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CIK: 0001824694
Total reported value
$214.5M
$214.5M
120 檔
36.3%
During the Q4 2025 filing period, Signature Wealth Management Partners, LLC (CIK: 0001824694) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $214.5M across 120 reported positions.
In Q4 2025, Signature Wealth Management Partners, LLC displayed an active expansion posture, initiating 11 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.17% | +0.18% | +2.14% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.78% | -1.79% | +4.92% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 7.01% | -0.60% | -0.06% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.82% | -1.19% | +7.72% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 6.68% | +0.48% | -0.76% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 6.08% | +1.59% | -1.03% | |
| 7 | AME | Ametek Inc | Stock-Industrials | 3.45% | +0.18% | -0.31% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | -0.06% | +7.57% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.46% | +0.15% | -2.75% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.37% | +0.16% | -0.43% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.16% | +0.07% | +0.13% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.09% | -0.16% | +39.63% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | +0.30% | -0.53% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | +0.09% | +0.02% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | -0.07% | -4.15% | |
| 16 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.23% | +0.17% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.05% | -0.78% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 0.92% | -0.14% | -3.84% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | +0.01% | — | |
| 20 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.76% | -0.08% | -30.75% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.76% | +0.07% | — | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.75% | +0.55% | -1.39% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.13% | -0.68% | |
| 24 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.72% | -0.15% | — | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.72% | +0.07% | +1.03% | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 0.71% | +0.01% | +0.48% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | -0.10% | — | |
| 28 | NEM | Newmont CORP | Stock-Materials | 0.68% | -0.15% | -2.41% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.92% | EXIT | |
| 30 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.67% | +0.01% | +13.89% | |
| 31 | DOV | Dover CORP | Stock-Industrials | 0.64% | -0.01% | -28.52% | |
| 32 | T | At&t Inc | Stock-Comm Services | 0.64% | -0.29% | -1.63% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.63% | +0.19% | +100.00% | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.63% | +0.02% | — | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | +0.04% | +13.46% | |
| 36 | XLE | Ss Energy Select Sector | ETF-Other | 0.57% | -0.16% | +95.52% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.10% | +0.39% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | +0.02% | +0.04% | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.54% | -0.07% | -1.82% | |
| 40 | GM | General Motors Co | Stock-Consumer Disc | 0.47% | -0.01% | -1.69% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | — | +2.29% | |
| 42 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.45% | +0.26% | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.07% | +0.43% | |
| 44 | XLF | Ss Financial Select Sector | ETF-Other | 0.43% | -0.01% | +0.26% | |
| 45 | L | Loews CORP | Stock-Financials | 0.43% | -0.01% | -9.13% | |
| 46 | MLM | Martin Marietta Materials | Stock-Materials | 0.43% | -0.03% | — | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.43% | -0.10% | +1.52% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | -0.01% | — | |
| 49 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.39% | -0.12% | -15.07% | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.39% | +0.01% | +0.01% |
| # | 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 | NCLH | Norwegian Cruise Line Holdings Ltd. | 0% | +33.85% | Add |
| 18 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 19 | NVO | Novo-nordisk A/s-spons Adr | 0% | +46.67% | Add |
| 20 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 21 | JNJ | Johnson & Johnson | 0% | -4.15% | Trim |
| 22 | AXP | American Express Co | 0% | — | Unchanged |
| 23 | C | Citigroup Inc | 0% | — | Unchanged |
| 24 | AAPL | Apple Inc | 0% | -0.76% | Trim |
| 25 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 26 | XOM | Exxon Mobil CORP | 0% | -0.21% | Trim |
| 27 | VGT | Vanguard Info Tech ETF | 0% | +10.77% | Add |
| 28 | GEV | GE Vernova Inc | 0% | +3.98% | Add |
| 29 | GSK | Gsk Plc-spon Adr | 0% | — | Unchanged |
| 30 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 31 | NEE | Nextera Energy Inc | — | — | Unchanged |
| 32 | AVGO | Broadcom Inc | — | +0.43% | Add |
| 33 | CRM | Salesforce Inc | — | — | Unchanged |
| 34 | NFLX | Netflix Inc | — | +1236.02% | Add |
| 35 | BAC | Bank Of America CORP | — | — | Unchanged |
| 36 | FXH | First Trust Health Care Alph | — | — | Unchanged |
| 37 | IWD | Ishares Russell 1000 Value E | — | +0.45% | Add |
| 38 | TRV | Travelers Cos Inc/the | — | — | Unchanged |
| 39 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 40 | ISPY | Proshares S&p High Incom ETF | — | +0.63% | Add |
| 41 | VIG | Vanguard Dividend Apprec ETF | — | — | Unchanged |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | — | Unchanged |
| 43 | IWB | Ishares Russell 1000 ETF | — | — | Unchanged |
| 44 | RTX | Rtx CORP | 0% | -3.84% | Trim |
| 45 | TSLA | Tesla Inc | 0% | +2.29% | Add |
| 46 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 47 | GE | General Electric | 0% | +0.09% | Add |
| 48 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 49 | COTY | Coty Inc-cl A | 0% | — | Unchanged |
| 50 | OTIS | Otis Worldwide CORP | 0% | — | Unchanged |
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 120 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVE, JAAA, JEPI) accounted for 36.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
HYMB
市值: $1.5M
Top Position Liquidated / Trimmed
ET
前期市值: $267.0K
During Q4 2025, Signature Wealth Management Partners, LLC's top holdings by market value included IVE (10.2%)、JAAA (7.8%)、JEPI (7.0%). The largest single position, IVE, represented 10.2% of total portfolio value.
In Q4 2025, Signature Wealth Management Partners, LLC made 85 total portfolio adjustments, initiating 11 new buys, adding to 36 positions, trimming 34 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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