Signature Wealth Management Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$199.4M
Q ending 2026-03-31
Prior quarter
$202.2M
Q ending 2025-12-31
Change
-1.4% QoQ · +30.6% YoY
Positions
116
reported holdings
Largest positions
Top 100 of 116 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVE | Shares | $20.4M | 97K |
| Janus Detroit Str Tr | JAAA | Shares | $16.1M | 320K |
| J P Morgan Exchange Traded F | JEPI | Shares | $14.1M | 248K |
| Apple Inc | AAPL | Shares | $13.6M | 54K |
| Ishares Tr | IVW | Shares | $13.4M | 118K |
| Ishares Tr | IYW | Shares | $11.3M | 62K |
| Ametek Inc | AME | Shares | $7.3M | 34K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.5M | 7K |
| Amazon Com Inc | AMZN | Shares | $4.5M | 22K |
| Microsoft Corp | MSFT | Shares | $4.4M | 12K |
| Jpmorgan Chase & Co | JPM | Shares | $4.0M | 14K |
| Alphabet Inc | GOOGL | Shares | $3.9M | 14K |
| Meta Platforms Inc | META | Shares | $3.4M | 6K |
| Nvidia Corporation | NVDA | Shares | $3.2M | 18K |
| Johnson & Johnson | JNJ | Shares | $3.1M | 13K |
| Bank New York Mellon Corp | BNY | Shares | $2.5M | 21K |
| Ishares Tr | IVV | Shares | $2.3M | 4K |
| Exxon Mobil Corp | XOM | Shares | $1.8M | 11K |
| Rtx Corporation | RTX | Shares | $1.8M | 10K |
| Alphabet Inc | GOOG | Shares | $1.8M | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.6M | 3K |
| Nextera Energy Inc | NEE | Shares | $1.6M | 17K |
| Select Sector Spdr Tr | XLE | Shares | $1.6M | 26K |
| Public Svc Enterprise Group | PEG | Shares | $1.6M | 19K |
| At&T Inc | T | Shares | $1.5M | 52K |
| Spdr Series Trust | HYMB | Shares | $1.5M | 59K |
| Newmont Corp | NEM | Shares | $1.4M | 13K |
| Philip Morris Intl Inc | PM | Shares | $1.4M | 9K |
| Ishares Tr | ITOT | Shares | $1.4M | 10K |
| Dover Corp | DOV | Shares | $1.4M | 7K |
| Blackrock Etf Trust Ii | BINC | Shares | $1.4M | 26K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $1.3M | 3K |
| Goldman Sachs Group Inc | GS | Shares | $1.3M | 2K |
| Ishares Tr | IBB | Shares | $1.3M | 8K |
| Deere & Co | DE | Shares | $1.3M | 2K |
| Blackrock Etf Trust | DYNF | Shares | $1.2M | 21K |
| Select Sector Spdr Tr | XLK | Shares | $1.2M | 9K |
| International Business Machs | IBM | Shares | $983K | 4K |
| Eli Lilly & Co | LLY | Shares | $937K | 1K |
| Altria Group Inc | MO | Shares | $900K | 14K |
| Merck & Co Inc | MRK | Shares | $864K | 7K |
| Ishares Tr | IWF | Shares | $856K | 2K |
| Loews Corp | L | Shares | $852K | 8K |
| Broadcom Inc | AVGO | Shares | $835K | 3K |
| Select Sector Spdr Tr | XLF | Shares | $834K | 17K |
| Martin Marietta Matls Inc | MLM | Shares | $822K | 1K |
| Entergy Corp New | ETR | Shares | $821K | 7K |
| Invesco Qqq Tr | QQQ | Shares | $813K | 1K |
| Chevron Corporation | CVX | Shares | $774K | 4K |
| Fidelity Covington Trust | FHLC | Shares | $768K | 11K |
| Ishares Tr | IJT | Shares | $757K | 5K |
| Palantir Technologies Inc | PLTR | Shares | $754K | 5K |
| Freeport Mcmoran Inc | FCX | Shares | $716K | 12K |
| Proshares Tr | REGL | Shares | $711K | 8K |
| General Mtrs Co | GM | Shares | $700K | 9K |
| Tesla Inc | TSLA | Shares | $694K | 2K |
| Ge Vernova Inc | GEV | Shares | $684K | 783 |
| Pepsico Inc | PEP | Shares | $677K | 4K |
| Ge Aerospace | GE | Shares | $657K | 2K |
| Ishares Tr | IJK | Shares | $634K | 6K |
| Enbridge Inc | ENB | Shares | $625K | 12K |
| Mondelez Intl Inc | MDLZ | Shares | $621K | 11K |
| American Express Co | AXP | Shares | $614K | 2K |
| Servicenow Inc | NOW | Shares | $614K | 6K |
| Fidelity Greenwood Street Tr | FHEQ | Shares | $604K | 21K |
| Oracle Corp | ORCL | Shares | $569K | 4K |
| Verizon Communications Inc | VZ | Shares | $563K | 11K |
| Netflix Inc. | NFLX | Shares | $545K | 6K |
| Blackrock Inc | BLK | Shares | $524K | 545 |
| Palo Alto Networks Inc | PANW | Shares | $505K | 3K |
| Boeing Co | BA | Shares | $501K | 3K |
| Select Sector Spdr Tr | XLY | Shares | $485K | 4K |
| Norwegian Cruise Line Hldgs | Shares | $477K | 26K | |
| Coreweave Inc | CRWV | Shares | $468K | 6K |
| First Tr Exchange-Traded Fd | FDN | Shares | $437K | 2K |
| Intercontinental Exchange In | ICE | Shares | $426K | 3K |
| Thermo Fisher Scientific Inc | TMO | Shares | $418K | 851 |
| Gsk Plc | GSK | Shares | $414K | 8K |
| Spdr Gold Tr | GLD | Shares | $411K | 955 |
| Tg Therapeutics Inc | TGTX | Shares | $391K | 12K |
| Sempra | SRE | Shares | $391K | 4K |
| Vanguard World Fd | VGT | Shares | $389K | 557 |
| Shell Plc | SHEL | Shares | $388K | 4K |
| Proshares Tr | ISPY | Shares | $387K | 9K |
| Uber Technologies Inc | UBER | Shares | $378K | 5K |
| Barrick Mng Corp | B | Shares | $375K | 9K |
| Vanguard World Fd | VDC | Shares | $357K | 2K |
| Micron Technology Inc | MU | Shares | $357K | 1K |
| Conocophillips | COP | Shares | $324K | 2K |
| Phillips 66 | PSX | Shares | $322K | 2K |
| First Tr Exchange-Traded Fd | FXH | Shares | $313K | 3K |
| Golub Cap Bdc Inc | GBDC | Shares | $309K | 24K |
| Unitil Corp | UTL | Shares | $307K | 6K |
| Salesforce Inc | CRM | Shares | $303K | 2K |
| Vanguard Specialized Funds | VIG | Shares | $294K | 1K |
| Citigroup Inc | C | Shares | $290K | 3K |
| Mcdonalds Corp | MCD | Shares | $264K | 849 |
| Circle Internet Group Inc | CRCL | Shares | $257K | 3K |
| Walmart Inc | WMT | Shares | $238K | 2K |
| Spdr Series Trust | SPYG | Shares | $238K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.