Signature Wealth Management Partners, LLC — Q4 2025 13F Holdings

Name: Signature Wealth Management Partners, LLC — 13F Holdings, Q4 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	10.17%	+0.08%	+2.14%
2	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	7.78%	+0.30%	+4.92%
3	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	7.01%	+0.04%	-0.06%
4	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	6.82%	-0.11%	+7.72%
5	AAPL	Apple INC	Stock-Tech	6.68%	+0.15%	-0.76%
6	IYW	Ishares Ustechnology ETF	ETF-Tech	6.08%	-0.44%	-1.03%
7	AME	Ametek INC	Stock-Industrials	3.45%	+0.20%	-0.31%
8	MSFT	Microsoft CORP	Stock-Tech	2.72%	-0.52%	+7.57%
9	AMZN	Amazon.com INC	Stock-Consumer Disc	2.46%	-0.20%	-2.75%
10	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.37%	-0.10%	-0.43%
11	JPM	Jpmorgan Chase & Co	Stock-Financials	2.16%	-0.16%	+0.13%
12	META	Meta Platforms Inc-class A	Stock-Comm Services	2.09%	-0.36%	+39.63%
13	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.80%	+0.16%	-0.53%
14	NVDA	Nvidia CORP	Stock-Tech	1.66%	-0.07%	+0.02%
15	JNJ	Johnson & Johnson	Stock-Healthcare	1.29%	+0.25%	-4.15%
16	BNY	Bank Of New York Mellon CORP	Stock-Financials	1.23%	—	—
17	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.12%	—	-0.78%
18	RTX	Rtx CORP	Stock-Industrials	0.92%	—	-3.84%
19	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.84%	—	—
20	PEG	Public Service Enterprise Gp	Stock-Utilities	0.76%	—	-30.75%
21	GS	Goldman Sachs Group INC	Stock-Financials	0.76%	-0.10%	—
22	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.75%	-0.08%	-1.39%
23	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.75%	+0.17%	-0.68%
24	HYMB	Ss Spdr N Ice Hy Muni ETF	ETF-Other	0.72%	—	—
25	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.72%	—	+1.03%
26	PM	Philip Morris International	Stock-Consumer Staples	0.71%	—	+0.48%
27	NEE	Nextera Energy INC	Stock-Utilities	0.68%	+0.13%	—
28	NEM	Newmont CORP	Stock-Materials	0.68%	—	-2.41%
29	XOM	Exxon Mobil CORP	Stock-Energy	0.67%	+0.25%	-0.21%
30	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	0.67%	—	+13.89%
31	DOV	Dover CORP	Stock-Industrials	0.64%	—	-28.52%
32	T	At&t INC	Stock-Comm Services	0.64%	+0.12%	-1.63%
33	XLK	Ss Technology Select Sector	ETF-Tech	0.63%	—	+100.00%
34	IBB	Ishares Biotechnology ETF	ETF-Tech	0.63%	—	—
35	IBM	Intl Business Machines CORP	Stock-Tech	0.58%	-0.09%	+13.46%
36	XLE	Ss Energy Select Sector	ETF-Other	0.57%	+0.22%	+95.52%
37	LLY	Eli Lilly & Co	Stock-Healthcare	0.55%	-0.08%	+0.39%
38	IWF	Ishares Russell 1000 Growth	ETF-Other	0.55%	-0.12%	+0.04%
39	DE	Deere & Co	Stock-Industrials	0.54%	+0.11%	-1.82%
40	GM	General Motors Co	Stock-Consumer Disc	0.47%	-0.12%	-1.69%
41	TSLA	Tesla INC	Stock-Consumer Disc	0.46%	-0.11%	+2.29%
42	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	0.45%	+0.17%	—
43	AVGO	Broadcom INC	Stock-Tech	0.44%	—	+0.43%
44	XLF	Ss Financial Select Sector	ETF-Other	0.43%	—	+0.26%
45	L	Loews CORP	Stock-Financials	0.43%	—	-9.13%
46	MLM	Martin Marietta Materials	Stock-Materials	0.43%	—	—
47	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.43%	-0.05%	+1.52%
48	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.43%	—	—
49	FHLC	Fidelity Msci Health Care	ETF-Other	0.39%	—	-15.07%
50	MO	Altria Group INC	Stock-Consumer Staples	0.39%	+0.06%	+0.01%

1–50 of 120

Holding changes this quarter

Position changes disclosed by Signature Wealth Management Partners, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	META	Meta Platforms Inc-class A	+0.3%	+39.63%	Add
2	GOOGL	Alphabet Inc-cl A	+0.3%	-0.53%	Trim
3	IVW	Ishares S&p 500 Growth ETF	+0.3%	+7.72%	Add
4	GOOG	Alphabet Inc-cl C	+0.1%	-0.68%	Trim
5	LLY	Eli Lilly & Co	+0.1%	+0.39%	Add
6	AME	Ametek INC	+0.1%	-0.31%	Trim
7	GM	General Motors Co	+0.1%	-1.69%	Trim
8	GBDC	Golub Capital Bdc INC	+0.1%	+53.11%	Add
9	REGL	Prshrs S&p Mid 400 Dvd Arist	+0.1%	+54.97%	Add
10	IBM	Intl Business Machines CORP	+0.1%	+13.46%	Add
11	NEM	Newmont CORP	+0.1%	-2.41%	Trim
12	IBB	Ishares Biotechnology ETF	+0.1%	—	Unchanged
13	FCX	Freeport-mcmoran INC	+0.1%	+1.02%	Add
14	BINC	Ishares Flex I A Etf-usd INC	+0.1%	+13.89%	Add
15	MRK	Merck & Co. INC.	+0.1%	+0.01%	Add
16	B	Barrick Mining CORP	0%	—	Unchanged
17	GS	Goldman Sachs Group INC	0%	—	Unchanged
18	JNJ	Johnson & Johnson	0%	-4.15%	Trim
19	AAPL	Apple INC	0%	-0.76%	Trim
20	BNY	Bank Of New York Mellon CORP	0%	—	Unchanged
21	RTX	Rtx CORP	0%	-3.84%	Trim
22	JPM	Jpmorgan Chase & Co	-0.1%	+0.13%	Add
23	HD	Home Depot INC	-0.1%	-25.78%	Trim
24	MO	Altria Group INC	-0.1%	+0.01%	Add
25	AMZN	Amazon.com INC	-0.1%	-2.75%	Trim
26	COP	Conocophillips	-0.1%	-37.97%	Trim
27	NOW	Servicenow INC	-0.1%	+400.00%	Add
28	IVE	Ishares S&p 500 Value ETF	-0.1%	+2.14%	Add
29	JAAA	Janus Henderson Aaa Clo ETF	-0.1%	+4.92%	Add
30	OKLO	Oklo INC	-0.1%	-10.82%	Trim
31	VZ	Verizon Communications INC	-0.1%	-30.18%	Trim
32	T	At&t INC	-0.1%	-1.63%	Trim
33	DOV	Dover CORP	-0.2%	-28.52%	Trim
34	IYW	Ishares Ustechnology ETF	-0.3%	-1.03%	Trim
35	PEG	Public Service Enterprise Gp	-0.5%	-30.75%	Trim
36	HYMB	Ss Spdr N Ice Hy Muni ETF	—	NEW	New buy
37	DYNF	Ishrs US E F R A Etf-usd INC	—	NEW	New buy
38	ORCL	Oracle CORP	—	NEW	New buy
39	CRWV	Coreweave Inc-cl A	—	NEW	New buy
40	ET	Energy Transfer LP	—	EXIT	Sold out
41	OWL	Blue Owl Capital INC	—	NEW	New buy
42	FHEQ	Fidelity Hedged Equity ETF	—	NEW	New buy
43	CRSP	CRISPR Therapeutics AG	—	NEW	New buy
44	AMD	Advanced Micro Devices	—	NEW	New buy
45	WMT	Walmart INC	—	NEW	New buy
46	JEPQ	JPM Nasdaq Equity Premium	—	NEW	New buy
47	FV	First Trust Dw Focus 5 Fund	—	EXIT	Sold out
48	CARR	Carrier Global CORP	—	EXIT	Sold out
49	IBIT	Ishares Bitcoin Trust ETF	—	EXIT	Sold out
50	CEG	Constellation Energy	—	NEW	New buy