Significant Wealth Partners LLC
Top Portfolio Positions
94 positions ·
$61,700,741 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
6,127 | $2,936,058 | 4.76% | |
| SBR |
Sabine Royalty Trust
Energy
|
26,210 | $1,974,661 | 3.20% | |
| FLNG |
Flex LNG Ltd.
Energy
|
66,206 | $1,966,980 | 3.19% | |
| ARES |
Ares Management Corp
Financial Services
|
17,607 | $1,920,923 | 3.11% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,882 | $1,874,279 | 3.04% | |
| HTGC |
Hercules Capital, Inc.
Financial Services
|
125,136 | $1,848,258 | 3.00% | |
| ABBV |
AbbVie Inc.
Healthcare
|
8,313 | $1,807,994 | 2.93% | |
| FSK |
FS KKR Capital Corp
Financial Services
|
177,162 | $1,803,509 | 2.92% | |
| PAG |
Penske Automotive Group, Inc.
Consumer Cyclical
|
12,005 | $1,794,987 | 2.91% | |
| CGBD |
Carlyle Secured Lending, Inc.
Financial Services
|
162,306 | $1,775,627 | 2.88% |
Portfolio Trend
10 quarters · across all stocks
Holdings in MREO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,459 | 25,634 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $9,044 | 21,689 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $98,496 | 47,814 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $60,327 | 22,261 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $30,984 | 13,771 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $37,817 | 10,805 | Shares | Sole | 2025-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||