Signature Wealth Management Partners, LLC
CIK: 0001824694SEC EDGAR →
Portfolio Value
$202.2M
Holdings
120
As of
Q4 2025
New Positions
120
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 97,022 | $20.6M | 10.17% |
| 2 | JANUS DETROIT STR TR | 310,919 | $15.7M | 7.78% |
| 3 | J P MORGAN EXCHANGE TRADED F | 247,694 | $14.2M | 7.01% |
| 4 | ISHARES TR | 111,954 | $13.8M | 6.82% |
| 5 | APPLE INC | 49,671 | $13.5M | 6.68% |
| 6 | ISHARES TR | 61,545 | $12.3M | 6.08% |
| 7 | AMETEK INC | 33,950 | $7.0M | 3.45% |
| 8 | MICROSOFT CORP | 11,370 | $5.5M | 2.72% |
| 9 | AMAZON COM INC | 21,532 | $5.0M | 2.46% |
| 10 | SPDR S&P 500 ETF TR | 7,015 | $4.8M | 2.37% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (120)
$20.6M · 97K shares
$15.7M · 311K shares
$14.2M · 248K shares
$13.8M · 112K shares
$13.5M · 50K shares
$12.3M · 62K shares
$7.0M · 34K shares
$5.5M · 11K shares
$5.0M · 22K shares
$4.8M · 7K shares
$4.4M · 14K shares
$4.2M · 6K shares
$3.6M · 12K shares
$3.4M · 18K shares
$2.6M · 13K shares
$2.5M · 21K shares
$2.3M · 3K shares
$1.9M · 10K shares
$1.7M · 3K shares
$1.5M · 19K shares
$1.5M · 2K shares
$1.5M · 3K shares
$1.5M · 5K shares
$1.5M · 59K shares
$1.4M · 10K shares
$1.4M · 9K shares
$1.4M · 17K shares
$1.4M · 14K shares
$1.3M · 11K shares
$1.3M · 26K shares
$1.3M · 7K shares
$1.3M · 52K shares
$1.3M · 9K shares
$1.3M · 8K shares
$1.2M · 4K shares
$1.2M · 26K shares
$1.1M · 1K shares
$1.1M · 2K shares
$1.1M · 2K shares
$942K · 12K shares
$922K · 2K shares
$909K · 15K shares
$885K · 3K shares
$876K · 16K shares
$870K · 8K shares
$869K · 1K shares
$869K · 5K shares
$865K · 1K shares
$796K · 11K shares
$786K · 14K shares
$755K · 7K shares
$750K · 2K shares
$738K · 5K shares
$713K · 2K shares
$703K · 5K shares
$675K · 7K shares
$667K · 3K shares
$625K · 4K shares
$623K · 12K shares
$610K · 6K shares
$585K · 4K shares
$580K · 11K shares
$569K · 7K shares
$557K · 41K shares
$546K · 3K shares
$540K · 24K shares
$530K · 11K shares
$530K · 4K shares
$511K · 783 shares
$502K · 2K shares
$499K · 861 shares
$486K · 3K shares
$476K · 445 shares
$466K · 6K shares
$465K · 5K shares
$465K · 617 shares
$438K · 11K shares
$438K · 3K shares
$400K · 9K shares
$392K · 5K shares
$378K · 955 shares
$367K · 8K shares
$354K · 4K shares
$336K · 2K shares
$334K · 3K shares
$327K · 6K shares
$321K · 11K shares
$318K · 3K shares
$315K · 7K shares
$311K · 700 shares
$306K · 4K shares
$301K · 4K shares
$300K · 1K shares
$284K · 6K shares
$278K · 1K shares
$272K · 12K shares
$264K · 865 shares
$259K · 2K shares
$254K · 3K shares
$249K · 5K shares
$247K · 17K shares
$247K · 936 shares
$246K · 717 shares
$246K · 8K shares
$242K · 1K shares
$239K · 381 shares
$231K · 5K shares
$229K · 2K shares
$227K · 2K shares
$222K · 4K shares
$221K · 763 shares
$214K · 1K shares
$213K · 2K shares
$212K · 570 shares
$206K · 4K shares
$202K · 900 shares
$201K · 570 shares
$170K · 14K shares
$123K · 17K shares
$40K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $114.0M | 56.4% |
| Technology | 18 | $30.7M | 15.2% |
| Industrials | 8 | $13.0M | 6.5% |
| Communication Services | 5 | $11.1M | 5.5% |
| Consumer Cyclical | 6 | $7.9M | 3.9% |
| Healthcare | 9 | $6.5M | 3.2% |
| Utilities | 8 | $5.2M | 2.6% |
| Unknown | 6 | $4.9M | 2.4% |
| Basic Materials | 4 | $3.3M | 1.6% |
| Energy | 6 | $3.2M | 1.6% |
| Consumer Defensive | 5 | $2.2M | 1.1% |