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 $81.2M across 111 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GPIQ ($6.1M, 7.54%), BRK/B ($2.9M, 3.62%), FLNG ($2.0M, 2.42%), JEPQ ($2.0M, 2.42%), SBR ($2.0M, 2.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GPIQ | GOLDMAN SACHS ETF TR | $6.1M | 7.54% | 123,607 | Added |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.9M | 3.62% | 6,127 | Added |
| 3 | FLNG | FLEX LNG LTD | $2.0M | 2.42% | 66,206 | New |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.0M | 2.42% | 35,425 | Added |
| 5 | SBR | SABINE RTY TR | $2.0M | 2.42% | 26,210 | New |
| 6 | ARES | ARES MANAGEMENT CORPORATION | $1.9M | 2.37% | 17,607 | New |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $1.9M | 2.31% | 2,882 | Trimmed |
| 8 | HTGC | HERCULES CAPITAL INC | $1.8M | 2.28% | 125,136 | New |
| 9 | VOOG | VANGUARD ADMIRAL FDS INC | $1.9M | 2.28% | 4,545 | Trimmed |
| 10 | QYLD | GLOBAL X FDS | $1.8M | 2.24% | 106,250 | New |
| 11 | ABBV | ABBVIE INC | $1.8M | 2.23% | 8,313 | Added |
| 12 | FSK | FS KKR CAP CORP | $1.8M | 2.22% | 177,162 | New |
| 13 | PAG | PENSKE AUTOMOTIVE GRP INC | $1.8M | 2.21% | 12,005 | New |
| 14 | CGBD | CARLYLE SECURED LENDING INC | $1.8M | 2.19% | 162,306 | New |
| 15 | FTQI | FIRST TR EXCHANGE TRADED FD | $1.8M | 2.18% | 88,789 | New |
| 16 | RSF | RIVERNORTH CAP AND INCM FD I | $1.8M | 2.17% | 120,905 | New |
| 17 | ABR | ARBOR REALTY TRUST INC | $1.7M | 2.15% | 226,116 | New |
| 18 | GOF | GUGGENHEIM STRATEGIC OPPORTU | $1.7M | 2.15% | 158,176 | New |
| 19 | PGR | PROGRESSIVE CORP | $1.7M | 2.13% | 8,729 | New |
| 20 | GSBD | GOLDMAN SACHS BDC INC | $1.7M | 2.12% | 194,093 | New |
| 21 | THW | ABRDN WORLD HEALTHCARE FUND | $1.7M | 2.09% | 145,181 | New |
| 22 | KIO | KKR INCOME OPPORTUNITIES FD | $1.6M | 1.91% | 141,149 | New |
| 23 | DKS | DICKS SPORTING GOODS INC | $1.2M | 1.43% | 5,866 | New |
| 24 | FDUS | FIDUS INVT CORP | $1.1M | 1.37% | 63,646 | New |
| 25 | VOO | VANGUARD INDEX FDS | $1.1M | 1.31% | 1,776 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31