CIK: 0001769062
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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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.
No holding changes 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% |
Performance for Q3 2026
+1.6%
Performance Last 4 Quarters
+24.1%
Based on 74% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2024-12-31 | 26 | $88.6M | 0 | |
| 2024-09-30 | 30 | $81.6M | 0 | |
| 2024-06-30 | 25 | $69.5M | 0 | |
| 2024-03-31 | 22 | $60.3M | 0 | |
| 2023-12-31 | 34 | $66.3M | 0 | |
| 2023-09-30 | 37 | $74.4M | 0 | |
| 2023-06-30 | 29 | $116.0M | 0 | |
| 2023-03-31 | 26 | $113.2M | 0 | |
| 2022-12-31 | 30 | $114.2M | 0 | |
| 2022-09-30 | 25 | $94.1M | 0 | |
| 2022-06-30 | 22 | $72.1M | 0 | |
| 2022-03-31 | 21 | $148.9M | 0 | |
| 2021-12-31 | 25 | $161.0M | 0 | |
| 2021-09-30 | 14 | $125.6M | 0 | |
| 2021-06-30 | 15 | $129.8M | 100 | |
| 2021-03-31 | 14 | $133.8M | 92 | |
| 2020-12-31 | 15 | $126.4M | 0 |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2024-12-31 | 2025-02-06 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-30 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-22 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-25 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-11 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-17 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-20 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-18 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-12 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-18 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-10 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-21 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-02 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-23 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-06 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-01 | 13F-HR | View on EDGAR |
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