Signature Wealth Management Partners, LLC Top Holdings and 13F Report (2026) About Signature Wealth Management Partners, LLCInvestment ActivitySignature Wealth Management Partners, LLC has $214.49 million in total holdings as of June 30, 2026.Signature Wealth Management Partners, LLC owns shares of 121 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 2.96% of the portfolio was purchased this quarter.About 6.03% of the portfolio was sold this quarter.This quarter, Signature Wealth Management Partners, LLC has purchased 116 new stocks and bought additional shares in 27 stocks.Signature Wealth Management Partners, LLC sold shares of 45 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares S&P 500 Value ETF $22,361,026Apple $15,687,401iShares U.S. Technology ETF $15,515,422JPMorgan Equity Premium Income ETF $13,838,577Janus Henderson AAA CLO ETF $13,484,647 Largest New Holdings this Quarter 458140100 - Intel $438,050 Holding72201R593 - PIMCO Commodity Strategy Active ETF $409,046 Holding80004C200 - SANDISK CORP $266,026 Holding093712107 - Bloom Energy $255,479 Holding14448C104 - Carrier Global $253,058 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 5,812 shares (about $721.65K)Vanguard Information Technology ETF 3,899 shares (about $466.01K)iShares U.S. Equity Factor Rotation Active ETF 6,465 shares (about $439.69K)Intel 3,137 shares (about $438.05K)PIMCO Commodity Strategy Active ETF 13,337 shares (about $409.05K) Largest Sales this Quarter iShares S&P 500 Growth ETF 32,235 shares (about $4.43M)Janus Henderson AAA CLO ETF 52,877 shares (about $2.67M)Fidelity MSCI Health Care Index ETF 3,786 shares (about $292.47K)ServiceNow 2,695 shares (about $267.56K)SPDR Nuveen ICE High Yield Municipal Bond ETF 10,040 shares (about $255.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSignature Wealth Management Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVEiShares S&P 500 Value ETF$22,361,026$377,600 â–²1.7%98,48110.4%ETFAAPLApple$15,687,401$160,016 â–²1.0%54,2147.3%Computer and TechnologyIYWiShares U.S. Technology ETF$15,515,422$130,655 â–¼-0.8%61,5137.2%ManufacturingJEPIJPMorgan Equity Premium Income ETF$13,838,577$171,925 â–¼-1.2%245,0186.5%ETFJAAAJanus Henderson AAA CLO ETF$13,484,647$2,669,756 â–¼-16.5%267,0766.3%ETFIVWiShares S&P 500 Growth ETF$11,837,166$4,433,264 â–¼-27.2%86,0705.5%ETFAMEAMETEK$8,213,8630.0%33,9503.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,205,298$2,987 â–¼-0.1%6,9702.4%FinanceAMZNAmazon.com$5,165,305$1,907 â–¼0.0%21,6722.4%Retail/WholesaleGOOGLAlphabet$4,855,423$12,508 â–¼-0.3%13,5872.3%Computer and TechnologyMSFTMicrosoft$4,584,729$170,841 â–²3.9%12,2912.1%Computer and TechnologyJPMJPMorgan Chase & Co.$4,439,154$9,165 â–²0.2%13,5622.1%FinanceNVDANVIDIA$3,611,928$21,810 â–¼-0.6%18,0511.7%Computer and TechnologyMETAMeta Platforms$3,367,161$28,168 â–¼-0.8%5,9771.6%Computer and TechnologyJNJJohnson & Johnson$3,144,463$38,096 â–¼-1.2%12,3811.5%MedicalBANK OF NY MELLON CORP$3,090,1040.0%21,3691.4%COMCRWDCrowdStrike$2,621,386$5,342 â–¼-0.2%3,4351.2%Computer and TechnologyIVViShares Core S&P 500 ETF$2,600,918$39,692 â–¼-1.5%3,4731.2%ETFGOOGAlphabet$2,261,680$2,827 â–¼-0.1%6,4011.1%Computer and TechnologyDYNFiShares U.S. Equity Factor Rotation Active ETF$1,892,200$439,691 â–²30.3%27,8220.9%ETFBRK.BBerkshire Hathaway$1,756,869$62,549 â–²3.7%3,5110.8%FinanceXLKTechnology Select Sector SPDR Fund$1,679,6710.0%8,8160.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,668,903$29,731 â–²1.8%10,1600.8%ETFRTXRTX$1,666,937$142,295 â–¼-7.9%8,7860.8%AerospaceGSThe Goldman Sachs Group$1,564,6860.0%1,5470.7%FinancePMPhilip Morris International$1,563,043$181 â–²0.0%8,6400.7%Consumer StaplesNEENextEra Energy$1,527,900$5,003 â–¼-0.3%17,4080.7%UtilitiesPEGPublic Service Enterprise Group$1,527,675$44,070 â–¼-2.8%18,8230.7%UtilitiesBINCiShares Flexible Income Active ETF$1,504,716$126,662 â–²9.2%28,7490.7%ETFDOVDover$1,469,931$25,568 â–¼-1.7%6,5540.7%IndustrialsIBBiShares Biotechnology ETF$1,446,585$9,319 â–¼-0.6%7,6060.7%FinanceXLEEnergy Select Sector SPDR Fund$1,342,090$22,625 â–¼-1.7%25,2700.6%ETFNEMNewmont$1,244,673$5,044 â–¼-0.4%13,3260.6%Basic MaterialsDEDeere & Company$1,237,651$215,685 â–¼-14.8%1,9510.6%IndustrialsHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$1,234,756$255,418 â–¼-17.1%48,5360.6%ETFLLYEli Lilly and Company$1,227,691$5,995 â–²0.5%1,0240.6%MedicalMUMicron Technology$1,209,699$9,234 â–¼-0.8%1,0480.6%Computer and TechnologyIBMInternational Business Machines$1,140,939$562 â–²0.0%4,0570.5%Computer and TechnologyAVGOBroadcom$1,041,578$21,912 â–²2.1%2,7570.5%Computer and TechnologyPANWPalo Alto Networks$1,017,945$57,291 â–¼-5.3%2,9850.5%Computer and TechnologyTAT&T$1,002,316$73,030 â–¼-6.8%48,4210.5%Computer and TechnologyMOAltria Group$981,793$72 â–²0.0%13,6450.5%Consumer StaplesIWFiShares Russell 1000 Growth ETF$970,979$721,653 â–²289.4%7,8200.5%ETFIJTiShares S&P Small-Cap 600 Growth ETF$934,4350.0%5,2320.4%ETFMRKMerck & Co., Inc.$922,592$128 â–²0.0%7,1800.4%MedicalLLoews$903,3030.0%7,9790.4%FinanceFIDELITY GREENWOOD STREET TR$884,394$208,346 â–²30.8%26,8570.4%HEDGED EQTY ETFXLFFinancial Select Sector SPDR Fund$875,905$29,754 â–¼-3.3%16,3380.4%ETFGEGE Aerospace$866,878$1,121 â–²0.1%2,3200.4%AerospaceGE VERNOVA INC$861,438$58,761 â–¼-6.4%7330.4%COMQQQInvesco QQQ$854,986$182,633 â–¼-17.6%1,1610.4%FinanceREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$850,726$96,977 â–²12.9%9,2900.4%ETFETREntergy$818,837$20,101 â–¼-2.4%7,1290.4%UtilitiesMLMMartin Marietta Materials$805,0730.0%1,3960.4%ConstructionFCXFreeport-McMoRan$761,283$5,220 â–¼-0.7%12,1050.4%Basic MaterialsTSLATesla$758,342$26,498 â–¼-3.4%1,8030.4%Auto/Tires/TrucksIJKiShares S&P Mid-Cap 400 Growth ETF$740,2500.0%6,3000.3%ETFGMGeneral Motors$723,9400.0%9,3920.3%Auto/Tires/TrucksAXPAmerican Express$686,3090.0%2,0290.3%FinanceTGTXTG Therapeutics$647,1930.0%11,7800.3%MedicalGLDSPDR Gold Shares$640,981$289,178 â–²82.2%1,7400.3%FinanceENBEnbridge$626,0710.0%11,5490.3%EnergyMDLZMondelez International$623,2260.0%10,7750.3%Consumer StaplesCOREWEAVE INC$617,845$16,225 â–²2.7%6,2070.3%COM CL ACVXChevron$615,362$4,808 â–¼-0.8%3,7120.3%EnergyPALANTIR TECHNOLOGIES INC$593,734$7,584 â–¼-1.3%5,0890.3%CL APEPPepsiCo$590,2090.0%4,3590.3%Consumer StaplesORCLOracle$567,182$147 â–²0.0%3,8700.3%Computer and TechnologyAMDAdvanced Micro Devices$561,740$20,913 â–¼-3.6%9670.3%Computer and TechnologyFHLCFidelity MSCI Health Care Index ETF$550,252$292,469 â–¼-34.7%7,1230.3%ETFBABoeing$545,0710.0%2,5180.3%AerospaceNCLHNorwegian Cruise Line$538,8540.0%25,5260.3%Consumer DiscretionaryVGTVanguard Information Technology ETF$532,581$466,008 â–²700.0%4,4560.2%ETFBLACKROCK INC$524,0500.0%5450.2%COMXLYConsumer Discretionary Select Sector SPDR Fund$521,4270.0%4,4460.2%FinanceFDNFirst Trust Dow Jones Internet Index Fund$494,2320.0%1,8670.2%ETFINTCIntel$438,050$438,050 â–²New Holding3,1370.2%Computer and TechnologyTMOThermo Fisher Scientific$426,9000.0%8510.2%MedicalCMDTPIMCO Commodity Strategy Active ETF$409,046$409,046 â–²New Holding13,3370.2%ETFNFLXNetflix$404,8380.0%5,6700.2%Consumer DiscretionaryBARRICK MNG CORP$404,030$66,114 â–²19.6%11,0000.2%COM SHSGSKGSK$393,3600.0%7,5040.2%MedicalUBERUber Technologies$379,5620.0%5,2600.2%Computer and TechnologySRESempra Energy$372,6940.0%4,0200.2%UtilitiesCCitigroup$357,7370.0%2,5560.2%Financial ServicesCRMSalesforce$325,243$71,284 â–²28.1%2,0760.2%Computer and TechnologySHELShell$323,1870.0%4,1680.2%EnergyVDCVanguard Consumer Staples ETF$322,902$35,853 â–¼-10.0%1,4320.2%ETFPROSHARES TR$320,108$109,963 â–¼-25.6%6,6430.1%S&P 500 HIGH ETFNVTSNavitas Semiconductor$317,184$7,168 â–²2.3%17,7000.1%Computer and TechnologyNOWServiceNow$315,214$267,560 â–¼-45.9%3,1750.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$311,629$11,358 â–¼-3.5%1,3170.1%ETFUTLUnitil$309,6060.0%5,8760.1%UtilitiesVZVerizon Communications$307,265$167,372 â–¼-35.3%7,2570.1%Computer and TechnologyICEIntercontinental Exchange$305,928$27,330 â–¼-8.2%2,4850.1%FinancePSXPhillips 66$298,3730.0%1,7650.1%EnergyRGTIRigetti Computing$292,698$9,892 â–²3.5%15,1500.1%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$288,9830.0%2,4290.1%ETFSANDISK CORP$266,026$266,026 â–²New Holding1170.1%COMVOOVanguard S&P 500 ETF$259,710$2,748 â–¼-1.0%3780.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
