Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC (CIK 1079935) reported $4.94B across 644 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($432.2M, 8.75%), GSLC ($388.4M, 7.86%), FNDX ($234.7M, 4.75%), TOTL ($224.3M, 4.54%), IGM ($220.2M, 4.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $432.2M | 8.75% | 989,422 | Trimmed |
| 2 | GSLC | GOLDMAN SACHS ETF TR | $388.4M | 7.86% | 3.1M | Trimmed |
| 3 | FNDX | SCHWAB STRATEGIC TR | $234.7M | 4.75% | 8.4M | Added |
| 4 | TOTL | SSGA ACTIVE ETF TR | $224.3M | 4.54% | 5.6M | Added |
| 5 | IGM | ISHARES TR | $220.2M | 4.46% | 1.9M | Added |
| 6 | GLDM | WORLD GOLD TR | $218.1M | 4.42% | 2.4M | New |
| 7 | EFV | ISHARES TR | $161.8M | 3.28% | 2.2M | Added |
| 8 | AVES | AMERICAN CENTY ETF TR | $155.1M | 3.14% | 2.6M | New |
| 9 | AMZN | AMAZON COM INC | $101.5M | 2.06% | 487,345 | Added |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | $100.1M | 2.03% | 2.5M | Trimmed |
| 11 | GOOGL | ALPHABET INC | $98.2M | 1.99% | 341,534 | Trimmed |
| 12 | GMOI | GMO ETF TRUST | $95.8M | 1.94% | 2.6M | New |
| 13 | XLF | SELECT SECTOR SPDR TR | $90.7M | 1.84% | 1.8M | Added |
| 14 | AAPL | APPLE INC | $89.4M | 1.81% | 352,092 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $89.0M | 1.80% | 240,434 | Added |
| 16 | MCK | MCKESSON CORP | $88.3M | 1.79% | 102,082 | Added |
| 17 | META | META PLATFORMS INC | $73.2M | 1.48% | 127,906 | Added |
| 18 | MA | MASTERCARD INCORPORATED | $71.8M | 1.45% | 143,781 | Trimmed |
| 19 | AVGO | BROADCOM INC | $69.0M | 1.40% | 223,089 | Trimmed |
| 20 | VTV | VANGUARD INDEX FDS | $64.1M | 1.30% | 326,948 | Added |
| 21 | WMT | WALMART INC | $60.2M | 1.22% | 484,143 | Added |
| 22 | XLV | SELECT SECTOR SPDR TR | $56.1M | 1.14% | 382,859 | Added |
| 23 | LLY | ELI LILLY & CO | $52.7M | 1.07% | 57,256 | Trimmed |
| 24 | ODFL | OLD DOMINION FREIGHT LINE IN | $51.6M | 1.04% | 264,092 | New |
| 25 | C | CITIGROUP INC | $47.6M | 0.96% | 419,862 | Added |
Source: SEC Form 13F filings · as of 2026-03-31