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CIK: 0001824694
Total reported value
$234.3M
$234.3M
121 檔
34.5%
The Q2 2026 SEC filing reveals that Signature Wealth Management Partners, LLC held a total portfolio value of $234.3M, covering 121 public equity positions.
Signature Wealth Management Partners, LLC executed strategic sector rebalancing during Q2 2026, establishing 11 new positions while fully exiting 6 holdings and trimming 45 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.43% | -0.76% | +1.72% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.31% | +0.38% | +1.03% | |
| 3 | IYW | Ishares Ustechnology ETF | ETF-Tech | 7.23% | -0.37% | -0.84% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 6.45% | -0.47% | -1.23% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 6.29% | -0.38% | -16.53% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.52% | +0.02% | -27.25% | |
| 7 | AME | Ametek Inc | Stock-Industrials | 3.83% | -0.24% | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.43% | -0.15% | -0.06% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.41% | -0.09% | -0.04% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.26% | -0.25% | -0.26% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.14% | +0.54% | +3.87% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.07% | -0.16% | +0.21% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.68% | +0.12% | -0.60% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.57% | +0.27% | -0.83% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.47% | -0.10% | -1.20% | |
| 16 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.44% | -0.12% | — | |
| 17 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.22% | +0.35% | -0.20% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.05% | -1.50% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.05% | -0.10% | -0.12% | |
| 20 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.88% | +0.32% | +30.27% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.07% | +3.69% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.78% | -0.04% | — | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.78% | -0.03% | +1.81% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.78% | -0.08% | -7.86% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.73% | -0.14% | — | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 0.73% | -0.03% | +0.01% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 0.71% | -0.15% | -0.33% | |
| 28 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.71% | -0.17% | -2.80% | |
| 29 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.70% | -0.05% | +9.19% | |
| 30 | DOV | Dover CORP | Stock-Industrials | 0.69% | -0.18% | -1.71% | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.67% | +0.01% | -0.64% | |
| 32 | XLE | Ss Energy Select Sector | ETF-Other | 0.63% | +0.03% | -1.66% | |
| 33 | NEM | Newmont CORP | Stock-Materials | 0.58% | +0.08% | -0.40% | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.58% | -0.06% | -14.84% | |
| 35 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.58% | -0.12% | -17.14% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | -0.08% | +0.49% | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 0.56% | -0.08% | -0.76% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | -0.15% | +0.05% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | -0.11% | +2.15% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.47% | +0.03% | -5.33% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.47% | +0.03% | -6.79% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.46% | -0.07% | +0.01% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | -0.03% | +289.44% | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.44% | -0.08% | — | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | +0.02% | +0.01% | |
| 46 | L | Loews CORP | Stock-Financials | 0.42% | -0.06% | — | |
| 47 | FHEQ | Fidelity Hedged Equity ETF | ETF-Other | 0.41% | +1.06% | +30.82% | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.41% | -0.04% | -3.29% | |
| 49 | GE | General Electric | Stock-Industrials | 0.40% | -0.08% | +0.13% | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.40% | -0.11% | -6.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IYW | Ishares Ustechnology ETF | +1.6% | -0.84% | Trim |
| 2 | CRWD | Crowdstrike Holdings Inc - A | +0.6% | -0.20% | Trim |
| 3 | AAPL | Apple Inc | +0.5% | +1.03% | Add |
| 4 | MU | Micron Technology Inc | +0.4% | -0.76% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.26% | Trim |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | +30.27% | Add |
| 7 | PANW | Palo Alto Networks Inc | +0.2% | -5.33% | Trim |
| 8 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 9 | XLK | Ss Technology Select Sector | +0.2% | — | Unchanged |
| 10 | CMDT | Pimco Commodity Active Strat | +0.2% | NEW | New buy |
| 11 | IVE | Ishares S&p 500 Value ETF | +0.2% | +1.72% | Add |
| 12 | AME | Ametek Inc | +0.2% | — | Unchanged |
| 13 | BNY | Bank Of New York Mellon CORP | +0.2% | — | Unchanged |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.06% | Trim |
| 15 | AMD | Advanced Micro Devices | +0.2% | -3.59% | Trim |
| 16 | AMZN | Amazon.com Inc | +0.2% | -0.04% | Trim |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -0.12% | Trim |
| 18 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
| 19 | BE | Bloom Energy Corp- A | +0.1% | NEW | New buy |
| 20 | CARR | Carrier Global CORP | +0.1% | NEW | New buy |
| 21 | FHEQ | Fidelity Hedged Equity ETF | +0.1% | +30.82% | Add |
| 22 | NXPI | NXP Semiconductors N.V. | +0.1% | NEW | New buy |
| 23 | BX | Blackstone Inc | +0.1% | NEW | New buy |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 25 | LLY | Eli Lilly & Co | +0.1% | +0.49% | Add |
| 26 | TGTX | Tg Therapeutics Inc | +0.1% | — | Unchanged |
| 27 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | NEW | New buy |
| 28 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 29 | FV | First Trust Dw Focus 5 Fund | +0.1% | NEW | New buy |
| 30 | NVDA | Nvidia CORP | +0.1% | -0.60% | Trim |
| 31 | GLD | Spdr Gold Shares | +0.1% | +82.20% | Add |
| 32 | JPM | Jpmorgan Chase & Co | +0.1% | +0.21% | Add |
| 33 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 34 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +1.81% | Add |
| 35 | GE | General Electric | +0.1% | +0.13% | Add |
| 36 | AVGO | Broadcom Inc | +0.1% | +2.15% | Add |
| 37 | NVTS | Navitas Semiconductor CORP | +0.1% | +2.31% | Add |
| 38 | GEV | GE Vernova Inc | +0.1% | -6.39% | Trim |
| 39 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | — | Unchanged |
| 40 | CRWV | Coreweave Inc-cl A | +0.1% | +2.70% | Add |
| 41 | VGT | Vanguard Info Tech ETF | +0.1% | +700.00% | Add |
| 42 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.50% | Trim |
| 43 | IBM | Intl Business Machines CORP | 0% | +0.05% | Add |
| 44 | REGL | Prshrs S&p Mid 400 Dvd Arist | 0% | +12.87% | Add |
| 45 | RGTI | Rigetti Computing Inc | 0% | +3.50% | Add |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | — | Unchanged |
| 47 | IBB | Ishares Biotechnology ETF | 0% | -0.64% | Trim |
| 48 | IWF | Ishares Russell 1000 Growth | 0% | +289.44% | Add |
| 49 | C | Citigroup Inc | 0% | — | Unchanged |
| 50 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +9.19% | Add |
According to official SEC Form 13F filings, Signature Wealth Management Partners, LLC reported a total U.S. public equity portfolio value of $234.3M across 121 disclosed positions in Q2 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, AAPL, IYW) accounted for 34.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
INTC
市值: $438.1K
Top Position Liquidated / Trimmed
XOM
前期市值: $1.8M
During Q2 2026, Signature Wealth Management Partners, LLC's top holdings by market value included IVE (10.4%)、AAPL (7.3%)、IYW (7.2%). The largest single position, IVE, represented 10.4% of total portfolio value.
In Q2 2026, Signature Wealth Management Partners, LLC made 89 total portfolio adjustments, initiating 11 new buys, adding to 27 positions, trimming 45 holdings, and fully liquidating 6 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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