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CIK: 0001079935
Total reported value
$5.6B
$5.6B
597 檔
31.0%
During the Q3 2025 filing period, Signature Estate & Investment Advisors LLC (CIK: 0001079935) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.6B across 597 reported positions.
In Q3 2025, Signature Estate & Investment Advisors LLC displayed an active expansion posture, initiating 9 new positions and adding to 21 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 597 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 12.30% | -0.38% | -0.86% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 10.42% | -0.14% | -0.43% | |
| 3 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 5.02% | +1.73% | -3.16% | |
| 4 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 4.65% | -0.30% | +1.49% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.42% | -0.57% | +0.71% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | -0.19% | +5.04% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 2.53% | -0.14% | -3.30% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | -0.07% | -0.67% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.22% | +0.07% | -13.04% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.10% | +0.10% | -16.89% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 1.95% | — | +1.27% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.86% | -0.27% | +1.48% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.81% | -0.11% | +2.88% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.73% | -0.67% | +0.54% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.72% | +0.50% | -3.90% | |
| 16 | ANET | Arista Networks Inc | Stock-Tech | 1.65% | +0.43% | +11.12% | |
| 17 | UBER | Uber Technologies Inc | Stock-Industrials | 1.60% | -0.04% | -12.89% | |
| 18 | MU | Micron Technology Inc | Stock-Tech | 1.49% | -0.09% | — | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.27% | — | -8.58% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.24% | -0.25% | +2.14% | |
| 21 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.20% | -0.02% | +3827.11% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.19% | +0.17% | +31.42% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 1.07% | -1.10% | +3.36% | |
| 24 | MCK | Mckesson CORP | Stock-Healthcare | 0.98% | -1.75% | +1.74% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.93% | +0.62% | +2.26% | |
| 26 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.82% | -0.23% | +1.74% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.80% | -0.82% | +1.10% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.41% | +0.62% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.74% | -0.01% | -13.32% | |
| 30 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.72% | -0.07% | -0.18% | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.71% | -0.01% | +3.90% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.65% | -0.01% | +2.34% | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.51% | -0.05% | +0.82% | |
| 34 | RGLD | Royal Gold Inc | Stock-Materials | 0.47% | -0.15% | — | |
| 35 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.46% | -0.14% | +0.36% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.08% | +5.38% | |
| 37 | PWR | Quanta Services Inc | Stock-Industrials | 0.43% | -0.02% | — | |
| 38 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.42% | -0.01% | -1.83% | |
| 39 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.41% | +0.06% | +0.98% | |
| 40 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.40% | -0.03% | +0.91% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | -0.01% | -0.19% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.06% | -4.65% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | -0.02% | -3.82% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.34% | — | +0.85% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.33% | +0.34% | +2.76% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.30% | -0.06% | +3.41% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.29% | -0.01% | -0.09% | |
| 48 | KKR | Kkr & Co Inc | Stock-Financials | 0.27% | — | -25.56% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | -0.02% | +2.28% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.25% | -0.04% | -12.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFV | Ishares Msci Eafe Value ETF | +1.9% | +1.48% | Add |
| 2 | VUG | Vanguard Growth ETF | +1.8% | -0.43% | Add |
| 3 | ANET | Arista Networks Inc | +1.4% | +11.12% | Add |
| 4 | COIN | Coinbase Global Inc -class A | +1.2% | +3827.11% | Add |
| 5 | LLY | Eli Lilly & Co | +0.8% | +31.42% | Add |
| 6 | AVGO | Broadcom Inc | +0.6% | -3.90% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | -13.04% | Add |
| 8 | IGM | Ishares Expanded Tech Sector | +0.5% | -3.16% | Trim |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +2.88% | Add |
| 10 | CGGR | Cap Group Growth Equity | +0.2% | -3.30% | Add |
| 11 | VRT | Vertiv Holdings Co-a | +0.2% | +0.98% | Add |
| 12 | WELL | Welltower Inc | +0.2% | +3192.56% | Add |
| 13 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +17.45% | Add |
| 14 | IYH | Ishares U.s. Healthcare ETF | +0.2% | -0.02% | Add |
| 15 | MSFT | Microsoft CORP | +0.2% | +5.04% | Trim |
| 16 | NVDA | Nvidia CORP | +0.1% | -3.82% | Trim |
| 17 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +3.90% | Add |
| 18 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | -0.18% | Add |
| 19 | MCK | Mckesson CORP | 0% | +1.74% | Add |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +1.10% | Add |
| 21 | AMZN | Amazon.com Inc | -0.1% | -0.67% | Add |
| 22 | UBER | Uber Technologies Inc | -0.1% | -12.89% | Trim |
| 23 | VTV | Vanguard Value ETF | -0.1% | +2.14% | Add |
| 24 | WCN | Waste Connections Inc | -0.2% | -95.93% | Trim |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.2% | +0.71% | Add |
| 26 | XLF | Ss Financial Select Sector | -0.2% | +1.27% | Add |
| 27 | FCX | Freeport-mcmoran Inc | -0.2% | -96.71% | Trim |
| 28 | PLD | Prologis Inc | -0.2% | -77.58% | Trim |
| 29 | GSLC | Goldman Activebeta US Lc ETF | -0.2% | -0.86% | Add |
| 30 | CVX | Chevron CORP | -0.3% | -28.73% | Trim |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.3% | +2.34% | Trim |
| 32 | CRM | Salesforce Inc | -0.6% | -8.58% | Trim |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.9% | -3.20% | Trim |
| 34 | XLE | Ss Energy Select Sector | -0.9% | -2.60% | Trim |
| 35 | ORLY | O'reilly Automotive Inc | -1.1% | -5.99% | Trim |
| 36 | MET | Metlife Inc | -1.4% | -98.50% | Trim |
| 37 | ADBE | Adobe Inc | -1.6% | -98.37% | Trim |
| 38 | TOTL | Ss Doubleline Tr Tact ETF | -2.6% | +1.49% | Trim |
| 39 | MU | Micron Technology Inc | — | NEW | New buy |
| 40 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 41 | RGLD | Royal Gold Inc | — | NEW | New buy |
| 42 | PWR | Quanta Services Inc | — | NEW | New buy |
| 43 | WYNN | Wynn Resorts LTD | — | EXIT | Sold out |
| 44 | ATI | Ati Inc | — | NEW | New buy |
| 45 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 46 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 47 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
| 48 | HAS | Hasbro Inc | — | NEW | New buy |
| 49 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 50 | STZ | Constellation Brands Inc-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, Signature Estate & Investment Advisors LLC reported a total U.S. public equity portfolio value of $5.6B across 597 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GSLC, VUG, IGM) accounted for 31.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
MU
市值: $69.7M
Top Position Liquidated / Trimmed
WYNN
前期市值: $12.6M
During Q3 2025, Signature Estate & Investment Advisors LLC's top holdings by market value included GSLC (12.3%)、VUG (10.4%)、IGM (5.0%). The largest single position, GSLC, represented 12.3% of total portfolio value.
In Q3 2025, Signature Estate & Investment Advisors LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 21 positions, trimming 17 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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