Significant Wealth Partners Llc Portfolio Changes in Q2 2026

As reported for the period ending June 30, 2026, Significant Wealth Partners Llc maintains a substantial portfolio valued at approximately $90.3 million.

The investor's activity during this quarter involved adjustments to existing holdings and additions of new positions:

• Purchases: The most notable purchase was VOOG, the Vanguard Admiral Funds Inc ETF Trust, which saw its share count increase by 26,545 units (representing an 8.37% change from the previous period). Other significant buys included DEVON ENERGY CORP NEW and Significant Wealth Partners Llc, among others.
• New Positions: The data indicates that the investor has added new positions, including large holdings in GOLDMAN SACHS ETF TR (GSBD), a business development company focused on financial services.

Conversely, the investor disposed of some assets during Q2:

• Sales/Reductions: The largest reduction in value was observed for SPY, the SPDR S&P 500 ETF Trust, which experienced a significant decrease of approximately $2.4 million (or about -3% change from prior period). Other notable disposals included AT&T INC and holdings in the sector classified as 'Unknown'.
• No Exits: While specific exit transactions for individual stocks are not detailed here, the overall portfolio turnover suggests a dynamic approach to managing assets.

The investor's portfolio allocation remains diverse across various sectors. Financial Services continues to be a significant portion of their holdings, while Consumer Cyclical and Technology allocations also appear substantial based on disclosed data points.

Key observations from the filing include:

• A high level of turnover was noted, with many positions experiencing share changes or percentage shifts.
• The investor holds a considerable number of shares across their portfolio (114 holdings).