Signature Wealth Management Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Signature Wealth Management Partners, Llc disclosed 123 stock positions valued at approximately $234.34M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, APPLE INC, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 123
- Portfolio Value
- $234.34M
Holdings by Sector
Signature Wealth Management Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVE | Other | 9.67% | 99,302 | +821 | +0.83% | $22,668,802 |
| APPLE INC | AAPL | Technology | 7.69% | 54,087 | -127 | -0.23% | $18,012,085 |
| ISHARES TR | IYW | Other | 6.86% | 60,654 | -859 | -1.40% | $16,067,237 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 5.98% | 249,162 | +4,144 | +1.69% | $14,007,919 |
| JANUS DETROIT STR TR | JAAA | Other | 5.91% | 274,459 | +7,383 | +2.76% | $13,851,914 |
| ISHARES TR | IVW | Other | 5.54% | 91,230 | +5,160 | +6.00% | $12,978,378 |
| AMETEK INC | AME | Industrials | 3.59% | 33,950 | - | - | $8,410,434 |
| MICROSOFT CORP | MSFT | Technology | 2.68% | 12,232 | -59 | -0.48% | $6,273,843 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.32% | 21,784 | +112 | +0.52% | $5,427,484 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.28% | 7,000 | +30 | +0.43% | $5,338,393 |
| ALPHABET INC | GOOGL | Communication Services | 2.01% | 13,719 | +132 | +0.97% | $4,720,327 |
| AMNEAL PHARMACEUTICALS INC | AMRX | Healthcare | 2.00% | 232,426 | +232,426 | +100.00% | $4,681,060 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.91% | 13,518 | -44 | -0.32% | $4,472,253 |
| META PLATFORMS INC | META | Communication Services | 1.84% | 5,941 | -36 | -0.60% | $4,308,831 |
| NVIDIA CORPORATION | NVDA | Technology | 1.80% | 18,478 | +427 | +2.37% | $4,220,040 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.57% | 13,881 | +10,446 | +304.10% | $3,674,995 |
| FIDELITY GREENWOOD STREET TR | FHEQ | Other | 1.47% | 102,313 | +75,456 | +280.95% | $3,443,864 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.37% | 12,091 | -290 | -2.34% | $3,200,968 |
| BANK OF NY MELLON CORP | BK | Financial Services | 1.32% | 21,369 | - | - | $3,090,532 |
| ISHARES TR | IVV | Other | 1.26% | 3,843 | +370 | +10.65% | $2,943,022 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.20% | 40,720 | +12,898 | +46.36% | $2,820,285 |
| ALPHABET INC | GOOG | Communication Services | 0.95% | 6,501 | +100 | +1.56% | $2,215,165 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.76% | 10,927 | +67 | +0.62% | $1,778,363 |
| ISHARES TR | ITOT | Other | 0.75% | 10,611 | +451 | +4.44% | $1,764,471 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.75% | 3,522 | +11 | +0.31% | $1,753,571 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.74% | 8,816 | - | - | $1,725,794 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.70% | 8,640 | - | - | $1,648,739 |
| RTX CORPORATION | RTX | Industrials | 0.70% | 8,827 | +41 | +0.47% | $1,638,739 |
| ISHARES TR | IBB | Other | 0.68% | 7,606 | - | - | $1,601,291 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.66% | 25,058 | -212 | -0.84% | $1,541,067 |
Showing 30 of 123 holdings in the latest reporting period.