Loading…
CIK 0001964680 • 6 13F filings • Apr 30, 2025 – Jul 14, 2026
Import this data to Google Sheets with:
=jivedata("significant-wealth-partners-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $389K | 0.4%Prev: 0.4% | 3,101 SH | Decreased-3,056 SH |
| ABBVIE INC | COM | $757K | 0.8%Prev: 0.8% | 3,313 SH | Decreased-3,551 SH |
| ADVANCED MICRO DEVICES INC | COM | $270K | 0.3%Prev: 0.2% | 1,259 SH | Decreased-1,470 SH |
| AERSALE CORPORATION | COM | $262K | 0.3%Prev: 0.3% | 36,827 SH | Decreased-41,459 SH |
| AGNC INVT CORP | COM | $512K | 0.6% | 47,737 SH | New |
| ALPHABET INC | CAP STK CL A | $230K | 0.3% | 736 SH | New |
| AMAZON COM INC | COM | $518K | 0.6%Prev: 0.7% | 2,245 SH | Decreased-4,065 SH |
| AMPHASTAR PHARMACEUTICALS IN | COM | $258K | 0.3%Prev: 0.3% | 9,624 SH | Decreased-10,955 SH |
| APPLE INC | COM | $421K | 0.5%Prev: 0.5% | 1,549 SH | Decreased-2,670 SH |
| ARKO CORP | COM | $48K | 0.1%Prev: 0.0% | 10,468 SH | Decreased-11,251 SH |
| AT&T INC | COM | $208K | 0.2% | 8,387 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.1M | 3.4%Prev: 0.3% | 6,115 SH | Increased+4,897 SH |
| CLOROX CO DEL | COM | $243K | 0.3%Prev: 0.3% | 2,410 SH | Decreased-2,283 SH |
| CNX RES CORP | COM | $202K | 0.2%Prev: 0.2% | 5,483 SH | Decreased-6,443 SH |
| CONSOLIDATED EDISON INC | COM | $248K | 0.3%Prev: 0.3% | 2,497 SH | Decreased-2,677 SH |
| CONSTELLATION ENERGY CORP | COM | $1.1M | 1.2%Prev: 0.5% | 3,031 SH | Decreased-386 SH |
| COTERRA ENERGY INC | COM | $470K | 0.5%Prev: 0.4% | 17,842 SH | Decreased-19,043 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $386K | 0.4%Prev: 0.2% | 9,752 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $275K | 0.3%Prev: 0.1% | 4,611 SH | Increased |
| DIREXION SHS ETF TR | DLY SMCAP BULL3X | $519K | 0.6%Prev: 0.5% | 11,389 SH | Decreased-13,349 SH |
| DIREXION SHS ETF TR | DRX S&P500BULL | $630K | 0.7%Prev: 0.7% | 2,854 SH | Decreased-4,321 SH |
| ELEVATION SERIES TRUST | TRUESHARES ACTIV | $50.6M | 56.5%Prev: 68.3% | 2,472,306 SH | Decreased-3,783,538 SH |
| EXELON CORP | COM | $435K | 0.5%Prev: 0.2% | 9,968 SH | Decreased-913 SH |
| EXXON MOBIL CORP | COM | $436K | 0.5%Prev: 0.2% | 3,620 SH | Increased-120 SH |
| GE AEROSPACE | COM NEW | $742K | 0.8% | 2,408 SH | New |
| GE VERNOVA INC | COM | $379K | 0.4% | 580 SH | New |
| GENERAL MLS INC | COM | $404K | 0.5%Prev: 0.4% | 8,695 SH | Decreased-8,400 SH |
| GILEAD SCIENCES INC | COM | $394K | 0.4%Prev: 0.4% | 3,213 SH | Decreased-3,261 SH |
| GOLDMAN SACHS ETF TR | NASDAQ-100 PREMI | $5.5M | 6.2% | 104,960 SH | New |
| HERSHEY CO | COM | $362K | 0.4%Prev: 0.4% | 1,989 SH | Decreased-2,318 SH |
| INCYTE CORP | COM | $439K | 0.5%Prev: 0.4% | 4,445 SH | Decreased-5,231 SH |
| INGLES MKTS INC | CL A | $264K | 0.3%Prev: 0.3% | 3,855 SH | Decreased-4,464 SH |
| INVENTRUST PPTYS CORP | COM NEW | $356K | 0.4%Prev: 0.4% | 12,605 SH | Decreased-14,251 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.2M | 1.3%Prev: 1.1% | 1,959 SH | Decreased-1,815 SH |
| IONIS PHARMACEUTICALS INC | COM | $535K | 0.6%Prev: 0.5% | 6,764 SH | Decreased-8,203 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $603K | 0.7% | 10,373 SH | New |
| KEURIG DR PEPPER INC | COM | $216K | 0.2%Prev: 0.2% | 7,708 SH | Decreased-8,630 SH |
| KROGER CO | COM | $318K | 0.4%Prev: 0.3% | 5,084 SH | Decreased-4,099 SH |
| LIQUIDIA CORPORATION | COM NEW | $203K | 0.2%Prev: 0.1% | 5,893 SH | Decreased-7,238 SH |
| MEREO BIOPHARMA GROUP PLC | SPON ADS | $9K | 0.0%Prev: 0.0% | 21,689 SH | Decreased-26,125 SH |
| MERIT MED SYS INC | COM | $269K | 0.3%Prev: 0.3% | 3,048 SH | Decreased-3,467 SH |
| MICROSOFT CORP | COM | $425K | 0.5%Prev: 0.3% | 878 SH | Decreased-113 SH |
| MODINE MFG CO | COM | $313K | 0.3%Prev: 0.4% | 2,342 SH | Decreased-2,818 SH |
| NORDIC AMERICAN TANKERS LIMI | COM | $132K | 0.1%Prev: 0.1% | 38,388 SH | Decreased-15,845 SH |
| NOVAGOLD RES INC | COM NEW | $161K | 0.2%Prev: 0.2% | 17,250 SH | Decreased-20,902 SH |
| NVIDIA CORPORATION | COM | $862K | 1.0%Prev: 0.8% | 4,620 SH | Decreased-4,306 SH |
| ORASURE TECHNOLOGIES INC | COM | $47K | 0.1%Prev: 0.1% | 19,397 SH | Decreased-20,994 SH |
| PACCAR INC | COM | $213K | 0.2%Prev: 0.2% | 1,947 SH | Decreased-2,095 SH |
| PALOMAR HLDGS INC | COM | $231K | 0.3%Prev: 0.2% | 1,716 SH | Decreased-1,958 SH |
| PDF SOLUTIONS INC | COM | $256K | 0.3%Prev: 0.2% | 8,977 SH | Decreased-10,522 SH |
| PROSHARES TR | ULTRAPRO QQQ | $541K | 0.6%Prev: 0.6% | 10,268 SH | Decreased-1,043 SH |
| PROSHARES TR | ULTRPRO DOW30 | $483K | 0.5%Prev: 0.5% | 8,349 SH | Decreased-734 SH |
| PROSPECT CAP CORP | COM | $36K | 0.0%Prev: 0.0% | 13,780 SH | Decreased-4,167 SH |
| RTX CORPORATION | COM | $223K | 0.2% | 1,214 SH | New |
| SIGA TECHNOLOGIES INC | COM | $136K | 0.2%Prev: 0.2% | 22,202 SH | Decreased-22,250 SH |
| SLR INVESTMENT CORP | COM | $454K | 0.5% | 29,349 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $2.7M | 3.1%Prev: 3.7% | 4,015 SH | Decreased-7,198 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $601K | 0.7% | 6,581 SH | New |
| SPOK HLDGS INC | COM | $195K | 0.2%Prev: 0.2% | 14,798 SH | Decreased-11,171 SH |
| STERLING INFRASTRUCTURE INC | COM | $254K | 0.3%Prev: 0.3% | 830 SH | Decreased-969 SH |
| TESLA INC | COM | $1.1M | 1.2%Prev: 0.3% | 2,390 SH | Increased+1,017 SH |
| THE CAMPBELLS COMPANY | COM | $229K | 0.3%Prev: 0.3% | 8,215 SH | Decreased-8,100 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $2.1M | 2.4%Prev: 0.9% | 4,764 SH | Increased+714 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.2M | 1.3%Prev: 2.0% | 1,924 SH | Decreased-4,666 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $615K | 0.7%Prev: 0.3% | 1,834 SH | Increased+10 SH |
| VIKING THERAPEUTICS INC | COM | $246K | 0.3%Prev: 0.2% | 6,986 SH | Decreased-8,146 SH |
| WALMART INC | COM | $395K | 0.4%Prev: 0.4% | 3,548 SH | Decreased-3,799 SH |
| WARRIOR MET COAL INC | COM | $286K | 0.3%Prev: 0.2% | 3,239 SH | Decreased-3,877 SH |
| XCEL ENERGY INC | COM | $204K | 0.2%Prev: 0.2% | 2,763 SH | Decreased-3,525 SH |
| YUM CHINA HLDGS INC | COM | $250K | 0.3%Prev: 0.2% | 5,228 SH | Decreased-5,865 SH |
| 13F-HR |
| 0001376474-26-000481 |
| $92.4M |
| View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001376474-25-000609 | $203.6M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001376474-26-000280 | $81.2M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001376474-25-000414 | $195.1M | View |