Significant Wealth Partners LLC - Portfolio overview

Significant Wealth Partners LLC has 155 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Healthcare.

Largest reported holdings by portfolio allocation

1. ERNZ - ELEVATION SERIES TRUST, 59.41%
2. GPIQ - GOLDMAN SACHS ETF TR, 2.60%
3. BRKB - BERKSHIRE HATHAWAY INC DEL, 1.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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