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
$300B
$308 Million 0.15% of portfolio
4,348
Q2 2025 Reduced 3.08%
$1.47B
$309 Million 0.15% of portfolio
7,783
Q2 2025 Reduced 4.4%
$12.5B
$309 Million 0.15% of portfolio
4,222
Q2 2025 New
$501M
$285 Million 0.14% of portfolio
43,721
Q2 2025 Added 27.58%
$17.7B
$281 Million 0.14% of portfolio
1,708
Q2 2025 Reduced 19.59%
$18.5B
$261 Million 0.13% of portfolio
3,554
Q2 2025 Reduced 13.61%
$10.5B
$258 Million 0.13% of portfolio
1,450
Q2 2025 Reduced 11.8%
$14.5B
$254 Million 0.12% of portfolio
2,358
Q2 2025 Reduced 18.8%
$1.96B
$245 Million 0.12% of portfolio
2,876
Q2 2025 Added 6.95%
$381M
$243 Million 0.12% of portfolio
14,492
Q2 2025 Added 42.13%
$4.84B
$218 Million 0.11% of portfolio
1,262
Q2 2025 Added 8.23%
$280B
$223 Million 0.11% of portfolio
1,225
Q2 2025 Reduced 14.93%
$147B
$226 Million 0.11% of portfolio
3,255
Q2 2025 Added 1.21%
$142B
$230 Million 0.11% of portfolio
9,476
Q2 2025 Added 13.5%
$4.5B
$206 Million 0.1% of portfolio
2,072
Q2 2025 New
$81.1B
$212 Million 0.1% of portfolio
1,094
Q2 2025 New
$1.64B
$157 Million 0.08% of portfolio
38,445
Q2 2025 Reduced 0.26%
$801M
$140 Million 0.07% of portfolio
11,240
Q2 2025 Reduced 21.92%
$971M
$112 Million 0.06% of portfolio
11,871
Q2 2025 New
$220M
$111 Million 0.05% of portfolio
36,837
Q2 2025 Added 36.1%
$831M
$107 Million 0.05% of portfolio
40,857
Q2 2025 Added 64.55%
$551M
$81.5 Million 0.04% of portfolio
19,266
Q2 2025 Added 58.59%
$357M
$60.3 Million 0.03% of portfolio
22,261
Q2 2025 Added 61.65%
$0
$35.9 Million 0.02% of portfolio
11,283
Q2 2025 New

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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