Significant Wealth Partners LLC
All 13F Filings
- Location
- Cary, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 92,357
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 116 | 92,357 | 13F-HR | Significant Wealth Partners LLC |
| 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 | 64.91 K | 70.3% | 6.167 K | 0 | 6.167 K |
| ETFs | 27.45 K | 29.7% | 5.014 K | 0 | 5.014 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
92,357
Holdings
116
QoQ value change ($000)
11,181
(13.8%)
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.