Signature Wealth Management Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Signature Wealth Management Partners, LLC held in its portfolio 119 assets valued at $202,228,147 (i.e. $202.23M).
The most valuable assets in the portfolio included: ISHARES TR ($20.58M), JANUS DETROIT STR TR ($15.73M), and J P MORGAN EXCHANGE TRADED F ($14.18M).
The chart below shows the top 10 valuable assets, and the table below shows the top 119 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Signature Wealth Management Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 97022 | 20575499 | S&P 500 VAL ETF |
| JANUS DETROIT STR TR | 310919 | 15726296 | HENDRSON AAA CL |
| J P MORGAN EXCHANGE TRADED F | 247694 | 14178007 | EQUITY PREMIUM |
| ISHARES TR | 111954 | 13799423 | S&P 500 GRWT ETF |
| APPLE INC | 49671 | 13503808 | COM |
| ISHARES TR | 61545 | 12289243 | U.S. TECH ETF |
| AMETEK INC | 33950 | 6970275 | COM |
| MICROSOFT CORP | 11370 | 5498675 | COM |
| AMAZON COM INC | 21532 | 4970016 | COM |
| SPDR S&P 500 ETF TR | 7015 | 4783809 | TR UNIT |
| JPMORGAN CHASE & CO. | 13544 | 4364135 | COM |
| META PLATFORMS INC | 6405 | 4228383 | CL A |
| ALPHABET INC | 11622 | 3637763 | CAP STK CL A |
| NVIDIA CORPORATION | 17990 | 3355056 | COM |
| JOHNSON & JOHNSON | 12569 | 2601069 | COM |
| BANK NEW YORK MELLON CORP | 21369 | 2480673 | COM |
| ISHARES TR | 3297 | 2258011 | CORE S&P500 ETF |
| RTX CORPORATION | 10166 | 1864525 | COM |
| SPDR SERIES TRUST | 61004 | 1720003 | STATE STREET SPD |
| BERKSHIRE HATHAWAY INC DEL | 3386 | 1701973 | CL B NEW |
| PUBLIC SVC ENTERPRISE GRP IN | 19141 | 1537022 | COM |
| GOLDMAN SACHS GROUP INC | 1747 | 1535679 | COM |
| CROWDSTRIKE HLDGS INC | 3254 | 1525345 | CL A |
| ALPHABET INC | 4834 | 1516922 | CAP STK CL C |
| ISHARES TR | 9744 | 1448888 | CORE S&P TTL STK |
| PHILIP MORRIS INTL INC | 8932 | 1432693 | COM |
| NEXTERA ENERGY INC | 17158 | 1377444 | COM |
| NEWMONT CORP | 13679 | 1365836 | COM |
| EXXON MOBIL CORP | 11205 | 1348400 | COM |
| BLACKROCK ETF TRUST II | 25535 | 1347456 | ISHARES FLEXIBLE |
| DOVER CORP | 6668 | 1301860 | COM |
| AT&T INC | 51941 | 1290207 | COM |
| SELECT SECTOR SPDR TR | 8816 | 1269253 | STATE STREET TEC |
| ISHARES TR | 7520 | 1269150 | ISHARES BIOTECH |
| INTERNATIONAL BUSINESS MACHS | 3954 | 1171193 | COM |
| SELECT SECTOR SPDR TR | 25748 | 1151193 | STATE STREET ENE |
| ELI LILLY & CO | 1043 | 1121407 | COM |
| ISHARES TR | 2365 | 1119322 | RUS 1000 GRW ETF |
| DEERE & CO | 2325 | 1082504 | COM |
| GENERAL MTRS CO | 11592 | 942626 | COM |
| TESLA INC | 2051 | 922376 | COM |
| BLACKROCK ETF TRUST | 14948 | 909007 | ISHARES US EQUIT |
| BROADCOM INC | 2560 | 885873 | COM |
| SELECT SECTOR SPDR TR | 16009 | 876817 | STATE STREET FIN |
| LOEWS CORP | 8262 | 870071 | COM |
| MARTIN MARIETTA MATLS INC | 1396 | 869233 | COM |
| PALANTIR TECHNOLOGIES INC | 4889 | 869020 | CL A |
| INVESCO QQQ TR | 1409 | 865541 | UNIT SER 1 |
| FIDELITY COVINGTON TRUST | 10719 | 796242 | MSCI HLTH CARE I |
| ALTRIA GROUP INC | 13643 | 786635 | COM |
| MERCK & CO INC | 7179 | 755610 | COM |
| AMERICAN EXPRESS CO | 2029 | 750629 | COM |
| ISHARES TR | 5232 | 738549 | S&P SML 600 GWT |
| GE AEROSPACE | 2315 | 713084 | COM NEW |
| SERVICENOW INC | 4595 | 703908 | COM |
| ENTERGY CORP NEW | 7304 | 675109 | COM |
| ORACLE CORP | 3424 | 667405 | COM |
| PEPSICO INC | 4359 | 625604 | COM |
| FREEPORT-MCMORAN INC | 12284 | 623904 | CL B |
| ISHARES TR | 6300 | 610344 | S&P MC 400GR ETF |
| CHEVRON CORP NEW | 3844 | 585880 | COM |
| MONDELEZ INTL INC | 10775 | 580018 | CL A |
| PROSHARES TR | 6763 | 569608 | S&P MDCP 400 DIV |
| GOLUB CAP BDC INC | 41050 | 557049 | COM |
| BOEING CO | 2518 | 546708 | COM |
| NORWEGIAN CRUISE LINE HLDG L | 24226 | 540724 | SHS |
| SELECT SECTOR SPDR TR | 4446 | 530897 | STATE STREET CON |
| ENBRIDGE INC | 11099 | 530865 | COM |
| GE VERNOVA INC | 783 | 511779 | COM |
| FIRST TR EXCHANGE-TRADED FD | 1867 | 502559 | DJ INTERNT IDX |
| THERMO FISHER SCIENTIFIC INC | 861 | 499094 | COM |
| PALO ALTO NETWORKS INC | 2641 | 486472 | COM |
| BLACKROCK INC | 445 | 476301 | COM |
| UBER TECHNOLOGIES INC | 5710 | 466564 | COM |
| NETFLIX INC | 4970 | 465987 | COM |
| VANGUARD WORLD FD | 617 | 465082 | INF TECH ETF |
| VERIZON COMMUNICATIONS INC | 10774 | 438823 | COM |
| INTERCONTINENTAL EXCHANGE IN | 2707 | 438426 | COM |
| BARRICK MNG CORP | 9200 | 400660 | COM SHS |
| COREWEAVE INC | 5485 | 392781 | COM CL A |
| SPDR GOLD TR | 955 | 378476 | GOLD SHS |
| GSK PLC | 7504 | 367996 | SPONSORED ADR |
| SEMPRA | 4020 | 354926 | COM |
| VANGUARD WORLD FD | 1591 | 336083 | CONSUM STP ETF |
| FIRST TR EXCHANGE TRADED FD | 2942 | 334821 | HLTH CARE ALPH |
| NOVO-NORDISK A S | 6427 | 327006 | ADR |
| TG THERAPEUTICS INC | 10780 | 321352 | COM |
| CITIGROUP INC | 2728 | 318330 | COM NEW |
| PROSHARES TR | 6920 | 315782 | S&P 500 HIGH INC |
| ROPER TECHNOLOGIES INC | 700 | 311591 | COM |
| SHELL PLC | 4168 | 306265 | SPON ADS |
| OKLO INC | 4204 | 301679 | COM CL A |
| VANGUARD SPECIALIZED FUNDS | 1365 | 300000 | DIV APP ETF |
| UNITIL CORP | 5876 | 284633 | COM |
| ISHARES TR | 1325 | 278727 | RUS 1000 VAL ETF |
| RIGETTI COMPUTING INC | 12318 | 272844 | COMMON STOCK |
| MCDONALDS CORP | 865 | 264370 | COM |
| OTIS WORLDWIDE CORP | 2910 | 254189 | COM |
| BANK AMERICA CORP | 4542 | 249810 | COM |
| SALESFORCE INC | 936 | 247971 | COM |
| BLUE OWL CAPITAL INC | 16575 | 247631 | COM CL A |
| HOME DEPOT INC | 717 | 246615 | COM |
| FIDELITY GREENWOOD STREET TR | 7963 | 246131 | HEDGED EQTY ETF |
| BECTON DICKINSON & CO | 1249 | 242393 | COM |
| VANGUARD INDEX FDS | 381 | 239001 | S&P 500 ETF SHS |
| J P MORGAN EXCHANGE TRADED F | 4578 | 231189 | MUNICIPAL ETF |
| CONOCOPHILLIPS | 2451 | 229438 | COM |
| PHILLIPS 66 | 1765 | 227756 | COM |
| CRISPR THERAPEUTICS AG | 4250 | 222870 | NAMEN AKT |
| TRAVELERS COMPANIES INC | 763 | 221296 | COM |
| ADVANCED MICRO DEVICES INC | 1003 | 214802 | COM |
| WALMART INC | 1913 | 213158 | COM |
| ISHARES TR | 570 | 212861 | RUS 1000 ETF |
| J P MORGAN EXCHANGE TRADED F | 3547 | 206178 | NASDAQ EQT PREM |
| ZSCALER INC | 900 | 202428 | COM |
| CONSTELLATION ENERGY CORP | 570 | 201364 | COM |
| FLAHERTY & CRUMRINE PFD INCO | 14351 | 170346 | COM |
| NAVITAS SEMICONDUCTOR CORP | 17300 | 123522 | COM |
| COTY INC | 12999 | 40037 | COM CL A |
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