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CIK: 0001824694
Total reported value
$214.5M
$214.5M
110 檔
32.0%
In Q2 2025, Signature Wealth Management Partners, LLC's U.S. equity holdings reached a combined market value of $214.5M, distributed across 110 disclosed stock positions.
In Q2 2025, Signature Wealth Management Partners, LLC displayed an active expansion posture, initiating 11 new positions and adding to 40 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVE, JAAA, JEPI) accounted for 32.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
OKLO
市值: $382.9K
Top Position Liquidated / Trimmed
PFE
前期市值: $418.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.56% | +0.18% | +12.29% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 8.15% | -1.79% | +13.93% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 7.72% | -0.60% | +6.43% | |
| 4 | IYW | Ishares Ustechnology ETF | ETF-Tech | 6.44% | +1.59% | +0.77% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.39% | -1.19% | -1.29% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.92% | +0.48% | -3.10% | |
| 7 | AME | Ametek Inc | Stock-Industrials | 3.52% | +0.18% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.77% | +0.15% | -0.55% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.68% | -0.06% | +0.78% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.49% | +0.16% | -0.41% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.22% | +0.07% | +6.49% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.95% | -0.16% | +2.06% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.64% | +0.09% | +7.87% | |
| 14 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.33% | -0.08% | +266.49% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.05% | +9.68% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.16% | +0.30% | +4.19% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.07% | +106.47% | |
| 18 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.11% | +0.17% | — | |
| 19 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.10% | +0.55% | +2.44% | |
| 20 | DOV | Dover CORP | Stock-Industrials | 1.02% | -0.01% | — | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 0.96% | +0.01% | -4.44% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 0.89% | -0.14% | +4.92% | |
| 23 | T | At&t Inc | Stock-Comm Services | 0.88% | -0.29% | +3.38% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | +0.01% | +1.94% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.74% | +0.07% | +0.29% | |
| 26 | DE | Deere & Co | Stock-Industrials | 0.72% | -0.07% | -5.49% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.92% | EXIT | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.71% | +0.07% | +12.93% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.69% | -0.16% | -2.92% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | -0.10% | +97.90% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.64% | +0.19% | — | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | +0.04% | -1.30% | |
| 33 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.58% | +0.01% | +4.42% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | +0.02% | -5.76% | |
| 35 | NEM | Newmont CORP | Stock-Materials | 0.56% | -0.15% | +0.01% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.55% | +0.02% | -3.49% | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.55% | -0.16% | -1.06% | |
| 38 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.52% | -0.12% | -8.66% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.51% | -0.01% | +0.24% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.13% | +3.38% | |
| 41 | L | Loews CORP | Stock-Financials | 0.49% | -0.01% | — | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.46% | +0.01% | +0.01% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | -0.01% | +14.83% | |
| 44 | MLM | Martin Marietta Materials | Stock-Materials | 0.44% | -0.03% | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.10% | +25.22% | |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.42% | +0.06% | — | |
| 47 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.42% | -0.02% | -1.82% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.10% | +24.27% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | +0.07% | +26.04% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.37% | +0.01% | +0.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PEG | Public Service Enterprise Gp | +0.9% | +266.49% | Add |
| 2 | IYW | Ishares Ustechnology ETF | +0.5% | +0.77% | Add |
| 3 | JNJ | Johnson & Johnson | +0.5% | +106.47% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +7.87% | Add |
| 5 | MSFT | Microsoft CORP | +0.4% | +0.78% | Add |
| 6 | NEE | Nextera Energy Inc | +0.3% | +97.90% | Add |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +2.44% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +2.06% | Add |
| 9 | OKLO | Oklo Inc | +0.2% | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +6.49% | Add |
| 11 | GEV | GE Vernova Inc | +0.2% | NEW | New buy |
| 12 | COP | Conocophillips | +0.2% | NEW | New buy |
| 13 | AVGO | Broadcom Inc | +0.2% | +26.04% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | +0.2% | +24.27% | Add |
| 15 | GS | Goldman Sachs Group Inc | +0.2% | +12.93% | Add |
| 16 | ZS | Zscaler Inc | +0.2% | NEW | New buy |
| 17 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -1.29% | Trim |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 19 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | NEW | New buy |
| 20 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 21 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.1% | NEW | New buy |
| 22 | PYPL | Paypal Holdings Inc | +0.1% | NEW | New buy |
| 23 | TRV | Travelers Cos Inc/the | +0.1% | NEW | New buy |
| 24 | PFD | Flaherty & Crumrin Pre&inc F | +0.1% | NEW | New buy |
| 25 | TSLA | Tesla Inc | +0.1% | +18.54% | Add |
| 26 | IVV | Ishares Core S&p 500 ETF | +0.1% | +9.68% | Add |
| 27 | NOW | Servicenow Inc | +0.1% | -1.06% | Trim |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +14.83% | Add |
| 29 | IVE | Ishares S&p 500 Value ETF | +0.1% | +12.29% | Add |
| 30 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +4.19% | Add |
| 32 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 33 | NVTS | Navitas Semiconductor CORP | 0% | +6.13% | Add |
| 34 | NEM | Newmont CORP | 0% | +0.01% | Add |
| 35 | UBER | Uber Technologies Inc | 0% | — | Unchanged |
| 36 | NCLH | Norwegian Cruise Line Holdings Ltd. | 0% | +38.24% | Add |
| 37 | IBM | Intl Business Machines CORP | 0% | -1.30% | Trim |
| 38 | LLY | Eli Lilly & Co | 0% | +25.22% | Add |
| 39 | AXP | American Express Co | 0% | +0.95% | Add |
| 40 | FDN | First Trust Dj Internet Ind | 0% | -0.85% | Trim |
| 41 | AMZN | Amazon.com Inc | 0% | -0.55% | Trim |
| 42 | RTX | Rtx CORP | 0% | +4.92% | Add |
| 43 | GOOG | Alphabet Inc-cl C | 0% | +3.38% | Add |
| 44 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 45 | PANW | Palo Alto Networks Inc | 0% | — | Unchanged |
| 46 | MLM | Martin Marietta Materials | — | — | Unchanged |
| 47 | BA | Boeing Co/the | — | -6.93% | Trim |
| 48 | FCX | Freeport-mcmoran Inc | — | — | Unchanged |
| 49 | CARR | Carrier Global CORP | — | — | Unchanged |
| 50 | GBDC | Golub Capital Bdc Inc | — | +15.65% | Add |
According to official SEC Form 13F filings, Signature Wealth Management Partners, LLC reported a total U.S. public equity portfolio value of $214.5M across 110 disclosed positions in Q2 2025.
During Q2 2025, Signature Wealth Management Partners, LLC's top holdings by market value included IVE (10.6%)、JAAA (8.2%)、JEPI (7.7%). The largest single position, IVE, represented 10.6% of total portfolio value.
In Q2 2025, Signature Wealth Management Partners, LLC made 79 total portfolio adjustments, initiating 11 new buys, adding to 40 positions, trimming 24 holdings, and fully liquidating 4 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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