Signature Wealth Management Partners, LLC
Sector Allocation
- Other49.0%$114.9M
- Technology22.7%$53.3M
- Financials6.6%$15.4M
- Industrials6.3%$14.6M
- Healthcare5.1%$11.9M
- Consumer Discretionary2.9%$6.8M
- Energy1.8%$4.2M
- Utilities1.7%$3.9M
- Consumer Staples1.6%$3.8M
- Materials1.5%$3.5M
AUM History
13fpro.ai/research/fund/signature-wealth-management-partners-llc-1824694
Conviction and streaks
Diversifying · top 10 = 52.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$22.7M
AAPL
$18.0M- ISHARES$16.1M
- J$14.0M
- JANUS$13.9M
- ISHARES$13.0M
AME
$8.4MMSFT
$6.3MAMZN
$5.4MSPY
$5.3MGOOGL
$4.7MAMRX
$4.7MJPM
$4.5MMETA
$4.3MNVDA
$4.2MCRWD
$3.7M- FIDELITY$3.4M
JNJ
$3.2MBNY
$3.1M- ISHARES$2.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/signature-wealth-management-partners-llc-1824694
Signature Wealth Management Partners, LLC 13F holdings — Q3 2026
$234.3M portfolio (+9.3% QoQ) · 124 holdings · Q3 2026 13F · top 10 are 53% of the stock portfolio
- 1
ISHARES TR - S&P 500 VAL ETF
$22.7M
9.7% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— $18.0M
7.7% of stocks
-0.2%This quarter-0.0%Since filed11+ qtrsHeld- 3
ISHARES TR - U.S. TECH ETF
$16.1M
6.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
$14.0M
6.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
JANUS DETROIT STR TR - HENDRSON AAA CL
$13.9M
5.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - S&P 500 GRWT ETF
$13.0M
5.5% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $8.4M
3.6% of stocks
No changeThis quarter-3.0%Since filed11+ qtrsHeld$6.3M
2.7% of stocks
-0.5%This quarter-0.1%Since filed11+ qtrsHeld$5.4M
2.3% of stocks
+0.5%This quarter-5.1%Since filed11+ qtrsHeld$5.3M
2.3% of stocks
+0.4%This quarter-1.0%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - S&P 500 VAL ETF | $22.7M | 9.7% | +0.8% | — | — | — | — | |
| 2 | $18.0M | 7.7% | -0.2% | -0.0% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES TR - U.S. TECH ETF | $16.1M | 6.9% | -1% | — | — | — | — | |
| 4 | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $14.0M | 6.0% | +2% | — | — | — | — | |
| 5 | JANUS DETROIT STR TR - HENDRSON AAA CL | $13.9M | 5.9% | +3% | — | — | — | — | |
| 6 | ISHARES TR - S&P 500 GRWT ETF | $13.0M | 5.5% | +6% | — | — | — | — | |
| 7 | $8.4M | 3.6% | No change | -3.0% | 11+ qtrs | 68.9#279 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $6.3M | 2.7% | -0.5% | -0.1% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $5.4M | 2.3% | +0.5% | -5.1% | 11+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $5.3M | 2.3% | +0.4% | -1.0% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial |
All holdings — Signature Wealth Management Partners, LLC (Q3 2026)
124 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $4.7M | 2.0% | 14K | +1.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Amneal Pharmaceuticals, Inc. | Healthcare | $4.7M | 2.0% | 232K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JPMORGAN CHASE & CO | Financials | $4.5M | 1.9% | 14K | -0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Meta Platforms, Inc. | Technology | $4.3M | 1.8% | 5,941 | -0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | NVIDIA CORP | Technology | $4.2M | 1.8% | 18K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CrowdStrike Holdings, Inc. | Technology | $3.7M | 1.6% | 14K | +304% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | FIDELITY GREENWOOD STREET TR - HEDGED EQTY ETFetf/fund | — | $3.4M | 1.5% | 102K | +281% | — | — | 13F |
| 18 | JOHNSON & JOHNSON | Healthcare | $3.2M | 1.4% | 12K | -2% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Bank of New York Mellon Corp | Financials | $3.1M | 1.3% | 21K | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $2.9M | 1.3% | 3,843 | +11% | — | — | 13F |
| 21 | — | BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund | — | $2.8M | 1.2% | 41K | +46% | — | — | 13F |
| 22 | Alphabet Inc. | Technology | $2.2M | 0.9% | 6,501 | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | EXXON MOBIL CORP | Energy | $1.8M | 0.8% | 11K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - CORE S&P TTL STKetf/fund | — | $1.8M | 0.8% | 11K | +4% | — | — | 13F |
| 25 | BERKSHIRE HATHAWAY INC | Financials | $1.8M | 0.8% | 3,522 | +0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.7M | 0.7% | 8,816 | — | |||
| 27 | $PM | Philip Morris International Inc. | Consumer Staples | $1.6M | 0.7% | 8,640 | — | |||
| 28 | $RTX | RTX Corp | Industrials | $1.6M | 0.7% | 8,827 | +0.5% | |||
| 29 | — | ISHARES TR - ISHARES BIOTECH | — | $1.6M | 0.7% | 7,606 | — | |||
| 30 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.5M | 0.7% | 25K | -0.8% | |||
| 31 | $NEM | NEWMONT Corp /DE/ | Materials | $1.5M | 0.7% | 13K | — | |||
| 32 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $1.5M | 0.7% | 30K | +4% | |||
| 33 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.4M | 0.6% | 1,547 | — | |||
| 34 | $NEE | NEXTERA ENERGY INC | Utilities | $1.3M | 0.6% | 17K | -0.3% | |||
| 35 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $1.3M | 0.5% | 19K | — | |||
| 36 | $DE | DEERE & CO | Industrials | $1.2M | 0.5% | 1,829 | -6% | |||
| 37 | $DOV | DOVER Corp | Industrials | $1.2M | 0.5% | 6,451 | -2% | |||
| 38 | $T | AT&T INC. | Communication Services | $1.2M | 0.5% | 48K | +0.0% | |||
| 39 | $PANW | Palo Alto Networks Inc | Technology | $1.2M | 0.5% | 2,941 | -1% | |||
| 40 | $LLY | ELI LILLY & Co | Healthcare | $1.2M | 0.5% | 999 | -2% | |||
| 41 | $MU | MICRON TECHNOLOGY INC | Technology | $1.1M | 0.5% | 1,066 | +2% | |||
| 42 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | — | $1.1M | 0.5% | 46K | -5% | |||
| 43 | $MRK | Merck & Co., Inc. | Healthcare | $1.0M | 0.5% | 7,180 | — | |||
| 44 | — | ISHARES TR - RUS 1000 GRW ETF | — | $980K | 0.4% | 7,821 | +0.0% | |||
| 45 | $PLTR | Palantir Technologies Inc. | Technology | $961K | 0.4% | 5,140 | +1% | |||
| 46 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $919K | 0.4% | 14K | +0.0% | |||
| 47 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $911K | 0.4% | 1,231 | +6% | |||
| 48 | — | PROSHARES TR - S&P MDCP 400 DIV | — | $905K | 0.4% | 10K | +13% | |||
| 49 | $AVGO | Broadcom Inc. | Technology | $898K | 0.4% | 2,557 | -7% | |||
| 50 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $893K | 0.4% | 4,059 | +0.0% | |||
| 51 | $FCX | FREEPORT-MCMORAN INC | Materials | $859K | 0.4% | 12K | +1% | |||
| 52 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $856K | 0.4% | 16K | -2% | |||
| 53 | — | ISHARES TR - S&P SML 600 GWT | — | $839K | 0.4% | 5,232 | — | |||
| 54 | $L | LOEWS CORP | Financials | $833K | 0.4% | 7,979 | — | |||
| 55 | $GLD | SPDR GOLD TRUST | Financials | $818K | 0.3% | 2,147 | +23% | |||
| 56 | $CVX | CHEVRON CORP | Energy | $769K | 0.3% | 3,763 | +1% | |||
| 57 | $GE | GENERAL ELECTRIC CO | Industrials | $742K | 0.3% | 2,378 | +3% | |||
| 58 | $GM | General Motors Co | Consumer Discretionary | $723K | 0.3% | 9,392 | — | |||
| 59 | $ETR | ENTERGY CORP /DE/ | Utilities | $708K | 0.3% | 7,129 | — | |||
| 60 | — | ISHARES TR - S&P MC 400GR ETF | — | $691K | 0.3% | 6,300 | — | |||
| 61 | $GEV | GE Vernova Inc. | Industrials | $678K | 0.3% | 713 | -3% | |||
| 62 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $675K | 0.3% | 14K | New | |||
| 63 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $670K | 0.3% | 1,396 | — | |||
| 64 | $TGTX | TG THERAPEUTICS, INC. | Healthcare | $657K | 0.3% | 12K | — | |||
| 65 | $TSLA | Tesla, Inc. | Consumer Discretionary | $648K | 0.3% | 1,827 | +1% | |||
| 66 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $623K | 0.3% | 11K | — | |||
| 67 | $AXP | AMERICAN EXPRESS CO | Financials | $617K | 0.3% | 2,029 | — | |||
| 68 | $CRWV | CoreWeave, Inc. | Technology | $584K | 0.3% | 6,707 | +8% | |||
| 69 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | — | $582K | 0.3% | 7,123 | — | |||
| 70 | $BLK | BlackRock, Inc. | Financials | $571K | 0.2% | 540 | -0.9% | |||
| 71 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $566K | 0.2% | 839 | -1% | |||
| 72 | — | VANGUARD WORLD FD - INF TECH ETF | — | $560K | 0.2% | 4,456 | — | |||
| 73 | $PEP | PEPSICO INC | Consumer Staples | $549K | 0.2% | 4,329 | -0.7% | |||
| 74 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $539K | 0.2% | 1,867 | — | |||
| 75 | $ENB | ENBRIDGE INC | Energy | $537K | 0.2% | 12K | — | |||
| 76 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $511K | 0.2% | 836 | -14% | |||
| 77 | $ORCL | ORACLE CORP | Technology | $504K | 0.2% | 3,671 | -5% | |||
| 78 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $484K | 0.2% | 4,446 | — | |||
| 79 | $CRM | Salesforce, Inc. | Technology | $477K | 0.2% | 2,076 | — | |||
| 80 | $BA | BOEING CO | Industrials | $468K | 0.2% | 2,518 | — | |||
| 81 | — | PIMCO ETF TR - COMMODITY STRAT | — | $465K | 0.2% | 13K | +0.5% | |||
| 82 | $B | BARRICK MINING CORP | Materials | $447K | 0.2% | 11K | — | |||
| 83 | $NOW | ServiceNow, Inc. | Technology | $440K | 0.2% | 3,281 | +3% | |||
| 84 | $PSX | Phillips 66 | Energy | $438K | 0.2% | 1,715 | -3% | |||
| 85 | $NFLX | NETFLIX INC | Communication Services | $418K | 0.2% | 6,013 | +6% | |||
| 86 | $SHEL | Shell plc | Energy | $396K | 0.2% | 4,168 | — | |||
| 87 | $ICE | Intercontinental Exchange, Inc. | Financials | $378K | 0.2% | 2,485 | — | |||
| 88 | $INTC | INTEL CORP | Technology | $377K | 0.2% | 3,137 | — | |||
| 89 | $UBER | Uber Technologies, Inc | Technology | $367K | 0.2% | 5,350 | +2% | |||
| 90 | $GSK | GSK plc | Healthcare | $361K | 0.1% | 7,504 | — | |||
| 91 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $345K | 0.1% | 7,525 | +4% | |||
| 92 | — | PROSHARES TR - S&P 500 HIGH ETF | — | $320K | 0.1% | 6,699 | +0.8% | |||
| 93 | $C | CITIGROUP INC | Financials | $318K | 0.1% | 2,456 | -4% | |||
| 94 | $SRE | SEMPRA | Utilities | $313K | 0.1% | 4,020 | — | |||
| 95 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $312K | 0.1% | 1,432 | — | |||
| 96 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $307K | 0.1% | 1,317 | — | |||
| 97 | $COP | CONOCOPHILLIPS | Energy | $307K | 0.1% | 2,451 | — | |||
| 98 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $299K | 0.1% | 2,429 | — | |||
| 99 | $UTL | UNITIL CORP | Utilities | $298K | 0.1% | 5,876 | — | |||
| 100 | $IVZ | Invesco Ltd. | Financials | $295K | 0.1% | 1,420 | New | |||
| 101 | $NCLH | Norwegian Cruise Line Holdings Ltd. | Industrials | $272K | 0.1% | 19K | -27% | |||
| 102 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $267K | 0.1% | 750 | — | |||
| 103 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $265K | 0.1% | 378 | — | |||
| 104 | $CRCL | Circle Internet Group, Inc. | Financials | $250K | 0.1% | 3,047 | New | |||
| 105 | $RGTI | Rigetti Computing, Inc. | Technology | $246K | 0.1% | 16K | +3% | |||
| 106 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $239K | 0.1% | 523 | +9% | |||
| 107 | — | ISHARES TR - RUS 1000 ETF | — | $237K | 0.1% | 570 | — | |||
| 108 | $CRSP | CRISPR Therapeutics AG | Healthcare | $235K | 0.1% | 4,250 | — | |||
| 109 | $BE | Bloom Energy Corp | Technology | $234K | 0.1% | 844 | — | |||
| 110 | $BX | Blackstone Inc. | Financials | $225K | 0.1% | 2,007 | — | |||
| 111 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $225K | 0.1% | 3,450 | New | |||
| 112 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $222K | 0.1% | 3,624 | +0.4% | |||
| 113 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $218K | 0.1% | 4,578 | — | |||
| 114 | $NXPI | NXP Semiconductors N.V. | Technology | $207K | 0.1% | 872 | +3% | |||
| 115 | $RDDT | Reddit, Inc. | Technology | $204K | 0.1% | 1,436 | New | |||
| 116 | $SNDK | Sandisk Corp | Technology | $204K | 0.1% | 117 | — | |||
| 117 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $203K | 0.1% | 675 | New | |||
| 118 | $NVTS | Navitas Semiconductor Corp | Technology | $201K | 0.1% | 17K | — | |||
| 119 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | — | $200K | 0.1% | 2,731 | -2% | |||
| 120 | $PFD | FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC | Other | $155K | 0.1% | 14K | — | |||
| 121 | $GBDC | GOLUB CAPITAL BDC, Inc. | Other | $150K | 0.1% | 12K | +3% | |||
| 122 | $CLBK | Columbia Financial, Inc./MD/ | Financials | $122K | 0.1% | 11K | New | |||
| 123 | $COTY | COTY INC. | Consumer Staples | $34K | 0.0% | 13K | — | |||
| 124 | $PDSB | PDS Biotechnology Corp | Healthcare | $10K | 0.0% | 14K | New |
What changed in Q3 2026
Against the previous quarter's 13F: 10 new, 42 added to, 25 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$1.8M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA LA CORE ETF$675K
first bought this quarter
$IVZInvesco Ltd.$295K
first bought this quarter
$CRCLCircle Internet Group, Inc.$250K
first bought this quarter
- GLOBAL X FDS - ARTIFICIAL ETF$225K
first bought this quarter
+4 more in the Excel export
Added to (42)
now $3.7M · held 11+ qtrs
- FIDELITY GREENWOOD STREET TR - HEDGED EQTY ETF+281%
now $3.4M
- BLACKROCK ETF TRUST - ISHARES US EQUIT+46%
now $2.8M
- ISHARES TR - S&P 500 GRWT ETF+6%
now $13.0M
- JANUS DETROIT STR TR - HENDRSON AAA CL+3%
now $13.9M
- ISHARES TR - CORE S&P500 ETF+11%
now $2.9M
+36 more in the Excel export
Trimmed (25)
- ISHARES TR - U.S. TECH ETF-1%
now $16.1M
$NCLHNorwegian Cruise Line Holdings Ltd.-27%
now $272K · held 7 qtrs
$DEDEERE & CO-6%
now $1.2M · held 11+ qtrs, 7 trims in a row
$AMDADVANCED MICRO DEVICES INC-14%
now $511K · held 4 qtrs, 2 trims in a row
now $3.2M · held 11+ qtrs, 2 trims in a row
$AVGOBroadcom Inc.-7%
now $898K · held 7 qtrs
+19 more in the Excel export
Holdings by quarter
Every 13F Signature Wealth Management Partners, LLC has filed, 23 earlier quarters. Pick one to see what it held then.
Is it too late to follow Signature Wealth Management Partners?
Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Signature Wealth Management Partners's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-1.8%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 8% over the last 4
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Signature Wealth Management Partners, LLC disclosed 124 positions worth $234.3M in its Form 13F-HR for Q3 2026, followed by $AAPL. During the quarter the fund opened 10 new positions and exited 8 — including a new stake in $AMRX and a full exit from $CARR. The portfolio is most concentrated in Other (49.0% of disclosed assets). All figures are sourced directly from Signature Wealth Management Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1824694.
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