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Home > Institutional Investor > Significant Wealth Partners Llc > Profile

Instuitional Investor - Significant Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Significant Wealth Partners Llc
Portfolio Value $203,579,127
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Elevation Series Trust
 6,466,934 $147,025,755 72.22%
2.
Spdr S & P 500 Etf Trust
 SPY 9,063 $5,599,477 2.75%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 6,152 $3,494,456 1.72%
4.
United States Cellular Corp
 USM 46,182 $2,954,263 1.45%
5.
Vanguard Admiral Fds Inc
 5,511 $2,185,214 1.07%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)