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 Wealth Management Partners, LLC (CIK 1824694) reported $199.4M across 116 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVE ($20.4M, 10.25%), JAAA ($16.1M, 8.08%), JEPI ($14.1M, 7.05%), AAPL ($13.6M, 6.83%), IVW ($13.4M, 6.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | $20.4M | 10.25% | 96,818 | Trimmed |
| 2 | JAAA | JANUS DETROIT STR TR | $16.1M | 8.08% | 319,953 | Added |
| 3 | JEPI | J P MORGAN EXCHANGE TRADED F | $14.1M | 7.05% | 248,062 | Added |
| 4 | AAPL | APPLE INC | $13.6M | 6.83% | 53,661 | Added |
| 5 | IVW | ISHARES TR | $13.4M | 6.71% | 118,305 | Added |
| 6 | IYW | ISHARES TR | $11.3M | 5.64% | 62,031 | Added |
| 7 | AME | AMETEK INC | $7.3M | 3.65% | 33,950 | Hold |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $4.5M | 2.27% | 6,974 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $4.5M | 2.26% | 21,680 | Added |
| 10 | MSFT | MICROSOFT CORP | $4.4M | 2.20% | 11,833 | Added |
| 11 | JPM | JPMORGAN CHASE & CO | $4.0M | 2.00% | 13,534 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $3.9M | 1.96% | 13,622 | Added |
| 13 | META | META PLATFORMS INC | $3.4M | 1.73% | 6,027 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $3.2M | 1.59% | 18,160 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $3.1M | 1.54% | 12,531 | Trimmed |
| 16 | BK | BANK NEW YORK MELLON CORP | $2.5M | 1.27% | 21,369 | Hold |
| 17 | IVV | ISHARES TR | $2.3M | 1.16% | 3,526 | Added |
| 18 | XOM | EXXON MOBIL CORP | $1.8M | 0.92% | 10,860 | Trimmed |
| 19 | GOOG | ALPHABET INC | $1.8M | 0.92% | 6,409 | Added |
| 20 | RTX | RTX CORPORATION | $1.8M | 0.92% | 9,536 | Trimmed |
| 21 | NEE | NEXTERA ENERGY INC | $1.6M | 0.81% | 17,465 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.81% | 3,386 | Hold |
| 23 | PEG | PUBLIC SVC ENTERPRISE GROUP | $1.6M | 0.79% | 19,366 | Added |
| 24 | XLE | SELECT SECTOR SPDR TR | $1.6M | 0.79% | 25,696 | Trimmed |
| 25 | T | AT&T INC | $1.5M | 0.76% | 51,949 | Added |
Source: SEC Form 13F filings · as of 2026-03-31