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Kelly Christopher

Significant Wealth Partners Llc

Assets Managed
$92.357M
Holdings
116
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
13.78%(2Q avg: 2.15%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Significant Wealth Partners Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Significant Wealth Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 92.357M in assets, with a quarterly growth rate of 13.78% and a 2-quarter average growth rate of 2.15%. The portfolio is managed by Kelly Christopher, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GPIQ
Nasdaq 100 Core Prem Inc Etf
Recent Activity
Increased 8.38%
8.61%
$7.945M
133,953 shares@ $59.31 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 22.19%
4.06%
$3.746M
7,486 shares@ $500.4 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Increased 28.93%
3.04%
$2.807M
45,672 shares@ $61.46 avg price
VOOG
Vanguard S&p 500 Growth Etf
Recent Activity
Increased 584.05%
2.79%
$2.569M
31,090 shares@ $82.63 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 3.02%
2.41%
$2.217M
2,969 shares@ $746.77 avg price
PAG
Penske Automotive Group Inc
Recent Activity
Increased 0.23%
2.34%
$2.153M
12,032 shares@ $178.95 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 2.07%
2.32%
$2.135M
8,485 shares@ $251.65 avg price
QYLD
Global X Nasd 100 Cov Call
Recent Activity
Increased 1.83%
2.16%
$1.994M
108,187 shares@ $18.43 avg price
FTQI
First Trust Nasdaq Buywrite
Recent Activity
Increased 1.54%
2.16%
$1.991M
90,151 shares@ $22.1 avg price
HTGC
Hercules Capital Inc
Recent Activity
Increased 0.87%
2.16%
$1.99M
126,219 shares@ $15.77 avg price

1-10 of 116