Significant Wealth Partners LLC

Q3 2025 13F-HR Holdings

Location
Cary, IL
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
106
Total value ($000)
$204,637
Net value change ($000)
+1,058 (0.5%)
New positions
14
Sold out positions
4
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 1/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 1,871 33.4%
QQQ 903 66.3%
VOO 542 15.5%
SCHG 439 NEW
SPXL 418 37.9%
IONS 366 59.7%
ABBV 294 22.7%
MOD 274 59.6%
ASLE 272 73.7%
TSLA 269 78.7%
Top Reduces (Value $000, Stocks/ETFs)
ERNZ -7,337 -5.0%
AD -2,645 -89.5%
SPTN -660 -100.0%
VOOG -421 -19.3%
VUG -389 -100.0%
VEA -312 -100.0%
VTV -240 -100.0%
GNE -193 -44.5%
AMZN -123 -8.2%
PTLO -82 -45.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type