Signature Wealth Management Partners, LLC
CIK: 0001824694SEC EDGAR →
Portfolio Value
$202.2B
Holdings
120
As of
Q4 2025
New Positions
120
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 97,022 | $20.6B | 10.17% |
| 2 | JANUS DETROIT STR TR | 310,919 | $15.7B | 7.78% |
| 3 | J P MORGAN EXCHANGE TRADED F | 247,694 | $14.2B | 7.01% |
| 4 | ISHARES TR | 111,954 | $13.8B | 6.82% |
| 5 | APPLE INC | 49,671 | $13.5B | 6.68% |
| 6 | ISHARES TR | 61,545 | $12.3B | 6.08% |
| 7 | AMETEK INC | 33,950 | $7.0B | 3.45% |
| 8 | MICROSOFT CORP | 11,370 | $5.5B | 2.72% |
| 9 | AMAZON COM INC | 21,532 | $5.0B | 2.46% |
| 10 | SPDR S&P 500 ETF TR | 7,015 | $4.8B | 2.37% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (120)
$20.6B · 97K shares
$15.7B · 311K shares
$14.2B · 248K shares
$13.8B · 112K shares
$13.5B · 50K shares
$12.3B · 62K shares
$7.0B · 34K shares
$5.5B · 11K shares
$5.0B · 22K shares
$4.8B · 7K shares
$4.4B · 14K shares
$4.2B · 6K shares
$3.6B · 12K shares
$3.4B · 18K shares
$2.6B · 13K shares
$2.5B · 21K shares
$2.3B · 3K shares
$1.9B · 10K shares
$1.7B · 3K shares
$1.5B · 19K shares
$1.5B · 2K shares
$1.5B · 3K shares
$1.5B · 5K shares
$1.5B · 59K shares
$1.4B · 10K shares
$1.4B · 9K shares
$1.4B · 17K shares
$1.4B · 14K shares
$1.3B · 11K shares
$1.3B · 26K shares
$1.3B · 7K shares
$1.3B · 52K shares
$1.3B · 9K shares
$1.3B · 8K shares
$1.2B · 4K shares
$1.2B · 26K shares
$1.1B · 1K shares
$1.1B · 2K shares
$1.1B · 2K shares
$942.0M · 12K shares
$922.0M · 2K shares
$909.0M · 15K shares
$885.0M · 3K shares
$876.0M · 16K shares
$870.0M · 8K shares
$869.0M · 1K shares
$869.0M · 5K shares
$865.0M · 1K shares
$796.0M · 11K shares
$786.0M · 14K shares
$755.0M · 7K shares
$750.0M · 2K shares
$738.0M · 5K shares
$713.0M · 2K shares
$703.0M · 5K shares
$675.0M · 7K shares
$667.0M · 3K shares
$625.0M · 4K shares
$623.0M · 12K shares
$610.0M · 6K shares
$585.0M · 4K shares
$580.0M · 11K shares
$569.0M · 7K shares
$557.0M · 41K shares
$546.0M · 3K shares
$540.0M · 24K shares
$530.0M · 11K shares
$530.0M · 4K shares
$511.0M · 783 shares
$502.0M · 2K shares
$499.0M · 861 shares
$486.0M · 3K shares
$476.0M · 445 shares
$466.0M · 6K shares
$465.0M · 5K shares
$465.0M · 617 shares
$438.0M · 11K shares
$438.0M · 3K shares
$400.0M · 9K shares
$392.0M · 5K shares
$378.0M · 955 shares
$367.0M · 8K shares
$354.0M · 4K shares
$336.0M · 2K shares
$334.0M · 3K shares
$327.0M · 6K shares
$321.0M · 11K shares
$318.0M · 3K shares
$315.0M · 7K shares
$311.0M · 700 shares
$306.0M · 4K shares
$301.0M · 4K shares
$300.0M · 1K shares
$284.0M · 6K shares
$278.0M · 1K shares
$272.0M · 12K shares
$264.0M · 865 shares
$259.0M · 2K shares
$254.0M · 3K shares
$249.0M · 5K shares
$247.0M · 17K shares
$247.0M · 936 shares
$246.0M · 717 shares
$246.0M · 8K shares
$242.0M · 1K shares
$239.0M · 381 shares
$231.0M · 5K shares
$229.0M · 2K shares
$227.0M · 2K shares
$222.0M · 4K shares
$221.0M · 763 shares
$214.0M · 1K shares
$213.0M · 2K shares
$212.0M · 570 shares
$206.0M · 4K shares
$202.0M · 900 shares
$201.0M · 570 shares
$170.0M · 14K shares
$123.0M · 17K shares
$40.0M · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $114.0B | 56.4% |
| Technology | 18 | $30.7B | 15.2% |
| Industrials | 8 | $13.0B | 6.5% |
| Communication Services | 5 | $11.1B | 5.5% |
| Consumer Cyclical | 6 | $7.9B | 3.9% |
| Healthcare | 9 | $6.5B | 3.2% |
| Utilities | 8 | $5.2B | 2.6% |
| Unknown | 6 | $4.9B | 2.4% |
| Basic Materials | 4 | $3.3B | 1.6% |
| Energy | 6 | $3.2B | 1.6% |
| Consumer Defensive | 5 | $2.2B | 1.1% |