Latest Signature Wealth Management Partners, LLC Stock Portfolio

Signature Wealth Management Partners, LLC Performance:

2025 Q4: -1.04%YTD: 10.56%2024: 18.6%

Performance for 2025 Q4 is -1.04%, and YTD is 10.56%, and 2024 is 18.6%.

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

On 2026-02-02, the fund reported it's updated stock portfolio. In the 13F Holdings report, Signature Wealth Management Partners, LLC reported an equity portfolio of $202.2 Millions as of 31 Dec, 2025.

The top stock holdings of Signature Wealth Management Partners, LLC are IJR, JAAA, BBAX. The fund has invested 10.2% of it's portfolio in ISHARES TR and 7.8% of portfolio in JANUS DETROIT STR TR.

The fund managers got completely rid off ENERGY TRANSFER L P (ET), FIRST TR EXCHANGE TRADED FD (AIRR) and CARRIER GLOBAL CORPORATION (CARR) stocks. They significantly reduced their stock positions in CONOCOPHILLIPS (COP), PUBLIC SVC ENTERPRISE GRP IN (PEG) and VERIZON COMMUNICATIONS INC (VZ). Signature Wealth Management Partners, LLC opened new stock positions in SPDR SERIES TRUST (BIL), BLACKROCK ETF TRUST (BECO) and ORACLE CORP (ORCL). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and SELECT SECTOR SPDR TR (XLB).

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 -1.04% in the last quarter. In trailing 12 months, it's portfolio return was 10.56%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr series trust	1,460,880
blackrock etf trust	909,007
oracle corp	667,405
coreweave inc	392,781
blue owl capital inc	247,631
fidelity greenwood street tr	246,131
crispr therapeutics ag	222,870
advanced micro devices inc	214,802

New stocks bought by Signature Wealth Management Partners, LLC

Additions

Ticker	% Inc.
netflix inc	1,236
servicenow inc	400
select sector spdr tr	100
select sector spdr tr	100
select sector spdr tr	95.52
proshares tr	54.97
golub cap bdc inc	53.11
novo-nordisk a s	46.67

Additions to existing portfolio by Signature Wealth Management Partners, LLC

Reductions

Ticker	% Reduced
conocophillips	-37.97
public svc enterprise grp in	-30.75
verizon communications inc	-30.18
dover corp	-28.52
home depot inc	-25.78
fidelity covington trust	-15.07
vanguard world fd	-11.86
becton dickinson & co	-11.36

Signature Wealth Management Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
energy transfer l p	-266,963
carrier global corporation	-205,965
first tr exchange traded fd	-206,141
ishares bitcoin trust etf	-204,555

Signature Wealth Management Partners, LLC got rid off the above stocks

Sector Distribution

Signature Wealth Management Partners, LLC has about 53.3% of it's holdings in Others sector.

Sector	%
Others	53.3
Technology	15.1
Industrials	6.3
Financial Services	6
Communication Services	5.7
Consumer Cyclical	3.9
Healthcare	2.9
Utilities	2.2
Consumer Defensive	1.8
Energy	1.4
Basic Materials	1.4

Market Cap. Distribution

Signature Wealth Management Partners, LLC has about 45.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	53.3
MEGA-CAP	26.1
LARGE-CAP	19.3

Stocks belong to which Index?

About 43.9% of the stocks held by Signature Wealth Management Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	55.8
S&P 500	43.9

Top 5 Winners (%)		%
LLY	eli lilly & co	40.7 %
GM	general mtrs co	33.1 %
	barrick mng corp	32.9 %
FCX	freeport-mcmoran inc	29.3 %
GOOG	alphabet inc	28.8 %

Top 5 Winners ($)		$
AAPL	apple inc	0.9 M
GOOG	alphabet inc	0.8 M
AME	ametek inc	0.6 M
IJR	ishares tr	0.5 M
GOOG	alphabet inc	0.3 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.4 %
NOW	servicenow inc	-75.0 %
XLB	select sector spdr tr	-43.0 %
XLB	select sector spdr tr	-43.0 %
XLB	select sector spdr tr	-41.8 %

Top 5 Losers ($)		$
NFLX	netflix inc	-3.0 M
NOW	servicenow inc	-2.1 M
XLB	select sector spdr tr	-0.9 M
XLB	select sector spdr tr	-0.9 M
META	meta platforms inc	-0.4 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 120 stocks in it's portfolio. About 55.5% of the portfolio is in top 10 stocks. NFLX 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.

Last Reported on: 02 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.68	49,671	13,503,800	reduced	-0.76

AIRR	first tr exchange traded fd	0.00	0.00	0.00	sold off	-100

ALCC	oklo inc	0.15	4,204	301,679	reduced	-10.82

ALTS	proshares tr	0.28	6,763	569,608	added	54.97

AMD	advanced micro devices inc	0.11	1,003	214,802	new

AME	ametek inc	3.45	33,950	6,970,280	reduced	-0.31

AMZN	amazon com inc	2.46	21,532	4,970,020	reduced	-2.75

ANEW	proshares tr	0.16	6,920	315,782	added	0.63

AVGO	broadcom inc	0.44	2,560	885,873	added	0.43

AXP	american express co	0.37	2,029	750,629	unchanged	0.00

BA	boeing co	0.27	2,518	546,708	reduced	-5.09

BAC	bank america corp	0.12	4,542	249,810	unchanged	0.00

BBAX	j p morgan exchange traded f	7.01	247,694	14,178,000	reduced	-0.06

BBAX	j p morgan exchange traded f	0.11	4,578	231,189	unchanged	0.00

BDX	becton dickinson & co	0.12	1,249	242,393	reduced	-11.36

BECO	blackrock etf trust	0.45	14,948	909,007	new

BGLD	first tr exchange-traded fd	0.25	1,867	502,559	unchanged	0.00

BIL	spdr series trust	0.72	58,576	1,460,880	new

BIL	spdr series trust	0.13	2,428	259,118	unchanged	0.00

BK	bank new york mellon corp	1.23	21,369	2,480,670	unchanged	0.00