SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$5.0B

Holdings

605

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (605 positions)

StockValue
GSLCGOLDMAN SACHS ETF TR
$704.8M
VUGVANGUARD INDEX FDS
$500.5M
IGMISHARES TR
$238.6M
TOTLSSGA ACTIVE ETF TR
$219.0M
FNDXSCHWAB STRATEGIC TR
$218.5M
GOOGLALPHABET INC
$131.7M
CGGRCAPITAL GROUP GROWTH ETF
$117.1M
MSFTMICROSOFT CORP
$115.0M
AMZNAMAZON COM INC
$110.9M
MUMICRON TECHNOLOGY INC
$110.4M
AAPLAPPLE INC
$102.9M
XLFSELECT SECTOR SPDR TR
$95.1M
EFVISHARES TR
$93.6M
AVGOBROADCOM INC
$83.2M
MAMASTERCARD INCORPORATED
$82.5M
METAMETA PLATFORMS INC
$78.2M
LLYELI LILLY & CO
$78.0M
ANETARISTA NETWORKS INC
$70.7M
CRMSALESFORCE INC
$65.8M
UBERUBER TECHNOLOGIES INC
$62.9M
VTVVANGUARD INDEX FDS
$59.4M
XLVSELECT SECTOR SPDR TR
$56.7M
MCKMCKESSON CORP
$48.6M
XLCSELECT SECTOR SPDR TR
$44.2M
IDEVISHARES TR
$39.6M
WMTWALMART INC
$38.3M
XLUSELECT SECTOR SPDR TR
$37.1M
JEPQJ P MORGAN EXCHANGE TRADED F
$34.3M
SPEMSPDR INDEX SHS FDS
$34.0M
COINCOINBASE GLOBAL INC
$30.4M
SPDWSPDR INDEX SHS FDS
$30.1M
VSTVISTRA CORP
$29.9M
RGLDROYAL GOLD INC
$25.3M
VYMIVANGUARD WHITEHALL FDS
$22.5M
BLKBLACKROCK INC
$22.3M
SPYSPDR S&P 500 ETF TR
$21.8M
PWRQUANTA SVCS INC
$21.0M
VRTVERTIV HOLDINGS CO
$20.4M
CWISPDR INDEX SHS FDS
$19.9M
AMATAPPLIED MATLS INC
$19.4M
DEMWISDOMTREE TR
$19.1M
IVVISHARES TR
$17.7M
NDQINVESCO QQQ TR
$17.3M
VEAVANGUARD TAX-MANAGED FDS
$17.0M
ATDATI INC
$16.6M
NVDANVIDIA CORPORATION
$16.1M
VIGVANGUARD SPECIALIZED FUNDS
$14.1M
VWOVANGUARD INTL EQUITY INDEX F
$13.4M
KKRKKR & CO INC
$12.4M
QQQMINVESCO EXCH TRADED FD TR II
$12.4M
TMOTHERMO FISHER SCIENTIFIC INC
$11.8M
VTIVANGUARD INDEX FDS
$11.5M
SCHDSCHWAB STRATEGIC TR
$11.4M
ITOTISHARES TR
$10.9M
CGDGCAPITAL GROUP DIVIDEND VALUE
$10.6M
JMUBJ P MORGAN EXCHANGE TRADED F
$10.6M
IVWISHARES TR
$10.1M
TDYTELEDYNE TECHNOLOGIES INC
$9.8M
IYHISHARES TR
$9.5M
SCHZSCHWAB STRATEGIC TR
$9.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$9.2M
WELLWELLTOWER INC
$9.2M
GOOGALPHABET INC
$8.8M
CRWDCROWDSTRIKE HLDGS INC
$8.7M
HASHASBRO INC
$8.7M
LNGCHENIERE ENERGY INC
$8.7M
SPABSPDR SERIES TRUST
$8.4M
CGGOCAPITAL GROUP GBL GROWTH EQT
$8.3M
VGTVANGUARD WORLD FD
$8.3M
IBITISHARES BITCOIN TRUST ETF
$8.0M
JPMJPMORGAN CHASE & CO.
$7.9M
APTVAPTIV PLC
$7.7M
BSXBOSTON SCIENTIFIC CORP
$7.6M
IXNISHARES TR
$7.4M
DOXAMDOCS LTD
$7.2M
SCHXSCHWAB STRATEGIC TR
$6.9M
KOCOCA COLA CO
$6.8M
SCHKSCHWAB STRATEGIC TR
$6.7M
OEFISHARES TR
$6.7M
DFCFDIMENSIONAL ETF TRUST
$6.6M
DFICDIMENSIONAL ETF TRUST
$6.5M
IOOISHARES TR
$6.4M
SYYSYSCO CORP
$6.4M
VBRVANGUARD INDEX FDS
$6.2M
LHLABCORP HOLDINGS INC
$6.0M
SLYVSPDR SERIES TRUST
$6.0M
TSLATESLA INC
$6.0M
VOOVANGUARD INDEX FDS
$6.0M
DFSDDIMENSIONAL ETF TRUST
$5.9M
MOTGVANECK ETF TRUST
$5.9M
TMUST-MOBILE US INC
$5.8M
VXFVANGUARD INDEX FDS
$5.6M
VBVANGUARD INDEX FDS
$5.6M
MOATVANECK ETF TRUST
$5.5M
BRK-BBERKSHIRE HATHAWAY INC DEL
$5.3M
XMMOINVESCO EXCHANGE TRADED FD T
$5.2M
LRGFISHARES TR
$5.0M
IEMGISHARES INC
$5.0M
IJRISHARES TR
$5.0M
VYMVANGUARD WHITEHALL FDS
$4.9M
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