SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK: 0001079935SEC EDGAR →
Portfolio Value
$5.0B
Holdings
605
As of
Q4 2025
New Positions
605
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | 5,324,452 | $704.8M | 14.19% |
| 2 | VANGUARD INDEX FDS | 1,025,872 | $500.5M | 10.08% |
| 3 | ISHARES TR | 1,847,675 | $238.6M | 4.81% |
| 4 | SSGA ACTIVE ETF TR | 5,441,216 | $219.0M | 4.41% |
| 5 | SCHWAB STRATEGIC TR | 8,028,915 | $218.5M | 4.40% |
| 6 | ALPHABET INC | 420,808 | $131.7M | 2.65% |
| 7 | CAPITAL GROUP GROWTH ETF | 2,633,662 | $117.1M | 2.36% |
| 8 | MICROSOFT CORP | 237,706 | $115.0M | 2.32% |
| 9 | AMAZON COM INC | 480,674 | $110.9M | 2.23% |
| 10 | MICRON TECHNOLOGY INC | 386,687 | $110.4M | 2.22% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (605)
$704.8M · 5.3M shares
$500.5M · 1.0M shares
$238.6M · 1.8M shares
$219.0M · 5.4M shares
$218.5M · 8.0M shares
$131.7M · 421K shares
$117.1M · 2.6M shares
$115.0M · 238K shares
$110.9M · 481K shares
$110.4M · 387K shares
$102.9M · 378K shares
$95.1M · 1.7M shares
$93.6M · 1.3M shares
$83.2M · 240K shares
$82.5M · 145K shares
$78.2M · 118K shares
$78.0M · 73K shares
$70.7M · 539K shares
$65.8M · 248K shares
$62.9M · 770K shares
$59.4M · 311K shares
$56.7M · 366K shares
$48.6M · 59K shares
$44.2M · 375K shares
$39.6M · 480K shares
$38.3M · 344K shares
$37.1M · 870K shares
$34.3M · 589K shares
$34.0M · 726K shares
$30.4M · 135K shares
$30.1M · 678K shares
$29.9M · 185K shares
$25.3M · 114K shares
$22.5M · 250K shares
$22.3M · 21K shares
$21.8M · 32K shares
$21.0M · 50K shares
$20.4M · 126K shares
$19.9M · 553K shares
$19.4M · 76K shares
$19.1M · 410K shares
$17.7M · 26K shares
$17.3M · 28K shares
$17.0M · 272K shares
$16.6M · 144K shares
$16.1M · 86K shares
$14.1M · 64K shares
$13.4M · 250K shares
$12.4M · 97K shares
$12.4M · 49K shares
$11.8M · 20K shares
$11.5M · 34K shares
$11.4M · 415K shares
$10.9M · 73K shares
$10.6M · 244K shares
$10.6M · 210K shares
$10.1M · 82K shares
$9.8M · 19K shares
$9.5M · 146K shares
$9.5M · 405K shares
$9.2M · 18K shares
$9.2M · 49K shares
$8.8M · 28K shares
$8.7M · 19K shares
$8.7M · 106K shares
$8.7M · 45K shares
$8.4M · 327K shares
$8.3M · 240K shares
$8.3M · 11K shares
$8.0M · 161K shares
$7.9M · 24K shares
$7.7M · 101K shares
$7.6M · 80K shares
$7.4M · 70K shares
$7.2M · 89K shares
$6.9M · 258K shares
$6.8M · 97K shares
$6.7M · 206K shares
$6.7M · 20K shares
$6.6M · 156K shares
$6.5M · 188K shares
$6.4M · 51K shares
$6.4M · 87K shares
$6.2M · 29K shares
$6.0M · 24K shares
$6.0M · 66K shares
$6.0M · 13K shares
$6.0M · 10K shares
$5.9M · 123K shares
$5.9M · 152K shares
$5.8M · 29K shares
$5.6M · 27K shares
$5.6M · 22K shares
$5.5M · 53K shares
$5.3M · 0 shares
$5.2M · 38K shares
$5.0M · 72K shares
$5.0M · 74K shares
$5.0M · 41K shares
$4.9M · 34K shares
$4.9M · 183K shares
$4.8M · 51K shares
$4.8M · 36K shares
$4.5M · 122K shares
$4.3M · 71K shares
$4.3M · 15K shares
$4.2M · 123K shares
$4.2M · 44K shares
$4.1M · 86K shares
$4.1M · 42K shares
$4.1M · 107K shares
$4.0M · 43K shares
$4.0M · 39K shares
$4.0M · 135K shares
$3.9M · 111K shares
$3.9M · 56K shares
$3.8M · 86K shares
$3.8M · 82K shares
$3.6M · 31K shares
$3.6M · 71K shares
$3.5M · 62K shares
$3.5M · 11K shares
$3.5M · 58K shares
$3.4M · 37K shares
$3.4M · 93K shares
$3.4M · 36K shares
$3.4M · 22K shares
$3.4M · 70K shares
$3.3M · 91K shares
$3.3M · 47K shares
$3.3M · 77K shares
$3.3M · 34K shares
$3.2M · 35K shares
$3.1M · 93K shares
$3.1M · 67K shares
$3.0M · 12K shares
$3.0M · 74K shares
$3.0M · 92K shares
$3.0M · 39K shares
$2.9M · 3K shares
$2.7M · 23K shares
$2.7M · 11K shares
$2.7M · 15K shares
$2.6M · 93K shares
$2.6M · 35K shares
$2.6M · 26K shares
$2.6M · 20K shares
$2.5M · 76K shares
$2.5M · 21K shares
$2.5M · 70K shares
$2.4M · 47K shares
$2.4M · 72K shares
$2.4M · 27K shares
$2.3M · 48K shares
$2.2M · 11K shares
$2.2M · 76K shares
$2.2M · 35K shares
$2.1M · 102K shares
$2.1M · 7K shares
$2.1M · 26K shares
$2.1M · 6K shares
$2.1M · 25K shares
$2.1M · 4K shares
$2.0M · 7K shares
$1.9M · 27K shares
$1.9M · 6K shares
$1.9M · 38K shares
$1.9M · 11K shares
$1.9M · 19K shares
$1.9M · 21K shares
$1.9M · 5K shares
$1.8M · 11K shares
$1.8M · 57K shares
$1.8M · 21K shares
$1.8M · 9K shares
$1.8M · 7K shares
$1.8M · 18K shares
$1.8M · 22K shares
$1.8M · 28K shares
$1.7M · 64K shares
$1.7M · 25K shares
$1.7M · 6K shares
$1.6M · 5K shares
$1.6M · 7K shares
$1.6M · 36K shares
$1.6M · 12K shares
$1.6M · 26K shares
$1.6M · 53K shares
$1.6M · 45K shares
$1.6M · 8K shares
$1.6M · 23K shares
$1.6M · 63K shares
$1.5M · 49K shares
$1.5M · 25K shares
$1.5M · 11K shares
$1.5M · 28K shares
$1.5M · 5K shares
$1.5M · 6K shares
$1.5M · 19K shares
$1.5M · 9K shares
$1.5M · 23K shares
$1.5M · 50K shares
$1.5M · 4K shares
$1.5M · 4K shares
$1.5M · 21K shares
$1.5M · 20K shares
$1.5M · 31K shares
$1.5M · 82K shares
$1.4M · 12K shares
$1.4M · 47K shares
$1.4M · 47K shares
$1.4M · 2K shares
$1.4M · 14K shares
$1.4M · 6K shares
$1.3M · 27K shares
$1.3M · 9K shares
$1.3M · 1K shares
$1.3M · 24K shares
$1.3M · 58K shares
$1.3M · 7K shares
$1.3M · 900K shares
$1.3M · 9K shares
$1.3M · 1K shares
$1.3M · 55K shares
$1.2M · 51K shares
$1.2M · 29K shares
$1.2M · 5K shares
$1.2M · 6K shares
$1.2M · 46K shares
$1.2M · 15K shares
$1.2M · 39K shares
$1.2M · 12K shares
$1.2M · 6K shares
$1.2M · 6K shares
$1.2M · 46K shares
$1.2M · 8K shares
$1.2M · 4K shares
$1.2M · 12K shares
$1.1M · 5K shares
$1.1M · 9K shares
$1.1M · 7K shares
$1.1M · 3K shares
$1.1M · 21K shares
$1.1M · 15K shares
$1.1M · 7K shares
$1.1M · 10K shares
$1.1M · 9K shares
$1.1M · 12K shares
$1.1M · 28K shares
$1.0M · 31K shares
$1.0M · 16K shares
$1.0M · 73K shares
$1.0M · 7K shares
$1.0M · 16K shares
$1.0M · 23K shares
$997K · 2K shares
$973K · 3K shares
$970K · 8K shares
$965K · 1K shares
$964K · 15K shares
$959K · 15K shares
$944K · 883 shares
$927K · 6K shares
$925K · 21K shares
$921K · 6K shares
$919K · 7K shares
$916K · 3K shares
$914K · 45K shares
$909K · 11K shares
$896K · 10K shares
$892K · 10K shares
$892K · 12K shares
$891K · 10K shares
$891K · 4K shares
$889K · 15K shares
$886K · 12K shares
$884K · 16K shares
$882K · 17K shares
$874K · 17K shares
$871K · 2K shares
$863K · 19K shares
$854K · 14K shares
$844K · 21K shares
$843K · 19K shares
$843K · 33K shares
$842K · 48K shares
$837K · 21K shares
$827K · 8K shares
$820K · 30K shares
$810K · 2K shares
$810K · 21K shares
$801K · 19K shares
$786K · 16K shares
$783K · 31K shares
$782K · 19K shares
$767K · 3K shares
$766K · 27K shares
$760K · 26K shares
$759K · 6K shares
$755K · 2K shares
$750K · 2K shares
$749K · 28K shares
$748K · 5K shares
$748K · 16K shares
$747K · 2K shares
$746K · 57K shares
$744K · 19K shares
$739K · 12K shares
$734K · 4K shares
$733K · 2K shares
$728K · 13K shares
$728K · 9K shares
$727K · 1K shares
$726K · 13K shares
$722K · 10K shares
$722K · 30K shares
$719K · 4K shares
$718K · 2K shares
$717K · 19K shares
$717K · 10K shares
$716K · 6K shares
$712K · 13K shares
$709K · 13K shares
$705K · 28K shares
$693K · 7K shares
$693K · 6K shares
$692K · 1K shares
$692K · 26K shares
$692K · 2K shares
$682K · 6K shares
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$681K · 10K shares
$675K · 9K shares
$675K · 15K shares
$672K · 3K shares
$671K · 13K shares
$656K · 5K shares
$652K · 6K shares
$651K · 17K shares
$645K · 11K shares
$643K · 4K shares
$641K · 12K shares
$630K · 25K shares
$630K · 9K shares
$630K · 13K shares
$627K · 13K shares
$626K · 15K shares
$623K · 9K shares
$622K · 8K shares
$616K · 3K shares
$616K · 11K shares
$601K · 8K shares
$601K · 13K shares
$599K · 18K shares
$595K · 3K shares
$592K · 44K shares
$589K · 7K shares
$584K · 12K shares
$584K · 2K shares
$584K · 3K shares
$579K · 6K shares
$577K · 6K shares
$577K · 33K shares
$574K · 13K shares
$573K · 26K shares
$568K · 4K shares
$564K · 1K shares
$564K · 2K shares
$562K · 17K shares
$560K · 15K shares
$554K · 15K shares
$551K · 55K shares
$550K · 13K shares
$542K · 2K shares
$541K · 9K shares
$540K · 5K shares
$536K · 3K shares
$535K · 11K shares
$533K · 7K shares
$524K · 10K shares
$518K · 784 shares
$517K · 1K shares
$516K · 5K shares
$515K · 3K shares
$513K · 8K shares
$513K · 20K shares
$507K · 4K shares
$505K · 4K shares
$500K · 4K shares
$499K · 5K shares
$499K · 5K shares
$497K · 3K shares
$496K · 409 shares
$491K · 14K shares
$490K · 24K shares
$488K · 14K shares
$485K · 14K shares
$481K · 6K shares
$478K · 5K shares
$469K · 6K shares
$464K · 10K shares
$455K · 2K shares
$453K · 10K shares
$450K · 2K shares
$449K · 2K shares
$445K · 8K shares
$444K · 6K shares
$444K · 9K shares
$442K · 2K shares
$438K · 2K shares
$437K · 5K shares
$436K · 5K shares
$435K · 12K shares
$432K · 7K shares
$430K · 3K shares
$427K · 4K shares
$427K · 8K shares
$424K · 4K shares
$424K · 2K shares
$422K · 4K shares
$421K · 4K shares
$418K · 2K shares
$418K · 4K shares
$418K · 5K shares
$415K · 9K shares
$414K · 8K shares
$411K · 3K shares
$411K · 9K shares
$408K · 3K shares
$406K · 4K shares
$404K · 8K shares
$402K · 9K shares
$400K · 7K shares
$396K · 4K shares
$395K · 2K shares
$395K · 22K shares
$394K · 3K shares
$390K · 2K shares
$390K · 3K shares
$389K · 5K shares
$388K · 2K shares
$387K · 872 shares
$386K · 982 shares
$383K · 1K shares
$383K · 8K shares
$383K · 9K shares
$380K · 11K shares
$379K · 2K shares
$377K · 467 shares
$376K · 35K shares
$376K · 14K shares
$375K · 719 shares
$375K · 4K shares
$374K · 7K shares
$373K · 8K shares
$373K · 14K shares
$370K · 7K shares
$369K · 4K shares
$367K · 8K shares
$367K · 7K shares
$366K · 2K shares
$365K · 6K shares
$365K · 3K shares
$363K · 13K shares
$361K · 15K shares
$361K · 8K shares
$358K · 3K shares
$356K · 8K shares
$355K · 1K shares
$353K · 4K shares
$352K · 1K shares
$352K · 8K shares
$348K · 5K shares
$346K · 5K shares
$344K · 6K shares
$343K · 5K shares
$337K · 5K shares
$337K · 8K shares
$336K · 4K shares
$334K · 2K shares
$327K · 1K shares
$324K · 3K shares
$324K · 3K shares
$322K · 8K shares
$321K · 12K shares
$320K · 7K shares
$319K · 8K shares
$311K · 6K shares
$309K · 4K shares
$308K · 4K shares
$307K · 9K shares
$307K · 1K shares
$306K · 8K shares
$304K · 3K shares
$303K · 10K shares
$301K · 8K shares
$300K · 2K shares
$300K · 6K shares
$300K · 24K shares
$300K · 5K shares
$300K · 2K shares
$298K · 527 shares
$296K · 10K shares
$295K · 55 shares
$295K · 1K shares
$294K · 4K shares
$292K · 2K shares
$288K · 8K shares
$288K · 1K shares
$287K · 2K shares
$287K · 5K shares
$285K · 4K shares
$284K · 8K shares
$283K · 12K shares
$283K · 3K shares
$277K · 6K shares
$277K · 2K shares
$275K · 2K shares
$274K · 3K shares
$272K · 2K shares
$271K · 996 shares
$270K · 3K shares
$266K · 5K shares
$266K · 5K shares
$264K · 7K shares
$264K · 2K shares
$259K · 1K shares
$259K · 6K shares
$258K · 663 shares
$258K · 6K shares
$258K · 9K shares
$257K · 9K shares
$256K · 5K shares
$256K · 13K shares
$255K · 8K shares
$254K · 2K shares
$254K · 6K shares
$254K · 1K shares
$250K · 3K shares
$250K · 4K shares
$248K · 3K shares
$248K · 13K shares
$248K · 3K shares
$248K · 13K shares
$246K · 9K shares
$244K · 2K shares
$241K · 1K shares
$240K · 8K shares
$240K · 426 shares
$239K · 617 shares
$238K · 1K shares
$236K · 2K shares
$236K · 3K shares
$235K · 2K shares
$235K · 1K shares
$234K · 1K shares
$233K · 2K shares
$233K · 1K shares
$230K · 6K shares
$230K · 5K shares
$228K · 5K shares
$227K · 10K shares
$224K · 7K shares
$224K · 777 shares
$222K · 2K shares
$222K · 2K shares
$219K · 2K shares
$219K · 7K shares
$219K · 3K shares
$219K · 2K shares
$218K · 2K shares
$217K · 2K shares
$217K · 616 shares
$213K · 4K shares
$213K · 1K shares
$211K · 5K shares
$211K · 2K shares
$209K · 1K shares
$207K · 2K shares
$207K · 1K shares
$207K · 3K shares
$207K · 800 shares
$205K · 11K shares
$205K · 4K shares
$205K · 2K shares
$205K · 6K shares
$205K · 2K shares
$204K · 5K shares
$202K · 5K shares
$201K · 3K shares
$201K · 2K shares
$195K · 13K shares
$192K · 16K shares
$188K · 25K shares
$139K · 12K shares
$136K · 10K shares
$132K · 21K shares
$121K · 36K shares
$105K · 22K shares
$91K · 47K shares
$76K · 19K shares
$74K · 12K shares
$42K · 22K shares
$19K · 11K shares
$12K · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 395 | $3.4B | 69.3% |
| Technology | 41 | $690.0M | 13.9% |
| Communication Services | 8 | $227.7M | 4.6% |
| Healthcare | 24 | $165.3M | 3.3% |
| Consumer Cyclical | 21 | $142.3M | 2.9% |
| Unknown | 33 | $78.2M | 1.6% |
| Industrials | 36 | $67.9M | 1.4% |
| Consumer Defensive | 10 | $57.4M | 1.2% |
| Utilities | 11 | $35.9M | 0.7% |
| Basic Materials | 8 | $31.7M | 0.6% |
| Energy | 12 | $15.7M | 0.3% |
| Real Estate | 6 | $12.7M | 0.3% |