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Latest Signature Wealth Management Partners, LLC Stock Portfolio

$214Million | No. of Holdings #121

Signature Wealth Management Partners, LLC Performance

2026 Q2+9.40%
YTD+6.00%
2025+14.80%

About Signature Wealth Management Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Signature Wealth Management Partners, LLC reported an equity portfolio of $214.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Signature Wealth Management Partners, LLC are IJR, AAPL, IJR. The fund has invested 10.4% of it's portfolio in ISHARES TR and 7.3% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), FIRST TR EXCHANGE-TRADED FD (CARZ) and CIRCLE INTERNET GROUP INC stocks. They significantly reduced their stock positions in GOLUB CAP BDC INC (GBDC), SERVICENOW INC (NOW) and VERIZON COMMUNICATIONS INC (VZ). Signature Wealth Management Partners, LLC opened new stock positions in INTEL CORP (INTC), PIMCO ETF TR (BOND) and SANDISK CORP. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), ISHARES TR (IJR) and SPDR GOLD TR (GLD).
Signature Wealth Management Partners, LLC Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$214Million
  as of Jul 29, 2026

Signature Wealth Management Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Signature Wealth Management Partners, LLC made a return of 9.4% in the last quarter. In trailing 12 months, it's portfolio return was 16.75%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intel corp438,050
pimco etf tr409,046
sandisk corp266,026
bloom energy corp255,479
carrier global corporation253,058
nxp semiconductors n v238,876
blackstone inc236,164
taiwan semiconductor manufac230,189
New stocks bought by Signature Wealth Management Partners, LLC

Additions

Ticker% Inc.
vanguard world fd700
ishares tr289
spdr gold tr82.2
fidelity greenwood street tr30.82
blackrock etf trust30.27
salesforce inc28.07
barrick mng corp19.57
proshares tr12.87
Additions to existing portfolio by Signature Wealth Management Partners, LLC

Reductions

Ticker% Reduced
golub cap bdc inc-52.48
servicenow inc-45.91
verizon communications inc-35.26
fidelity covington trust-34.71
ishares tr-27.25
proshares tr-25.57
home depot inc-19.8
invesco qqq tr-17.6
Signature Wealth Management Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
blue owl capital inc-158,634
exxon mobil corp-1,842,470
novo-nordisk a s-234,355
exelon corp-207,110
first tr exchange-traded fd-313,263
circle internet group inc-257,321
Signature Wealth Management Partners, LLC got rid off the above stocks

Sector Distribution

Signature Wealth Management Partners, LLC has about 52.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Utilities
  • Consumer Defensive
  • Basic Materials
Sector%
Others52.7
Technology16.4
Industrials6.9
Communication Services5.7
Financial Services5.6
Consumer Cyclical3.6
Healthcare3.1
Utilities2.1
Consumer Defensive1.9
Basic Materials1.3

Market Cap. Distribution

Signature Wealth Management Partners, LLC has about 46.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED52.7
MEGA-CAP30.4
LARGE-CAP15.7

Stocks belong to which Index?

About 44.3% of the stocks held by Signature Wealth Management Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others55
S&P 50044.3
Top 5 Winners (%)%
MU
micron technology inc
240.8 %
AMD
advanced micro devices inc
182.2 %
PANW
palo alto networks inc
109.7 %
NVTS
navitas semiconductor corp
104.3 %
CRWD
crowdstrike hldgs inc
95.4 %
Top 5 Winners ($)$
IJR
ishares tr
4.4 M
IJR
ishares tr
2.5 M
AAPL
apple inc
1.9 M
IJR
ishares tr
1.6 M
CRWD
crowdstrike hldgs inc
1.3 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
IJR
ishares tr
-60.5 %
T
at&t inc
-27.6 %
NFLX
netflix inc.
-25.7 %
COP
conocophillips
-21.2 %
Top 5 Losers ($)$
IJR
ishares tr
-1.5 M
VAW
vanguard world fd
-1.4 M
T
at&t inc
-0.4 M
XLB
select sector spdr tr
-0.2 M
NEM
newmont corp
-0.2 M

Signature Wealth Management Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Signature Wealth Management Partners, LLC

Signature Wealth Management Partners, LLC has 121 stocks in it's portfolio. About 54.2% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Signature Wealth Management Partners, LLC last quarter.

$214.48MTotal Value
127Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Signature Wealth Management Partners, LLC, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Signature Wealth Management Partners, LLC's holding in First Tr Exchange Traded Fd over time
0.1%2,791
$211.8K
0.1%
new position
ALCC
Oklo Inc

Oklo Inc

ALCC
Signature Wealth Management Partners, LLC's holding in Oklo Inc over time
0.1%4,321
$226.1K
0.1%
increased 2.78 percentadded
ALTS
Proshares Tr

Proshares Tr

ALTS
Signature Wealth Management Partners, LLC's holding in Proshares Tr over time
0.4%9,290
$850.7K
0.4%
increased 12.87 percentadded
ANEW
Proshares Tr

Proshares Tr

ANEW
Signature Wealth Management Partners, LLC's holding in Proshares Tr over time
0.15%6,643
$320.1K
0.15%
decreased 25.57 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Signature Wealth Management Partners, LLC's holding in J P Morgan Exchange Traded F over time
6.45%245,018
$13.84M
6.45%
decreased 1.23 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Signature Wealth Management Partners, LLC's holding in J P Morgan Exchange Traded F over time
0.11%4,578
$231.9K
0.11%
unchanged 0 percentunchanged
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
Signature Wealth Management Partners, LLC's holding in Blackrock Etf Trust over time
0.88%27,822
$1.89M
0.88%
increased 30.27 percentadded
BGLD
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

BGLD
Signature Wealth Management Partners, LLC's holding in First Tr Exchange-Traded Fd over time
0.23%1,867
$494.2K
0.23%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Signature Wealth Management Partners, LLC's holding in Spdr Series Trust over time
0.58%48,536
$1.23M
0.58%
decreased 17.14 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Signature Wealth Management Partners, LLC's holding in Spdr Series Trust over time
0.14%2,429
$289.0K
0.14%
unchanged 0 percentunchanged
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
Signature Wealth Management Partners, LLC's holding in Pimco Etf Tr over time
0.19%13,337
$409.0K
0.19%
new position