Significant Wealth Partners LLC
RIA/Wealth
Significant Wealth Partners LLC is a RIA/Wealth based in Cary, IL led by Brian William Atkins, reporting $248.0M in AUM as of Q3 2025 with 81% ETF concentration, 79% concentrated in top 10 holdings, 68% allocation to ERNZ, and minimal technology exposure.
PresidentBrian William Atkins
- Portfolio Value
- $204.6M
- Positions
- 106
- Top Holding
- ERNZ at 68.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Significant Wealth Partners LLC's portfolio (79.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $139.7M | 68.26% | +$139.7M Bought | — 6.3M shares | |
ETF ETF | $7.5M | 3.65% | +$1.4M Bought | — 11.2K shares | |
ETF ETF | $4.0M | 1.97% | +$268.2K Bought | — 6.6K shares | |
ETF ETF | $2.3M | 1.11% | +$783.0K Bought | — 3.8K shares | |
ETF ETF | $1.8M | 0.86% | -$636.2K Sold | — 4.1K shares | |
Semiconductors Technology | $1.7M | 0.81% | -$231.5K Sold | 0.00% 8.9K shares | |
Drug Manufacturers - General Healthcare | $1.6M | 0.78% | -$25.9K Sold | 0.00% 6.9K shares | |
ETF ETF | $1.5M | 0.74% | +$174.6K Bought | — 7.2K shares | |
Specialty Retail Consumer Cyclical | $1.4M | 0.68% | -$123.4K Sold | 0.00% 6.3K shares | |
ETF ETF | $1.2M | 0.57% | -$123.3K Sold | — 11.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Significant Wealth Partners LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Significant Wealth Partners LLC
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