Signature Wealth Management Partners, LLC
13F Reported Value
ⓘ$199.4M
Holdings
116
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Signature Wealth Management Partners, LLC disclosed 116 positions worth $199.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 3 new positions and exited 5 — including a new stake in $MU and a full exit from $ROP. The portfolio is most concentrated in Other (51.0% 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.
AI Fund Analysis
Stable
$AAPL
$MSFTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$20.4M96,818 shJANUS DETROIT STR TR
—Quality
$16.1M319,953 shJ P MORGAN EXCHANGE TRADED F
—Quality
$14.1M248,062 sh- 76.1
Quality
$13.6M53,661 sh ISHARES TR
—Quality
$13.4M118,305 shISHARES TR
—Quality
$11.3M62,031 sh- 74.2
Quality
$7.3M33,950 sh - —
Quality
$4.5M6,974 sh - 74.6
Quality
$4.5M21,680 sh - 83.7
Quality
$4.4M11,833 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $20.4M | 96,818 |
| JANUS DETROIT STR TR | — | $16.1M | 319,953 |
| J P MORGAN EXCHANGE TRADED F | — | $14.1M | 248,062 |
| Apple Inc.$AAPL | 76.1 | $13.6M | 53,661 |
| ISHARES TR | — | $13.4M | 118,305 |
| ISHARES TR | — | $11.3M | 62,031 |
 AMETEK INC/$AME | 74.2 | $7.3M | 33,950 |
 SPDR S&P 500 ETF TRUST$SPY | — | $4.5M | 6,974 |
 AMAZON COM INC$AMZN | 74.6 | $4.5M | 21,680 |
| MICROSOFT CORP$MSFT | 83.7 | $4.4M | 11,833 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Signature Wealth Management Partners, LLC's 116 positions.
Showing top 10 of 116 holdings.
Sector Allocation
Other
$101.6M
Technology
$46.3M
Financials
$13.2M
Industrials
$7.9M
Healthcare
$6.1M
Consumer Discretionary
$5.3M
Utilities
$5.1M
Energy
$4.3M
Full Holdings — Signature Wealth Management Partners, LLC (Q1 2026)
All 116 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $20.4M | 10.3% | -0% | — |
| 2 | — | JANUS DETROIT STR TR | $16.1M | 8.1% | +3% | — |
| 3 | — | J P MORGAN EXCHANGE TRADED F | $14.1M | 7.0% | +0% | — |
| 4 | $AAPL | Apple Inc. | $13.6M | 6.8% | +8% | 76.1 |
| 5 | — | ISHARES TR | $13.4M | 6.7% | +6% | — |
| 6 | — | ISHARES TR | $11.3M | 5.6% | +1% | — |
| 7 | $AME | AMETEK INC/ | $7.3M | 3.6% | +0% | 74.2 |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $4.5M | 2.3% | -1% | — |
| 9 | $AMZN | AMAZON COM INC | $4.5M | 2.3% | +1% | 74.6 |
| 10 | $MSFT | MICROSOFT CORP | $4.4M | 2.2% | +4% | 83.7 |
| 11 |  $JPM | JPMORGAN CHASE & CO | $4.0M | 2.0% | -0% | 35.6 |
| 12 |  $GOOG | Alphabet Inc. | $3.9M | 2.0% | +17% | 80.2 |
| 13 |  $META | Meta Platforms, Inc. | $3.4M | 1.7% | -6% | 80.9 |
| 14 |  $NVDA | NVIDIA CORP | $3.2M | 1.6% | +1% | 90.2 |
| 15 |  $JNJ | JOHNSON & JOHNSON | $3.1M | 1.5% | -0% | 72.8 |
| 16 |  $__PARK_1390777 | Bank of New York Mellon Corp | $2.5M | 1.3% | +0% | 36.7 |
| 17 | — | ISHARES TR | $2.3M | 1.2% | +7% | — |
| 18 |  $XOM | EXXON MOBIL CORP | $1.8M | 0.9% | -3% | 61.8 |
| 19 |  $RTX | RTX Corp | $1.8M | 0.9% | -6% | 70 |
| 20 |  $GOOGL | Alphabet Inc. | $1.8M | 0.9% | +33% | 80.2 |
| 21 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.6M | 0.8% | +0% | 64.5 |
| 22 |  $NEE | NEXTERA ENERGY INC | $1.6M | 0.8% | +2% | 71.7 |
| 23 | — | SELECT SECTOR SPDR TR | $1.6M | 0.8% | -0% | — |
| 24 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $1.6M | 0.8% | +1% | 74.6 |
| 25 |  $T | AT&T INC. | $1.5M | 0.8% | +0% | 71.9 |
| 26 | — | SPDR SERIES TRUST | $1.5M | 0.7% | +0% | — |
| 27 |  $NEM | NEWMONT Corp /DE/ | $1.4M | 0.7% | -2% | 88.3 |
| 28 |  $PM | Philip Morris International Inc. | $1.4M | 0.7% | -3% | 80.5 |
| 29 | — | ISHARES TR | $1.4M | 0.7% | +2% | — |
| 30 |  $DOV | DOVER Corp | $1.4M | 0.7% | +0% | 63.1 |
| 31 | — | BLACKROCK ETF TRUST II | $1.4M | 0.7% | +3% | — |
| 32 |  $CRWD | CrowdStrike Holdings, Inc. | $1.3M | 0.7% | +6% | 55 |
| 33 |  $GS | GOLDMAN SACHS GROUP INC | $1.3M | 0.7% | -11% | — |
| 34 | — | ISHARES TR | $1.3M | 0.7% | +2% | — |
| 35 |  $DE | DEERE & CO | $1.3M | 0.7% | -1% | 57.4 |
| 36 | — | BLACKROCK ETF TRUST | $1.2M | 0.6% | +43% | — |
| 37 | — | SELECT SECTOR SPDR TR | $1.2M | 0.6% | +0% | — |
| 38 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $982,976 | 0.5% | +3% | 66.7 |
| 39 |  $LLY | ELI LILLY & Co | $936,808 | 0.5% | -2% | 89.3 |
| 40 |  $MO | ALTRIA GROUP, INC. | $900,382 | 0.5% | +0% | 72.1 |
| 41 |  $MRK | Merck & Co., Inc. | $863,576 | 0.4% | +0% | 70.9 |
| 42 | — | ISHARES TR | $856,170 | 0.4% | -15% | — |
| 43 |  $L | LOEWS CORP | $851,678 | 0.4% | -3% | 75.2 |
| 44 |  $AVGO | Broadcom Inc. | $835,263 | 0.4% | +5% | 86.4 |
| 45 | — | SELECT SECTOR SPDR TR | $833,988 | 0.4% | +6% | — |
| 46 |  $MLM | MARTIN MARIETTA MATERIALS INC | $821,797 | 0.4% | +0% | 67.6 |
| 47 |  $ETR | ENTERGY CORP /DE/ | $820,677 | 0.4% | +0% | 65.1 |
| 48 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $813,267 | 0.4% | +0% | — |
| 49 |  $CVX | CHEVRON CORP | $774,020 | 0.4% | -3% | 54.7 |
| 50 | — | FIDELITY COVINGTON TRUST | $767,583 | 0.4% | +2% | — |
| 51 | — | ISHARES TR | $757,123 | 0.4% | +0% | — |
| 52 |  $PLTR | Palantir Technologies Inc. | $753,927 | 0.4% | +5% | 85.8 |
| 53 |  $FCX | FREEPORT-MCMORAN INC | $716,411 | 0.4% | -1% | 73.1 |
| 54 | — | PROSHARES TR | $711,171 | 0.4% | +22% | — |
| 55 |  $GM | General Motors Co | $699,691 | 0.3% | -19% | 58.7 |
| 56 |  $TSLA | Tesla, Inc. | $693,686 | 0.3% | -9% | 50.1 |
| 57 |  $GEV | GE Vernova Inc. | $683,613 | 0.3% | +0% | 70.1 |
| 58 |  $PEP | PEPSICO INC | $676,909 | 0.3% | +0% | 62.7 |
| 59 |  $GE | GENERAL ELECTRIC CO | $657,472 | 0.3% | +0% | 74.8 |
| 60 | — | ISHARES TR | $633,906 | 0.3% | +0% | — |
| 61 |  $ENB | ENBRIDGE INC | $625,263 | 0.3% | +4% | — |
| 62 |  $MDLZ | Mondelez International, Inc. | $621,071 | 0.3% | +0% | 53.9 |
| 63 |  $AXP | AMERICAN EXPRESS CO | $613,732 | 0.3% | +0% | 73.2 |
| 64 |  $NOW | ServiceNow, Inc. | $613,709 | 0.3% | +28% | 76 |
| 65 | — | FIDELITY GREENWOOD STREET TR | $603,980 | 0.3% | +158% | — |
| 66 |  $ORCL | ORACLE CORP | $569,238 | 0.3% | +13% | 67.2 |
| 67 |  $VZ | VERIZON COMMUNICATIONS INC | $562,753 | 0.3% | +4% | 71.6 |
| 68 |  $NFLX | NETFLIX INC | $545,171 | 0.3% | +14% | 86.7 |
| 69 |  $BLK | BlackRock, Inc. | $524,132 | 0.3% | +22% | 70.3 |
| 70 |  $PANW | Palo Alto Networks Inc | $505,489 | 0.3% | +19% | 66.5 |
| 71 |  $BA | BOEING CO | $501,158 | 0.3% | +0% | 51.8 |
| 72 | — | SELECT SECTOR SPDR TR | $484,525 | 0.2% | +0% | — |
| 73 |  $NCLH | Norwegian Cruise Line Holdings Ltd. | $477,336 | 0.2% | +5% | — |
| 74 |  $CRWV | CoreWeave, Inc. | $468,229 | 0.2% | +10% | 46.5 |
| 75 | — | FIRST TR EXCHANGE-TRADED FD | $436,934 | 0.2% | +0% | — |
| 76 |  $ICE | Intercontinental Exchange, Inc. | $425,757 | 0.2% | +0% | 73.8 |
| 77 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $418,486 | 0.2% | -1% | 63.7 |
| 78 |  $GSK | GSK plc | $414,146 | 0.2% | +0% | — |
| 79 |  $GLD | SPDR GOLD TRUST | $410,927 | 0.2% | +0% | — |
| 80 |  $TGTX | TG THERAPEUTICS, INC. | $391,332 | 0.2% | +9% | 68.4 |
| 81 |  $SRE | SEMPRA | $390,623 | 0.2% | +0% | 47.6 |
| 82 | — | VANGUARD WORLD FD | $388,630 | 0.2% | -10% | — |
| 83 |  $SHEL | Shell plc | $387,624 | 0.2% | +0% | — |
| 84 | — | PROSHARES TR | $386,911 | 0.2% | +29% | — |
| 85 |  $UBER | Uber Technologies, Inc | $378,352 | 0.2% | -8% | 79.3 |
| 86 |  $B | BARRICK MINING CORP | $375,268 | 0.2% | +0% | — |
| 87 | — | VANGUARD WORLD FD | $357,323 | 0.2% | +0% | — |
| 88 |  $MU | MICRON TECHNOLOGY INC | $356,759 | 0.2% | NEW | 88.4 |
| 89 |  $COP | CONOCOPHILLIPS | $323,532 | 0.2% | +0% | 74.8 |
| 90 |  $PSX | Phillips 66 | $321,548 | 0.2% | +0% | 47.6 |
| 91 | — | FIRST TR EXCHANGE-TRADED FD | $313,263 | 0.2% | -3% | — |
| 92 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $308,538 | 0.1% | -41% | — |
| 93 |  $UTL | UNITIL CORP | $306,962 | 0.1% | +0% | 49.1 |
| 94 |  $CRM | Salesforce, Inc. | $302,607 | 0.1% | +73% | 75.2 |
| 95 | — | VANGUARD SPECIALIZED FUNDS | $293,557 | 0.1% | +0% | — |
| 96 |  $C | CITIGROUP INC | $289,875 | 0.1% | -6% | 54.8 |
| 97 |  $MCD | MCDONALDS CORP | $263,861 | 0.1% | -2% | 73.9 |
| 98 |  $CRCL | Circle Internet Group, Inc. | $257,321 | 0.1% | NEW | 44.8 |
| 99 |  $WMT | Walmart Inc. | $237,781 | 0.1% | +0% | 63.2 |
| 100 | — | SPDR SERIES TRUST | $237,780 | 0.1% | +0% | — |
| 101 |  $HD | HOME DEPOT, INC. | $235,840 | 0.1% | +0% | 69.2 |
| 102 |  $NVO | NOVO NORDISK A S | $234,355 | 0.1% | -1% | — |
| 103 | — | J P MORGAN EXCHANGE TRADED F | $228,854 | 0.1% | +0% | — |
| 104 | — | VANGUARD INDEX FDS | $228,337 | 0.1% | +0% | — |
| 105 |  $OTIS | Otis Worldwide Corp | $224,303 | 0.1% | +0% | 60.3 |
| 106 |  $TRV | TRAVELERS COMPANIES, INC. | $222,532 | 0.1% | +0% | 71.5 |
| 107 |  $OKLO | Oklo Inc. | $208,476 | 0.1% | +0% | — |
| 108 |  $EXC | EXELON CORP | $207,110 | 0.1% | NEW | 63.9 |
| 109 |  $RGTI | Rigetti Computing, Inc. | $205,518 | 0.1% | +19% | 8.1 |
| 110 |  $AMD | ADVANCED MICRO DEVICES INC | $204,040 | 0.1% | +0% | 78.8 |
| 111 | — | ISHARES TR | $203,239 | 0.1% | +0% | — |
| 112 |  $CRSP | CRISPR Therapeutics AG | $202,173 | 0.1% | +0% | 4.5 |
| 113 |  $PFD | FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INC | $160,444 | 0.1% | +0% | — |
| 114 |  $OWL | BLUE OWL CAPITAL INC. | $158,634 | 0.1% | +5% | 59.4 |
| 115 |  $NVTS | Navitas Semiconductor Corp | $151,721 | 0.1% | +0% | 10.5 |
| 116 |  $COTY | COTY INC. | $26,128 | 0.0% | +0% | 35.2 |
New Positions (3)
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