Significant Wealth Partners LLC

Q2 2026 13F-HR Holdings

Location
Cary, IL
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$92,357
Net value change ($000)
+11,181 (13.8%)
New positions
10
Sold out positions
5
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 1,828 29.9%
JEPQ 840 42.7%
BRK-B 810 27.6%
VOOG 716 38.6%
DVN 523 NEW
GOOGL 502 NEW
TQQQ 416 96.5%
AMD 410 163.3%
TNA 359 71.5%
PAG 358 19.9%
Top Reduces (Value $000, Stocks/ETFs)
CTRA -637 -100.0%
VTI -592 -100.0%
ABR -491 -28.2%
VOO -471 -44.4%
AAPL -391 -100.0%
CNX -213 -100.0%
RGLD -203 -100.0%
T -132 -16.6%
FLNG -103 -5.2%
CEG -93 -11.0%
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