Signature Wealth Management Partners, LLC — Q3 2025 13F Holdings

Name: Signature Wealth Management Partners, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001824694

Total reported value

$199.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	10.27%	+0.08%	+0.43%
2	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	7.88%	+0.30%	+5.52%
3	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	7.41%	+0.04%	+4.30%
4	AAPL	Apple INC	Stock-Tech	6.67%	+0.15%	-0.93%
5	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	6.57%	-0.11%	+2.41%
6	IYW	Ishares Ustechnology ETF	ETF-Tech	6.38%	-0.44%	-4.40%
7	AME	Ametek INC	Stock-Industrials	3.35%	+0.20%	—
8	MSFT	Microsoft CORP	Stock-Tech	2.87%	-0.52%	+12.05%
9	AMZN	Amazon.com INC	Stock-Consumer Disc	2.54%	-0.20%	+0.37%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.46%	-0.10%	—
11	JPM	Jpmorgan Chase & Co	Stock-Financials	2.23%	-0.16%	+0.97%
12	META	Meta Platforms Inc-class A	Stock-Comm Services	1.76%	-0.36%	-0.61%
13	NVDA	Nvidia CORP	Stock-Tech	1.76%	-0.07%	-1.01%
14	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.49%	+0.16%	+1.34%
15	JNJ	Johnson & Johnson	Stock-Healthcare	1.27%	+0.25%	-0.44%
16	BNY	Bank Of New York Mellon CORP	Stock-Financials	1.22%	—	+0.62%
17	PEG	Public Service Enterprise Gp	Stock-Utilities	1.21%	—	—
18	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.16%	—	+0.39%
19	RTX	Rtx CORP	Stock-Industrials	0.93%	—	-0.94%
20	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.89%	—	+21.54%
21	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.85%	-0.08%	-12.56%
22	DOV	Dover CORP	Stock-Industrials	0.81%	—	-4.63%
23	T	At&t INC	Stock-Comm Services	0.78%	+0.12%	-0.28%
24	PM	Philip Morris International	Stock-Consumer Staples	0.75%	—	-4.00%
25	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.74%	—	+0.64%
26	GS	Goldman Sachs Group INC	Stock-Financials	0.73%	-0.10%	—
27	NEE	Nextera Energy INC	Stock-Utilities	0.68%	+0.13%	—
28	XOM	Exxon Mobil CORP	Stock-Energy	0.66%	+0.25%	-3.58%
29	XLK	Ss Technology Select Sector	ETF-Tech	0.65%	—	—
30	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	0.62%	—	+17.57%
31	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.62%	+0.17%	—
32	NEM	Newmont CORP	Stock-Materials	0.62%	—	-16.81%
33	XLE	Ss Energy Select Sector	ETF-Other	0.62%	+0.22%	-7.83%
34	IWF	Ishares Russell 1000 Growth	ETF-Other	0.58%	-0.12%	+1.81%
35	IBB	Ishares Biotechnology ETF	ETF-Tech	0.57%	—	-1.96%
36	DE	Deere & Co	Stock-Industrials	0.57%	+0.11%	-4.48%
37	IBM	Intl Business Machines CORP	Stock-Tech	0.51%	-0.09%	+0.06%
38	L	Loews CORP	Stock-Financials	0.48%	—	-2.15%
39	MO	Altria Group INC	Stock-Consumer Staples	0.47%	+0.06%	+0.01%
40	TSLA	Tesla INC	Stock-Consumer Disc	0.47%	-0.11%	-0.45%
41	MLM	Martin Marietta Materials	Stock-Materials	0.46%	—	—
42	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.46%	-0.05%	-2.63%
43	XLF	Ss Financial Select Sector	ETF-Other	0.45%	—	-6.82%
44	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.44%	—	—
45	NOW	Servicenow INC	Stock-Tech	0.44%	—	-1.61%
46	FHLC	Fidelity Msci Health Care	ETF-Other	0.44%	—	-12.09%
47	AVGO	Broadcom INC	Stock-Tech	0.44%	—	+4.90%
48	LLY	Eli Lilly & Co	Stock-Healthcare	0.42%	-0.08%	+6.24%
49	IJT	Ishares S&p Small-cap 600 Gr	ETF-Other	0.41%	—	—
50	GM	General Motors Co	Stock-Consumer Disc	0.38%	-0.12%	—

1–50 of 113

Holding changes this quarter

Position changes disclosed by Signature Wealth Management Partners, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	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	QQQ	Invesco Qqq Trust Series 1	+0.1%	—	Add
19	META	Meta Platforms Inc-class A	+0.1%	-0.61%	Add
20	BNY	Bank Of New York Mellon CORP	+0.1%	+0.62%	Add
21	IVV	Ishares Core S&p 500 ETF	+0.1%	+0.39%	Add
22	RTX	Rtx CORP	+0.1%	-0.94%	Add
23	XLK	Ss Technology Select Sector	+0.1%	—	Unchanged
24	CRWD	Crowdstrike Holdings INC - A	—	-12.56%	Trim
25	IWF	Ishares Russell 1000 Growth	—	+1.81%	Trim
26	BINC	Ishares Flex I A Etf-usd INC	0%	+17.57%	Add
27	ITOT	Ishares Core S&p Total U.s.	0%	+0.64%	Add
28	BRK-B	Berkshire Hathaway Inc-cl B	-0.1%	+21.54%	Add
29	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	—	Trim
30	AMZN	Amazon.com INC	-0.2%	+0.37%	Trim
31	IVE	Ishares S&p 500 Value ETF	-0.2%	+0.43%	Add
32	FHLC	Fidelity Msci Health Care	-0.3%	-12.09%	Trim
33	JAAA	Janus Henderson Aaa Clo ETF	-0.3%	+5.52%	Add
34	AME	Ametek INC	-0.5%	—	Unchanged
35	AAPL	Apple INC	-0.9%	-0.93%	Trim
36	JEPI	Jpmorgan Equity Premium Inco	-0.9%	+4.30%	Add
37	OKLO	Oklo INC	—	NEW	New buy
38	GEV	GE Vernova INC	—	NEW	New buy
39	PFE	Pfizer INC	—	EXIT	Sold out
40	COP	Conocophillips	—	NEW	New buy
41	REGL	Prshrs S&p Mid 400 Dvd Arist	—	NEW	New buy
42	RGTI	Rigetti Computing INC	—	NEW	New buy
43	ADBE	Adobe INC	—	EXIT	Sold out
44	B	Barrick Mining CORP	—	NEW	New buy
45	APD	Air Products & Chemicals INC	—	EXIT	Sold out
46	ZS	Zscaler INC	—	NEW	New buy
47	SPYG	Ss Spdr P S&p 500 Growth ETF	—	NEW	New buy
48	NVO	Novo-nordisk A/s-spons Adr	—	NEW	New buy
49	IJR	Ishares Core S&p Small-cap E	—	EXIT	Sold out
50	VOO	Vanguard S&p 500 ETF	—	NEW	New buy