SIGNATUREFD, LLC
CIK: 1456048SEC EDGAR →
Portfolio Value
$2.5T
Holdings
3,431
As of
Q1 2026
New Positions
3,388
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD MALVERN FDS | 5,446,461 | $421.4B | 16.63% |
| 2 | VANGUARD STAR FDS | 5,202,759 | $401.2B | 15.83% |
| 3 | ISHARES TR | 3,637,297 | $329.3B | 12.99% |
| 4 | VANGUARD INTL EQUITY INDEX F | 4,473,008 | $241.8B | 9.54% |
| 5 | JANUS DETROIT STR TR | 3,466,155 | $174.6B | 6.89% |
| 6 | VANGUARD TAX-MANAGED FDS | 1,118,640 | $71.7B | 2.83% |
| 7 | J P MORGAN EXCHANGE TRADED F | 1,375,805 | $69.6B | 2.75% |
| 8 | ISHARES INC | 603,973 | $42.1B | 1.66% |
| 9 | J P MORGAN EXCHANGE TRADED F | 510,884 | $31.3B | 1.24% |
| 10 | COCA COLA CO | 347,763 | $26.4B | 1.04% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 1003 | $1.8T | 69.5% |
| Unknown | 220 | $388.3B | 15.3% |
| Technology | 425 | $55.6B | 2.2% |
| Consumer Defensive | 118 | $51.9B | 2.0% |
| Energy | 148 | $47.2B | 1.9% |
| Healthcare | 378 | $38.6B | 1.5% |
| Consumer Cyclical | 288 | $38.1B | 1.5% |
| Communication Services | 126 | $38.0B | 1.5% |
| Industrials | 354 | $37.6B | 1.5% |
| Utilities | 80 | $29.1B | 1.1% |
| Basic Materials | 130 | $26.7B | 1.1% |
| Real Estate | 161 | $21.1B | 0.8% |