Holdings
Significant Wealth Partners LLC
As of Jun 30, 2026, Significant Wealth Partners LLC reported 87 positions worth US$55.4M. Largest: Berkshire Hathaway Inc., Penske Automotive Group, Inc. and Abbvie Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 7,486 | US$3.75M | +1,359 | Jun 30, 2026 |
| Penske Automotive Group, Inc. | 12,032 | US$2.15M | +27 | Jun 30, 2026 |
| Abbvie Inc. | 8,485 | US$2.14M | +172 | Jun 30, 2026 |
| Hercules Capital, Inc. | 126K | US$1.99M | +1,083 | Jun 30, 2026 |
| Ares Management Corporation | 17,573 | US$1.96M | −34 | Jun 30, 2026 |
| Sabine Royalty Trust | 26,624 | US$1.95M | +414 | Jun 30, 2026 |
| Progressive Corporation (the) | 8,902 | US$1.94M | +173 | Jun 30, 2026 |
| Fs Kkr Capital Corp. | 180K | US$1.89M | +3,168 | Jun 30, 2026 |
| Goldman Sachs Bdc, Inc. | 197K | US$1.87M | +3,190 | Jun 30, 2026 |
| Flex Lng Ltd. | 66,418 | US$1.86M | +212 | Jun 30, 2026 |