DOSSIER · 13F-HR · Q1 2026

Significant Wealth Partners LLC

Significant Wealth's asset manager based in Stamford, CT — $81M in tracked AUM across 111 positions as of Q1 2026.

SW

Significant Wealth·Stamford, CT·Asset Manager

CIK 0001964680 · last filed Mar 31, 2026

Total AUM

$81M

▲ 8.7%

vs prior

Holdings

111

—

positions

Whale Score

44

44

tracked

Activity

—

no data

changes this Q

Top sector

Tech

13% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive SEC 13F Analysis: Significant Wealth Partners LLC

1. Portfolio Overview

Significant Wealth Partners LLC has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing 173.1% from $32.83M to $89.67M quarter-over-quarter. This dramatic increase is not attributable to broad market appreciation but rather to significant capital inflows or a major reallocation of capital, evidenced by the high turnover in holdings.

Th...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

GOLDMAN SACHS ETF TR

$6M124K7.5%

02

BERKSHIRE HATHAWAY INC DEL

$3M6K3.6%

03

FLEX LNG LTD

$2M66K2.4%

04

J P MORGAN EXCHANGE TRADED F

$2M35K2.4%

05

SABINE RTY TR

$2M26K2.4%

06

ARES MANAGEMENT CORPORATION

$2M18K2.4%

07

STATE STR SPDR S&P 500 ETF T

$2M3K2.3%

08

VANGUARD ADMIRAL FDS INC

$2M5K2.3%

09

HERCULES CAPITAL INC

$2M125K2.3%

10

GLOBAL X FDS

$2M106K2.2%

Filing history

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