Signature Wealth Management Partners, LLC Top Holdings and 13F Report (2026) About Signature Wealth Management Partners, LLCInvestment ActivitySignature Wealth Management Partners, LLC has $199.40 million in total holdings as of March 31, 2026.Signature Wealth Management Partners, LLC owns shares of 116 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 3.32% of the portfolio was purchased this quarter.About 1.62% of the portfolio was sold this quarter.This quarter, Signature Wealth Management Partners, LLC has purchased 120 new stocks and bought additional shares in 44 stocks.Signature Wealth Management Partners, LLC sold shares of 27 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares S&P 500 Value ETF $20,442,967Janus Henderson AAA CLO ETF $16,116,044JPMorgan Equity Premium Income ETF $14,060,188Apple $13,618,655iShares S&P 500 Growth ETF $13,381,501 Largest New Holdings this Quarter 595112103 - Micron Technology $356,759 Holding172573107 - CIRCLE INTERNET GROUP INC $257,321 Holding30161N101 - Exelon $207,110 Holding Largest Purchases this Quarter Apple 3,990 shares (about $1.01M)iShares S&P 500 Growth ETF 6,351 shares (about $718.36K)Alphabet 2,000 shares (about $575.14K)Janus Henderson AAA CLO ETF 9,034 shares (about $455.04K)Alphabet 1,575 shares (about $451.81K) Largest Sales this Quarter Meta Platforms 378 shares (about $216.26K)Golub Capital BDC 16,679 shares (about $211.16K)The Goldman Sachs Group 200 shares (about $169.21K)General Motors 2,200 shares (about $163.90K)iShares Russell 1000 Growth ETF 357 shares (about $152.22K) 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$20,442,967$43,074 â–¼-0.2%96,81810.3%ETFJAAAJanus Henderson AAA CLO ETF$16,116,044$455,043 â–²2.9%319,9538.1%ETFJEPIJPMorgan Equity Premium Income ETF$14,060,188$20,858 â–²0.1%248,0627.1%ETFAAPLApple$13,618,655$1,012,624 â–²8.0%53,6616.8%Computer and TechnologyIVWiShares S&P 500 Growth ETF$13,381,501$718,363 â–²5.7%118,3056.7%ETFIYWiShares U.S. Technology ETF$11,253,720$88,171 â–²0.8%62,0315.6%ManufacturingAMEAMETEK$7,277,5220.0%33,9503.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,535,384$26,663 â–¼-0.6%6,9742.3%FinanceAMZNAmazon.com$4,515,294$30,824 â–²0.7%21,6802.3%Retail/WholesaleMSFTMicrosoft$4,380,332$171,393 â–²4.1%11,8332.2%Computer and TechnologyJPMJPMorgan Chase & Co.$3,981,211$2,942 â–¼-0.1%13,5342.0%FinanceGOOGLAlphabet$3,917,259$575,137 â–²17.2%13,6222.0%Computer and TechnologyMETAMeta Platforms$3,448,178$216,262 â–¼-5.9%6,0271.7%Computer and TechnologyNVDANVIDIA$3,167,030$29,647 â–²0.9%18,1601.6%Computer and TechnologyJNJJohnson & Johnson$3,063,171$9,289 â–¼-0.3%12,5311.5%MedicalBANK NEW YORK MELLON CORP$2,534,9500.0%21,3691.3%COMIVViShares Core S&P 500 ETF$2,303,292$149,590 â–²6.9%3,5261.2%ETFXOMExxonMobil$1,842,467$58,531 â–¼-3.1%10,8600.9%EnergyRTXRTX$1,839,421$121,522 â–¼-6.2%9,5360.9%AerospaceGOOGAlphabet$1,838,497$451,807 â–²32.6%6,4090.9%Computer and TechnologyBRK.BBerkshire Hathaway$1,622,5710.0%3,3860.8%FinanceNEENextEra Energy$1,622,149$28,514 â–²1.8%17,4650.8%UtilitiesXLEEnergy Select Sector SPDR Fund$1,574,137$3,186 â–¼-0.2%25,6960.8%ETFPEGPublic Service Enterprise Group$1,567,678$18,214 â–²1.2%19,3660.8%UtilitiesTAT&T$1,505,974$232 â–²0.0%51,9490.8%Computer and TechnologyHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$1,452,6850.0%58,5760.7%ETFNEMNewmont$1,448,391$32,367 â–¼-2.2%13,3800.7%Basic MaterialsPMPhilip Morris International$1,428,445$48,447 â–¼-3.3%8,6390.7%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$1,421,313$33,471 â–²2.4%9,9790.7%ETFDOVDover$1,389,9450.0%6,6680.7%IndustrialsBINCiShares Flexible Income Active ETF$1,367,266$41,232 â–²3.1%26,3290.7%ETFCRWDCrowdStrike$1,343,791$73,397 â–²5.8%3,4420.7%Computer and TechnologyGSThe Goldman Sachs Group$1,308,819$169,207 â–¼-11.4%1,5470.7%FinanceIBBiShares Biotechnology ETF$1,292,547$22,795 â–²1.8%7,6550.6%FinanceDEDeere & Company$1,290,586$19,153 â–¼-1.5%2,2910.6%IndustrialsDYNFiShares U.S. Equity Factor Rotation Active ETF$1,242,568$372,881 â–²42.9%21,3570.6%ETFXLKTechnology Select Sector SPDR Fund$1,171,6690.0%8,8160.6%ETFIBMInternational Business Machines$982,976$24,483 â–²2.6%4,0550.5%Computer and TechnologyLLYEli Lilly and Company$936,808$22,064 â–¼-2.3%1,0190.5%MedicalMOAltria Group$900,382$66 â–²0.0%13,6440.5%Consumer StaplesMRKMerck & Co., Inc.$863,5760.0%7,1790.4%MedicalIWFiShares Russell 1000 Growth ETF$856,170$152,217 â–¼-15.1%2,0080.4%ETFLLoews$851,678$30,207 â–¼-3.4%7,9790.4%FinanceAVGOBroadcom$835,263$43,017 â–²5.4%2,6990.4%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$833,988$43,642 â–²5.5%16,8930.4%ETFMLMMartin Marietta Materials$821,7970.0%1,3960.4%ConstructionETREntergy$820,6770.0%7,3040.4%UtilitiesQQQInvesco QQQ$813,2670.0%1,4090.4%FinanceCVXChevron$774,020$21,311 â–¼-2.7%3,7410.4%EnergyFHLCFidelity MSCI Health Care Index ETF$767,583$13,369 â–²1.8%10,9090.4%ETFIJTiShares S&P Small-Cap 600 Growth ETF$757,1230.0%5,2320.4%ETFPALANTIR TECHNOLOGIES INC$753,927$38,764 â–²5.4%5,1540.4%CL AFCXFreeport-McMoRan$716,411$5,643 â–¼-0.8%12,1880.4%Basic MaterialsREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$711,171$126,837 â–²21.7%8,2310.4%ETFGMGeneral Motors$699,691$163,897 â–¼-19.0%9,3920.4%Auto/Tires/TrucksTSLATesla$693,686$68,774 â–¼-9.0%1,8660.3%Auto/Tires/TrucksGE VERNOVA INC$683,6130.0%7830.3%COMPEPPepsiCo$676,9090.0%4,3590.3%Consumer StaplesGEGE Aerospace$657,472$568 â–²0.1%2,3170.3%AerospaceIJKiShares S&P Mid-Cap 400 Growth ETF$633,9060.0%6,3000.3%ETFENBEnbridge$625,263$24,363 â–²4.1%11,5490.3%EnergyMDLZMondelez International$621,0710.0%10,7750.3%Consumer StaplesAXPAmerican Express$613,7320.0%2,0290.3%FinanceNOWServiceNow$613,709$133,301 â–²27.7%5,8700.3%Computer and TechnologyFIDELITY GREENWOOD STREET TR$603,980$369,713 â–²157.8%20,5300.3%HEDGED EQTY ETFORCLOracle$569,238$65,472 â–²13.0%3,8690.3%Computer and TechnologyVZVerizon Communications$562,753$21,888 â–²4.0%11,2100.3%Computer and TechnologyNFLXNetflix$545,171$67,305 â–²14.1%5,6700.3%Consumer DiscretionaryBLACKROCK INC$524,132$96,171 â–²22.5%5450.3%COMPANWPalo Alto Networks$505,489$82,084 â–²19.4%3,1530.3%Computer and TechnologyBABoeing$501,1580.0%2,5180.3%AerospaceXLYConsumer Discretionary Select Sector SPDR Fund$484,5250.0%4,4460.2%FinanceNCLHNorwegian Cruise Line$477,336$24,310 â–²5.4%25,5260.2%Consumer DiscretionaryCOREWEAVE INC$468,229$43,306 â–²10.2%6,0440.2%COM CL AFDNFirst Trust Dow Jones Internet Index Fund$436,9340.0%1,8670.2%ETFICEIntercontinental Exchange$425,7570.0%2,7070.2%FinanceTMOThermo Fisher Scientific$418,486$4,918 â–¼-1.2%8510.2%MedicalGSKGSK$414,1460.0%7,5040.2%MedicalGLDSPDR Gold Shares$410,9270.0%9550.2%FinanceTGTXTG Therapeutics$391,332$33,220 â–²9.3%11,7800.2%MedicalSRESempra Energy$390,6230.0%4,0200.2%UtilitiesVGTVanguard Information Technology ETF$388,630$41,863 â–¼-9.7%5570.2%ETFSHELShell$387,6240.0%4,1680.2%EnergyPROSHARES TR$386,911$86,920 â–²29.0%8,9250.2%S&P 500 HIGH INCUBERUber Technologies$378,352$32,369 â–¼-7.9%5,2600.2%Computer and TechnologyBARRICK MNG CORP$375,2680.0%9,2000.2%COM SHSVDCVanguard Consumer Staples ETF$357,3230.0%1,5910.2%ETFMUMicron Technology$356,759$356,759 â–²New Holding1,0560.2%Computer and TechnologyCOPConocoPhillips$323,5320.0%2,4510.2%EnergyPSXPhillips 66$321,5480.0%1,7650.2%EnergyFXHFirst Trust Health Care AlphaDEX Fund$313,263$9,659 â–¼-3.0%2,8540.2%ETFGBDCGolub Capital BDC$308,538$211,157 â–¼-40.6%24,3710.2%FinanceUTLUnitil$306,9620.0%5,8760.2%UtilitiesCRMSalesforce$302,607$127,875 â–²73.2%1,6210.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$293,5570.0%1,3650.1%ETFCCitigroup$289,875$19,506 â–¼-6.3%2,5560.1%Financial ServicesMCDMcDonald's$263,861$4,973 â–¼-1.8%8490.1%Retail/WholesaleCIRCLE INTERNET GROUP INC$257,321$257,321 â–²New Holding2,6970.1%COM CL AWALMART INC$237,7810.0%1,9130.1%COMSPYGSPDR Portfolio S&P 500 Growth ETF$237,780$98 â–²0.0%2,4290.1%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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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. 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