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CIK: 0001824694
Total reported value
$214.5M
$214.5M
116 檔
36.2%
At the close of Q1 2026, Signature Wealth Management Partners, LLC disclosed equity holdings valued at approximately $214.5M, spread across 116 reported holdings.
Signature Wealth Management Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 7 holdings and trimming 27 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.25% | +0.18% | -0.21% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 8.08% | -1.79% | +2.91% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 7.05% | -0.60% | +0.15% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.83% | +0.48% | +8.03% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.71% | -1.19% | +5.67% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 5.64% | +1.59% | +0.79% | |
| 7 | AME | Ametek Inc | Stock-Industrials | 3.65% | +0.18% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.27% | +0.16% | -0.58% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | +0.15% | +0.69% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.06% | +4.07% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.00% | +0.07% | -0.07% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.96% | +0.30% | +17.21% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | -0.16% | -5.90% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | +0.09% | +0.94% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.54% | -0.07% | -0.30% | |
| 16 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.27% | +0.17% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +0.05% | +6.95% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.92% | EXIT | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 0.92% | -0.14% | -6.20% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.13% | +32.58% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | +0.01% | — | |
| 22 | NEE | Nextera Energy Inc | Stock-Utilities | 0.81% | -0.10% | +1.79% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 0.79% | -0.16% | -0.20% | |
| 24 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.79% | -0.08% | +1.18% | |
| 25 | T | At&t Inc | Stock-Comm Services | 0.76% | -0.29% | +0.02% | |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.73% | -0.15% | — | |
| 27 | NEM | Newmont CORP | Stock-Materials | 0.73% | -0.15% | -2.19% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 0.72% | +0.01% | -3.28% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.71% | +0.07% | +2.41% | |
| 30 | DOV | Dover CORP | Stock-Industrials | 0.70% | -0.01% | — | |
| 31 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.69% | +0.01% | +3.11% | |
| 32 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.67% | +0.55% | +5.78% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.66% | +0.07% | -11.45% | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.65% | +0.02% | +1.80% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.65% | -0.07% | -1.46% | |
| 36 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.62% | +0.26% | +42.88% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.59% | +0.19% | — | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.49% | +0.04% | +2.55% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.10% | -2.30% | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.45% | +0.01% | +0.01% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | — | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | +0.02% | -15.10% | |
| 43 | L | Loews CORP | Stock-Financials | 0.43% | -0.01% | -3.43% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.07% | +5.43% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.42% | -0.01% | +5.52% | |
| 46 | MLM | Martin Marietta Materials | Stock-Materials | 0.41% | -0.03% | — | |
| 47 | ETR | Entergy CORP | Stock-Utilities | 0.41% | -0.03% | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | -0.01% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.10% | -2.68% | |
| 50 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.38% | -0.12% | +1.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | +2.91% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.3% | -3.08% | Trim |
| 3 | JNJ | Johnson & Johnson | +0.3% | -0.30% | Trim |
| 4 | XLE | Ss Energy Select Sector | +0.2% | -0.20% | Trim |
| 5 | AME | Ametek Inc | +0.2% | — | Unchanged |
| 6 | FHEQ | Fidelity Hedged Equity ETF | +0.2% | +157.82% | Add |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +42.88% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +32.58% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +17.21% | Add |
| 10 | AAPL | Apple Inc | +0.2% | +8.03% | Add |
| 11 | NEE | Nextera Energy Inc | +0.1% | +1.79% | Add |
| 12 | T | At&t Inc | +0.1% | +0.02% | Add |
| 13 | DE | Deere & Co | +0.1% | -1.46% | Trim |
| 14 | CVX | Chevron CORP | +0.1% | -2.68% | Trim |
| 15 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 16 | ETR | Entergy CORP | +0.1% | — | Unchanged |
| 17 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.1% | +21.71% | Add |
| 18 | IVE | Ishares S&p 500 Value ETF | +0.1% | -0.21% | Trim |
| 19 | VZ | Verizon Communications Inc | +0.1% | +4.05% | Add |
| 20 | MO | Altria Group Inc | +0.1% | +0.01% | Add |
| 21 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 22 | DOV | Dover CORP | +0.1% | — | Unchanged |
| 23 | ENB | Enbridge Inc | +0.1% | +4.05% | Add |
| 24 | COP | Conocophillips | +0.1% | — | Unchanged |
| 25 | PSX | Phillips 66 | +0.1% | — | Unchanged |
| 26 | FCX | Freeport-mcmoran Inc | +0.1% | -0.78% | Trim |
| 27 | NEM | Newmont CORP | +0.1% | -2.19% | Trim |
| 28 | JEPI | Jpmorgan Equity Premium Inco | 0% | +0.15% | Add |
| 29 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 30 | NFLX | Netflix Inc | 0% | +14.08% | Add |
| 31 | CRWV | Coreweave Inc-cl A | 0% | +10.19% | Add |
| 32 | TGTX | Tg Therapeutics Inc | 0% | +9.28% | Add |
| 33 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | +6.95% | Add |
| 35 | ISPY | Proshares S&p High Incom ETF | 0% | +28.97% | Add |
| 36 | CRM | Salesforce Inc | 0% | +73.18% | Add |
| 37 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 38 | GSK | Gsk Plc-spon Adr | 0% | — | Unchanged |
| 39 | PEG | Public Service Enterprise Gp | 0% | +1.18% | Add |
| 40 | BLK | Blackrock Inc | 0% | +22.47% | Add |
| 41 | MDLZ | Mondelez International Inc-a | 0% | — | Unchanged |
| 42 | SRE | Sempra | 0% | — | Unchanged |
| 43 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 44 | NVTS | Navitas Semiconductor CORP | 0% | — | Unchanged |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | — | Unchanged |
| 46 | IBB | Ishares Biotechnology ETF | 0% | +1.80% | Add |
| 47 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +3.11% | Add |
| 48 | WMT | Walmart Inc | 0% | — | Unchanged |
| 49 | UTL | Unitil CORP | 0% | — | Unchanged |
| 50 | VDC | Vanguard Consumer Staple ETF | 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 116 disclosed positions in Q1 2026.
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 36.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
MU
市值: $356.8K
Top Position Liquidated / Trimmed
ROP
前期市值: $311.6K
During Q1 2026, Signature Wealth Management Partners, LLC's top holdings by market value included IVE (10.3%)、JAAA (8.1%)、JEPI (7.0%). The largest single position, IVE, represented 10.3% of total portfolio value.
In Q1 2026, Signature Wealth Management Partners, LLC made 81 total portfolio adjustments, initiating 3 new buys, adding to 44 positions, trimming 27 holdings, and fully liquidating 7 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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