SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK: 1079935SEC EDGAR →
Portfolio Value
$2.2T
Holdings
646
As of
Q1 2026
New Positions
646
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 8,425,671 | $234.7B | 10.70% |
| 2 | SSGA ACTIVE ETF TR | 5,644,596 | $224.3B | 10.22% |
| 3 | WORLD GOLD TR | 2,353,509 | $218.1B | 9.94% |
| 4 | ISHARES TR | 2,175,844 | $161.8B | 7.37% |
| 5 | AMERICAN CENTY ETF TR | 2,585,886 | $155.1B | 7.07% |
| 6 | CAPITAL GROUP GROWTH ETF | 2,491,382 | $100.1B | 4.56% |
| 7 | GMO ETF TRUST | 2,642,938 | $95.8B | 4.36% |
| 8 | SELECT SECTOR SPDR TR | 1,838,083 | $90.7B | 4.14% |
| 9 | SELECT SECTOR SPDR TR | 906,031 | $41.6B | 1.90% |
| 10 | ISHARES TR | 488,968 | $40.9B | 1.86% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 430 | $1.9T | 85.0% |
| Technology | 41 | $225.8B | 10.3% |
| Unknown | 38 | $37.6B | 1.7% |
| Consumer Cyclical | 21 | $17.8B | 0.8% |
| Consumer Defensive | 9 | $17.4B | 0.8% |
| Industrials | 36 | $14.2B | 0.6% |
| Communication Services | 9 | $4.3B | 0.2% |
| Utilities | 14 | $3.9B | 0.2% |
| Energy | 12 | $2.6B | 0.1% |
| Healthcare | 24 | $2.3B | 0.1% |
| Basic Materials | 6 | $1.7B | 0.1% |
| Real Estate | 6 | $798.0M | 0.0% |