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Signature Estate and Investment Advisors

Latest statistics and disclosures from Signature Estate & Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, GSLC, IGM, TOTL, FNDX, and represent 30.71% of Signature Estate & Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$393M), MAGS (+$180M), APH (+$85M), XLC (+$41M), IGM (+$40M), APP (+$38M), AVGO (+$22M), AFRM (+$15M), GLDM (+$14M), ANET (+$13M).
Started 64 new stock positions in HONA, FNX, FTA, FBND, APH, GWX, IALT, MNST, SPMD, DGT.
Reduced shares in these 10 stocks: MCK (-$75M), XLV (-$59M), XLU (-$40M), MA (-$30M), FNDX (-$30M), GSLC (-$25M), MU (-$24M), VTV (-$13M), CGGR (-$12M), IDEV (-$10M).
Sold out of its positions in ABCL, ACM, BSX, BMY, CME, CNP, DHR, DFAC, DFUV, FSK.
Signature Estate & Investment Advisors was a net buyer of stock by $500M.
Signature Estate & Investment Advisors has $5.6B in assets under management (AUM), dropping by 12.60%.
Central Index Key (CIK): 0001079935

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Portfolio Holdings for Signature Estate & Investment Advisors

Signature Estate & Investment Advisors holds 669 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Signature Estate & Investment Advisors has 669 total positions. Only the first 250 positions are shown.

Sign up to view all of the Signature Estate & Investment Advisors June 30, 2026 positions
Download the Signature Estate & Investment Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	8.6	$478M	+461%	5.6M	86.14	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	7.5	$416M	-5%	2.9M	141.89	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	6.2	$344M	+13%	2.1M	163.58	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	4.2	$236M	+5%	6.0M	39.47	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	4.2	$232M	-11%	7.5M	31.10	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.6	$201M	+7%	2.5M	79.42	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	3.2	$180M	NEW	2.8M	64.30	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	3.1	$171M		2.6M	65.60	View chart
Ishares Tr Eafe Value Etf (EFV)	3.0	$167M		2.2M	76.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$115M	-6%	321k	357.37	View chart
Amazon (AMZN)	2.0	$110M	-4%	463k	238.34	View chart
Apple (AAPL)	1.9	$106M	+4%	367k	289.36	View chart
Broadcom (AVGO)	1.9	$106M	+25%	280k	377.75	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	1.9	$105M	-10%	2.2M	47.20	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	1.8	$102M	+3%	1.9M	53.61	View chart
Gmo Etf Trust Gmo Intl Value (GMOI)	1.8	$100M		2.7M	37.48	View chart
Microsoft Corporation (MSFT)	1.6	$89M		240k	373.26	View chart
Amphenol Corp Cl A (APH)	1.5	$85M	NEW	482k	176.32	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	1.5	$83M	+97%	777k	107.13	View chart
Meta Platforms Cl A (META)	1.4	$76M	+5%	136k	563.29	View chart
Citigroup Com New (C)	1.3	$71M	+20%	506k	139.96	View chart
Eli Lilly & Co. (LLY)	1.2	$69M		58k	1199.51	View chart
Arista Networks Com Shs (ANET)	1.2	$69M	+23%	404k	169.88	View chart
Old Dominion Freight Line (ODFL)	1.1	$59M	+3%	272k	216.60	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$58M	-18%	268k	217.93	View chart
Vistra Energy (VST)	0.9	$52M	+9%	330k	158.63	View chart
Robinhood Mkts Com Cl A (HOOD)	0.9	$49M	+24%	487k	100.31	View chart
Wal-Mart Stores (WMT)	0.8	$45M	-17%	398k	113.26	View chart
Mastercard Incorporated Cl A (MA)	0.8	$44M	-41%	85k	513.60	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	0.7	$42M	+4%	1.1M	36.56	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.7	$41M	+6%	1.9M	21.12	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.7	$41M		788k	51.78	View chart
Applied Materials (AMAT)	0.7	$40M	+2%	55k	723.01	View chart
Applovin Corp Com Cl A (APP)	0.7	$39M	+3695%	76k	515.31	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$33M	-23%	374k	89.01	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$32M	-8%	520k	61.46	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.5	$27M		528k	50.39	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.5	$26M		642k	40.67	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$25M	-2%	73k	334.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$24M	+13%	32k	748.90	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.4	$22M	-3%	403k	53.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$21M		293k	71.25	View chart
Quanta Services (PWR)	0.4	$21M	-17%	29k	720.06	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$21M	-18%	28k	746.78	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$19M	-22%	189k	98.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$17M	-16%	23k	736.42	View chart
Blackrock (BLK)	0.3	$17M		18k	961.55	View chart
NVIDIA Corporation (NVDA)	0.3	$17M	-6%	85k	200.09	View chart
Allegheny Technologies Incorporated (ATI)	0.3	$16M	-16%	83k	197.10	View chart
Welltower Inc Com reit (WELL)	0.3	$15M	+7%	67k	226.98	View chart
Affirm Hldgs Com Cl A (AFRM)	0.3	$15M	NEW	184k	81.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$14M	+5%	105k	137.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$14M	-3%	240k	59.69	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$14M	-9%	46k	302.79	View chart
Rocket Lab Corp (RKLB)	0.2	$13M	+23%	132k	101.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$13M	-7%	35k	370.04	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$13M	-4%	17k	761.83	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$12M		75k	164.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$12M	-20%	51k	236.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$12M	-7%	376k	31.71	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$11M	+13%	472k	23.13	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$10M	+8%	204k	50.66	View chart
Royal Gold (RGLD)	0.2	$10M	-20%	51k	199.61	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$10M	-3%	69k	144.48	View chart
Teledyne Technologies Incorporated (TDY)	0.2	$9.7M	+4%	15k	666.95	View chart
Cheniere Energy Com New (LNG)	0.2	$9.2M	+12%	39k	239.01	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.2	$9.2M	+31%	217k	42.21	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$8.5M	-16%	24k	353.43	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$8.3M		326k	25.52	View chart
Hasbro (HAS)	0.1	$8.3M	+16%	100k	82.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$8.0M	+531%	67k	119.52	View chart
Coca-Cola Company (KO)	0.1	$7.9M	-33%	97k	81.29	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$7.5M		55k	136.60	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$7.3M	+6%	11k	686.80	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$7.2M	-42%	147k	49.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$7.2M		244k	29.43	View chart
Roivant Sciences SHS (ROIV)	0.1	$7.0M	NEW	197k	35.39	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.1	$6.9M	+16%	145k	47.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$6.9M	-26%	14k	500.41	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$6.9M		185k	37.26	View chart
JPMorgan Chase & Co. (JPM)	0.1	$6.8M	-15%	21k	327.44	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$6.4M	+4%	62k	103.05	View chart
Aptiv Com Shs (APTV)	0.1	$6.4M	+16%	104k	61.38	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$6.4M	-8%	21k	303.10	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$6.3M	+20%	169k	37.02	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$6.2M	-6%	75k	82.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$6.2M	-14%	25k	243.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$6.2M		42k	148.31	View chart
SYSCO Corporation (SYY)	0.1	$6.1M	+3%	73k	83.58	View chart
SLB Com Stk (SLB)	0.1	$6.0M	NEW	129k	46.49	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$5.8M	-12%	53k	109.11	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$5.7M	-7%	16k	365.88	View chart
Vaneck Etf Trust Mrngstr Gbl Wide (MOTG)	0.1	$5.6M		148k	38.12	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$5.4M		45k	119.13	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$5.4M		41k	133.25	View chart
Labcorp Holdings Com Shs (LH)	0.1	$5.3M	+3%	19k	279.96	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$5.3M	+8%	134k	39.54	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$5.3M	-2%	70k	75.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$5.3M		33k	158.05	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$5.3M	+5%	64k	82.34	View chart
Tesla Motors (TSLA)	0.1	$5.2M	-12%	13k	420.56	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$5.2M	+4%	53k	98.59	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$5.1M	+175%	193k	26.52	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$5.1M	-7%	49k	103.96	View chart
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)	0.1	$5.1M	+37%	107k	47.53	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.1	$5.0M	+8%	119k	41.73	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$4.8M	-29%	28k	170.14	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$4.8M	+3%	14k	342.82	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$4.7M	+4%	76k	62.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$4.6M	+293%	57k	80.57	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$4.5M		40k	112.88	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$4.5M	+9%	111k	40.58	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$4.3M	+11%	81k	53.33	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$4.3M	+11%	79k	54.02	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$4.3M	-7%	163k	26.18	View chart
CSX Corporation (CSX)	0.1	$4.1M		87k	47.53	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$4.1M		22k	185.23	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$4.0M	+4%	31k	129.02	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$4.0M		58k	69.90	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.0M	+65%	20k	197.67	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$3.9M		77k	50.95	View chart
Metropcs Communications (TMUS)	0.1	$3.9M		23k	167.73	View chart
Micron Technology (MU)	0.1	$3.8M	-86%	3.3k	1154.39	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$3.8M	+32%	7.9k	473.80	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.7M	+14%	110k	33.84	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$3.7M	-8%	46k	81.06	View chart
Eaton Corp SHS (ETN)	0.1	$3.6M	-26%	8.4k	425.89	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$3.5M	+57%	76k	46.15	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$3.5M	-3%	36k	96.46	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$3.5M	+9%	12k	283.79	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$3.4M	-56%	94k	36.06	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$3.3M	+10%	82k	40.15	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$3.2M		90k	36.13	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$3.2M	-4%	37k	85.47	View chart
Exxon Mobil Corporation (XOM)	0.1	$3.1M	-5%	23k	136.72	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$3.1M	+26%	46k	68.01	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$3.1M	-4%	62k	49.55	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$3.0M	+24%	59k	51.29	View chart
Costco Wholesale Corporation (COST)	0.1	$3.0M	-9%	3.2k	934.62	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$3.0M	-3%	69k	43.61	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$3.0M	+44%	16k	191.76	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$3.0M		73k	40.64	View chart
Siren Etf Tr Divcn Ldrs Etf (LEAD)	0.1	$3.0M	-2%	32k	91.65	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.0M	-12%	52k	56.48	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.9M	-10%	31k	93.38	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$2.9M	-23%	60k	48.18	View chart
Advisors Inner Circle Fd Ii Fron As Larg Etf (FLCE)	0.1	$2.9M	+2%	93k	31.23	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$2.9M	-12%	71k	40.68	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$2.9M	-72%	68k	42.33	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$2.8M	+18%	123k	22.78	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$2.6M		129k	20.37	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$2.5M	-6%	72k	34.27	View chart
McKesson Corporation (MCK)	0.0	$2.4M	-96%	3.2k	755.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$2.4M	-5%	25k	96.40	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$2.4M	+2%	49k	48.43	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$2.3M	-96%	15k	158.66	View chart
Johnson & Johnson (JNJ)	0.0	$2.3M	-10%	9.0k	253.95	View chart
Amgen (AMGN)	0.0	$2.3M	-6%	6.2k	362.24	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$2.2M	-5%	19k	117.45	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$2.2M	+28%	6.0k	368.38	View chart
Prologis (PLD)	0.0	$2.2M	-2%	16k	135.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$2.2M	-4%	9.6k	227.06	View chart
Advisors Inner Circle Fd Ii Fron As Tota Etf (FINT)	0.0	$2.1M	+20%	60k	35.91	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.0	$2.1M	-5%	10k	206.17	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$2.1M		21k	100.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$2.1M	-8%	22k	96.58	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$2.1M	-3%	23k	89.85	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$2.1M		27k	75.79	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$2.0M	-5%	8.3k	246.13	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$2.0M		23k	87.71	View chart
Ge Aerospace Com New (GE)	0.0	$2.0M	+5%	5.4k	373.83	View chart
Ab Active Etfs Us Low Volatil (LOWV)	0.0	$2.0M	+14%	25k	79.61	View chart
Procter & Gamble Company (PG)	0.0	$2.0M		14k	146.65	View chart
Ishares Tr Glob Utilits Etf (JXI)	0.0	$2.0M	+5%	23k	84.97	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$2.0M	-34%	21k	93.92	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$1.9M	-4%	23k	82.65	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$1.9M	+12%	22k	86.42	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.0	$1.9M		55k	34.31	View chart
Philip Morris International (PM)	0.0	$1.9M		11k	180.91	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.0	$1.9M		51k	36.78	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.9M	+15%	25k	73.41	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$1.8M	-6%	21k	85.46	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$1.8M		19k	98.38	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.0	$1.8M	-7%	25k	73.80	View chart
Caterpillar (CAT)	0.0	$1.8M	-9%	1.7k	1064.73	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$1.8M		11k	163.45	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.0	$1.8M	+203%	34k	53.40	View chart
Vanguard World Health Car Etf (VHT)	0.0	$1.8M	+10%	5.9k	299.04	View chart
Capital Group International SHS (CGIE)	0.0	$1.7M	-8%	47k	36.78	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.0	$1.7M		32k	52.72	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.0	$1.7M	+21%	58k	29.22	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$1.7M	+4%	855.00	1989.44	View chart
Lincoln Electric Holdings (LECO)	0.0	$1.7M		6.4k	265.50	View chart
International Business Machines (IBM)	0.0	$1.7M	-9%	6.0k	281.21	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$1.7M	-10%	45k	36.87	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$1.7M	-4%	64k	26.23	View chart
Vanguard World Financials Etf (VFH)	0.0	$1.6M		13k	131.60	View chart
Northrop Grumman Corporation (NOC)	0.0	$1.6M		3.2k	509.54	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.0	$1.6M		23k	67.58	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$1.6M		13k	117.06	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.6M	+3%	5.2k	300.43	View chart
Advanced Micro Devices (AMD)	0.0	$1.5M	-6%	2.7k	578.06	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$1.5M		16k	96.44	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.0	$1.5M	+10%	55k	27.74	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$1.5M	-18%	8.0k	190.53	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$1.5M	-11%	30k	49.41	View chart
Innovator Etfs Trust Us Small Cap 10 (RBUF)	0.0	$1.5M		48k	31.08	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.0	$1.5M		56k	26.16	View chart
Visa Com Cl A (V)	0.0	$1.4M		4.2k	344.40	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$1.4M	+184%	13k	107.62	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$1.4M		12k	120.23	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$1.4M	-16%	5.3k	264.72	View chart
Parker-Hannifin Corporation (PH)	0.0	$1.4M		1.4k	978.10	View chart
Oracle Corporation (ORCL)	0.0	$1.4M		9.6k	146.55	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.0	$1.4M	+27%	7.8k	176.98	View chart
Agnico (AEM)	0.0	$1.4M	+2%	8.8k	155.13	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$1.4M		5.6k	242.41	View chart
Chevron Corporation (CVX)	0.0	$1.4M	-11%	8.1k	165.88	View chart
Abbvie (ABBV)	0.0	$1.3M	-3%	5.3k	251.64	View chart
First Tr Exchange-traded Consumr Staple (FXG)	0.0	$1.3M	-17%	21k	62.62	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$1.3M		8.3k	156.97	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$1.3M		40k	32.23	View chart
I-80 Gold Corp (IAUX)	0.0	$1.3M		900k	1.44	View chart
Astrazeneca Ord (AZN)	0.0	$1.3M	+21%	6.8k	189.90	View chart
At&t (T)	0.0	$1.3M		62k	20.70	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.0	$1.3M		35k	36.53	View chart
Kla Corp Com New (KLAC)	0.0	$1.3M	+966%	4.3k	295.72	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$1.3M	+3%	15k	83.75	View chart
Mach Natural Resources Com Un Lt Pa In (MNR)	0.0	$1.3M	+100%	100k	12.64	View chart
UnitedHealth (UNH)	0.0	$1.3M	-12%	3.0k	415.94	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$1.2M	-55%	1.9k	655.89	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$1.2M		25k	50.58	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.0	$1.2M	+51%	25k	50.37	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.0	$1.2M	+201%	33k	36.60	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$1.2M	+7%	4.8k	252.23	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$1.2M	-4%	24k	50.35	View chart
Ge Vernova (GEV)	0.0	$1.2M	-8%	1.0k	1174.75	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$1.2M	-10%	24k	50.23	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.0	$1.2M	NEW	43k	28.05	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.2M	-19%	10k	117.69	View chart
Nextera Energy (NEE)	0.0	$1.2M	-23%	14k	87.77	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$1.2M	-7%	9.3k	127.81	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.2M	-3%	6.2k	189.75	View chart
American Express Company (AXP)	0.0	$1.2M	-5%	3.5k	338.25	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$1.1M	-6%	26k	43.50	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$1.1M	-3%	43k	26.50	View chart
Cummins (CMI)	0.0	$1.1M	+26%	1.6k	713.00	View chart
Ishares Emng Mkts Eqt (EMGF)	0.0	$1.1M	+3%	15k	73.26	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.1M		15k	75.51	View chart
Advisors Inner Circle Fd Ii Fron As Smal Etf (FGSM)	0.0	$1.1M	-24%	32k	34.86	View chart

Past Filings by Signature Estate & Investment Advisors

SEC 13F filings are viewable for Signature Estate & Investment Advisors going back to 2012

Signature Estate & Investment Advisors 2026 Q2 filed July 14, 2026
Signature Estate & Investment Advisors 2026 Q1 filed April 15, 2026
Signature Estate & Investment Advisors 2025 Q4 filed Feb. 6, 2026
Signature Estate & Investment Advisors 2025 Q3 filed Nov. 5, 2025
Signature Estate & Investment Advisors 2025 Q2 filed July 29, 2025
Signature Estate & Investment Advisors 2025 Q1 filed May 16, 2025
Signature Estate & Investment Advisors 2024 Q4 filed Feb. 11, 2025
Signature Estate & Investment Advisors 2024 Q3 filed Nov. 6, 2024
Signature Estate & Investment Advisors 2024 Q2 filed July 26, 2024
Signature Estate & Investment Advisors 2024 Q1 filed May 13, 2024
Signature Estate & Investment Advisors 2023 Q4 filed Jan. 29, 2024
Signature Estate & Investment Advisors 2023 Q3 filed Oct. 26, 2023
Signature Estate & Investment Advisors 2023 Q2 filed July 20, 2023
Signature Estate & Investment Advisors 2023 Q1 filed May 3, 2023
Signature Estate & Investment Advisors 2022 Q4 filed Jan. 11, 2023
Signature Estate & Investment Advisors 2022 Q3 filed Oct. 20, 2022

View all past filings

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