Signature Wealth Management Partners, LLC — 13F holdings
Signature Wealth Management Partners, LLC reported 124 holdings worth $234M in its 13F filing for Q3 2026, filed October 21, 2026.
Largest positions
- IVE ISHARES TR — $22.7M (9.7%)
- AAPL APPLE INC — $18.0M (7.7%)
- IYW ISHARES TR — $16.1M (6.9%)
- JEPI J P MORGAN EXCHANGE TRADED F — $14.0M (6.0%)
- JAAA JANUS DETROIT STR TR — $13.9M (5.9%)
- IVW ISHARES TR — $13.0M (5.5%)
- AME AMETEK INC — $8.41M (3.6%)
- MSFT MICROSOFT CORP — $6.27M (2.7%)
- AMZN AMAZON COM INC — $5.43M (2.3%)
- SPY SPDR S&P 500 ETF TR — $5.34M (2.3%)