Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GPIQGoldman Sachs Etf Tr | $7.9M | 8.6% | +8.4% |
| BRK/BBerkshire Hathaway Inc Del | $3.7M | 4.1% | +22.2% |
| JEPQJ P Morgan Exchange Traded F | $2.8M | 3.0% | +28.9% |
| VOOGVanguard Admiral Fds Inc | $2.6M | 2.8% | +14.0% |
| SPYState Str Spdr S&p 500 Etf T | $2.2M | 2.4% | +3.0% |
| PAGPenske Automotive Grp Inc | $2.2M | 2.3% | |
| ABBVAbbvie Inc | $2.1M | 2.3% | +2.1% |
| QYLDGlobal X Fds | $2.0M | 2.2% | +1.8% |
| FTQIFirst Tr Exchange Traded Fd | $2.0M | 2.2% | +1.5% |
| HTGCHercules Capital Inc | $2.0M | 2.2% | |
| THWAbrdn World Healthcare Fund | $2.0M | 2.1% | +1.8% |
| ARESAres Management Corporation | $2.0M | 2.1% | |
| SBRSabine Rty Tr | $1.9M | 2.1% | +1.6% |
| PGRProgressive Corp | $1.9M | 2.1% | +2.0% |
| FSKFs Kkr Cap Corp | $1.9M | 2.1% | +1.8% |
| GSBDGoldman Sachs Bdc Inc | $1.9M | 2.0% | +1.6% |
| Flex Lng LtdCUSIP G35947202 | $1.9M | 2.0% | |
| XRSFXRivernorth Cap And Incm Fd I | $1.8M | 2.0% | +2.5% |
| GOFGuggenheim Strategic Opportu | $1.8M | 1.9% | +1.7% |
| CGBDCarlyle Secured Lending Inc | $1.7M | 1.9% | +1.5% |
| KIOKkr Income Opportunities Fd | $1.6M | 1.8% | +1.7% |
| QQQInvesco Qqq Tr | $1.4M | 1.5% | +5.3% |
| DKSDicks Sporting Goods Inc | $1.3M | 1.5% | |
| ABRArbor Realty Trust Inc | $1.3M | 1.4% | +2.2% |
| FDUSFidus Invt Corp | $1.2M | 1.3% | +1.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| STRLSterling Infrastructure Inc | December 31, 2024 | +398.3% | $676K |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $951K |
| CEGConstellation Energy Corp | December 31, 2023 | +112.5% | $753K |
| TQQQProshares Tr | December 31, 2024 | +104.7% | $847K |
| SPXLDirexion Shares Etf Trust | March 31, 2024 | +101.9% | $679K |
| GLWCorning Inc | March 31, 2026 | +87.9% | $735K |
| VOOGVanguard Admiral Fds Inc | December 31, 2023 | +83.1% | $2.6M |
| GEVGe Vernova Inc | December 31, 2025 | +79.8% | $681K |
| TNADirexion Shares Etf Trust | December 31, 2024 | +79.3% | $861K |
| ABBVAbbvie Inc | December 31, 2023 | +62.4% | $2.1M |
Sold off last quarter
- CTRACoterra Energy Inc was $637K
- VTIVanguard Index Fds was $592K
- AAPLApple Inc was $391K
- CNXCnx Res Corp was $213K
- RGLDRoyal Gold Inc was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| December 31, 2025 | −5.1% | +2.4% |
| September 30, 2025 | +0.9% | +7.8% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | −4.6% | +2.1% |
| September 30, 2024 | +2.9% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +1.2% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Significant Wealth Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1964680&type=13F-HR&dateb=&owner=include&count=40CIK 1964680
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1964680/000137647426000481/Filed July 14, 2026 · accession 0001376474-26-000481