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CIK: 0001079935
Total reported value
$5.6B
$5.6B
646 檔
27.0%
In Q1 2026, Signature Estate & Investment Advisors LLC's U.S. equity holdings reached a combined market value of $5.6B, distributed across 646 disclosed stock positions.
In Q1 2026, Signature Estate & Investment Advisors LLC displayed an active expansion posture, initiating 44 new positions and adding to 77 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, GSLC, FNDX) accounted for 27.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
GLDM
市值: $218.1M
Top Position Liquidated / Trimmed
CDE
前期市值: $1.5M
Showing top 200 holdings (of 646 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 8.75% | -0.14% | -3.55% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 7.86% | -0.38% | -41.70% | |
| 3 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 4.75% | -0.57% | +4.94% | |
| 4 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 4.54% | -0.30% | +3.74% | |
| 5 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 4.46% | +1.73% | +0.56% | |
| 6 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 4.42% | -0.80% | — | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.28% | -0.27% | +65.91% | |
| 8 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 3.14% | -0.07% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | -0.07% | +1.39% | |
| 10 | CGGR | Cap Group Growth Equity | ETF-Other | 2.03% | -0.14% | -5.40% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.99% | +0.07% | -18.84% | |
| 12 | GMOI | Gmo International Value ETF | ETF-Other | 1.94% | -0.15% | — | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.84% | — | +5.80% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.81% | +0.10% | -6.94% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | -0.19% | +1.15% | |
| 16 | MCK | Mckesson CORP | Stock-Healthcare | 1.79% | -1.75% | +72.27% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | -0.11% | +7.97% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.45% | -0.67% | -0.56% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.40% | +0.50% | -7.22% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.30% | -0.25% | +5.04% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.22% | -0.41% | +40.92% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 1.14% | -1.10% | +4.59% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | +0.17% | -21.11% | |
| 24 | ODFL | Old Dominion Freight Line | Stock-Industrials | 1.04% | +0.02% | — | |
| 25 | C | Citigroup Inc | Stock-Financials | 0.96% | +0.31% | +12329.31% | |
| 26 | VST | Vistra CORP | Stock-Utilities | 0.92% | +0.02% | +62.32% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.88% | +0.62% | +4.78% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.84% | -0.82% | +4.13% | |
| 29 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.83% | -0.23% | +1.84% | |
| 30 | ANET | Arista Networks Inc | Stock-Tech | 0.81% | +0.43% | -39.47% | |
| 31 | XCCC | Bondbloxx-ccc-usd Hy CORP Bd | ETF-Other | 0.80% | -0.05% | — | |
| 32 | CDX | Simplify High Yield ETF | ETF-High Yield | 0.79% | -0.05% | — | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.74% | -0.01% | +6.65% | |
| 34 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.64% | -0.07% | -3.65% | |
| 35 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.55% | +0.33% | +16690.47% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.49% | -0.01% | -22.33% | |
| 37 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.48% | -0.01% | +16.37% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.47% | -0.14% | -2.40% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | -0.08% | +5.78% | |
| 40 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.42% | -0.03% | +2.24% | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.39% | -0.02% | -29.83% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | — | +8.53% | |
| 43 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.38% | +0.06% | -40.14% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.06% | +8.78% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.37% | +0.34% | -29.40% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.35% | -0.05% | -15.01% | |
| 47 | RGLD | Royal Gold Inc | Stock-Materials | 0.33% | -0.15% | -43.66% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | -0.01% | -1.55% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | -0.02% | +4.83% | |
| 50 | ATI | Ati Inc | Stock-Industrials | 0.29% | +0.01% | -30.75% |
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 646 disclosed positions in Q1 2026.
During Q1 2026, Signature Estate & Investment Advisors LLC's top holdings by market value included VUG (8.8%)、GSLC (7.9%)、FNDX (4.8%). The largest single position, VUG, represented 8.8% of total portfolio value.
In Q1 2026, Signature Estate & Investment Advisors LLC made 200 total portfolio adjustments, initiating 44 new buys, adding to 77 positions, trimming 69 holdings, and fully liquidating 10 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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