Significant Wealth Partners LLC

CIK 0001964680 · Q2 2026

13F Equity AUM

$92.4M

+13.8% QoQ

Positions

116

+5 QoQ

AUM Rank

#10,474

Top 83%

Skill Alpha (FF)

+1.6%/yr^ns

No Clear Edge

Rank #1,552 · Top 19%

vs S&P -10.8%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 20.9%Top 10: 32.0%Top 20: 52.3%

GPIQ8.6%

BRK/B4.1%

JEPQ3.0%

VOOG2.8%

SPY2.4%

PAG2.3%

ABBV2.3%

QYLD2.2%

FTQI2.2%

HTGC2.2%

Others (106)68.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services59.7%

Consumer Cyclical8.0%

Healthcare6.1%

Energy5.3%

Real Estate4.2%

Industrials3.8%

Consumer Defensive3.7%

Technology3.2%

Other5.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 116Median: 0.52%Avg: 0.86%

0–0.5%

54(13.6%)

0.5–1%

32(21.2%)

1–3%

27(49.6%)

3–5%

2(7.1%)

5%+

1(8.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 116vs 20 funds

0%Low

116

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New10Increased83Decreased16Exited5

New Positions

DVN0.6%

+13K

GOOGL0.5%

+1K

KMB0.3%

+2K

PLPC0.2%

+546

KO0.2%

+3K

AMPH0.2%

+10K

IIPR0.2%

+3K

SJM0.2%

+2K

CLW0.2%

+10K

TZA0.1%

+17K

Increased

VOOG2.8%

+27K(+584%)

GPIQ8.6%

+10K(+8%)

JEPQ3.0%

+10K(+29%)

MREO0.0%

+7K(+27%)

ABR1.4%

+5K(+2%)

T0.7%

+5K(+17%)

TCPC0.1%

+3K(+30%)

GSBD2.0%

+3K(+2%)

FSK2.0%

+3K(+2%)

XRSFX2.0%

+3K(+3%)

Decreased

NAT0.2%

-9,407(-24%)

VOO0.6%

-917(-52%)

AGNC0.6%

-155(-0%)

VIRT0.4%

-132(-2%)

AMD0.7%

-97(-8%)

AMZN0.5%

-83(-5%)

STLD1.2%

-57(-1%)

CAH0.4%

-57(-4%)

ISI0.6%

-51(-1%)

ARES2.1%

-34(-0%)

Exited

-18,126

-1,846

-1,541

-5,530

-799

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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