million 0.24% of portfolio
2,079
Q2 2025 Added 7.94%
$7.69B
$460 Million 0.23% of portfolio
4,668
Q2 2025 Added 30.21%
$1.01B
$468 Million 0.23% of portfolio
7,390
Q2 2025 Added 2.84%
$44.7B
$473 Million 0.23% of portfolio
10,901
Q2 2025 Added 5.03%
$15.1B
$453 Million 0.22% of portfolio
3,775
Q2 2025 Added 11.26%
$17.9B
$442 Million 0.22% of portfolio
9,891
Q2 2025 Added 1.81%
$4.69B
$458 Million 0.22% of portfolio
4,898
Q2 2025 Added 3.62%
$274B
$448 Million 0.22% of portfolio
3,156
Q2 2025 Added 46.93%
$28.1B
$427 Million 0.21% of portfolio
5,364
Q2 2025 Reduced 5.43%
$372M
$434 Million 0.21% of portfolio
16,142
Q2 2025 Added 3.03%
$34.6B
$424 Million 0.21% of portfolio
4,221
Q2 2025 Reduced 12.14%
$974M
$399 Million 0.2% of portfolio
18,663
Q2 2025 Added 48.17%
$2.84B
$417 Million 0.2% of portfolio
2,702
Q2 2025 Reduced 29.41%
$318M
$410 Million 0.2% of portfolio
23,172
Q2 2025 Added 4.53%
$464B
$403 Million 0.2% of portfolio
3,740
Q2 2025 Reduced 0.35%
$9.47B
$386 Million 0.19% of portfolio
12,583
Q2 2025 Added 19.64%
$5.97B
$361 Million 0.18% of portfolio
10,722
Q2 2025 Added 9.43%
$36.5B
$371 Million 0.18% of portfolio
11,222
Q2 2025 Added 0.02%
$41.4B
$361 Million 0.18% of portfolio
2,804
Q2 2025 Added 3.35%
$1.3B
$371 Million 0.18% of portfolio
16,178
Q2 2025 Added 58.37%
$43.5B
$369 Million 0.18% of portfolio
5,420
Q2 2025 Reduced 5.15%
$403M
$369 Million 0.18% of portfolio
61,341
Q2 2025 Reduced 17.86%
$343M
$344 Million 0.17% of portfolio
12,639
Q2 2025 Added 5.74%
$34.5B
$344 Million 0.17% of portfolio
3,621
Q2 2025 Added 16.13%
$2.19B
$346 Million 0.17% of portfolio
13,066
Q2 2025 Added 45.29%
$1.38T
$342 Million 0.17% of portfolio
1,077
Q2 2025 New
$654B
$347 Million 0.17% of portfolio
714
Q2 2025 Added 0.28%
$902B
$335 Million 0.16% of portfolio
1,154
Q2 2025 Reduced 0.86%
$517B
$328 Million 0.16% of portfolio
245
Q4 2024 New
$1.14B
$315 Million 0.15% of portfolio
4,739
Q2 2025 Reduced 9.02%
$259M
$296 Million 0.15% of portfolio
12,546
Q2 2025 Added 22.26%
$3.34B
$303 Million 0.15% of portfolio
6,604
Q2 2025 Added 31.95%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $204 Billion
  • Prior Value $195 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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