Signet Private Wealth LLC Top Holdings and 13F Report (2026)

About Signet Private Wealth LLC

Investment Activity

Signet Private Wealth LLC has $104.74 million in total holdings as of March 31, 2026.
Signet Private Wealth LLC owns shares of 117 different stocks, but just 57 companies or ETFs make up 80% of its holdings.
Approximately 12.65% of the portfolio was purchased this quarter.
About 9.82% of the portfolio was sold this quarter.
This quarter, Signet Private Wealth LLC has purchased 117 new stocks and bought additional shares in 52 stocks.
Signet Private Wealth LLC sold shares of 37 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $18,589,279
Apple: $4,301,756
Microsoft: $3,540,523
Broadcom: $2,733,530
iShares MSCI EAFE ETF: $2,609,986

Largest New Holdings this Quarter

464287457 - iShares 1-3 Year Treasury Bond ETF: $1,312,615 Holding
464288240 - iShares MSCI ACWI ex U.S. ETF: $1,310,584 Holding
81369Y886 - Utilities Select Sector SPDR Fund: $745,254 Holding
369604301 - GE Aerospace: $398,413 Holding
74933W148 - RBB FD INC: $386,891 Holding

Largest Purchases this Quarter

iShares 1-3 Year Treasury Bond ETF: 15,897 shares (about $1.31M)
iShares MSCI ACWI ex U.S. ETF: 19,141 shares (about $1.31M)
Utilities Select Sector SPDR Fund: 16,240 shares (about $745.25K)
Global X S&P Catholic Values Developed ex-U.S. ETF: 15,285 shares (about $563.82K)
Deere & Company: 771 shares (about $434.19K)

Largest Sales this Quarter

Invesco QQQ: 1,109 shares (about $640.12K)
Invesco S&P 500 Momentum ETF: 4,539 shares (about $508.88K)
Alphabet: 1,036 shares (about $297.18K)
Vanguard Extended Duration Treasury ETF: 4,221 shares (about $274.15K)
LINDE PLC: 428 shares (about $212.19K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$18,589,279	$67,935 â–²	0.4%	28,458	17.7%	ETF
AAPL Apple	$4,301,756	$97,202 â–²	2.3%	16,950	4.1%	Computer and Technology
MSFT Microsoft	$3,540,523	$98,461 â–²	2.9%	9,565	3.4%	Computer and Technology
AVGO Broadcom	$2,733,530	$51,687 â–¼	-1.9%	8,832	2.6%	Computer and Technology
EFA iShares MSCI EAFE ETF	$2,609,986	$215,920 â–²	9.0%	26,871	2.5%	Finance
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$2,583,515	$78,261 â–²	3.1%	28,192	2.5%	ETF
CATH Global X S&P 500 Catholic Values ETF	$2,459,771	$347,220 â–²	16.4%	31,475	2.3%	Manufacturing
NVDA NVIDIA	$2,425,180	$125,567 â–¼	-4.9%	13,906	2.3%	Computer and Technology
LLY Eli Lilly and Company	$2,295,121	$227,212 â–²	11.0%	2,495	2.2%	Medical
TLT iShares 20+ Year Treasury Bond ETF	$1,910,717	$63,717 â–²	3.4%	22,041	1.8%	ETF
AMZN Amazon.com	$1,706,385	$85,809 â–¼	-4.8%	8,193	1.6%	Retail/Wholesale
GOOG Alphabet	$1,658,017	$297,181 â–¼	-15.2%	5,780	1.6%	Computer and Technology
BRK.A Berkshire Hathaway	$1,436,280		0.0%	2	1.4%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$1,312,615	$1,312,615 â–²	New Holding	15,897	1.3%	Manufacturing
ACWX iShares MSCI ACWI ex U.S. ETF	$1,310,584	$1,310,584 â–²	New Holding	19,141	1.3%	Manufacturing
SPMO Invesco S&P 500 Momentum ETF	$1,272,702	$508,879 â–¼	-28.6%	11,352	1.2%	ETF
SCHX Schwab US Large-Cap ETF	$1,167,130	$33,768 â–²	3.0%	45,520	1.1%	ETF
ABBV AbbVie	$1,155,548	$12,615 â–²	1.1%	5,313	1.1%	Medical
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF	$1,123,501	$563,816 â–²	100.7%	30,458	1.1%	ETF
GOOGL Alphabet	$1,113,899	$8,626 â–¼	-0.8%	3,874	1.1%	Computer and Technology
LMT Lockheed Martin	$1,006,177	$14,503 â–²	1.5%	1,665	1.0%	Aerospace
BRK.B Berkshire Hathaway	$1,001,557	$7,188 â–²	0.7%	2,090	1.0%	Finance
V Visa	$915,571	$370,581 â–²	68.0%	3,029	0.9%	Business Services
MCD McDonald's	$900,329	$51,900 â–²	6.1%	2,897	0.9%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$891,710	$97,379 â–¼	-9.8%	3,031	0.9%	Finance
KLAC KLA	$881,884	$161,949 â–²	22.5%	599	0.8%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$879,675	$36,160 â–²	4.3%	2,603	0.8%	Computer and Technology
QQQ Invesco QQQ	$876,771	$640,118 â–¼	-42.2%	1,519	0.8%	Finance
TXN Texas Instruments	$821,009	$38,051 â–¼	-4.4%	4,229	0.8%	Computer and Technology
ETF SER SOLUTIONS	$812,368	$331,557 â–²	69.0%	7,571	0.8%	DEFIANCE QUANTUM
ORCL Oracle	$811,818	$54,435 â–¼	-6.3%	5,518	0.8%	Computer and Technology
ACWI iShares MSCI ACWI ETF	$802,546	$15,913 â–¼	-1.9%	5,800	0.8%	Manufacturing
EDV Vanguard Extended Duration Treasury ETF	$783,557	$274,154 â–¼	-25.9%	12,064	0.7%	ETF
ETN Eaton	$776,374	$21,099 â–²	2.8%	2,171	0.7%	Industrials
IYW iShares U.S. Technology ETF	$766,874	$32,293 â–¼	-4.0%	4,227	0.7%	Manufacturing
NEE NextEra Energy	$751,121	$89,536 â–²	13.5%	8,087	0.7%	Utilities
XLU Utilities Select Sector SPDR Fund	$745,254	$745,254 â–²	New Holding	16,240	0.7%	ETF
CSCO Cisco Systems	$742,691	$1,552 â–²	0.2%	9,572	0.7%	Computer and Technology
MS Morgan Stanley	$738,590		0.0%	4,488	0.7%	Finance
DE Deere & Company	$733,216	$434,186 â–²	145.2%	1,302	0.7%	Industrials
PEP PepsiCo	$730,212	$9,628 â–²	1.3%	4,702	0.7%	Consumer Staples
AMAT Applied Materials	$725,940	$214,979 â–²	42.1%	2,124	0.7%	Computer and Technology
PG Procter & Gamble	$715,096	$71,351 â–¼	-9.1%	4,951	0.7%	Consumer Staples
HD Home Depot	$699,387	$201,234 â–¼	-22.3%	2,127	0.7%	Retail/Wholesale
IEV iShares Europe ETF	$693,056	$208,372 â–²	43.0%	10,201	0.7%	ETF
SPY SPDR S&P 500 ETF Trust	$661,363		0.0%	1,017	0.6%	Finance
XOM ExxonMobil	$657,595	$1,527 â–¼	-0.2%	3,876	0.6%	Energy
MARSH & MCLENNAN COS INC	$650,125	$34,171 â–¼	-5.0%	3,748	0.6%	COM
CAT Caterpillar	$645,074	$243,584 â–²	60.7%	911	0.6%	Industrials
LAM RESEARCH CORP	$615,077	$24,569 â–²	4.2%	2,879	0.6%	COM NEW
CTA Simplify Managed Futures Strategy ETF	$614,584	$115,440 â–²	23.1%	20,337	0.6%	ETF
WMB Williams Companies	$603,710	$52,256 â–¼	-8.0%	8,295	0.6%	Energy
LINDE PLC	$603,340	$212,185 â–¼	-26.0%	1,217	0.6%	SHS
META Meta Platforms	$595,090	$10,300 â–²	1.8%	1,040	0.6%	Computer and Technology
ITW Illinois Tool Works	$593,459	$8,850 â–²	1.5%	2,280	0.6%	Industrials
BLACKROCK INC	$534,881		0.0%	556	0.5%	COM
MDLZ Mondelez International	$529,796	$44,039 â–¼	-7.7%	9,191	0.5%	Consumer Staples
FXY Invesco CurrencyShares Japanese Yen Trust	$524,815	$93,363 â–²	21.6%	9,067	0.5%	ETF
KYN Kayne Anderson Energy Infrastructure Fund	$508,154	$211,715 â–²	71.4%	35,585	0.5%	Financial Services
URI United Rentals	$502,989	$1,458 â–²	0.3%	690	0.5%	Construction
NFLX Netflix	$481,551	$87,502 â–²	22.2%	5,008	0.5%	Consumer Discretionary
COST Costco Wholesale	$479,011	$42,822 â–¼	-8.2%	481	0.5%	Retail/Wholesale
MA Mastercard	$466,264	$83,458 â–¼	-15.2%	933	0.4%	Business Services
TECK Teck Resources	$460,058	$5,434 â–²	1.2%	8,890	0.4%	Basic Materials
DHR Danaher	$454,876	$182,216 â–²	66.8%	2,399	0.4%	Medical
AZO AutoZone	$442,528	$141,879 â–¼	-24.3%	131	0.4%	Retail/Wholesale
WEC WEC Energy Group	$439,116		0.0%	3,793	0.4%	Utilities
ASML ASML	$434,619	$35,668 â–²	8.9%	329	0.4%	Computer and Technology
ABT Abbott Laboratories	$426,600	$308 â–²	0.1%	4,155	0.4%	Medical
XLE Energy Select Sector SPDR Fund	$424,470	$613 â–²	0.1%	6,929	0.4%	ETF
AMGN Amgen	$423,520	$36,935 â–²	9.6%	1,204	0.4%	Medical
IJH iShares Core S&P Mid-Cap ETF	$419,373	$56,794 â–²	15.7%	6,210	0.4%	ETF
MU Micron Technology	$414,097	$86,467 â–²	26.4%	1,226	0.4%	Computer and Technology
TJX TJX Companies	$409,311	$7,666 â–¼	-1.8%	2,563	0.4%	Retail/Wholesale
O Realty Income	$403,421	$13,154 â–¼	-3.2%	6,594	0.4%	Finance
HON Honeywell International	$403,084	$226 â–²	0.1%	1,783	0.4%	Multi-Sector Conglomerates
ICE Intercontinental Exchange	$401,064	$145,641 â–¼	-26.6%	2,550	0.4%	Finance
GE GE Aerospace	$398,413	$398,413 â–²	New Holding	1,404	0.4%	Aerospace
GE VERNOVA INC	$387,827	$72,499 â–²	23.0%	444	0.4%	COM
RBB FD INC	$386,891	$386,891 â–²	New Holding	3,785	0.4%	F/M COMPOUNDR US
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$380,896	$13,514 â–²	3.7%	3,044	0.4%	ETF
NVT nVent Electric	$372,937	$124,431 â–²	50.1%	3,153	0.4%	Computer and Technology
APH Amphenol	$371,654	$371,654 â–²	New Holding	2,941	0.4%	Computer and Technology
GS The Goldman Sachs Group	$371,103	$5,917 â–²	1.6%	439	0.4%	Finance
DBMF iMGP DBi Managed Futures Strategy ETF	$368,795	$17,095 â–¼	-4.4%	12,232	0.4%	ETF
IDMO Invesco S&P International Developed Momentum ETF	$366,121	$21,388 â–²	6.2%	6,676	0.3%	ETF
MPC Marathon Petroleum	$346,810	$12,212 â–¼	-3.4%	1,420	0.3%	Energy
PSX Phillips 66	$345,049		0.0%	1,894	0.3%	Energy
BAC Bank of America	$343,266	$71,471 â–²	26.3%	7,041	0.3%	Finance
MRK Merck & Co., Inc.	$333,540	$15,396 â–²	4.8%	2,773	0.3%	Medical
EW Edwards Lifesciences	$333,307	$11,292 â–¼	-3.3%	4,162	0.3%	Medical
JNJ Johnson & Johnson	$318,441	$18,085 â–¼	-5.4%	1,303	0.3%	Medical
WM Waste Management	$301,554	$135,378 â–¼	-31.0%	1,312	0.3%	Business Services
DIA SPDR Dow Jones Industrial Average ETF Trust	$285,160	$7,870 â–²	2.8%	616	0.3%	Finance
UNP Union Pacific	$281,869		0.0%	1,162	0.3%	Transportation
OXY Occidental Petroleum	$279,975	$279,975 â–²	New Holding	4,307	0.3%	Energy
TIDAL TRUST II	$273,268	$273,268 â–²	New Holding	15,540	0.3%	CAMBRIA CHESAPEA
CNP CenterPoint Energy	$272,124	$272,124 â–²	New Holding	6,305	0.3%	Utilities
XLK Technology Select Sector SPDR Fund	$264,896	$5,317 â–²	2.0%	1,993	0.3%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$260,679	$260,679 â–²	New Holding	3,314	0.2%	Manufacturing

Showing largest 100 holdings. View all holdings.

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Signet Private Wealth LLC Top Holdings and 13F Report (2026)

About Signet Private Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Signet Private Wealth LLC Top Holdings and 13F Report (2026)

About Signet Private Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSignet Private Wealth LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools