SIGNIFICANT WEALTH PARTNERS LLC

PrivateCIK: 1964680
Location

CARY, IL

111
Positions
$81.18M
Total AUM (reported)
2.96M
Total Shares

Allocation by class

TOTAL AUM$81.18M111 positions
COM$40.09M49.4%
NASDAQ-100 PREMI$6.12M7.5%
SHS$4.95M6.1%
CL B NEW$2.94M3.6%
NASDAQ EQT PREM$1.97M2.4%
UNIT BEN INT$1.97M2.4%
CL A COM STK$1.92M2.4%

Portfolio Concentration

Top 313.6%4–1016.3%11–2529.8%Rest40.3%TOP 1029.9%0%100%
Top 3$11.02M13.6%
4–10$13.25M16.3%
11–25$24.23M29.8%
Rest$32.67M40.3%

Top 3 weight

13.6%

Top 10 weight

29.9%

Voting Authority Distribution

Total shares with voting rights: 2.96M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

2.96M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole111
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings111
Rows:

GOLDMAN SACHS ETF TR

SOLE
NASDAQ-100 PREMI
Shares123.61K
TypeSH
Market value$6.12M
7.54%
Sole
0.00
Shared
0.00
None
123.61K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares6.13K
TypeSH
Market value$2.94M
3.62%
Sole
0.00
Shared
0.00
None
6.13K

FLEX LNG LTD

SOLE
SHS
Shares66.21K
TypeSH
Market value$1.97M
2.42%
Sole
0.00
Shared
0.00
None
66.21K

J P MORGAN EXCHANGE TRADED F

SOLE
NASDAQ EQT PREM
Shares35.42K
TypeSH
Market value$1.97M
2.42%
Sole
0.00
Shared
0.00
None
35.42K

SABINE RTY TR

SOLE
UNIT BEN INT
Shares26.21K
TypeSH
Market value$1.97M
2.42%
Sole
0.00
Shared
0.00
None
26.21K

ARES MANAGEMENT CORPORATION

SOLE
CL A COM STK
Shares17.61K
TypeSH
Market value$1.92M
2.37%
Sole
0.00
Shared
0.00
None
17.61K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares2.88K
TypeSH
Market value$1.87M
2.31%
Sole
0.00
Shared
0.00
None
2.88K

VANGUARD ADMIRAL FDS INC

SOLE
500 GRTH IDX F
Shares4.54K
TypeSH
Market value$1.85M
2.28%
Sole
0.00
Shared
0.00
None
4.54K

HERCULES CAPITAL INC

SOLE
COM
Shares125.14K
TypeSH
Market value$1.85M
2.28%
Sole
0.00
Shared
0.00
None
125.14K

GLOBAL X FDS

SOLE
NASDAQ 100 COVER
Shares106.25K
TypeSH
Market value$1.82M
2.24%
Sole
0.00
Shared
0.00
None
106.25K

ABBVIE INC

SOLE
COM
Shares8.31K
TypeSH
Market value$1.81M
2.23%
Sole
0.00
Shared
0.00
None
8.31K

FS KKR CAP CORP

SOLE
COM
Shares177.16K
TypeSH
Market value$1.80M
2.22%
Sole
0.00
Shared
0.00
None
177.16K

PENSKE AUTOMOTIVE GRP INC

SOLE
COM
Shares12.01K
TypeSH
Market value$1.79M
2.21%
Sole
0.00
Shared
0.00
None
12.01K

CARLYLE SECURED LENDING INC

SOLE
COM
Shares162.31K
TypeSH
Market value$1.78M
2.19%
Sole
0.00
Shared
0.00
None
162.31K

FIRST TR EXCHANGE TRADED FD

SOLE
NASDAQ BUYWRITE
Shares88.79K
TypeSH
Market value$1.77M
2.18%
Sole
0.00
Shared
0.00
None
88.79K

RIVERNORTH CAP AND INCM FD I

SOLE
COM
Shares120.91K
TypeSH
Market value$1.76M
2.17%
Sole
0.00
Shared
0.00
None
120.91K

ARBOR REALTY TRUST INC

SOLE
COM
Shares226.12K
TypeSH
Market value$1.74M
2.15%
Sole
0.00
Shared
0.00
None
226.12K

GUGGENHEIM STRATEGIC OPPORTU

SOLE
COM SBI
Shares158.18K
TypeSH
Market value$1.74M
2.15%
Sole
0.00
Shared
0.00
None
158.18K

PROGRESSIVE CORP

SOLE
COM
Shares8.73K
TypeSH
Market value$1.73M
2.13%
Sole
0.00
Shared
0.00
None
8.73K

GOLDMAN SACHS BDC INC

SOLE
SHS
Shares194.09K
TypeSH
Market value$1.72M
2.12%
Sole
0.00
Shared
0.00
None
194.09K

ABRDN WORLD HEALTHCARE FUND

SOLE
BEN INT SHS
Shares145.18K
TypeSH
Market value$1.69M
2.09%
Sole
0.00
Shared
0.00
None
145.18K

KKR INCOME OPPORTUNITIES FD

SOLE
COM
Shares141.15K
TypeSH
Market value$1.55M
1.91%
Sole
0.00
Shared
0.00
None
141.15K

DICKS SPORTING GOODS INC

SOLE
COM
Shares5.87K
TypeSH
Market value$1.16M
1.43%
Sole
0.00
Shared
0.00
None
5.87K

FIDUS INVT CORP

SOLE
COM
Shares63.65K
TypeSH
Market value$1.11M
1.37%
Sole
0.00
Shared
0.00
None
63.65K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares1.78K
TypeSH
Market value$1.06M
1.31%
Sole
0.00
Shared
0.00
None
1.78K
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