SW
Signify Wealth Historical SEC 13F Holdings & Archive (Q4 2024)
Signify WealthCIK: 0001769062
Sector-focusedQuality / disciplined sizingLong-term holder
Total reported value
$88.6M
Reporting period: 2024-12-31 · Number of holdings: 26
Signify Wealth disclosed 26 holdings in its latest 13F filing for the period ending 2024-12-31, with total reported value of $88.6M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 23.81
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 52
- Sizing Uniformity
- 92.45
Signify Wealth's disclosed holdings carry a Herfindahl concentration index of 0.060 — mathematically equivalent to about 17 equally-sized positions, close to its 26 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.75), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 28% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IYW | Ishares Ustechnology ETF | ETF-Tech | 9.79% | — | +5.57% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 8.68% | — | +7.45% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.70% | — | +6.85% | |
| 4 | PWRD | Tcw Transform Systems ETF | ETF-Other | 7.46% | — | +5.62% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 6.54% | — | +1.52% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.37% | — | -0.29% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 5.61% | — | -0.63% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.21% | — | -0.32% | |
| 9 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 4.84% | — | +5.49% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.80% | — | +7.59% | |
| 11 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 4.77% | — | +8.30% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.66% | — | +9.29% | |
| 13 | ABLG | Abac Fcf Intern Lead Etf-usd | ETF-Other | 4.51% | — | +11.41% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.49% | — | +12.32% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 3.87% | — | +6.95% | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 3.47% | — | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | — | -3.77% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.53% | — | +8.84% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | — | +0.05% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | — | — | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | — | — | |
| 22 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.37% | — | — | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.32% | — | +26.01% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.28% | — | +9.38% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.27% | — | +11.35% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.23% | — | -6.72% |
Portfolio Performance
Performance for Q3 2026
-1.2%
Performance Last 4 Quarters
+21.4%
- Stdev
- +12.3%
- Beta
- +0.87
- Alpha
- +0.2%
- Max Drawdown
- -8.8%
- Annualized Perf
- +18.3%
- Batting Avg vs S&P
- +47.2%
- Sortino
- +3.06
- Stutzer
- +0.43
- Treynor
- +0.2
- Sterling
- +1.18
- Calmar
- +2.09
- Information Ratio
- -0.47
- Tracking Error
- +5.1%
- Stdev Down
- +5.8%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +36.1%
- Worst 12 Months
- +10.4%
- Efficiency Ratio
- +0.6
- Sharpe
- +1.44
- Stdev Sectors
- +9.5%
- Skewness
- +0.19
- Kurtosis
- +0.12
- Upside Potential
- +4.67
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2024 Q4 | 26 | $88.6M | 0 | ||
| 2024 Q3 | 30 | $81.6M | 0 | ||
| 2024 Q2 | 25 | $69.5M | 0 | ||
| 2024 Q1 | 22 | $60.3M | 0 | ||
| 2023 Q4 | 34 | $66.3M | 0 | ||
| 2023 Q3 | 37 | $74.4M | 0 | ||
| 2023 Q2 | 29 | $116.0M | 0 | ||
| 2023 Q1 | 26 | $113.2M | 0 | ||
| 2022 Q4 | 30 | $114.2M | 0 | ||
| 2022 Q3 | 25 | $94.1M | 0 | ||
| 2022 Q2 | 22 | $72.1M | 0 | ||
| 2022 Q1 | 21 | $148.9M | 0 | ||
| 2021 Q4 | 25 | $161.0M | 0 | ||
| 2021 Q3 | 14 | $125.6M | 0 | ||
| 2021 Q2 | 15 | $129.8M | 100 | ||
| 2021 Q1 | 14 | $133.8M | 92 | ||
| 2020 Q4 | 15 | $126.4M | 0 |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Signify Wealth and what type of investor is it?
Signify Wealth is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-12-31), the firm manages a tracked equity portfolio valued at approximately $88.6M, spread across 26 disclosed positions.
What are Signify Wealth's largest equity positions?
Based on the latest 13F filing, Signify Wealth's top holdings by market value are:
1. Ishares Ustechnology ETF (IYW) — $8.7M (9.8%)
2. Vanguard Short-term Treasury (VGSH) — $7.7M (8.7%)
3. Ss Spdr S&p 500 ETF Trust-us (SPY) — $6.8M (7.7%)
4. Tcw Transform Systems ETF (PWRD) — $6.6M (7.5%)
5. Tesla Inc (TSLA) — $5.8M (6.5%)
What changes did Signify Wealth make in its most recent portfolio filing?
No notable portfolio changes were recorded for Signify Wealth in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Signify Wealth focus on?
Signify Wealth is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Discretionary: 45.6%
• Information Technology: 31.9%
• Communication Services: 22.5%
Investment Profile
Signify Wealth returned an annualized 18.3% over the trailing 36 months — outperforming the S&P 500 by 0.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.87 (less volatile than the market) and a 47% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 45.6% of the portfolio concentrated in Consumer Discretionary.
It has added to its TSLA position over the past two quarters (+$2.7M, now $5.8M), while trimming BSV over the same stretch (-$184.0K, still holding $206.9K).
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