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CIK: 0001824694
Total reported value
$214.5M
$214.5M
113 檔
34.6%
According to the latest 13F quarterly dataset, Signature Wealth Management Partners, LLC managed an equity portfolio of $214.5M at the end of Q3 2025, spanning 113 distinct U.S. exchange-listed positions.
In Q3 2025, Signature Wealth Management Partners, LLC displayed an active expansion posture, initiating 14 new positions and adding to 41 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVE, JAAA, JEPI) accounted for 34.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
OKLO
市值: $526.2K
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 | 10.27% | +0.18% | +0.43% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.88% | -1.79% | +5.52% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 7.41% | -0.60% | +4.30% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.67% | +0.48% | -0.93% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.57% | -1.19% | +2.41% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 6.38% | +1.59% | -4.40% | |
| 7 | AME | Ametek Inc | Stock-Industrials | 3.35% | +0.18% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.87% | -0.06% | +12.05% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.54% | +0.15% | +0.37% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.46% | +0.16% | — | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.23% | +0.07% | +0.97% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.76% | -0.16% | -0.61% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | +0.09% | -1.01% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.30% | +1.34% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.27% | -0.07% | -0.44% | |
| 16 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.22% | +0.17% | +0.62% | |
| 17 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.21% | -0.08% | — | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +0.05% | +0.39% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 0.93% | -0.14% | -0.94% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | +0.01% | +21.54% | |
| 21 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.85% | +0.55% | -12.56% | |
| 22 | DOV | Dover CORP | Stock-Industrials | 0.81% | -0.01% | -4.63% | |
| 23 | T | At&t Inc | Stock-Comm Services | 0.78% | -0.29% | -0.28% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.75% | +0.01% | -4.00% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.74% | +0.07% | +0.64% | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.73% | +0.07% | — | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | -0.10% | — | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.92% | EXIT | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.65% | +0.19% | — | |
| 30 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.62% | +0.01% | +17.57% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.13% | — | |
| 32 | NEM | Newmont CORP | Stock-Materials | 0.62% | -0.15% | -16.81% | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.62% | -0.16% | -7.83% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.02% | +1.81% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.57% | +0.02% | -1.96% | |
| 36 | DE | Deere & Co | Stock-Industrials | 0.57% | -0.07% | -4.48% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | +0.04% | +0.06% | |
| 38 | L | Loews CORP | Stock-Financials | 0.48% | -0.01% | -2.15% | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.47% | +0.01% | +0.01% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | — | -0.45% | |
| 41 | MLM | Martin Marietta Materials | Stock-Materials | 0.46% | -0.03% | — | |
| 42 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.46% | -0.10% | -2.63% | |
| 43 | XLF | Ss Financial Select Sector | ETF-Other | 0.45% | -0.01% | -6.82% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.44% | -0.01% | — | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.44% | -0.16% | -1.61% | |
| 46 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.44% | -0.12% | -12.09% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.07% | +4.90% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.10% | +6.24% | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.41% | +0.06% | — | |
| 50 | GM | General Motors Co | Stock-Consumer Disc | 0.38% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PEG | Public Service Enterprise Gp | +0.8% | — | Add |
| 2 | JNJ | Johnson & Johnson | +0.6% | -0.44% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | +12.05% | Add |
| 4 | NVDA | Nvidia CORP | +0.6% | -1.01% | Add |
| 5 | IYW | Ishares Ustechnology ETF | +0.4% | -4.40% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.34% | Add |
| 7 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +2.41% | Add |
| 8 | NEE | Nextera Energy Inc | +0.3% | — | Add |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | -2.63% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | +4.90% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +0.97% | Add |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | — | Add |
| 13 | TSLA | Tesla Inc | +0.2% | -0.45% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | — | Add |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | +83.15% | Add |
| 16 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.1% | +28.37% | Add |
| 17 | NEM | Newmont CORP | +0.1% | -16.81% | Trim |
| 18 | GBDC | Golub Capital Bdc Inc | +0.1% | +107.52% | Add |
| 19 | FCX | Freeport-mcmoran Inc | +0.1% | +71.27% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | — | Add |
| 21 | META | Meta Platforms Inc-class A | +0.1% | -0.61% | Add |
| 22 | BNY | Bank Of New York Mellon CORP | +0.1% | +0.62% | Add |
| 23 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.39% | Add |
| 24 | RTX | Rtx CORP | +0.1% | -0.94% | Add |
| 25 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 26 | NVTS | Navitas Semiconductor CORP | +0.1% | — | Add |
| 27 | MLM | Martin Marietta Materials | 0% | — | Unchanged |
| 28 | UBER | Uber Technologies Inc | 0% | — | Unchanged |
| 29 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 30 | GM | General Motors Co | 0% | — | Trim |
| 31 | GE | General Electric | 0% | -0.98% | Trim |
| 32 | HD | Home Depot Inc | 0% | +25.13% | Add |
| 33 | CRWD | Crowdstrike Holdings Inc - A | — | -12.56% | Trim |
| 34 | IWF | Ishares Russell 1000 Growth | — | +1.81% | Trim |
| 35 | LLY | Eli Lilly & Co | — | +6.24% | Add |
| 36 | AXP | American Express Co | — | — | Add |
| 37 | FDN | First Trust Dj Internet Ind | — | — | Trim |
| 38 | NFLX | Netflix Inc | — | — | Unchanged |
| 39 | SRE | Sempra | — | — | Unchanged |
| 40 | C | Citigroup Inc | — | +1.11% | Trim |
| 41 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +17.57% | Add |
| 42 | BLK | Blackrock Inc | 0% | — | Unchanged |
| 43 | PSX | Phillips 66 | 0% | — | Unchanged |
| 44 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.64% | Add |
| 45 | BA | Boeing Co/the | 0% | -1.30% | Trim |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | — | Unchanged |
| 47 | ISPY | Proshares S&p High Incom ETF | 0% | +0.73% | Add |
| 48 | GSK | Gsk Plc-spon Adr | 0% | — | Unchanged |
| 49 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 50 | COTY | Coty Inc-cl A | 0% | -13.33% | Trim |
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 113 disclosed positions in Q3 2025.
During Q3 2025, Signature Wealth Management Partners, LLC's top holdings by market value included IVE (10.3%)、JAAA (7.9%)、JEPI (7.4%). The largest single position, IVE, represented 10.3% of total portfolio value.
In Q3 2025, Signature Wealth Management Partners, LLC made 92 total portfolio adjustments, initiating 14 new buys, adding to 41 positions, trimming 33 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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