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 Companies Only

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%
$111B
$1.07 Billion 1.19% of portfolio
3,031
Q4 2025 Reduced 11.3%
$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
$10.2B
$535 Million 0.6% of portfolio
6,764
Q4 2025 Reduced 54.81%
$2.39T
$518 Million 0.58% of portfolio
2,245
Q4 2025 Reduced 64.42%
$5.6B
$512 Million 0.57% of portfolio
47,737
Q4 2025 New
$21B
$470 Million 0.52% of portfolio
17,842
Q4 2025 Reduced 51.63%
$839M
$454 Million 0.51% of portfolio
29,349
Q4 2025 New
$490B
$436 Million 0.49% of portfolio
3,620
Q4 2025 Reduced 3.21%
$23.2B
$439 Million 0.49% of portfolio
4,445
Q4 2025 Reduced 54.06%
$45.6B
$435 Million 0.48% of portfolio
9,968
Q4 2025 Reduced 8.39%
$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%
$156B
$394 Million 0.44% of portfolio
3,213
Q4 2025 Reduced 50.37%
$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%
$1.9B
$356 Million 0.4% of portfolio
12,605
Q4 2025 Reduced 53.06%
$26.3B
$362 Million 0.4% of portfolio
1,989
Q4 2025 Reduced 53.82%
$47.8B
$318 Million 0.35% of portfolio
5,084
Q4 2025 Reduced 44.64%
$6.87B
$313 Million 0.35% of portfolio
2,342
Q4 2025 Reduced 54.61%
$4.07B
$286 Million 0.32% of portfolio
3,239
Q4 2025 Reduced 54.48%
$4.84B
$269 Million 0.3% of portfolio
3,048
Q4 2025 Reduced 53.22%
$388B
$270 Million 0.3% of portfolio
1,259
Q4 2025 Reduced 53.87%
$309M
$262 Million 0.29% of portfolio
36,827
Q4 2025 Reduced 52.96%
$1.28B
$258 Million 0.29% of portfolio
9,624
Q4 2025 Reduced 53.23%
$1.07B
$264 Million 0.29% of portfolio
3,855
Q4 2025 Reduced 53.66%
$936M
$256 Million 0.29% of portfolio
8,977
Q4 2025 Reduced 53.96%
$10.3B
$254 Million 0.28% of portfolio
830
Q4 2025 Reduced 53.86%
$19.3B
$250 Million 0.28% of portfolio
5,228
Q4 2025 Reduced 52.87%
$36B
$248 Million 0.28% of portfolio
2,497
Q4 2025 Reduced 51.74%
$3.05B
$246 Million 0.27% of portfolio
6,986
Q4 2025 Reduced 53.83%
$12.8B
$243 Million 0.27% of portfolio
2,410
Q4 2025 Reduced 48.65%
$3.27B
$231 Million 0.26% of portfolio
1,716
Q4 2025 Reduced 53.29%
$1.65T
$230 Million 0.26% of portfolio
736
Q4 2025 New
$9.38B
$229 Million 0.26% of portfolio
8,215
Q4 2025 Reduced 49.65%
$258B
$223 Million 0.25% of portfolio
1,214
Q4 2025 New
$33.2B
$213 Million 0.24% of portfolio
1,947
Q4 2025 Reduced 51.83%
$38.4B
$216 Million 0.24% of portfolio
7,708
Q4 2025 Reduced 52.82%
$1.84B
$203 Million 0.23% of portfolio
5,893
Q4 2025 Reduced 55.12%
$44.1B
$204 Million 0.23% of portfolio
2,763
Q4 2025 Reduced 56.06%
$181B
$208 Million 0.23% of portfolio
8,387
Q4 2025 New
$263M
$195 Million 0.22% of portfolio
14,798
Q4 2025 Reduced 43.02%
$6.64B
$202 Million 0.22% of portfolio
5,483
Q4 2025 Reduced 54.02%
$2.87B
$161 Million 0.18% of portfolio
17,250
Q4 2025 Reduced 54.79%
$438M
$136 Million 0.15% of portfolio
22,202
Q4 2025 Reduced 50.05%
$831M
$132 Million 0.15% of portfolio
38,388
Q4 2025 Reduced 29.22%

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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