Significant Wealth Partners LLC
SEC Form 13F institutional filer · CIK 0001964680
13F-HR · 43 reported holdings · 2026-03-31
Reported long-US-equity value
$0.04B
Top-10 concentration
63.2%
Significant Wealth Partners LLC — $40.5M AUM allocation strategy
Significant Wealth Partners LLC files SEC Form 13F and reports $40.5M of long US equity value across 43 reported holdings for 2026-03-31.
Its largest sector bet is Financials 41.1%, followed by Information Technology 6.9% and Health Care 5.9%.
The top 10 holdings account for 63% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Significant Wealth Partners LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$40.5M
total across 43 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
63% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$XOM −1.33K sh · −$47.7K−$SPY −1.13K sh · −$864K−$TSLA −796 sh · −$482K
Exited to nil (held last quarter, gone now)
$MSFT ($425K last qtr)$ABT ($389K last qtr)$GOOG ($230K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage19.3%—
- Asset Management & Custody Banks10.2%—
- Multi-Sector Holdings7.2%—
- Biotechnology5.9%—
- Electronic Manufacturing Services4.9%—
- Property & Casualty Insurance4.3%—
- Steel2.2%—
- Electric Utilities2.1%—
- Other holdings44.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GS | Goldman Sachs Group Inc | 318K | $7.84M | +213K | 19.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 6.13K | $2.94M | +12 | 7.3% |
| $FLEX | Flex Ltd | 66.2K | $1.97M | — | 4.9% |
| $ARES | Ares Management Corporation | 17.6K | $1.92M | — | 4.7% |
| $ABBV | AbbVie Inc | 8.31K | $1.81M | +5K | 4.5% |
| $PGR | Progressive Corporation | 8.73K | $1.73M | — | 4.3% |
| $KKR | KKR & Co. Inc | 141K | $1.55M | — | 3.8% |
…and 36 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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