Signature Wealth Management Partners
Latest statistics and disclosures from Signature Wealth Management Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVE, JAAA, JEPI, IVW, AAPL, and represent 38.46% of Signature Wealth Management Partners's stock portfolio.
- Added to shares of these 10 stocks: HYMB, META, IVW, DYNF, JAAA, ORCL, XLK, NOW, XLE, IVE.
- Started 11 new stock positions in WMT, CRSP, AMD, CEG, HYMB, DYNF, CRWV, JEPQ, ORCL, FHEQ. OWL.
- Reduced shares in these 10 stocks: PEG, DOV, , FV, CARR, IBIT, VZ, FHLC, AMZN, COP.
- Sold out of its positions in CARR, ET, FV, IBIT.
- Signature Wealth Management Partners was a net buyer of stock by $8.6M.
- Signature Wealth Management Partners has $202M in assets under management (AUM), dropping by 5.86%.
- Central Index Key (CIK): 0001824694
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Portfolio Holdings for Signature Wealth Management Partners
Signature Wealth Management Partners holds 120 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Val Etf (IVE) | 10.2 | $21M | +2% | 97k | 212.07 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 7.8 | $16M | +4% | 311k | 50.58 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 7.0 | $14M | 248k | 57.24 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 6.8 | $14M | +7% | 112k | 123.26 |
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| Apple (AAPL) | 6.7 | $14M | 50k | 271.87 |
|
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| Ishares Tr U.s. Tech Etf (IYW) | 6.1 | $12M | 62k | 199.68 |
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| Ametek (AME) | 3.4 | $7.0M | 34k | 205.31 |
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| Microsoft Corporation (MSFT) | 2.7 | $5.5M | +7% | 11k | 483.61 |
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| Amazon (AMZN) | 2.5 | $5.0M | -2% | 22k | 230.82 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $4.8M | 7.0k | 681.94 |
|
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| JPMorgan Chase & Co. (JPM) | 2.2 | $4.4M | 14k | 322.22 |
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| Meta Platforms Cl A (META) | 2.1 | $4.2M | +39% | 6.4k | 660.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $3.6M | 12k | 313.01 |
|
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| NVIDIA Corporation (NVDA) | 1.7 | $3.4M | 18k | 186.50 |
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| Johnson & Johnson (JNJ) | 1.3 | $2.6M | -4% | 13k | 206.94 |
|
| Bank of New York Mellon Corporation (BK) | 1.2 | $2.5M | 21k | 116.09 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $2.3M | 3.3k | 684.87 |
|
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| Raytheon Technologies Corp (RTX) | 0.9 | $1.9M | -3% | 10k | 183.41 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.7M | 3.4k | 502.65 |
|
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| Public Service Enterprise (PEG) | 0.8 | $1.5M | -30% | 19k | 80.30 |
|
| Goldman Sachs (GS) | 0.8 | $1.5M | 1.7k | 879.04 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $1.5M | 3.3k | 468.76 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.5M | 4.8k | 313.80 |
|
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| Spdr Series Trust State Street Spd (HYMB) | 0.7 | $1.5M | NEW | 59k | 24.94 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $1.4M | 9.7k | 148.70 |
|
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| Philip Morris International (PM) | 0.7 | $1.4M | 8.9k | 160.40 |
|
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| Nextera Energy (NEE) | 0.7 | $1.4M | 17k | 80.28 |
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| Newmont Mining Corporation (NEM) | 0.7 | $1.4M | -2% | 14k | 99.85 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.3M | 11k | 120.34 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.7 | $1.3M | +13% | 26k | 52.77 |
|
| Dover Corporation (DOV) | 0.6 | $1.3M | -28% | 6.7k | 195.24 |
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| At&t (T) | 0.6 | $1.3M | 52k | 24.84 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.6 | $1.3M | +100% | 8.8k | 143.97 |
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| Ishares Tr Ishares Biotech (IBB) | 0.6 | $1.3M | 7.5k | 168.77 |
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| International Business Machines (IBM) | 0.6 | $1.2M | +13% | 4.0k | 296.20 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.6 | $1.2M | +95% | 26k | 44.71 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.1M | 1.0k | 1075.17 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $1.1M | 2.4k | 473.29 |
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| Deere & Company (DE) | 0.5 | $1.1M | 2.3k | 465.59 |
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| General Motors Company (GM) | 0.5 | $943k | 12k | 81.32 |
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| Tesla Motors (TSLA) | 0.5 | $922k | +2% | 2.1k | 449.72 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.4 | $909k | NEW | 15k | 60.81 |
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| Broadcom (AVGO) | 0.4 | $886k | 2.6k | 346.04 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.4 | $877k | 16k | 54.77 |
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| Loews Corporation (L) | 0.4 | $870k | -9% | 8.3k | 105.31 |
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| Martin Marietta Materials (MLM) | 0.4 | $869k | 1.4k | 622.66 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $869k | 4.9k | 177.75 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $866k | 1.4k | 614.29 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.4 | $796k | -15% | 11k | 74.28 |
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| Altria (MO) | 0.4 | $787k | 14k | 57.66 |
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| Merck & Co (MRK) | 0.4 | $756k | 7.2k | 105.25 |
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| American Express Company (AXP) | 0.4 | $751k | 2.0k | 369.95 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $739k | -5% | 5.2k | 141.16 |
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| Ge Aerospace Com New (GE) | 0.4 | $713k | 2.3k | 308.03 |
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| Servicenow (NOW) | 0.3 | $704k | +400% | 4.6k | 153.19 |
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| Entergy Corporation (ETR) | 0.3 | $675k | 7.3k | 92.43 |
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| Oracle Corporation (ORCL) | 0.3 | $667k | NEW | 3.4k | 194.92 |
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| Pepsi (PEP) | 0.3 | $626k | 4.4k | 143.52 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $624k | 12k | 50.79 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $610k | 6.3k | 96.88 |
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| Chevron Corporation (CVX) | 0.3 | $586k | +2% | 3.8k | 152.41 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $580k | 11k | 53.83 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.3 | $570k | +54% | 6.8k | 84.22 |
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| Golub Capital BDC (GBDC) | 0.3 | $557k | +53% | 41k | 13.57 |
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| Boeing Company (BA) | 0.3 | $547k | -5% | 2.5k | 217.12 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.3 | $541k | +33% | 24k | 22.32 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.3 | $531k | +100% | 4.4k | 119.41 |
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| Enbridge (ENB) | 0.3 | $531k | 11k | 47.83 |
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| Ge Vernova (GEV) | 0.3 | $512k | +3% | 783.00 | 653.61 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $503k | 1.9k | 269.18 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $499k | 861.00 | 579.67 |
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| Palo Alto Networks (PANW) | 0.2 | $487k | 2.6k | 184.20 |
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| Blackrock (BLK) | 0.2 | $476k | 445.00 | 1070.34 |
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| Uber Technologies (UBER) | 0.2 | $467k | 5.7k | 81.71 |
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| Netflix (NFLX) | 0.2 | $466k | +1236% | 5.0k | 93.76 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $465k | +10% | 617.00 | 753.78 |
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| Verizon Communications (VZ) | 0.2 | $439k | -30% | 11k | 40.73 |
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| Intercontinental Exchange (ICE) | 0.2 | $438k | 2.7k | 161.96 |
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| Barrick Mng Corp Com Shs (B) | 0.2 | $401k | 9.2k | 43.55 |
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| Coreweave Com Cl A (CRWV) | 0.2 | $393k | NEW | 5.5k | 71.61 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $379k | 955.00 | 396.31 |
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| GSK Sponsored Adr (GSK) | 0.2 | $368k | 7.5k | 49.04 |
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| Sempra Energy (SRE) | 0.2 | $355k | 4.0k | 88.29 |
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| Vanguard World Consum Stp Etf (VDC) | 0.2 | $336k | -11% | 1.6k | 211.24 |
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| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.2 | $335k | 2.9k | 113.81 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $327k | +46% | 6.4k | 50.88 |
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| Tg Therapeutics (TGTX) | 0.2 | $321k | -3% | 11k | 29.81 |
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| Citigroup Com New (C) | 0.2 | $318k | 2.7k | 116.69 |
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| Proshares Tr S&p 500 High Inc (ISPY) | 0.2 | $316k | 6.9k | 45.63 |
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| Roper Industries (ROP) | 0.2 | $312k | 700.00 | 445.13 |
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| Shell Spon Ads (SHEL) | 0.2 | $306k | 4.2k | 73.48 |
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| Oklo Com Cl A (OKLO) | 0.1 | $302k | -10% | 4.2k | 71.76 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $300k | 1.4k | 219.78 |
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| Unitil Corporation (UTL) | 0.1 | $285k | 5.9k | 48.44 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $279k | 1.3k | 210.36 |
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| Rigetti Computing Common Stock (RGTI) | 0.1 | $273k | +2% | 12k | 22.15 |
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| McDonald's Corporation (MCD) | 0.1 | $264k | 865.00 | 305.63 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $259k | 2.4k | 106.72 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $254k | 2.9k | 87.35 |
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| Bank of America Corporation (BAC) | 0.1 | $250k | 4.5k | 55.00 |
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| salesforce (CRM) | 0.1 | $248k | 936.00 | 264.93 |
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| Blue Owl Capital Com Cl A (OWL) | 0.1 | $248k | NEW | 17k | 14.94 |
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| Home Depot (HD) | 0.1 | $247k | -25% | 717.00 | 343.95 |
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| Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) | 0.1 | $246k | NEW | 8.0k | 30.91 |
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| Becton, Dickinson and (BDX) | 0.1 | $242k | -11% | 1.2k | 194.07 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $239k | 381.00 | 627.30 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $231k | 4.6k | 50.50 |
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| ConocoPhillips (COP) | 0.1 | $229k | -37% | 2.5k | 93.61 |
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| Phillips 66 (PSX) | 0.1 | $228k | 1.8k | 129.04 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $223k | NEW | 4.3k | 52.44 |
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| Travelers Companies (TRV) | 0.1 | $221k | 763.00 | 290.03 |
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| Advanced Micro Devices (AMD) | 0.1 | $215k | NEW | 1.0k | 214.16 |
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| Wal-Mart Stores (WMT) | 0.1 | $213k | NEW | 1.9k | 111.43 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $213k | 570.00 | 373.44 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $206k | NEW | 3.5k | 58.13 |
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| Zscaler Incorporated (ZS) | 0.1 | $202k | 900.00 | 224.92 |
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| Constellation Energy (CEG) | 0.1 | $201k | NEW | 570.00 | 353.27 |
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| Flaherty & Crumrine Pref. Income (PFD) | 0.1 | $170k | 14k | 11.87 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $124k | 17k | 7.14 |
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| Coty Com Cl A (COTY) | 0.0 | $40k | 13k | 3.08 |
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Past Filings by Signature Wealth Management Partners
SEC 13F filings are viewable for Signature Wealth Management Partners going back to 2020
- Signature Wealth Management Partners 2025 Q4 filed Feb. 2, 2026
- Signature Wealth Management Partners 2025 Q3 filed Oct. 23, 2025
- Signature Wealth Management Partners 2025 Q2 filed July 22, 2025
- Signature Wealth Management Partners 2025 Q1 filed May 8, 2025
- Signature Wealth Management Partners 2024 Q4 filed Jan. 23, 2025
- Signature Wealth Management Partners 2024 Q3 filed Oct. 25, 2024
- Signature Wealth Management Partners 2024 Q2 filed July 15, 2024
- Signature Wealth Management Partners 2024 Q1 filed April 26, 2024
- Signature Wealth Management Partners 2023 Q4 filed Jan. 19, 2024
- Signature Wealth Management Partners 2023 Q3 filed Oct. 24, 2023
- Signature Wealth Management Partners 2023 Q2 filed July 24, 2023
- Signature Wealth Management Partners 2023 Q1 filed May 3, 2023
- Signature Wealth Management Partners 2022 Q4 filed Feb. 6, 2023
- Signature Wealth Management Partners 2022 Q3 filed Nov. 1, 2022
- Signature Wealth Management Partners 2022 Q2 filed July 22, 2022
- Signature Wealth Management Partners 2022 Q1 filed May 10, 2022