Latest Signature Wealth Management Partners, LLC Stock Portfolio

Signature Wealth Management Partners, LLC Performance:

2026 Q1: -3.11%YTD: -3.11%2025: 14.8%

Performance for 2026 Q1 is -3.11%, and YTD is -3.11%, and 2025 is 14.8%.

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

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Signature Wealth Management Partners, LLC reported an equity portfolio of $199.4 Millions as of 31 Mar, 2026.

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 8.1% of portfolio in JANUS DETROIT STR TR.

The fund managers got completely rid off ROPER TECHNOLOGIES INC (ROP), ISHARES TR (IJR) and BANK AMERICA CORP (BAC) stocks. They significantly reduced their stock positions in GOLUB CAP BDC INC (GBDC), GENERAL MTRS CO (GM) and ISHARES TR (IJR). Signature Wealth Management Partners, LLC opened new stock positions in MICRON TECHNOLOGY INC (MU), CIRCLE INTERNET GROUP INC and EXELON CORP (EXC). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY GREENWOOD STREET TR, SALESFORCE INC (CRM) and BLACKROCK ETF TRUST (BECO).

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 -3.11% in the last quarter. In trailing 12 months, it's portfolio return was 14.64%.

Performance
S&P 500

New Buys

Ticker	$ Bought
micron technology inc	356,759
circle internet group inc	257,321
exelon corp	207,110

New stocks bought by Signature Wealth Management Partners, LLC

Additions

Ticker	% Inc.
fidelity greenwood street tr	157
salesforce inc	73.18
blackrock etf trust	42.88
alphabet inc	32.58
proshares tr	28.97
servicenow inc	27.75
blackrock inc	22.47
proshares tr	21.71

Additions to existing portfolio by Signature Wealth Management Partners, LLC

Reductions

Ticker	% Reduced
golub cap bdc inc	-40.63
general mtrs co	-18.98
ishares tr	-15.1
goldman sachs group inc	-11.45
vanguard world fd	-9.72
tesla inc	-9.02
uber technologies inc	-7.88
citigroup inc	-6.3

Signature Wealth Management Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
bank america corp	-249,810
j p morgan exchange traded f	-206,178
ishares tr	-278,727
becton dickinson & co	-242,393
zscaler inc	-202,428
roper technologies inc	-311,591
constellation energy corp	-201,364

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

Sector Distribution

Signature Wealth Management Partners, LLC has about 53.6% of it's holdings in Others sector.

Sector	%
Others	53.6
Technology	14.2
Industrials	6.6
Communication Services	5.9
Financial Services	5.4
Consumer Cyclical	3.5
Healthcare	2.9
Utilities	2.5
Consumer Defensive	2
Energy	1.9
Basic Materials	1.5

Market Cap. Distribution

Signature Wealth Management Partners, LLC has about 45.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	53.6
MEGA-CAP	30.5
LARGE-CAP	14.7

Stocks belong to which Index?

About 44% of the stocks held by Signature Wealth Management Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	55.6
S&P 500	44

Top 5 Winners (%)		%
PSX	phillips 66	41.2 %
COP	conocophillips	41.0 %
XOM	exxon mobil corp	40.4 %
XLB	select sector spdr tr	37.0 %
CVX	chevron corporation	35.3 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	0.5 M
JNJ	johnson & johnson	0.5 M
XLB	select sector spdr tr	0.4 M
AME	ametek inc	0.3 M
DE	deere & co	0.2 M

Top 5 Losers (%)		%
OWL	blue owl capital inc	-38.3 %
COTY	coty inc	-34.7 %
RGTI	rigetti computing inc	-34.7 %
ALCC	oklo inc	-30.9 %
NOW	servicenow inc	-29.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.3 M
IJR	ishares tr	-1.2 M
IJR	ishares tr	-1.1 M
AAPL	apple inc	-0.9 M
META	meta platforms inc	-0.5 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 116 stocks in it's portfolio. About 55% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Signature Wealth Management Partners, LLC last quarter.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.83	53,661	13,618,700	added	8.03

ALCC	oklo inc	0.10	4,204	208,476	unchanged	0.00

ALTS	proshares tr	0.36	8,231	711,171	added	21.71

AMD	advanced micro devices inc	0.10	1,003	204,040	unchanged	0.00

AME	ametek inc	3.65	33,950	7,277,520	unchanged	0.00

AMZN	amazon com inc	2.26	21,680	4,515,290	added	0.69

ANEW	proshares tr	0.19	8,925	386,911	added	28.97

AVGO	broadcom inc	0.42	2,699	835,263	added	5.43

AXP	american express co	0.31	2,029	613,732	unchanged	0.00

BA	boeing co	0.25	2,518	501,158	unchanged	0.00

BAC	bank america corp	0.00	0.00	0.00	sold off	-100

BBAX	j p morgan exchange traded f	7.05	248,062	14,060,200	added	0.15

BBAX	j p morgan exchange traded f	0.12	4,578	228,854	unchanged	0.00

BDX	becton dickinson & co	0.00	0.00	0.00	sold off	-100

BECO	blackrock etf trust	0.62	21,357	1,242,570	added	42.88

BGLD	first tr exchange-traded fd	0.22	1,867	436,934	unchanged	0.00

BIL	spdr series trust	0.73	58,576	1,452,680	unchanged	0.00

BIL	spdr series trust	0.12	2,429	237,780	added	0.04

BK	bank new york mellon corp	1.27	21,369	2,534,950	unchanged	0.00

C	citigroup inc	0.14	2,556	289,875	reduced	-6.3