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, AAPL, IVW, and represent 38.93% of Signature Wealth Management Partners's stock portfolio.
- Added to shares of these 10 stocks: AAPL, IVW, GOOGL, JAAA, GOOG, DYNF, FHEQ, MU, CRCL, EXC.
- Started 3 new stock positions in CRCL, MU, EXC.
- Reduced shares in these 10 stocks: ROP, IWD, BAC, BDX, META, GBDC, JEPQ, ZS, CEG, GS.
- Sold out of its positions in BAC, BDX, CEG, IWD, JEPQ, ROP, ZS.
- Signature Wealth Management Partners was a net buyer of stock by $3.4M.
- Signature Wealth Management Partners has $199M in assets under management (AUM), dropping by -1.40%.
- Central Index Key (CIK): 0001824694
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Portfolio Holdings for Signature Wealth Management Partners
Signature Wealth Management Partners holds 116 positions in its portfolio as reported in the March 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) | 10.3 | $20M | 97k | 211.15 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 8.1 | $16M | +2% | 320k | 50.37 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 7.1 | $14M | 248k | 56.68 |
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| Apple (AAPL) | 6.8 | $14M | +8% | 54k | 253.79 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 6.7 | $13M | +5% | 118k | 113.11 |
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| Ishares Tr U.s. Tech Etf (IYW) | 5.6 | $11M | 62k | 181.42 |
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| Ametek (AME) | 3.6 | $7.3M | 34k | 214.36 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.3 | $4.5M | 7.0k | 650.33 |
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| Amazon (AMZN) | 2.3 | $4.5M | 22k | 208.27 |
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| Microsoft Corporation (MSFT) | 2.2 | $4.4M | +4% | 12k | 370.18 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $4.0M | 14k | 294.16 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $3.9M | +17% | 14k | 287.57 |
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| Meta Platforms Cl A (META) | 1.7 | $3.4M | -5% | 6.0k | 572.12 |
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| NVIDIA Corporation (NVDA) | 1.6 | $3.2M | 18k | 174.40 |
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| Johnson & Johnson (JNJ) | 1.5 | $3.1M | 13k | 244.45 |
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| Bank of New York Mellon Corporation (BK) | 1.3 | $2.5M | 21k | 118.63 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $2.3M | +6% | 3.5k | 653.23 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $1.8M | -3% | 11k | 169.66 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $1.8M | -6% | 9.5k | 192.89 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.8M | +32% | 6.4k | 286.86 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.6M | 3.4k | 479.20 |
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| Nextera Energy (NEE) | 0.8 | $1.6M | 18k | 92.88 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.8 | $1.6M | 26k | 61.26 |
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| Public Service Enterprise (PEG) | 0.8 | $1.6M | 19k | 80.95 |
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| At&t (T) | 0.8 | $1.5M | 52k | 28.99 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.7 | $1.5M | 59k | 24.80 |
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| Newmont Mining Corporation (NEM) | 0.7 | $1.4M | -2% | 13k | 108.25 |
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| Philip Morris International (PM) | 0.7 | $1.4M | -3% | 8.6k | 165.35 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $1.4M | +2% | 10k | 142.43 |
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| Dover Corporation (DOV) | 0.7 | $1.4M | 6.7k | 208.45 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.7 | $1.4M | +3% | 26k | 51.93 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $1.3M | +5% | 3.4k | 390.41 |
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| Goldman Sachs (GS) | 0.7 | $1.3M | -11% | 1.5k | 846.04 |
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| Ishares Tr Ishares Biotech (IBB) | 0.6 | $1.3M | 7.7k | 168.85 |
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| Deere & Company (DE) | 0.6 | $1.3M | 2.3k | 563.33 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.6 | $1.2M | +42% | 21k | 58.18 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.6 | $1.2M | 8.8k | 132.90 |
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| International Business Machines (IBM) | 0.5 | $983k | +2% | 4.1k | 242.41 |
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| Eli Lilly & Co. (LLY) | 0.5 | $937k | -2% | 1.0k | 919.34 |
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| Altria (MO) | 0.5 | $900k | 14k | 65.99 |
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| Merck & Co (MRK) | 0.4 | $864k | 7.2k | 120.29 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $856k | -15% | 2.0k | 426.38 |
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| Loews Corporation (L) | 0.4 | $852k | -3% | 8.0k | 106.74 |
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| Broadcom (AVGO) | 0.4 | $835k | +5% | 2.7k | 309.47 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.4 | $834k | +5% | 17k | 49.37 |
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| Martin Marietta Materials (MLM) | 0.4 | $822k | 1.4k | 588.68 |
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| Entergy Corporation (ETR) | 0.4 | $821k | 7.3k | 112.36 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $813k | 1.4k | 577.19 |
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| Chevron Corporation (CVX) | 0.4 | $774k | -2% | 3.7k | 206.90 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.4 | $768k | 11k | 70.36 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $757k | 5.2k | 144.71 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $754k | +5% | 5.2k | 146.28 |
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| Freeport Mcmoran CL B (FCX) | 0.4 | $716k | 12k | 58.78 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.4 | $711k | +21% | 8.2k | 86.40 |
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| General Motors Company (GM) | 0.4 | $700k | -18% | 9.4k | 74.50 |
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| Tesla Motors (TSLA) | 0.3 | $694k | -9% | 1.9k | 371.75 |
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| Ge Vernova (GEV) | 0.3 | $684k | 783.00 | 873.07 |
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| Pepsi (PEP) | 0.3 | $677k | 4.4k | 155.29 |
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| Ge Aerospace Com New (GE) | 0.3 | $658k | 2.3k | 283.76 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $634k | 6.3k | 100.62 |
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| Enbridge (ENB) | 0.3 | $625k | +4% | 12k | 54.14 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $621k | 11k | 57.64 |
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| American Express Company (AXP) | 0.3 | $614k | 2.0k | 302.48 |
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| Servicenow (NOW) | 0.3 | $614k | +27% | 5.9k | 104.55 |
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| Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) | 0.3 | $604k | +157% | 21k | 29.42 |
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| Oracle Corporation (ORCL) | 0.3 | $569k | +12% | 3.9k | 147.13 |
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| Verizon Communications (VZ) | 0.3 | $563k | +4% | 11k | 50.20 |
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| Netflix (NFLX) | 0.3 | $545k | +14% | 5.7k | 96.15 |
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| Blackrock (BLK) | 0.3 | $524k | +22% | 545.00 | 961.71 |
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| Palo Alto Networks (PANW) | 0.3 | $506k | +19% | 3.2k | 160.32 |
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| Boeing Company (BA) | 0.3 | $501k | 2.5k | 199.03 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.2 | $485k | 4.4k | 108.98 |
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| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.2 | $477k | +5% | 26k | 18.70 |
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| Coreweave Com Cl A (CRWV) | 0.2 | $468k | +10% | 6.0k | 77.47 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $437k | 1.9k | 234.03 |
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| Intercontinental Exchange (ICE) | 0.2 | $426k | 2.7k | 157.28 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $419k | 851.00 | 491.76 |
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| GSK Sponsored Adr (GSK) | 0.2 | $414k | 7.5k | 55.19 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $411k | 955.00 | 430.29 |
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| Tg Therapeutics (TGTX) | 0.2 | $391k | +9% | 12k | 33.22 |
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| Sempra Energy (SRE) | 0.2 | $391k | 4.0k | 97.17 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $389k | -9% | 557.00 | 697.72 |
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| Shell Spon Ads (SHEL) | 0.2 | $388k | 4.2k | 93.00 |
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| Proshares Tr S&p 500 High Inc (ISPY) | 0.2 | $387k | +28% | 8.9k | 43.35 |
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| Uber Technologies (UBER) | 0.2 | $378k | -7% | 5.3k | 71.93 |
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| Barrick Mng Corp Com Shs (B) | 0.2 | $375k | 9.2k | 40.79 |
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| Vanguard World Consum Stp Etf (VDC) | 0.2 | $357k | 1.6k | 224.59 |
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| Micron Technology (MU) | 0.2 | $357k | NEW | 1.1k | 337.84 |
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| ConocoPhillips (COP) | 0.2 | $324k | 2.5k | 132.00 |
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| Phillips 66 (PSX) | 0.2 | $322k | 1.8k | 182.18 |
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| First Tr Exchange-traded Hlth Care Alph (FXH) | 0.2 | $313k | -2% | 2.9k | 109.76 |
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| Golub Capital BDC (GBDC) | 0.2 | $309k | -40% | 24k | 12.66 |
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| Unitil Corporation (UTL) | 0.2 | $307k | 5.9k | 52.24 |
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| salesforce (CRM) | 0.2 | $303k | +73% | 1.6k | 186.68 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $294k | 1.4k | 215.06 |
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| Citigroup Com New (C) | 0.1 | $290k | -6% | 2.6k | 113.41 |
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| McDonald's Corporation (MCD) | 0.1 | $264k | 849.00 | 310.79 |
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| Circle Internet Group Com Cl A (CRCL) | 0.1 | $257k | NEW | 2.7k | 95.41 |
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| Wal-Mart Stores (WMT) | 0.1 | $238k | 1.9k | 124.30 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $238k | 2.4k | 97.89 |
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| Home Depot (HD) | 0.1 | $236k | 717.00 | 328.93 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $234k | 6.4k | 36.75 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $229k | 4.6k | 49.99 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $228k | 382.00 | 597.74 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $224k | 2.9k | 77.08 |
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| Travelers Companies (TRV) | 0.1 | $223k | 763.00 | 291.65 |
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| Oklo Com Cl A (OKLO) | 0.1 | $209k | 4.2k | 49.59 |
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| Exelon Corporation (EXC) | 0.1 | $207k | NEW | 4.2k | 49.02 |
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| Rigetti Computing Common Stock (RGTI) | 0.1 | $206k | +18% | 15k | 14.04 |
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| Advanced Micro Devices (AMD) | 0.1 | $204k | 1.0k | 203.43 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $203k | 570.00 | 356.56 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $202k | 4.3k | 47.57 |
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| Flaherty & Crumrine Pref. Income (PFD) | 0.1 | $160k | 14k | 11.18 |
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| Blue Owl Capital Com Cl A (OWL) | 0.1 | $159k | +4% | 17k | 9.13 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $152k | 17k | 8.77 |
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| Coty Com Cl A (COTY) | 0.0 | $26k | 13k | 2.01 |
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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 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
- Signature Wealth Management Partners 2022 Q2 filed July 22, 2022