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Latest Signature Wealth Management Partners, LLC Stock Portfolio

$234Million | No. of Holdings #124

Signature Wealth Management Partners, LLC Performance

2026 Q3+3.45%
YTD+9.65%
2025+14.80%

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

On 2026-10-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Signature Wealth Management Partners, LLC reported an equity portfolio of $234.3 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Signature Wealth Management Partners, LLC are IJR, AAPL, IJR. The fund has invested 9.7% of it's portfolio in ISHARES TR and 7.7% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off CARRIER GLOBAL CORPORATION (CARR), MCDONALDS CORP (MCD) and OKLO INC (ALCC) stocks. They significantly reduced their stock positions in NORWEGIAN CRUISE LINE HLDGS (NCLH), ADVANCED MICRO DEVICES INC (AMD) and BROADCOM INC (AVGO). Signature Wealth Management Partners, LLC opened new stock positions in AMNEAL PHARMACEUTICALS INC (AMRX), EXXONMOBIL HOLDINGS CORP and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY GREENWOOD STREET TR, BLACKROCK ETF TRUST (BECO) and SPDR GOLD TR (GLD).
Signature Wealth Management Partners, LLC Equity Portfolio Value
Last Reported on: 21 Oct, 2026
$234Million
  as of Oct 21, 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 3.45% in the last quarter. In trailing 12 months, it's portfolio return was 12.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
amneal pharmaceuticals inc4,681,060
exxonmobil holdings corp1,778,360
blackrock etf trust674,677
invesco exchange traded fd t295,388
circle internet group inc250,372
global x fds224,802
reddit inc204,497
fidelity covington trust202,541
New stocks bought by Signature Wealth Management Partners, LLC

Additions

Ticker% Inc.
fidelity greenwood street tr280
blackrock etf trust46.36
spdr gold tr23.39
proshares tr12.68
ishares tr10.65
taiwan semiconductor manufac8.51
coreweave inc8.06
netflix inc.6.05
Additions to existing portfolio by Signature Wealth Management Partners, LLC

Reductions

Ticker% Reduced
norwegian cruise line hldgs-27.42
advanced micro devices inc-13.55
broadcom inc-7.25
deere & co-6.25
oracle corp-5.14
spdr series trust-5.12
citigroup inc-3.91
phillips 66-2.83
Signature Wealth Management Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
oklo inc-226,118
carrier global corporation-253,058
otis worldwide corp-208,356
walmart inc-216,697
mcdonalds corp-229,493
home depot inc-202,901
western digital corp-217,165
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
  • Healthcare
  • Consumer Cyclical
  • Utilities
  • Consumer Defensive
  • Basic Materials
Sector%
Others52.7
Technology17.3
Industrials5.9
Communication Services5.6
Financial Services5
Healthcare4.9
Consumer Cyclical3
Utilities1.7
Consumer Defensive1.6
Basic Materials1.3

Market Cap. Distribution

Signature Wealth Management Partners, LLC has about 44.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED52.7
MEGA-CAP30
LARGE-CAP14.4
MID-CAP2.8

Stocks belong to which Index?

About 44.7% of the stocks held by Signature Wealth Management Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others55.3
S&P 50042.1
RUSSELL 20002.6
Top 5 Winners (%)%
PLTR
palantir technologies inc
59.9 %
PSX
phillips 66
50.3 %
CRM
salesforce inc
46.5 %
CRWD
crowdstrike hldgs inc
38.5 %
MSFT
microsoft corp
37.4 %
Top 5 Winners ($)$
AAPL
apple inc
2.4 M
MSFT
microsoft corp
1.7 M
CRWD
crowdstrike hldgs inc
1.0 M
META
meta platforms inc
1.0 M
IJR
ishares tr
0.8 M
Top 5 Losers (%)%
NVTS
navitas semiconductor corp
-35.2 %
NCLH
norwegian cruise line hldgs
-26.4 %
sandisk corp
-23.5 %
IBM
international business machs
-21.8 %
ge vernova inc
-18.8 %
Top 5 Losers ($)$
PEG
public svc enterprise group
-0.3 M
IBM
international business machs
-0.2 M
DOV
dover corp
-0.2 M
NEE
nextera energy inc
-0.2 M
GOOG
alphabet inc
-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 124 stocks in it's portfolio. About 52.5% of the portfolio is in top 10 stocks. PEG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Signature Wealth Management Partners, LLC last quarter.

$234.34MTotal Value
131Positions
21 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Signature Wealth Management Partners, LLC, last reported on 21 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGNG
Global X Fds

Global X Fds

AGNG
Signature Wealth Management Partners, LLC's holding in Global X Fds over time
0.1%3,450
$224.8K
0.1%
new position
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
0.09%2,731
$200.4K
0.09%
decreased 2.15 percentreduced
ALCC
Oklo Inc

Oklo Inc

ALCC
Signature Wealth Management Partners, LLC's holding in Oklo Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ALTS
Proshares Tr

Proshares Tr

ALTS
Signature Wealth Management Partners, LLC's holding in Proshares Tr over time
0.39%10,468
$905.3K
0.39%
increased 12.68 percentadded
ANEW
Proshares Tr

Proshares Tr

ANEW
Signature Wealth Management Partners, LLC's holding in Proshares Tr over time
0.14%6,699
$320.2K
0.14%
increased 0.84 percentadded
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
5.98%249,162
$14.01M
5.98%
increased 1.69 percentadded
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
0.09%4,578
$217.8K
0.09%
unchanged 0 percentunchanged
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
Signature Wealth Management Partners, LLC's holding in Blackrock Etf Trust over time
1.2%40,720
$2.82M
1.2%
increased 46.36 percentadded
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
Signature Wealth Management Partners, LLC's holding in Blackrock Etf Trust over time
0.29%13,780
$674.7K
0.29%
new position
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
$538.5K
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
0.46%46,049
$1.08M
0.46%
decreased 5.12 percentreduced