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CIK: 0001964680
Total reported value
$92.4M
$92.4M
84 檔
176.1%
In Q4 2024, Significant Wealth Partners LLC's U.S. equity holdings reached a combined market value of $92.4M, distributed across 84 disclosed stock positions.
During Q4 2024, Significant Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Listed Fd Tr | Stock-Other | 79.15% | — | +5.26% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.80% | +0.09% | +75.06% | |
| 3 | AD | Array Digital Infrastructure | Stock-Other | 1.50% | — | — | |
| 4 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.09% | +0.50% | +4.89% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.08% | -10.35% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | -0.02% | +46.73% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.03% | +9.52% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.56% | -0.48% | EXIT | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.67% | +6.36% | |
| 10 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.46% | +0.18% | -61.19% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.42% | +0.23% | +9.35% | |
| 12 | CEG | Constellation Energy | Stock-Utilities | 0.38% | -0.22% | +0.03% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.09% | -5.28% | |
| 14 | CTRA | Coterra Energy Inc | Stock-Energy | 0.35% | -0.78% | EXIT | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | — | +19.64% | |
| 16 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.33% | +0.39% | — | |
| 17 | GIS | General Mills Inc | Stock-Consumer Staples | 0.33% | -0.08% | +49.59% | |
| 18 | UDOW | Proshares Ultrapro Dow30 | ETF-Other | 0.30% | +0.13% | — | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.30% | — | +40.67% | |
| 20 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.28% | +0.31% | — | |
| 21 | IVT | Inventrust Properties CORP | Stock-Other | 0.28% | +0.02% | — | |
| 22 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.28% | -0.14% | -3.53% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | -0.73% | EXIT | |
| 24 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.26% | -0.12% | +122.69% | |
| 25 | CLX | Clorox Company | Stock-Consumer Staples | 0.26% | -0.06% | -15.67% | |
| 26 | INCY | Incyte CORP | Stock-Healthcare | 0.25% | +0.04% | +122.55% | |
| 27 | KR | Kroger Co | Stock-Consumer Staples | 0.24% | -0.15% | +18.81% | |
| 28 | KEL | Kellanova | Stock-Other | 0.23% | — | -36.29% | |
| 29 | ARKK | Ark Innovation ETF | ETF-Other | 0.22% | — | +67.62% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | — | -32.29% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.14% | -41.89% | |
| 32 | ASLE | Aersale CORP | Stock-Other | 0.21% | -0.02% | — | |
| 33 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.20% | -0.08% | — | |
| 34 | EXC | Exelon CORP | Stock-Utilities | 0.20% | -0.10% | +0.47% | |
| 35 | MMSI | Merit Medical Systems Inc | Stock-Healthcare | 0.20% | -0.02% | — | |
| 36 | IMKTA | Ingles Markets Inc-class A | Stock-Other | 0.20% | -0.05% | — | |
| 37 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.20% | -0.01% | +2.33% | |
| 38 | ED | Consolidated Edison Inc | Stock-Utilities | 0.20% | -0.04% | +3.17% | |
| 39 | IONS | Ionis Pharmaceuticals Inc | Stock-Healthcare | 0.20% | -0.05% | — | |
| 40 | SRJ | Spartannash Co | Stock-Other | 0.18% | — | — | |
| 41 | PLMR | Palomar Holdings Inc | Stock-Financials | 0.18% | -0.01% | — | |
| 42 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.17% | — | — | |
| 43 | XEL | Xcel Energy Inc | Stock-Utilities | 0.17% | -0.03% | — | |
| 44 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.17% | +0.25% | NEW | |
| 45 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.16% | +0.04% | — | |
| 46 | CFO | Victoryshares US 500 Enhance | ETF-Other | 0.16% | — | +0.29% | |
| 47 | CLW | Clearwater Paper CORP | Stock-Other | 0.16% | +0.17% | NEW | |
| 48 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.15% | +0.03% | — | |
| 49 | SPOK | Spok Holdings Inc | Stock-Other | 0.15% | -0.02% | — | |
| 50 | SBR | Sabine Royalty Trust | Stock-Other | 0.15% | -0.31% | — |
According to official SEC Form 13F filings, Significant Wealth Partners LLC reported a total U.S. public equity portfolio value of $92.4M across 84 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LISTED FD TR, SPY, AD) accounted for 176.1% of total reported equity market value during Q4 2024.
During Q4 2024, Significant Wealth Partners LLC's top holdings by market value included LISTED FD TR (79.2%)、SPY (1.8%)、AD (1.5%). The largest single position, LISTED FD TR, represented 79.2% of total portfolio value.
In Q4 2024, Significant Wealth Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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