Significant Wealth Partners LLC

Q4 2025 13F-HR Holdings

Location
Cary, IL
Holdings as of
12/31/2025
Date filed
1/7/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$89,673
Net value change ($000)
-114,964 (-56.2%)
New positions
10
Sold out positions
46
Turnover %
26.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GPIQ 5,549 NEW
BRK-B 2,462 402.3%
GE 742 NEW
JEPQ 603 NEW
BIL 601 NEW
AGNC 512 NEW
TSLA 464 75.9%
SLRC 454 NEW
GEV 379 NEW
VOOG 354 20.1%
Top Reduces (Value $000, Stocks/ETFs)
ERNZ -89,044 -63.7%
SPY -4,732 -63.3%
VOO -2,829 -70.1%
QQQ -1,062 -46.9%
SPYG -1,025 -100.0%
SPXL -890 -58.6%
AMZN -867 -62.6%
ABBV -832 -52.4%
ARKK -817 -100.0%
NVDA -803 -48.2%
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