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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 $94,621,663
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Etf Tr - NASDA 100 ETF
 151,496 $8,783,755 9.28%
2.
Berkshire Hathaway Inc
 BRK-B 8,152 $4,059,223 4.29%
3.
J P Morgan Exchange Traded F
 51,383 $3,147,743 3.33%
4.
Spdr S & P 500 Etf Trust
 SPY 3,951 $3,012,986 3.18%
5.
Vanguard Admiral Fds Inc
 34,937 $2,986,408 3.16%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.