Significant Wealth Partners LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001964680

Type: FundHoldings: 92Value: $195.1MLatest: 2025Q1

Significant Wealth Partners LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 92 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PTLO",
  "MMSI",
  "PLMR",
  "STRL",
  "ABT",
  "ABBV",
  "SPTN",
  "SBR",
  null,
  "AMRN",
  "WRB",
  "NRC",
  "MREO",
  "PDFS",
  "SIGA",
  "STRA",
  "USM",
  "LQDA",
  "SPOK",
  "GILD",
  "GIS",
  "ARKO",
  "CLW",
  null,
  "MCD",
  null,
  "META",
  "VVR",
  "IVT",
  "NAT",
  "RCMT",
  "IONS",
  null,
  null,
  "MSFT",
  "EXC",
  "INCY",
  "PCAR",
  "HSY",
  "KR",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "NG",
  "AMPH",
  null,
  null,
  "ASLE",
  "MOD",
  "VYM",
  "K",
  "RGLD",
  "SFM",
  "AMD",
  "GNE",
  "LANC",
  "LSEA",
  "AMZN",
  "VOOG",
  "VOO",
  "VKTX",
  null,
  "HCC",
  "WMT",
  "XEL",
  "YUMC",
  "OSUR",
  "IMKTA",
  "KDP",
  "NWN",
  "KMB",
  "BRK-B",
  "BJ",
  "CPB",
  "CLX",
  "CNX",
  "KO",
  "CEG",
  "ED",
  "CTRA",
  "DFAC",
  "NEE",
  "QQQ",
  "IWM",
  "XOM",
  "NFLX",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 92
Total Value: 195146549
Accession Number: 0001376474-25-000414
Form Type: 13F-HR
CIK: significant-wealth-partners
Manager Name: Significant-Wealth-Partners

Data Enrichment

90% identified

83 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

92 positions • $195.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 5

Sort by:

53656G365

Shares:6.4M

Value:$148.8M

% of Portfolio:76.3% ($148.8M/$195.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:8.3K

Value:$4.7M

% of Portfolio:2.4% ($4.7M/$195.1M)

UNITED STATES CELLULAR CORP

USM|911684108

Shares:46.2K

Value:$3.2M

% of Portfolio:1.6% ($3.2M/$195.1M)

921932505

VOOG|921932505

Shares:6.0K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$195.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:7.0K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$195.1M)

AMAZON COM INC

AMZN|023135106

Shares:7.1K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$195.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.7K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$195.1M)

922908363

VOO|922908363

Shares:2.0K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$195.1M)

Apple Inc.

AAPL|037833100

Shares:4.3K

Value:$963.6K

% of Portfolio:0.5% ($963.6K/$195.1M)

Coterra Energy Inc.

CTRA|127097103

Shares:29.4K

Value:$848.7K

% of Portfolio:0.4% ($848.7K/$195.1M)

NVIDIA CORP

NVDA|67066G104

Shares:7.8K

Value:$843.5K

% of Portfolio:0.4% ($843.5K/$195.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:6.0K

Value:$801.9K

% of Portfolio:0.4% ($801.9K/$195.1M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:6.5K

Value:$723.9K

% of Portfolio:0.4% ($723.9K/$195.1M)

25459W862

Shares:5.1K

Value:$713.8K

% of Portfolio:0.4% ($713.8K/$195.1M)

GENERAL MILLS INC

GIS|370334104

Shares:11.6K

Value:$692.4K

% of Portfolio:0.4% ($692.4K/$195.1M)

Constellation Energy Corp

CEG|21037T109

Shares:3.3K

Value:$660.7K

% of Portfolio:0.3% ($660.7K/$195.1M)

Walmart Inc.

WMT|931142103

Shares:7.4K

Value:$645.8K

% of Portfolio:0.3% ($645.8K/$195.1M)

74347X823

Shares:7.2K

Value:$635.1K

% of Portfolio:0.3% ($635.1K/$195.1M)

InvenTrust Properties Corp.

IVT|46124J201

Shares:21.5K

Value:$631.1K

% of Portfolio:0.3% ($631.1K/$195.1M)

HERSHEY CO

HSY|427866108

Shares:3.6K

Value:$616.7K

% of Portfolio:0.3% ($616.7K/$195.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip53656G365)✕	6.4M	QoQ +1.05% (-67.0K) YoY NEW(+6.4M)	All Managers (Combined)	$148.8M	76.3% ($148.8M/$195.1M)	QoQ -2.65% (-$4.1M) YoY NEW(+$148.8M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	8.3K	QoQ +40.26% (+2.4K) YoY +150.04% (+5.0K)	All Managers (Combined)	$4.7M	2.4% ($4.7M/$195.1M)	QoQ +33.86% (+$1.2M) YoY +167.36% (+$2.9M)
UNITED STATES CELLULAR CORP(USMcusip911684108)	46.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.2M	1.6% ($3.2M/$195.1M)	QoQ +10.25% (+$296.9K) YoY +89.45% (+$1.5M)
(VOOGcusip921932505)	6.0K	QoQ +4.87% (-281) YoY +34.01% (+1.5K)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$195.1M)	QoQ -4.15% (-$87.8K) YoY +47.13% (+$648.1K)
AbbVie Inc.(ABBVcusip00287Y109)	7.0K	QoQ -0.72% (-51) YoY -26.34% (-2.5K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$195.1M)	QoQ +17.06% (-$213.7K) YoY -15.23% (-$263.5K)
AMAZON COM INC(AMZNcusip023135106)	7.1K	QoQ +27.72% (+1.5K) YoY +277.81% (+5.2K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$195.1M)	QoQ +10.76% (+$131.4K) YoY +298.51% (+$1.0M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.7K	QoQ +67.79% (+1.1K) YoY NEW(+2.7K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$195.1M)	QoQ +53.96% (+$441.8K) YoY NEW(+$1.3M)
(VOOcusip922908363)	2.0K	QoQ +19.39% (+321) YoY +183.09% (+1.3K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$195.1M)	QoQ +13.87% (+$123.8K) YoY +202.65% (+$679.9K)
Apple Inc.(AAPLcusip037833100)	4.3K	QoQ +0.20% (-9) YoY +27.77% (+943)	All Managers (Combined)	$963.6K	0.5% ($963.6K/$195.1M)	QoQ -11.11% (-$120.5K) YoY +65.51% (+$381.4K)
Coterra Energy Inc.(CTRAcusip127097103)	29.4K	QoQ +10.03% (+2.7K) YoY +16.96% (+4.3K)	All Managers (Combined)	$848.7K	0.4% ($848.7K/$195.1M)	QoQ +24.51% (+$167.1K) YoY +21.24% (+$148.7K)
NVIDIA CORP(NVDAcusip67066G104)	7.8K	QoQ -3.75% (-304) YoY +498.69% (-6.5K)	All Managers (Combined)	$843.5K	0.4% ($843.5K/$195.1M)	QoQ -22.32% (-$242.5K) YoY -28.19% (-$331.2K)
ABBOTT LABORATORIES(ABTcusip002824100)	6.0K	QoQ +0.76% (+46) YoY +21.31% (+1.1K)	All Managers (Combined)	$801.9K	0.4% ($801.9K/$195.1M)	QoQ +18.17% (+$123.3K) YoY +41.57% (+$235.5K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	6.5K	QoQ +10.54% (+616) YoY -49.90% (-6.4K)	All Managers (Combined)	$723.9K	0.4% ($723.9K/$195.1M)	QoQ +34.10% (+$184.1K) YoY -23.36% (-$220.7K)
(cusip25459W862)✕	5.1K	QoQ -3.05% (-160) YoY -39.56% (-3.3K)	All Managers (Combined)	$713.8K	0.4% ($713.8K/$195.1M)	QoQ -19.32% (-$170.9K) YoY -36.70% (-$413.9K)
GENERAL MILLS INC(GIScusip370334104)	11.6K	QoQ +17.61% (+1.7K) YoY -56.16% (-14.8K)	All Managers (Combined)	$692.4K	0.4% ($692.4K/$195.1M)	QoQ +10.26% (+$64.5K) YoY -62.53% (-$1.2M)
Constellation Energy Corp(CEGcusip21037T109)	3.3K	QoQ -0.33% (-11) YoY +25.74% (+671)	All Managers (Combined)	$660.7K	0.3% ($660.7K/$195.1M)	QoQ -10.19% (-$75.0K) YoY +37.13% (+$178.9K)
Walmart Inc.(WMTcusip931142103)	7.4K	QoQ -4.78% (-370) YoY +36.87% (+2.0K)	All Managers (Combined)	$645.8K	0.3% ($645.8K/$195.1M)	QoQ -7.49% (-$52.3K) YoY +99.67% (+$322.4K)
(cusip74347X823)✕	7.2K	QoQ +18.30% (+1.1K) YoY NEW(+7.2K)	All Managers (Combined)	$635.1K	0.3% ($635.1K/$195.1M)	QoQ +9.88% (+$57.1K) YoY NEW(+$635.1K)
InvenTrust Properties Corp.(IVTcusip46124J201)	21.5K	QoQ +18.66% (+3.4K) YoY NEW(+21.5K)	All Managers (Combined)	$631.1K	0.3% ($631.1K/$195.1M)	QoQ +15.67% (+$85.5K) YoY NEW(+$631.1K)
HERSHEY CO(HSYcusip427866108)	3.6K	QoQ +19.68% (+593) YoY -44.15% (-2.9K)	All Managers (Combined)	$616.7K	0.3% ($616.7K/$195.1M)	QoQ +20.87% (+$106.5K) YoY -50.89% (-$639.1K)