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CIK: 0001769062
Total reported value
$88.6M
$88.6M
25 檔
34.3%
During the Q2 2024 filing period, Signify Wealth (CIK: 0001769062) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $88.6M across 25 reported positions.
During Q2 2024, Signify Wealth's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IYW | Ishares Ustechnology ETF | ETF-Tech | 12.56% | — | +19.69% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 8.40% | — | +2.98% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.67% | — | -0.60% | |
| 4 | PWRD | Tcw Transform Systems ETF | ETF-Other | 7.63% | — | -3.52% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.47% | — | -0.30% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 7.07% | — | +0.72% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.80% | — | -4.82% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.88% | — | -0.45% | |
| 9 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 4.64% | — | +1.39% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.46% | — | -0.15% | |
| 11 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 4.46% | — | +2.91% | |
| 12 | ABLG | Abac Fcf Intern Lead Etf-usd | ETF-Other | 4.45% | — | +2.49% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.45% | — | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 4.25% | — | +887.45% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 3.69% | — | -3.21% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.90% | — | +37.09% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | — | -8.01% | |
| 18 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.66% | — | -6.43% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.61% | — | -6.49% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.56% | — | -23.13% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | — | -25.46% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | — | — | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.36% | — | +4.79% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.34% | — | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.30% | — | — |
According to official SEC Form 13F filings, Signify Wealth reported a total U.S. public equity portfolio value of $88.6M across 25 disclosed positions in Q2 2024.
During Q2 2024, Signify Wealth's top holdings by market value included IYW (12.6%)、VGSH (8.4%)、SPY (7.7%). The largest single position, IYW, represented 12.6% of total portfolio value.
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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 IYW, VGSH, SPY) accounted for 34.3% of total reported equity market value during Q2 2024.
In Q2 2024, Signify Wealth made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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