Significant Wealth Partners’s BlackRock TCP Capital TCPC Stock Holding History

Significant Wealth Partners’s Portfolio TCPC Stock Details TCPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.4K	Buy	14,417 +3,319	+30%	+$12.9K	0.05%	114
2026 Q1	$40.1K	Buy	+11,098	New	+$51.5K	0.05%	110
2025 Q4	–	Sell	-11,531	Closed	-$71.5K	–	110
2025 Q3	$71.5K	Buy	+11,531	New	+$82.8K	0.03%	105

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Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return