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, AAPL, IYW, JEPI, JAAA, and represent 37.71% of Signature Wealth Management Partners's stock portfolio.
- Added to shares of these 10 stocks: IWF, VGT, DYNF, INTC, CMDT, IVE, GLD, SNDK, BE, CARR.
- Started 11 new stock positions in NXPI, CARR, TSM, SNDK, WDC, BE, JEPQ, BX, FV, INTC. CMDT.
- Reduced shares in these 10 stocks: IVW, JAAA, , , FHLC, NOW, CRCL, HYMB, NVO, DE.
- Sold out of its positions in OWL, CRCL, EXC, XOM, FXH, NVO.
- Signature Wealth Management Partners was a net seller of stock by $-6.6M.
- Signature Wealth Management Partners has $215M in assets under management (AUM), dropping by 7.56%.
- Central Index Key (CIK): 0001824694
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Portfolio Holdings for Signature Wealth Management Partners
Signature Wealth Management Partners holds 121 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Val Etf (IVE) | 10.4 | $22M | 99k | 227.06 |
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| Apple (AAPL) | 7.3 | $16M | 54k | 289.36 |
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| Ishares Tr U.s. Tech Etf (IYW) | 7.2 | $16M | 62k | 252.23 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 6.5 | $14M | 245k | 56.48 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 6.3 | $14M | -16% | 267k | 50.49 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 5.5 | $12M | -27% | 86k | 137.53 |
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| Ametek (AME) | 3.8 | $8.2M | 34k | 241.94 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.4 | $5.2M | 7.0k | 746.81 |
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| Amazon (AMZN) | 2.4 | $5.2M | 22k | 238.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $4.9M | 14k | 357.36 |
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| Microsoft Corporation (MSFT) | 2.1 | $4.6M | +3% | 12k | 373.02 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $4.4M | 14k | 327.32 |
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| NVIDIA Corporation (NVDA) | 1.7 | $3.6M | 18k | 200.10 |
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| Meta Platforms Cl A (META) | 1.6 | $3.4M | 6.0k | 563.35 |
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| Johnson & Johnson (JNJ) | 1.5 | $3.1M | 12k | 253.97 |
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| Bank of New York Mellon Corporation (BNY) | 1.4 | $3.1M | 21k | 144.61 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $2.6M | 3.4k | 763.14 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $2.6M | 3.5k | 748.90 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.3M | 6.4k | 353.33 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.9 | $1.9M | +30% | 28k | 68.01 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.8M | +3% | 3.5k | 500.39 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.8 | $1.7M | 8.8k | 190.53 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $1.7M | 10k | 164.26 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $1.7M | -7% | 8.8k | 189.73 |
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| Goldman Sachs (GS) | 0.7 | $1.6M | 1.5k | 1011.43 |
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| Philip Morris International (PM) | 0.7 | $1.6M | 8.6k | 180.91 |
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| Nextera Energy (NEE) | 0.7 | $1.5M | 17k | 87.77 |
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| Public Service Enterprise (PEG) | 0.7 | $1.5M | -2% | 19k | 81.16 |
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| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.7 | $1.5M | +9% | 29k | 52.34 |
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| Dover Corporation (DOV) | 0.7 | $1.5M | 6.6k | 224.28 |
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| Ishares Tr Ishares Biotech (IBB) | 0.7 | $1.4M | 7.6k | 190.19 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.6 | $1.3M | 25k | 53.11 |
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| Newmont Mining Corporation (NEM) | 0.6 | $1.2M | 13k | 93.40 |
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| Deere & Company (DE) | 0.6 | $1.2M | -14% | 2.0k | 634.37 |
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| Spdr Series Trust St Nuve High Etf (HYMB) | 0.6 | $1.2M | -17% | 49k | 25.44 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.2M | 1.0k | 1198.92 |
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| Micron Technology (MU) | 0.6 | $1.2M | 1.0k | 1154.29 |
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| International Business Machines (IBM) | 0.5 | $1.1M | 4.1k | 281.23 |
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| Broadcom (AVGO) | 0.5 | $1.0M | +2% | 2.8k | 377.79 |
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| Palo Alto Networks (PANW) | 0.5 | $1.0M | -5% | 3.0k | 341.02 |
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| At&t (T) | 0.5 | $1.0M | -6% | 48k | 20.70 |
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| Altria (MO) | 0.5 | $982k | 14k | 71.95 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $971k | +289% | 7.8k | 124.17 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $934k | 5.2k | 178.60 |
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| Merck & Co (MRK) | 0.4 | $923k | 7.2k | 128.49 |
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| Loews Corporation (L) | 0.4 | $903k | 8.0k | 113.21 |
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| Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) | 0.4 | $884k | +30% | 27k | 32.93 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.4 | $876k | -3% | 16k | 53.61 |
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| Ge Aerospace Com New (GE) | 0.4 | $867k | 2.3k | 373.65 |
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| Ge Vernova (GEV) | 0.4 | $861k | -6% | 733.00 | 1175.22 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $855k | -17% | 1.2k | 736.42 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.4 | $851k | +12% | 9.3k | 91.57 |
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| Entergy Corporation (ETR) | 0.4 | $819k | -2% | 7.1k | 114.86 |
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| Martin Marietta Materials (MLM) | 0.4 | $805k | 1.4k | 576.70 |
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| Freeport Mcmoran CL B (FCX) | 0.4 | $761k | 12k | 62.89 |
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| Tesla Motors (TSLA) | 0.4 | $758k | -3% | 1.8k | 420.60 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $740k | 6.3k | 117.50 |
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| General Motors Company (GM) | 0.3 | $724k | 9.4k | 77.08 |
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| American Express Company (AXP) | 0.3 | $686k | 2.0k | 338.25 |
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| Tg Therapeutics (TGTX) | 0.3 | $647k | 12k | 54.94 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $641k | +82% | 1.7k | 368.38 |
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| Enbridge (ENB) | 0.3 | $626k | 12k | 54.21 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $623k | 11k | 57.84 |
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| Coreweave Com Cl A (CRWV) | 0.3 | $618k | +2% | 6.2k | 99.54 |
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| Chevron Corporation (CVX) | 0.3 | $615k | 3.7k | 165.78 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $594k | 5.1k | 116.67 |
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| Pepsi (PEP) | 0.3 | $590k | 4.4k | 135.40 |
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| Oracle Corporation (ORCL) | 0.3 | $567k | 3.9k | 146.56 |
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| Advanced Micro Devices (AMD) | 0.3 | $562k | -3% | 967.00 | 580.91 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.3 | $550k | -34% | 7.1k | 77.25 |
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| Boeing Company (BA) | 0.3 | $545k | 2.5k | 216.47 |
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| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.3 | $539k | 26k | 21.11 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $533k | +700% | 4.5k | 119.52 |
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| Blackrock (BLK) | 0.2 | $524k | 545.00 | 961.56 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.2 | $521k | 4.4k | 117.28 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $494k | 1.9k | 264.72 |
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| Intel Corporation (INTC) | 0.2 | $438k | NEW | 3.1k | 139.64 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $427k | 851.00 | 501.65 |
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| Pimco Etf Tr Commodity Strat (CMDT) | 0.2 | $409k | NEW | 13k | 30.67 |
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| Netflix (NFLX) | 0.2 | $405k | 5.7k | 71.40 |
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| Barrick Mng Corp Com Shs (B) | 0.2 | $404k | +19% | 11k | 36.73 |
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| GSK Sponsored Adr (GSK) | 0.2 | $393k | 7.5k | 52.42 |
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| Uber Technologies (UBER) | 0.2 | $380k | 5.3k | 72.16 |
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| Sempra Energy (SRE) | 0.2 | $373k | 4.0k | 92.71 |
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| Citigroup Com New (C) | 0.2 | $358k | 2.6k | 139.96 |
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| salesforce (CRM) | 0.2 | $325k | +28% | 2.1k | 156.67 |
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| Shell Spon Ads (SHEL) | 0.2 | $323k | 4.2k | 77.54 |
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| Vanguard World Consum Stp Etf (VDC) | 0.2 | $323k | -9% | 1.4k | 225.49 |
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| Proshares Tr S&p 500 High Etf (ISPY) | 0.1 | $320k | -25% | 6.6k | 48.19 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $317k | +2% | 18k | 17.92 |
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| Servicenow (NOW) | 0.1 | $315k | -45% | 3.2k | 99.28 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $312k | -3% | 1.3k | 236.62 |
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| Unitil Corporation (UTL) | 0.1 | $310k | 5.9k | 52.69 |
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| Verizon Communications (VZ) | 0.1 | $307k | -35% | 7.3k | 42.34 |
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| Intercontinental Exchange (ICE) | 0.1 | $306k | -8% | 2.5k | 123.11 |
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| Phillips 66 (PSX) | 0.1 | $298k | 1.8k | 169.05 |
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| Rigetti Computing Common Stock (RGTI) | 0.1 | $293k | +3% | 15k | 19.32 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $289k | 2.4k | 118.97 |
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| Sandisk Corp (SNDK) | 0.1 | $266k | NEW | 117.00 | 2273.73 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $260k | 378.00 | 687.06 |
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| Bloom Energy Corp Com Cl A (BE) | 0.1 | $256k | NEW | 844.00 | 302.70 |
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| ConocoPhillips (COP) | 0.1 | $255k | 2.5k | 103.96 |
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| Carrier Global Corporation (CARR) | 0.1 | $253k | NEW | 3.5k | 73.35 |
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| Travelers Companies (TRV) | 0.1 | $248k | 750.00 | 330.12 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $239k | NEW | 850.00 | 281.03 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $236k | NEW | 2.0k | 117.67 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $233k | 570.00 | 409.50 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $232k | 4.6k | 50.66 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $232k | 4.3k | 54.54 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $230k | NEW | 482.00 | 477.57 |
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| McDonald's Corporation (MCD) | 0.1 | $230k | 849.00 | 270.31 |
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| Oklo Com Cl A (OKLO) | 0.1 | $226k | +2% | 4.3k | 52.33 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $222k | NEW | 3.6k | 61.46 |
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| Western Digital (WDC) | 0.1 | $217k | NEW | 340.00 | 638.72 |
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| Wal-Mart Stores (WMT) | 0.1 | $217k | 1.9k | 113.28 |
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| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.1 | $212k | NEW | 2.8k | 75.88 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $208k | 2.9k | 71.60 |
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| Home Depot (HD) | 0.1 | $203k | -19% | 575.00 | 352.87 |
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| Flaherty & Crumrine Pref. Income (PFD) | 0.1 | $167k | 14k | 11.63 |
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| Golub Capital BDC (GBDC) | 0.1 | $149k | -52% | 12k | 12.88 |
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| Coty Com Cl A (COTY) | 0.0 | $28k | 13k | 2.16 |
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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 2026 Q2 filed July 29, 2026
- Signature Wealth Management Partners 2026 Q1 filed April 21, 2026
- 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