Significant Wealth Partners LLC
All 13F Filings
- Location
- Cary, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 81,176
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 111 | 81,176 | 13F-HR | Significant Wealth Partners LLC |
| Q4 2025 | 1/7/2026 | 70 | 89,673 | 13F-HR | Significant Wealth Partners LLC |
| Q3 2025 | 11/4/2025 | 106 | 204,637 | 13F-HR | Significant Wealth Partners LLC |
| Q2 2025 | 7/15/2025 | 96 | 203,579 | 13F-HR | Significant Wealth Partners LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 58.75 K | 72.4% | 0 | 29.73 K | -29.73 K |
| ETFs | 22.43 K | 27.6% | 21.22 K | 0 | 21.22 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
81,176
Holdings
111
QoQ value change ($000)
-8,497
(-9.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.