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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, FNDX, TOTL, IGM, and represent 30.40% of Signature Estate & Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: GLDM (+$218M), AVES (+$155M), GMOI (+$96M), EFV (+$64M), ODFL (+$52M), C (+$47M), XCCC (+$39M), CDX (+$39M), MCK (+$37M), HOOD (+$27M).
Started 63 new stock positions in CMI, DUKZ, MMIT, CRBG, Sealed Air, IWM, LIN, MNR, CGNG, PWRD.
Reduced shares in these 10 stocks: GSLC (-$278M), MU (-$123M), UBER (-$53M), CRM (-$46M), ANET (-$26M), GOOGL (-$23M), COIN (-$22M), VUG (-$16M), LLY (-$14M), VRT (-$13M).
Sold out of its positions in SMTH, ALB, BABA, BUD, AstraZeneca, BFK, BKNG, CDE, CMCSA, EQX. FDX, IP, INTU, PFF, PAYX, PRU, BNDI, VALE, GPZ, WCN, ACN, RIG.
Signature Estate & Investment Advisors was a net buyer of stock by $188M.
Signature Estate & Investment Advisors has $4.9B in assets under management (AUM), dropping by -0.53%.
Central Index Key (CIK): 0001079935

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Portfolio Holdings for Signature Estate & Investment Advisors

Signature Estate & Investment Advisors holds 646 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Signature Estate & Investment Advisors has 646 total positions. Only the first 250 positions are shown.

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Download the Signature Estate & Investment Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	8.8	$432M	-3%	989k	436.79	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	7.9	$388M	-41%	3.1M	125.13	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	4.8	$235M	+4%	8.4M	27.85	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	4.5	$224M	+3%	5.6M	39.73	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	4.5	$220M		1.9M	118.51	View chart
World Gold Tr Spdr Gld Minis (GLDM)	4.4	$218M	NEW	2.4M	92.69	View chart
Ishares Tr Eafe Value Etf (EFV)	3.3	$162M	+65%	2.2M	74.35	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	3.1	$155M	NEW	2.6M	59.98	View chart
Amazon (AMZN)	2.1	$102M		487k	208.27	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.0	$100M	-5%	2.5M	40.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$98M	-18%	342k	287.56	View chart
Gmo Etf Trust Gmo Intl Value (GMOI)	1.9	$96M	NEW	2.6M	36.23	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.8	$91M	+5%	1.8M	49.37	View chart
Apple (AAPL)	1.8	$89M	-6%	352k	253.79	View chart
Microsoft Corporation (MSFT)	1.8	$89M		240k	370.17	View chart
McKesson Corporation (MCK)	1.8	$88M	+72%	102k	865.36	View chart
Meta Platforms Cl A (META)	1.5	$73M	+7%	128k	572.13	View chart
Mastercard Incorporated Cl A (MA)	1.5	$72M		144k	499.66	View chart
Broadcom (AVGO)	1.4	$69M	-7%	223k	309.51	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$64M	+5%	327k	196.20	View chart
Wal-Mart Stores (WMT)	1.2	$60M	+40%	484k	124.28	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.1	$56M	+4%	383k	146.61	View chart
Eli Lilly & Co. (LLY)	1.1	$53M	-21%	57k	919.80	View chart
Old Dominion Freight Line (ODFL)	1.0	$52M	NEW	264k	195.40	View chart
Citigroup Com New (C)	1.0	$48M	+12329%	420k	113.41	View chart
Vistra Energy (VST)	0.9	$45M	+62%	301k	150.33	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.9	$44M	+4%	393k	110.86	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.8	$42M	+4%	906k	45.89	View chart
Ishares Tr Core Msci Intl (IDEV)	0.8	$41M		489k	83.57	View chart
Arista Networks Com Shs (ANET)	0.8	$40M	-39%	326k	122.78	View chart
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC)	0.8	$39M	NEW	1.1M	36.40	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.8	$39M	NEW	1.8M	21.34	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.7	$36M	+6%	774k	46.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$32M	-3%	568k	55.52	View chart
Robinhood Mkts Com Cl A (HOOD)	0.6	$27M	+16690%	393k	69.30	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.5	$24M	-22%	527k	45.65	View chart
Spdr Index Shs Fds State Street Spd (CWI)	0.5	$24M	+16%	644k	36.59	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$23M	-2%	244k	94.24	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$22M	+5%	34k	650.28	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.4	$21M	+2%	419k	49.69	View chart
Quanta Services (PWR)	0.4	$19M	-29%	35k	549.03	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$19M	+8%	295k	64.08	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$19M	-40%	75k	250.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$18M	+8%	28k	653.20	View chart
Applied Materials (AMAT)	0.4	$18M	-29%	53k	341.79	View chart
Blackrock (BLK)	0.3	$17M	-15%	18k	961.72	View chart
Royal Gold (RGLD)	0.3	$16M	-43%	64k	254.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$16M		28k	577.19	View chart
NVIDIA Corporation (NVDA)	0.3	$16M	+4%	91k	174.40	View chart
Allegheny Technologies Incorporated (ATI)	0.3	$15M	-30%	100k	145.46	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$14M		64k	215.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$13M		248k	54.05	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$13M		408k	30.68	View chart
Welltower Inc Com reit (WELL)	0.2	$12M	+25%	62k	197.71	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$12M	+4%	51k	237.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$12M	+9%	38k	320.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$11M	+21%	99k	113.11	View chart
Coca-Cola Company (KO)	0.2	$11M	+49%	145k	76.05	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$11M	+4%	256k	42.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$11M	+2%	75k	142.43	View chart
Cheniere Energy Com New (LNG)	0.2	$9.8M	-23%	34k	283.76	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$9.6M	+2%	415k	23.22	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$9.4M	-10%	188k	49.99	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$9.0M		146k	61.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$8.9M		19k	479.21	View chart
AECOM Technology Corporation (ACM)	0.2	$8.8M	NEW	104k	84.82	View chart
Teledyne Technologies Incorporated (TDY)	0.2	$8.4M	-27%	14k	605.05	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$8.3M		325k	25.62	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$8.3M	+3%	248k	33.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$8.2M		29k	286.86	View chart
Micron Technology (MU)	0.2	$8.1M	-93%	24k	337.83	View chart
Hasbro (HAS)	0.2	$8.1M	-18%	86k	93.60	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$7.4M	-3%	11k	697.61	View chart
JPMorgan Chase & Co. (JPM)	0.1	$7.2M		25k	294.17	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$7.1M		71k	99.97	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$7.0M	+5%	165k	42.22	View chart
Rocket Lab Corp (RKLB)	0.1	$6.9M	NEW	107k	64.22	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$6.8M	+5%	218k	31.33	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$6.8M	-6%	17k	390.41	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$6.6M		185k	35.53	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$6.6M	+6%	54k	120.97	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$6.5M	+2%	30k	217.29	View chart
Aptiv Com Shs (APTV)	0.1	$6.2M	-10%	90k	69.44	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$6.2M	-6%	240k	25.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$6.0M	+5%	23k	261.95	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$6.0M		125k	47.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$5.9M	+3%	10k	597.54	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$5.9M	+15%	59k	99.86	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$5.8M	+5%	40k	145.02	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$5.8M	-7%	61k	94.58	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$5.6M	+7%	80k	69.75	View chart
Vaneck Etf Trust Mrngstr Gbl Wide (MOTG)	0.1	$5.6M		150k	37.06	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$5.4M	-13%	17k	318.06	View chart
Tesla Motors (TSLA)	0.1	$5.3M	+6%	14k	371.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$5.2M		42k	124.31	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$5.2M	+15%	140k	36.84	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$5.1M		53k	96.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$5.0M		34k	148.10	View chart
SYSCO Corporation (SYY)	0.1	$5.0M	-18%	70k	71.33	View chart
Labcorp Holdings Com Shs (LH)	0.1	$4.9M	-23%	18k	266.85	View chart
Metropcs Communications (TMUS)	0.1	$4.8M	-19%	23k	210.03	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$4.7M		71k	66.00	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$4.6M	-4%	176k	26.26	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$4.6M		41k	110.78	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$4.5M		72k	62.56	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$4.5M	+16%	130k	34.41	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$4.4M	+3%	46k	96.62	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$4.4M		123k	35.71	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$4.3M	+7%	60k	71.13	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.1	$4.3M	+17%	51k	84.52	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$4.2M	+4%	142k	29.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$4.1M	-2%	14k	287.19	View chart
Exxon Mobil Corporation (XOM)	0.1	$4.1M	+6%	24k	169.65	View chart
Eaton Corp SHS (ETN)	0.1	$4.1M	+4%	12k	357.67	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$4.1M		40k	103.37	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$4.1M	+8%	101k	40.54	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$4.0M	+2%	110k	36.76	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$3.8M		71k	52.78	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$3.7M	-3%	79k	47.03	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$3.6M		58k	62.45	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$3.6M	+2%	22k	161.73	View chart
CSX Corporation (CSX)	0.1	$3.6M	-4%	87k	41.05	View chart
Costco Wholesale Corporation (COST)	0.1	$3.6M	+5%	3.6k	995.45	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$3.5M	+114%	76k	46.40	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.1	$3.5M	+4%	73k	48.02	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$3.5M	+3%	38k	92.74	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$3.4M	-2%	30k	115.24	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$3.4M	+5%	50k	68.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.4M	-3%	60k	56.68	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$3.2M	+10%	13k	239.99	View chart
T Rowe Price Etf Us Equity Resear (TSPA)	0.1	$3.2M		78k	40.90	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$3.1M	-17%	71k	43.59	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$3.1M		35k	88.46	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$3.0M	-2%	65k	46.23	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$3.0M	+13%	39k	77.12	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$3.0M	-14%	32k	92.76	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$2.9M	-12%	81k	35.94	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$2.9M		75k	38.42	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$2.8M		11k	253.97	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.8M	+4%	96k	29.16	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.6M	-2%	91k	29.08	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$2.6M	+23%	127k	20.41	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$2.6M		75k	34.55	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$2.6M	+6%	77k	33.47	View chart
Siren Etf Tr Divcn Ldrs Etf (LEAD)	0.1	$2.5M	-14%	33k	76.70	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$2.5M	+6%	74k	33.74	View chart
Advisors Inner Circle Fd Ii Frontier Asset U (FLCE)	0.0	$2.5M	+17%	90k	27.33	View chart
Johnson & Johnson (JNJ)	0.0	$2.5M	-5%	10k	244.47	View chart
Uber Technologies (UBER)	0.0	$2.5M	-95%	34k	71.93	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$2.4M	+2%	48k	51.24	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$2.4M	+79%	104k	22.91	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$2.4M	-3%	20k	118.60	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$2.4M		27k	88.70	View chart
Amgen (AMGN)	0.0	$2.3M	+4%	6.7k	351.83	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$2.3M		48k	48.05	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$2.2M	-20%	12k	184.41	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$2.2M	+53%	48k	46.19	View chart
Prologis (PLD)	0.0	$2.2M	-18%	17k	132.19	View chart
Northrop Grumman Corporation (NOC)	0.0	$2.1M	-12%	3.1k	682.25	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$2.1M	+13%	24k	90.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$2.1M	+16%	10k	211.15	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$2.1M	+20%	21k	100.57	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$2.1M	+42%	36k	58.18	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$2.1M	+7%	23k	91.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$2.0M		4.7k	430.34	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$2.0M	-4%	6.0k	337.97	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$2.0M		24k	82.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$2.0M	+74%	11k	191.81	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$2.0M		6.7k	298.86	View chart
Procter & Gamble Company (PG)	0.0	$2.0M	+65%	14k	144.46	View chart
Chevron Corporation (CVX)	0.0	$1.9M	+7%	9.2k	206.90	View chart
Ishares Tr Glob Utilits Etf (JXI)	0.0	$1.9M		22k	86.34	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$1.9M	+20%	27k	70.18	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.0	$1.9M		27k	70.36	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.0	$1.9M	+5%	30k	62.97	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$1.8M	+149%	70k	26.20	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$1.8M		34k	53.35	View chart
At&t (T)	0.0	$1.8M		63k	28.99	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$1.8M	-67%	8.8k	205.79	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	0.0	$1.8M	-3%	55k	32.04	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.0	$1.8M	+60%	11k	163.59	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.0	$1.8M	-2%	11k	158.81	View chart
Agnico (AEM)	0.0	$1.8M	-22%	8.6k	202.98	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$1.7M	+3%	66k	26.30	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.0	$1.7M	+12%	51k	34.47	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$1.7M	-4%	18k	93.54	View chart
Capital Group International SHS (CGIE)	0.0	$1.7M	+761%	51k	33.82	View chart
Philip Morris International (PM)	0.0	$1.7M	+9%	10k	165.31	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$1.7M	+748%	20k	86.69	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$1.7M	+3%	4.3k	383.43	View chart
Nextera Energy (NEE)	0.0	$1.6M	-32%	18k	92.88	View chart
Advisors Inner Circle Fd Ii Frontier Asset T (FINT)	0.0	$1.6M		50k	32.86	View chart
First Tr Exchange-traded Consumr Staple (FXG)	0.0	$1.6M	-3%	26k	63.72	View chart
International Business Machines (IBM)	0.0	$1.6M	-2%	6.7k	242.36	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.6M	+9%	22k	73.64	View chart
Ab Active Etfs Us Low Volatil (LOWV)	0.0	$1.6M	+11%	22k	73.88	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$1.6M		11k	144.95	View chart
Lincoln Electric Holdings (LECO)	0.0	$1.6M		6.4k	249.06	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$1.6M	+2%	51k	30.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$1.6M	+31%	8.2k	191.90	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$1.6M	+42%	30k	51.93	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$1.6M	-8%	23k	67.92	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$1.5M	+14%	16k	93.94	View chart
Vanguard World Financials Etf (VFH)	0.0	$1.5M	+3%	12k	120.81	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$1.5M	-3%	6.4k	234.03	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$1.5M	+14%	24k	62.68	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$1.5M		23k	63.91	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$1.5M	+80%	13k	115.02	View chart
Ge Aerospace Com New (GE)	0.0	$1.5M	-4%	5.1k	283.78	View chart
Vanguard World Health Car Etf (VHT)	0.0	$1.5M		5.3k	272.34	View chart
Perpetua Resources (PPTA)	0.0	$1.4M		51k	28.12	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$1.4M		12k	119.51	View chart
Oracle Corporation (ORCL)	0.0	$1.4M	+18%	9.6k	147.11	View chart
Innovator Etfs Trust Us Small Cap 10 (RBUF)	0.0	$1.4M	+2%	48k	29.29	View chart
Progressive Corporation (PGR)	0.0	$1.4M		7.1k	198.25	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.4M		24k	56.79	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.0	$1.4M	+2%	48k	28.74	View chart
Coinbase Global Com Cl A (COIN)	0.0	$1.4M	-94%	7.9k	174.61	View chart
Ishares Em Mkts Div Etf (DVYE)	0.0	$1.4M		40k	34.38	View chart
I-80 Gold Corp (IAUX)	0.0	$1.4M		900k	1.52	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$1.3M		27k	49.95	View chart
Caterpillar (CAT)	0.0	$1.3M	+7%	1.9k	708.26	View chart
Goldman Sachs (GS)	0.0	$1.3M		1.6k	846.08	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$1.3M		56k	23.65	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$1.3M	+5%	9.8k	132.90	View chart
Advisors Inner Circle Fd Ii Frontier Asset G (FGSM)	0.0	$1.3M	-20%	42k	31.16	View chart
Parker-Hannifin Corporation (PH)	0.0	$1.3M		1.5k	895.25	View chart
ConocoPhillips (COP)	0.0	$1.3M	+110%	9.8k	132.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.3M	-2%	15k	88.16	View chart
PNC Financial Services (PNC)	0.0	$1.3M	+6%	6.2k	208.10	View chart
Visa Com Cl A (V)	0.0	$1.3M		4.3k	302.24	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$1.3M	-33%	25k	50.34	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$1.2M		29k	43.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.2M	NEW	5.0k	248.00	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$1.2M	+11%	14k	90.94	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.2M	-10%	6.4k	192.93	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$1.2M	-10%	5.7k	218.71	View chart
Thermo Fisher Scientific (TMO)	0.0	$1.2M	-87%	2.5k	491.56	View chart
TransDigm Group Incorporated (TDG)	0.0	$1.2M	+5%	1.1k	1159.00	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.0	$1.2M	+8%	50k	24.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$1.2M	+56%	24k	49.89	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$1.2M		28k	43.66	View chart
Abbvie (ABBV)	0.0	$1.2M		5.5k	217.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$1.2M	+14%	35k	33.77	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$1.2M	-3%	44k	26.61	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$1.2M	-80%	31k	38.42	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$1.2M	-3%	8.6k	135.72	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$1.2M		12k	95.44	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$1.1M	+431%	8.3k	138.37	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$1.1M	-10%	19k	61.25	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 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
Signature Estate & Investment Advisors 2022 Q2 filed July 13, 2022

View all past filings

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