Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Significant Wealth Partners LLC (CIK 1964680) reported $92.4M across 116 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GPIQ ($7.9M, 8.60%), BRK/B ($3.7M, 4.06%), JEPQ ($2.8M, 3.04%), VOOG ($2.6M, 2.78%), SPY ($2.2M, 2.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GPIQ | GOLDMAN SACHS ETF TR | $7.9M | 8.60% | 133,953 | Added |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.7M | 4.06% | 7,486 | Added |
| 3 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.8M | 3.04% | 45,672 | Added |
| 4 | VOOG | VANGUARD ADMIRAL FDS INC | $2.6M | 2.78% | 31,090 | Added |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $2.2M | 2.40% | 2,969 | Added |
| 6 | PAG | PENSKE AUTOMOTIVE GRP INC | $2.2M | 2.33% | 12,032 | Added |
| 7 | ABBV | ABBVIE INC | $2.1M | 2.31% | 8,485 | Added |
| 8 | FTQI | FIRST TR EXCHANGE TRADED FD | $2.0M | 2.16% | 90,151 | Added |
| 9 | QYLD | GLOBAL X FDS | $2.0M | 2.16% | 108,187 | Added |
| 10 | HTGC | HERCULES CAPITAL INC | $2.0M | 2.16% | 126,219 | Added |
| 11 | THW | ABRDN WORLD HEALTHCARE FUND | $2.0M | 2.14% | 147,758 | Added |
| 12 | ARES | ARES MANAGEMENT CORPORATION | $2.0M | 2.12% | 17,573 | Trimmed |
| 13 | SBR | SABINE RTY TR | $1.9M | 2.11% | 26,624 | Added |
| 14 | PGR | PROGRESSIVE CORP | $1.9M | 2.11% | 8,902 | Added |
| 15 | FSK | FS KKR CAP CORP | $1.9M | 2.05% | 180,330 | Added |
| 16 | GSBD | GOLDMAN SACHS BDC INC | $1.9M | 2.03% | 197,283 | Added |
| 17 | FLNG | FLEX LNG LTD | $1.9M | 2.02% | 66,418 | Added |
| 18 | RSF | RIVERNORTH CAP AND INCM FD I | $1.8M | 1.96% | 123,933 | Added |
| 19 | GOF | GUGGENHEIM STRATEGIC OPPORTU | $1.8M | 1.90% | 160,924 | Added |
| 20 | CGBD | CARLYLE SECURED LENDING INC | $1.7M | 1.88% | 164,757 | Added |
| 21 | KIO | KKR INCOME OPPORTUNITIES FD | $1.6M | 1.75% | 143,556 | Added |
| 22 | QQQ | INVESCO QQQ TR | $1.4M | 1.49% | 1,874 | Added |
| 23 | DKS | DICKS SPORTING GOODS INC | $1.3M | 1.45% | 5,921 | Added |
| 24 | ABR | ARBOR REALTY TRUST INC | $1.3M | 1.36% | 231,033 | Added |
| 25 | FDUS | FIDUS INVT CORP | $1.2M | 1.34% | 64,831 | Added |
Source: SEC Form 13F filings · as of 2026-06-30