13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001079935
Total reported value
$5.6B
$5.6B
605 檔
33.8%
The Q4 2025 SEC filing reveals that Signature Estate & Investment Advisors LLC held a total portfolio value of $5.6B, covering 605 public equity positions.
In Q4 2025, Signature Estate & Investment Advisors LLC displayed an active expansion posture, initiating 6 new positions and adding to 22 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GSLC, VUG, IGM) accounted for 33.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
VST
市值: $29.9M
Top Position Liquidated / Trimmed
CMG
前期市值: $9.8M
Showing top 200 holdings (of 605 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 14.19% | -0.38% | +20.33% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 10.08% | -0.14% | +0.73% | |
| 3 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 4.81% | +1.73% | -1.14% | |
| 4 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 4.41% | -0.30% | +1.29% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.40% | -0.57% | +1.93% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.65% | +0.07% | -1.81% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 2.36% | -0.14% | -2.57% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.19% | +1.33% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | -0.07% | +0.52% | |
| 10 | MU | Micron Technology Inc | Stock-Tech | 2.22% | -0.09% | -7.21% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.07% | +0.10% | -2.01% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 1.92% | — | +2.16% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.89% | -0.27% | +1.83% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.68% | +0.50% | -1.43% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.66% | -0.67% | +1.19% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.57% | -0.11% | +2.48% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.57% | +0.17% | -0.37% | |
| 18 | ANET | Arista Networks Inc | Stock-Tech | 1.42% | +0.43% | +1.48% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.32% | — | -0.98% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 1.27% | -0.04% | +0.45% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.20% | -0.25% | -0.43% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 1.14% | -1.10% | +1.91% | |
| 23 | MCK | Mckesson CORP | Stock-Healthcare | 0.98% | -1.75% | -0.39% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.89% | +0.62% | +1.84% | |
| 25 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.80% | -0.23% | -0.32% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.41% | +1.96% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.75% | -0.82% | +103.37% | |
| 28 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.69% | -0.07% | +0.90% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.68% | -0.01% | +1.50% | |
| 30 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.61% | -0.02% | -18.97% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.61% | -0.01% | -4.07% | |
| 32 | VST | Vistra CORP | Stock-Utilities | 0.60% | +0.02% | — | |
| 33 | RGLD | Royal Gold Inc | Stock-Materials | 0.51% | -0.15% | +2.63% | |
| 34 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.45% | -0.14% | -0.97% | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 0.45% | -0.05% | +2.41% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.08% | +1.19% | |
| 37 | PWR | Quanta Services Inc | Stock-Industrials | 0.42% | -0.02% | +1.78% | |
| 38 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.41% | +0.06% | -0.79% | |
| 39 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.40% | -0.01% | -0.83% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.39% | +0.34% | -0.97% | |
| 41 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.39% | -0.03% | +0.22% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.06% | +1.27% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | -0.01% | -2.45% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.34% | — | +1.81% | |
| 45 | ATI | Ati Inc | Stock-Industrials | 0.33% | +0.01% | +0.43% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | -0.02% | -5.86% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.28% | -0.06% | -1.93% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.01% | -0.55% | |
| 49 | KKR | Kkr & Co Inc | Stock-Financials | 0.25% | — | -1.64% | |
| 50 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.25% | — | +16.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | +1.9% | +20.33% | Add |
| 2 | MU | Micron Technology Inc | +0.7% | -7.21% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.81% | Trim |
| 4 | LLY | Eli Lilly & Co | +0.4% | -0.37% | Trim |
| 5 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +2324.23% | Add |
| 6 | ATI | Ati Inc | +0.1% | +0.43% | Add |
| 7 | XLV | Ss Health Care Select Sector | +0.1% | +1.91% | Add |
| 8 | AMAT | Applied Materials Inc | +0.1% | -0.97% | Trim |
| 9 | CRM | Salesforce Inc | +0.1% | -0.98% | Trim |
| 10 | DFSD | Dimensional Short Duration | +0.1% | +86.48% | Add |
| 11 | DFIC | Dimensional International Co | +0.1% | +64.23% | Add |
| 12 | RGLD | Royal Gold Inc | 0% | +2.63% | Add |
| 13 | DFCF | Dimensional Core Fixed Inc | 0% | +66.95% | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | 0% | +71.76% | Add |
| 15 | EFV | Ishares Msci Eafe Value ETF | 0% | +1.83% | Add |
| 16 | WMT | Walmart Inc | 0% | +1.96% | Add |
| 17 | QQQM | Invesco Nasdaq 100 ETF | 0% | +16.53% | Add |
| 18 | GOOG | Alphabet Inc-cl C | 0% | -1.27% | Trim |
| 19 | SGOV | Ishares 0-3 Month Treasury B | 0% | +243.10% | Add |
| 20 | DFLV | Dim US Large Cap Value ETF | 0% | +46.64% | Add |
| 21 | MCK | Mckesson CORP | — | -0.39% | Trim |
| 22 | AMZN | Amazon.com Inc | 0% | +0.52% | Add |
| 23 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +1.93% | Add |
| 24 | AAPL | Apple Inc | 0% | -2.01% | Trim |
| 25 | XLF | Ss Financial Select Sector | 0% | +2.16% | Add |
| 26 | XMLV | Invesco S&p Midcap Low Volat | 0% | -46.49% | Trim |
| 27 | AVGO | Broadcom Inc | 0% | -1.43% | Trim |
| 28 | LNG | Cheniere Energy Inc | -0.1% | -1.83% | Trim |
| 29 | LRGF | Ishares US Equity Factor ETF | -0.1% | -31.77% | Trim |
| 30 | DOX | Amdocs Limited | -0.1% | -24.59% | Trim |
| 31 | MDYV | Ss Spdr S&p 400 Mc Val ETF | -0.1% | -92.76% | Trim |
| 32 | DON | Wisdomtree US Midcap Dividen | -0.1% | -85.85% | Trim |
| 33 | CGGR | Cap Group Growth Equity | -0.2% | -2.57% | Trim |
| 34 | IGM | Ishares Expanded Tech Sector | -0.2% | -1.14% | Trim |
| 35 | ANET | Arista Networks Inc | -0.2% | +1.48% | Add |
| 36 | META | Meta Platforms Inc-class A | -0.2% | +2.48% | Add |
| 37 | MSFT | Microsoft CORP | -0.3% | +1.33% | Add |
| 38 | UBER | Uber Technologies Inc | -0.3% | +0.45% | Add |
| 39 | VUG | Vanguard Growth ETF | -0.3% | +0.73% | Add |
| 40 | COIN | Coinbase Global Inc -class A | -0.6% | -18.97% | Trim |
| 41 | NEE | Nextera Energy Inc | -0.7% | -94.29% | Trim |
| 42 | VST | Vistra CORP | — | NEW | New buy |
| 43 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 44 | APTV | Aptiv PLC | — | NEW | New buy |
| 45 | ✓ | Siren ETF Tr | — | EXIT | Sold out |
| 46 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | — | EXIT | Sold out |
| 47 | LEAD | Siren Divcon Leaders Dividen | — | NEW | New buy |
| 48 | IEI | Ishares 3-7 Year Treasury Bo | — | NEW | New buy |
| 49 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 50 | LOWV | AB US Low Vol Equity ETF | — | NEW | New buy |
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 605 disclosed positions in Q4 2025.
During Q4 2025, Signature Estate & Investment Advisors LLC's top holdings by market value included GSLC (14.2%)、VUG (10.1%)、IGM (4.8%). The largest single position, GSLC, represented 14.2% of total portfolio value.
In Q4 2025, Signature Estate & Investment Advisors LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 22 positions, trimming 19 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.