Significant Wealth Partners LLC: 13F holdings
CIK 19646802026Q2
| Positions | 116 |
|---|---|
| Reported value | $92.4m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOLDMAN SACHS ETF TR | 133,953 | $7.9m | 8.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 7,486 | $3.7m | 4.1% |
| JEPQ J P MORGAN EXCHANGE TRADED F | 45,672 | $2.8m | 3.0% |
| VOOG VANGUARD ADMIRAL FDS INC | 31,090 | $2.6m | 2.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 2,969 | $2.2m | 2.4% |
| PAG PENSKE AUTOMOTIVE GRP INC | 12,032 | $2.2m | 2.3% |
| ABBV ABBVIE INC | 8,485 | $2.1m | 2.3% |
| QYLD GLOBAL X FDS | 108,187 | $2.0m | 2.2% |
| FIRST TR EXCHANGE TRADED FD | 90,151 | $2.0m | 2.2% |
| HTGC HERCULES CAPITAL INC | 126,219 | $2.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964680")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.