Significant Wealth Partners LLC

Q3 2026 13F-HR Holdings

Location
Cary, IL
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
121
Total value ($000)
$94,622
Net value change ($000)
+2,265 (2.5%)
New positions
10
Sold out positions
5
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 839 10.6%
SPY 796 35.9%
LIN 526 NEW
VOOG 417 16.2%
XOM 386 NEW
JEPQ 341 12.1%
BRK-B 313 8.4%
PAG 279 13.0%
MSFT 275 NEW
FLNG 254 13.6%
Top Reduces (Value $000, Stocks/ETFs)
DKS -482 -35.9%
LQDA -461 -100.0%
STRL -413 -61.1%
TNA -336 -39.0%
MOD -315 -51.5%
XOM -310 -100.0%
PDFS -298 -47.0%
GLW -293 -39.9%
GOF -289 -16.4%
ABR -261 -20.8%
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