Significant Wealth Partners LLC
112 holdingsFiling period: 2026-03-31Current AUM: $87.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GPIQ | GOLDMAN SACHS ETF TR | 123.6K | $6.1M | $6.9M | 7.88% | +18.6K | 2026-03-31 |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.1K | $2.9M | $2.9M | 3.37% | +12 | 2026-03-31 |
| 3 | — | FLEX LNG LTD | 66.2K | $2.0M | $2.0M | 2.26% | -- | 2026-03-31 |
| 4 | JEPQ | J P MORGAN EXCHANGE TRADED F | 35.4K | $2.0M | $2.1M | 2.37% | +25.1K | 2026-03-31 |
| 5 | SBR | SABINE RTY TR | 26.2K | $2.0M | $1.9M | 2.19% | -- | 2026-03-31 |
| 6 | ARES | ARES MANAGEMENT CORPORATION | 17.6K | $1.9M | $2.3M | 2.59% | -- | 2026-03-31 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 2.9K | $1.9M | $2.2M | 2.47% | -1,133 | 2026-03-31 |
| 8 | VOOG | VANGUARD ADMIRAL FDS INC | 4.5K | $1.9M | $2.2M | 2.54% | -219 | 2026-03-31 |
| 9 | HTGC | HERCULES CAPITAL INC | 125.1K | $1.8M | $2.1M | 2.36% | -- | 2026-03-31 |
| 10 | QYLD | GLOBAL X FDS | 106.3K | $1.8M | $1.9M | 2.16% | -- | 2026-03-31 |
| 11 | ABBV | ABBVIE INC | 8.3K | $1.8M | $2.1M | 2.39% | +5.0K | 2026-03-31 |
| 12 | FSK | FS KKR CAP CORP | 177.2K | $1.8M | $1.9M | 2.15% | -- | 2026-03-31 |
| 13 | PAG | PENSKE AUTOMOTIVE GRP INC | 12.0K | $1.8M | $2.6M | 2.99% | -- | 2026-03-31 |
| 14 | CGBD | CARLYLE SECURED LENDING INC | 162.3K | $1.8M | $1.6M | 1.86% | -- | 2026-03-31 |
| 15 | FTQI | FIRST TR EXCHANGE TRADED FD | 88.8K | $1.8M | $1.9M | 2.21% | -- | 2026-03-31 |
| 16 | XRSFX | RIVERNORTH CAP AND INCM FD I | 120.9K | $1.8M | $1.8M | 2.02% | -- | 2026-03-31 |
| 17 | GOF | GUGGENHEIM STRATEGIC OPPORTU | 158.2K | $1.7M | $1.7M | 1.91% | -- | 2026-03-31 |
| 18 | ABR | ARBOR REALTY TRUST INC | 226.1K | $1.7M | $1.1M | 1.30% | -- | 2026-03-31 |
| 19 | PGR | PROGRESSIVE CORP | 8.7K | $1.7M | $1.8M | 2.12% | -- | 2026-03-31 |
| 20 | GSBD | GOLDMAN SACHS BDC INC | 194.1K | $1.7M | $1.7M | 1.92% | -- | 2026-03-31 |
| 21 | THW | ABRDN WORLD HEALTHCARE FUND | 145.2K | $1.7M | $1.9M | 2.21% | -- | 2026-03-31 |
| 22 | KIO | KKR INCOME OPPORTUNITIES FD | 141.1K | $1.6M | $1.6M | 1.78% | -- | 2026-03-31 |
| 23 | DKS | DICKS SPORTING GOODS INC | 5.9K | $1.2M | $1.1M | 1.32% | -- | 2026-03-31 |
| 24 | FDUS | FIDUS INVT CORP | 63.6K | $1.1M | $1.3M | 1.44% | -- | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 1.8K | $1.1M | $1.2M | 1.40% | -148 | 2026-03-31 |
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