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Home > Institutional Investor > Significant Wealth Partners Llc > Profile

Instuitional Investor - Significant Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Significant Wealth Partners Llc
Portfolio Value $89,672,799
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Elevation Series Trust
 2,472,306 $50,645,180 56.48%
2.
Goldman Sachs Etf Tr
 104,960 $5,549,235 6.19%
3.
Berkshire Hathaway Inc
 BRK.A 6,115 $3,073,705 3.43%
4.
Spdr S & P 500 Etf Trust
 SPY 4,015 $2,737,909 3.05%
5.
Vanguard Admiral Fds Inc
 4,764 $2,117,908 2.36%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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