Signify Wealth

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%.

Browse other institutions with under $100M AUM Browse other institutions starting with "S"

Personality snowflake

Concentration: 23.81
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 100
Diversification: 52
Sizing Uniformity: 92.45

Recent moves

No 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
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%

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2024-12-31	26	$88.6M	0	1IYW 2VGSH 3SPY Top holdings2024-12-31 1.IYW 2.VGSH 3.SPY 4.PWRD 5.TSLA 6.AMZN 7.AAPL 8.GOOGL 9.ABFL 10.QUAL
2024-09-30	30	$81.6M	0	1IYW 2VGSH 3PWRD Top holdings2024-09-30 1.IYW 2.VGSH 3.PWRD 4.SPY 5.AMZN 6.AAPL 7.GOOGL 8.SPLV 9.ABFL 10.QUAL
2024-06-30	25	$69.5M	0	1IYW 2VGSH 3SPY Top holdings2024-06-30 1.IYW 2.VGSH 3.SPY 4.PWRD 5.AMZN 6.AAPL 7.GOOGL 8.QUAL 9.ABFL 10.TSLA
2024-03-31	22	$60.3M	0	1IYW 2VGSH 3PWRD Top holdings2024-03-31 1.IYW 2.VGSH 3.PWRD 4.SPY 5.AMZN 6.GOOGL 7.AAPL 8.QUAL 9.ABFL 10.ABLG
2023-12-31	34	$66.3M	0	1IYW 2TSLA 3TLT Top holdings2023-12-31 1.IYW 2.TSLA 3.TLT 4.AAPL 5.VGSH 6.AMZN 7.GOOGL 8.SPY 9.PWRD 10.ABLG
2023-09-30	37	$74.4M	0	1VGSH 2TSLA 3THLV Top holdings2023-09-30 1.VGSH 2.TSLA 3.THLV 4.SMMU 5.AAPL 6.SJNK 7.GOOGL 8.AMZN 9.BIV 10.SPY
2023-06-30	29	$116.0M	0	1THLV 2SJNK 3BIV Top holdings2023-06-30 1.THLV 2.SJNK 3.BIV 4.SMMU 5.BSV 6.TSLA 7.AAPL 8.BLV 9.AMZN 10.GOOGL
2023-03-31	26	$113.2M	0	1THLV 2ANGL 3BIV Top holdings2023-03-31 1.THLV 2.ANGL 3.BIV 4.BSV 5.SMMU 6.BLV 7.TSLA 8.HYG 9.XLK 10.BNDX
2022-12-31	30	$114.2M	0	1THLV 2SPSB 3BIV Top holdings2022-12-31 1.THLV 2.SPSB 3.BIV 4.BSV 5.SMMU 6.BLV 7.HYG 8.BNDX 9.MUNI 10.AAPL
2022-09-30	25	$94.1M	0	1TIPZ 2BIV302072L Top holdings2022-09-30 1.TIPZ 2.BIV 3.02072L 4.BSV 5.SMMU 6.BLV 7.BNDX 8.HYG 9.TSLA 10.MUNI
2022-06-30	22	$72.1M	0	102072L2NEAR 3BSV Top holdings2022-06-30 1.02072L 2.NEAR 3.BSV 4.SMMU 5.MUNI 6.TSLA 7.AAPL 8.GOOGL 9.AMZN 10.VTIP
2022-03-31	21	$148.9M	0	1ANGL202072L3STPZ Top holdings2022-03-31 1.ANGL 2.02072L 3.STPZ 4.HYS 5.BOND 6.SMMU 7.PPA 8.IHF 9.SPYV 10.FXG
2021-12-31	25	$161.0M	0	1ANGL 2SMMU 3MUNI Top holdings2021-12-31 1.ANGL 2.SMMU 3.MUNI 4.CIBR 5.XRT 6.HYS 7.IMCG 8.IYG 9.IWP 10.KBWB
2021-09-30	14	$125.6M	0	1ANGL 2MUNI 3XRT Top holdings2021-09-30 1.ANGL 2.MUNI 3.XRT 4.VUG 5.SMMU 6.BOND 7.HYS 8.SCHG 9.FTC 10.CORP
2021-06-30	15	$129.8M	100	1ANGL 2MUNI 3KRE Top holdings2021-06-30 1.ANGL 2.MUNI 3.KRE 4.DON 5.SMMU 6.VIOV 7.SLYV 8.HYS 9.BOND 10.CORP
2021-03-31	14	$133.8M	92	1ANGL 2MUNI 3ARKW Top holdings2021-03-31 1.ANGL 2.MUNI 3.ARKW 4.EEMA 5.SMMU 6.EES 7.VIOV 8.HYS 9.CORP 10.BOND
2020-12-31	15	$126.4M	0	1ANGL 2SMH 3MUNI Top holdings2020-12-31 1.ANGL 2.SMH 3.MUNI 4.DON 5.VTWV 6.SLYV 7.CORP 8.SMMU 9.BOND 10.HYS

Holding changes this quarter

Position changes disclosed by Signify Wealth for the quarter ending 2024-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

FAQ

What is Signify Wealth and what type of investor is it?

Signify Wealth is a 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%