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CIK: 0001964680
Total reported value
$92.4M
$92.4M
96 檔
174.6%
At the close of Q2 2025, Significant Wealth Partners LLC disclosed equity holdings valued at approximately $92.4M, spread across 96 reported holdings.
During Q2 2025, 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 | ERNZ | Trueshares Active Yield ETF | ETF-Other | 72.22% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.75% | +0.09% | +8.81% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | -0.67% | +211.34% | |
| 4 | AD | Array Digital Infrastructure | Stock-Other | 1.45% | — | — | |
| 5 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.07% | +0.50% | -8.88% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +0.03% | +30.63% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.02% | -3.25% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.23% | -8.11% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | +0.08% | -0.26% | |
| 10 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.54% | +0.18% | +24.90% | |
| 11 | CEG | Constellation Energy | Stock-Utilities | 0.54% | -0.22% | +3.78% | |
| 12 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.51% | +0.39% | +30.68% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | — | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.44% | -0.48% | EXIT | |
| 15 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 0.43% | +0.31% | +54.09% | |
| 16 | UDOW | Proshares Ultrapro Dow30 | ETF-Other | 0.42% | +0.13% | +24.09% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 0.40% | — | +0.23% | |
| 18 | CTRA | Coterra Energy Inc | Stock-Energy | 0.36% | -0.78% | EXIT | |
| 19 | ARKK | Ark Innovation ETF | ETF-Other | 0.35% | — | -1.20% | |
| 20 | GIS | General Mills Inc | Stock-Consumer Staples | 0.35% | -0.08% | +17.27% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.34% | — | — | |
| 22 | SRJ | Spartannash Co | Stock-Other | 0.32% | — | +5.96% | |
| 23 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.31% | -0.14% | -10.82% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.09% | -12.78% | |
| 25 | IVT | Inventrust Properties CORP | Stock-Other | 0.31% | +0.02% | +6.04% | |
| 26 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.31% | -0.12% | +4.08% | |
| 27 | IONS | Ionis Pharmaceuticals Inc | Stock-Healthcare | 0.30% | -0.05% | +13.96% | |
| 28 | INCY | Incyte CORP | Stock-Healthcare | 0.30% | +0.04% | +10.59% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | -0.73% | EXIT | |
| 30 | KR | Kroger Co | Stock-Consumer Staples | 0.27% | -0.15% | -11.35% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | — | -7.55% | |
| 32 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.24% | +0.32% | +7.94% | |
| 33 | EXC | Exelon CORP | Stock-Utilities | 0.23% | -0.10% | +5.03% | |
| 34 | IMKTA | Ingles Markets Inc-class A | Stock-Other | 0.23% | -0.05% | +2.84% | |
| 35 | MOD | Modine Manufacturing Co | Stock-Consumer Disc | 0.23% | +0.04% | +30.21% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.23% | — | -12.18% | |
| 37 | MMSI | Merit Medical Systems Inc | Stock-Healthcare | 0.22% | -0.02% | +3.62% | |
| 38 | CLX | Clorox Company | Stock-Consumer Staples | 0.22% | -0.06% | +11.26% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.22% | +0.41% | +46.93% | |
| 40 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.22% | -0.08% | +1.81% | |
| 41 | GNE | Genie Energy Ltd-b | Stock-Other | 0.21% | — | +3.03% | |
| 42 | KEL | Kellanova | Stock-Other | 0.21% | — | -5.43% | |
| 43 | ED | Consolidated Edison Inc | Stock-Utilities | 0.21% | -0.04% | -12.14% | |
| 44 | PLMR | Palomar Holdings Inc | Stock-Financials | 0.20% | -0.01% | -29.41% | |
| 45 | SPOK | Spok Holdings Inc | Stock-Other | 0.20% | -0.02% | +4.53% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.14% | -0.35% | |
| 47 | PDFS | Pdf Solutions Inc | Stock-Other | 0.20% | +0.33% | +48.17% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.19% | — | — | |
| 49 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.19% | -0.01% | +19.64% | |
| 50 | AMPH | Amphastar Pharmaceuticals In | Stock-Other | 0.18% | +0.23% | NEW |
According to official SEC Form 13F filings, Significant Wealth Partners LLC reported a total U.S. public equity portfolio value of $92.4M across 96 disclosed positions in Q2 2025.
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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 ERNZ, SPY, VOO) accounted for 174.6% of total reported equity market value during Q2 2025.
During Q2 2025, Significant Wealth Partners LLC's top holdings by market value included ERNZ (72.2%)、SPY (2.8%)、VOO (1.7%). The largest single position, ERNZ, represented 72.2% of total portfolio value.
In Q2 2025, 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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