SIGNATURE ESTATE & INVESTMENT ADVISORS LLC Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$5.0B

Holdings

605

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (605 positions)

StockValue
HELOJ P MORGAN EXCHANGE TRADED F
$1.5M
SCHMSCHWAB STRATEGIC TR
$1.5M
SMHVANECK ETF TRUST
$1.5M
VVISA INC
$1.5M
CIBRFIRST TR EXCHANGE TRADED FD
$1.5M
BNDVANGUARD BD INDEX FDS
$1.5M
IUSBISHARES TR
$1.5M
CDECOEUR MNG INC
$1.5M
ACWVISHARES INC
$1.4M
FEMBFIRST TR EXCH TRADED FD III
$1.4M
RBUFINNOVATOR ETFS TRUST
$1.4M
GSGOLDMAN SACHS GROUP INC
$1.4M
EMBISHARES TR
$1.4M
ITA*ISHARES TR
$1.4M
VTIPVANGUARD MALVERN FDS
$1.3M
XLKSELECT SECTOR SPDR TR
$1.3M
T7DTRANSDIGM GROUP INC
$1.3M
EEMISHARES TR
$1.3M
AQLTISHARES TR
$1.3M
RTXRTX CORPORATION
$1.3M
IAUI-80 GOLD CORP
$1.3M
CVXCHEVRON CORP NEW
$1.3M
PHPARKER-HANNIFIN CORP
$1.3M
DFARDIMENSIONAL ETF TRUST
$1.3M
PPTAPERPETUA RESOURCES CORP
$1.2M
GSIEGOLDMAN SACHS ETF TR
$1.2M
ABBVABBVIE INC
$1.2M
PNCPNC FINL SVCS GROUP INC
$1.2M
SCHPSCHWAB STRATEGIC TR
$1.2M
IAU*ISHARES GOLD TR
$1.2M
DVYEISHARES INC
$1.2M
NULGNUSHARES ETF TR
$1.2M
QUALISHARES TR
$1.2M
RSPINVESCO EXCHANGE TRADED FD T
$1.2M
BDYNBLACKROCK ETF TRUST
$1.2M
PGPROCTER AND GAMBLE CO
$1.2M
UNHUNITEDHEALTH GROUP INC
$1.2M
IEFISHARES TR
$1.2M
BABOEING CO
$1.1M
VONGVANGUARD SCOTTSDALE FDS
$1.1M
IBBISHARES TR
$1.1M
HDHOME DEPOT INC
$1.1M
BINCBLACKROCK ETF TRUST II
$1.1M
VEUVANGUARD INTL EQUITY INDEX F
$1.1M
BXBLACKSTONE INC
$1.1M
FIWFIRST TR EXCHANGE-TRADED FD
$1.1M
HDVISHARES TR
$1.1M
BILSPDR SERIES TRUST
$1.1M
EMLPFIRST TR EXCHANGE-TRADED FD
$1.1M
BUFRFIRST TR EXCHNG TRADED FD VI
$1.0M
KXIISHARES TR
$1.0M
EQXEQUINOX GOLD CORP
$1.0M
GRIDFIRST TR EXCHANGE TRADED FD
$1.0M
EEMVISHARES INC
$1.0M
CALFPACER FDS TR
$1.0M
CATCATERPILLAR INC
$997K
VBKVANGUARD INDEX FDS
$973K
ABTABBOTT LABS
$970K
APPAPPLOVIN CORP
$965K
IJHISHARES TR
$964K
SLVISHARES SILVER TR
$959K
ASMLASML HOLDING N V
$944K
BABAALIBABA GROUP HLDG LTD
$927K
XLESELECT SECTOR SPDR TR
$925K
VFMFVANGUARD WELLINGTON FD
$921K
IWPISHARES TR
$919K
NSCNORFOLK SOUTHN CORP
$916K
PEYINVESCO EXCHANGE TRADED FD T
$914K
AVDEAMERICAN CENTY ETF TR
$909K
AZNASTRAZENECA PLC
$896K
WFCWELLS FARGO CO NEW
$892K
RSPUINVESCO EXCHANGE TRADED FD T
$892K
ORLYOREILLY AUTOMOTIVE INC
$891K
RXIISHARES TR
$891K
EMGFISHARES INC
$889K
SPLVINVESCO EXCH TRADED FD TR II
$886K
FJUNFIRST TR EXCHNG TRADED FD VI
$884K
GPIQGOLDMAN SACHS ETF TR
$882K
IFRAISHARES TR
$874K
IWFISHARES TR
$871K
FDLFIRST TR EXCHANGE-TRADED FD
$863K
FAIFIRST TR EXCHANGE TRADED FD
$854K
VFLOVICTORY PORTFOLIOS II
$844K
NULVNUSHARES ETF TR
$843K
FCBDADVISORS INNER CIRCLE FD II
$843K
PDIPIMCO DYNAMIC INCOME FD
$842K
HTUSCAPITOL SER TR
$837K
MRKMERCK & CO INC
$827K
CGMSCAPITAL GRP FIXED INCM ETF T
$820K
AXPAMERICAN EXPRESS CO
$810K
IDV*ISHARES TR
$810K
XSHQINVESCO EXCH TRADED FD TR II
$801K
VTEBVANGUARD MUN BD FDS
$786K
FOPCADVISORS INNER CIRCLE FD II
$783K
HEFAISHARES TR
$782K
MCDMCDONALDS CORP
$767K
DINTDAVIS FUNDAMENTAL ETF TR
$766K
SCHVSCHWAB STRATEGIC TR
$760K
VDEVANGUARD WORLD FD
$759K
CEGCONSTELLATION ENERGY CORP
$755K
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