Signature Wealth Management Partners, LLC
CIK: 0001824694Latest portfolio: $202.2M · Q4 2025
Holdings
120
Total Value
$202.2M
New Positions
119
Closed Positions
0
Top Holdings
View All 120 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVEISHARES TR | 97,022 | $20.6M | 10.17% | NEW | |
| 2 | JAAAJANUS DETROIT STR TR | 310,919 | $15.7M | 7.78% | NEW | |
| 3 | JEPIJ P MORGAN EXCHANGE TRADED F | 247,694 | $14.2M | 7.01% | NEW | |
| 4 | IVWISHARES TR | 111,954 | $13.8M | 6.82% | NEW | |
| 5 | AAPLAPPLE INC | 49,671 | $13.5M | 6.68% | NEW | |
| 6 | IYWISHARES TR | 61,545 | $12.3M | 6.08% | NEW | |
| 7 | AMEAMETEK INC | 33,950 | $7.0M | 3.45% | NEW | |
| 8 | MSFTMICROSOFT CORP | 11,370 | $5.5M | 2.72% | NEW | |
| 9 | AMZNAMAZON COM INC | 21,532 | $5.0M | 2.46% | NEW | |
| 10 | SPYSPDR S&P 500 ETF TR | 7,015 | $4.8M | 2.37% | NEW | |
| 11 | JPMJPMORGAN CHASE & CO. | 13,544 | $4.4M | 2.16% | NEW | |
| 12 | METAMETA PLATFORMS INC | 6,405 | $4.2M | 2.09% | NEW | |
| 13 | GOOGLALPHABET INC | 11,622 | $3.6M | 1.80% | NEW | |
| 14 | NVDANVIDIA CORPORATION | 17,990 | $3.4M | 1.66% | NEW | |
| 15 | JNJJOHNSON & JOHNSON | 12,569 | $2.6M | 1.29% | NEW | |
| 16 | BKBANK NEW YORK MELLON CORP | 21,369 | $2.5M | 1.23% | NEW | |
| 17 | IVVISHARES TR | 3,297 | $2.3M | 1.12% | NEW | |
| 18 | RTXRTX CORPORATION | 10,166 | $1.9M | 0.92% | NEW | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,386 | $1.7M | 0.84% | NEW | |
| 20 | PEGPUBLIC SVC ENTERPRISE GRP IN | 19,141 | $1.5M | 0.76% | NEW | |
| 21 | GSGOLDMAN SACHS GROUP INC | 1,747 | $1.5M | 0.76% | NEW | |
| 22 | CRWDCROWDSTRIKE HLDGS INC | 3,254 | $1.5M | 0.75% | NEW | |
| 23 | GOOGALPHABET INC | 4,834 | $1.5M | 0.75% | NEW | |
| 24 | HYMBSPDR SERIES TRUST | 58,576 | $1.5M | 0.72% | NEW | |
| 25 | ITOTISHARES TR | 9,744 | $1.4M | 0.72% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.0575157261417813e+147T)
Technology0.0% ($1.3503549833551525e+50T)
Healthcare0.0% ($26011121755499368448.0T)
Industrials0.0% ($6970186413011083264.0T)
Utilities0.0% ($15371377675511354.0T)
Unknown0.0% ($17011432865.4T)
Consumer Cyclical0.0% ($4970942922.5T)
Communication Services0.0% ($4228363715.2T)
Energy0.0% ($1348585530.3T)
Consumer Defensive0.0% ($78662.6T)
Basic Materials0.0% ($1365.9T)
Filing History
Fund Information
Signature Wealth Management Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $202.2M across 120 holdings. The largest position is ISHARES TR (IVE), representing 10.2% of the portfolio. Compared to the previous quarter, the fund opened 120 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.