Q2 2026 13F · SEC CIK 1824694

Signature Wealth Management Partners, LLC

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $214.5M
Reported positions: 121
Top holdings a year, 3 yrs: +17.9%
Assets under management: $454.2M

Signature Wealth Management Partners, LLC is a wealth manager that reported 121 positions worth $214.5M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Ishares S&p 500 Value ETF (IVE, 10.4%), Apple Inc (AAPL, 7.3%), Ishares Tr (IYW, 7.2%). A portfolio copying its top holdings returned 17.9% a year over the last 3 years, against 20.4% for the S&P 500.

Signature Wealth Management Partners, LLC holdings largest 50 of 121 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Signature Wealth Management Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVEIshares S&p 500 Value ETF	10.4%	10.3%	98,481	+1.7%	$22.4M
AAPLApple Inc	7.3%	6.8%	54,214	+1.0%	$15.7M
IYWIshares Tr	7.2%	5.6%	61,513	-0.8%	$15.5M
JEPIJpmorgan Equity Premium Income ETF	6.5%	7.1%	245,018	-1.2%	$13.8M
JAAAJanus Detroit Str Tr	6.3%	8.1%	267,076	-16.5%	$13.5M
IVWIshares	5.5%	6.7%	86,070	-27.2%	$11.8M
AMEAmetek Inc	3.8%	3.6%	33,950	+0.0%	$8.2M
SPYSpdr S&p 500 ETF Tr	2.4%	2.3%	6,970	-0.1%	$5.2M
AMZNAmazon Com Inc Com	2.4%	2.3%	21,672	-0.0%	$5.2M
GOOGLAlphabet Inc	2.3%	2.0%	13,587	-0.3%	$4.9M
MSFTMicrosoft Corp	2.1%	2.2%	12,291	+3.9%	$4.6M
JPMJpmorgan Chase & Co	2.1%	2.0%	13,562	+0.2%	$4.4M
NVDANvidia Corporation Com	1.7%	1.6%	18,051	-0.6%	$3.6M
METAMeta Platforms Inc Class A	1.6%	1.7%	5,977	-0.8%	$3.4M
JNJJohnson & Johnson	1.5%	1.5%	12,381	-1.2%	$3.1M
BNYBank of New York Mellon Corp	1.4%	1.3%	21,369	+0.0%	$3.1M
CRWDCrowdstrike Hldgs Inc Class A	1.2%	0.7%	3,435	-0.2%	$2.6M
IVVIshares Core S&p 500 ETF	1.2%	1.2%	3,473	-1.5%	$2.6M
GOOGAlphabet Inc	1.1%	0.9%	6,401	-0.1%	$2.3M
DYNFIshares U.s. Equity Factor Rotation Acti	0.9%	0.6%	27,822	+30.3%	$1.9M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.8%	3,511	+3.7%	$1.8M
XLKState Street Technology Select Sector Sp	0.8%	0.6%	8,816	+0.0%	$1.7M
ITOTIshares Total US Stock Market ETF	0.8%	0.7%	10,160	+1.8%	$1.7M
RTXRtx Corporation Com	0.8%	0.9%	8,786	-7.9%	$1.7M
GSGoldman Sachs Group Inc	0.7%	0.7%	1,547	+0.0%	$1.6M
PMPhilip Morris Intl Inc Com	0.7%	0.7%	8,640	+0.0%	$1.6M
NEENextera Energy Inc Com	0.7%	0.8%	17,408	-0.3%	$1.5M
PEGPublic Service Enterprise Group Inc	0.7%	0.8%	18,823	-2.8%	$1.5M
BINCIshares Flexible Income Active ETF	0.7%	0.7%	28,749	+9.2%	$1.5M
DOVDover Corp Common	0.7%	0.7%	6,554	-1.7%	$1.5M
IBBIshares Tr	0.7%	0.6%	7,606	-0.6%	$1.4M
XLEState Street Energy Select Sector Spdr E	0.6%	0.8%	25,270	-1.7%	$1.3M
NEMNewmont Corp	0.6%	0.7%	13,326	-0.4%	$1.2M
DEDeere & Co Com	0.6%	0.6%	1,951	-14.8%	$1.2M
HYMBSpdr Series Trust	0.6%	0.7%	48,536	-17.1%	$1.2M
LLYLilly Eli & Co	0.6%	0.5%	1,024	+0.5%	$1.2M
MUMicron Technology Inc	0.6%	—	1,048	—	$1.2M
IBMInternational Business Machs	0.5%	0.5%	4,057	+0.0%	$1.1M
AVGOBroadcom Inc	0.5%	0.4%	2,757	+2.1%	$1.0M
PANWPalo Alto Networks Inc	0.5%	—	2,985	—	$1.0M
TAt&t Inc Com	0.5%	0.8%	48,421	-6.8%	$1.0M
MOAltria Group Inc	0.5%	0.5%	13,645	+0.0%	$982K
IWFIshares Russell 1000 Growth ETF	0.5%	0.4%	7,820	+289.4%	$971K
IJTIshares Tr	0.4%	—	5,232	—	$934K
MRKMerck & Co. Inc	0.4%	0.4%	7,180	+0.0%	$923K
LLoews Corp	0.4%	0.4%	7,979	+0.0%	$903K
FHEQFidelity Greenwood Street Tr	0.4%	—	26,857	—	$884K
XLFSelect Sector Spdr Tr	0.4%	0.4%	16,338	-3.3%	$876K
GEGe Aerospace	0.4%	—	2,320	—	$867K
GEVGe Vernova Inc	0.4%	—	733	—	$861K

What Signature Wealth Management Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.6% /yr; S&P 500 +20.1%
3 years: +17.9% /yr; S&P 500 +20.4%
5 years: +10.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$214.5M	121
Q1 2026	$199.4M	116
Q4 2025	$202.2M	120
Q3 2025	$191.0M	113
Q2 2025	$175.0M	110
Q1 2025	$152.7M	103
Q4 2024	$145.6M	102
Q3 2024	$138.1M	104
Q2 2024	$131.6M	104
Q1 2024	$122.9M	101
Q4 2023	$114.2M	95
Q3 2023	$102.2M	92

Questions about Signature Wealth Management Partners, LLC's portfolio

What stocks does Signature Wealth Management Partners, LLC own?

Signature Wealth Management Partners, LLC's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 121 positions worth $214.5M. The largest are Ishares S&p 500 Value ETF (IVE) at 10.4%, Apple Inc (AAPL) at 7.3%, Ishares Tr (IYW) at 7.2%, Jpmorgan Equity Premium Income ETF (JEPI) at 6.5% and Janus Detroit Str Tr (JAAA) at 6.3%.

What did Signature Wealth Management Partners, LLC buy last quarter?

In Q2 2026, Signature Wealth Management Partners, LLC added Ishares Russell 1000 Growth ETF (IWF) (+289.4% shares), Ishares U.s. Equity Factor Rotation Acti (DYNF) (+30.3% shares) and Ishares Flexible Income Active ETF (BINC) (+9.2% shares), compared with its Q1 2026 filing.

What did Signature Wealth Management Partners, LLC sell last quarter?

In Q2 2026, Signature Wealth Management Partners, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Martin Marietta Matls Inc (MLM), cut from its top 50 Entergy Corp. (ETR), cut from its top 50 Invesco Qqq Tr (QQQ), cut from its top 50 Chevron Corp New (CVX), Ishares (IVW) (-27.2% shares), Spdr Series Trust (HYMB) (-17.1% shares) and Janus Detroit Str Tr (JAAA) (-16.5% shares), compared with its Q1 2026 filing.

How has Signature Wealth Management Partners, LLC's portfolio performed?

A portfolio copying Signature Wealth Management Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.6% against +20.1%. Over 5 years: +10.8% a year against +11.6%.

When is Signature Wealth Management Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Signature Wealth Management Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Signature Wealth Management Partners, LLC manage?

Signature Wealth Management Partners, LLC reported $454.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $214.5M.