Signature Wealth Management Partners, Llc Portfolio Stock Holdings
Signature Wealth Management Partners, Llc disclosed 116 stock positions valued at approximately $199.4 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, JANUS DETROIT STR TR, and J P MORGAN EXCHANGE TRADED F. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 116
- Portfolio Value
- $199.4M
Holdings by Sector
Signature Wealth Management Partners, Llc Portfolio Holdings in Q1 2026
113 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVE | Other | 10.25% | 96,818 | -204 | -0.21% | $20,442,967 |
| JANUS DETROIT STR TR | JAAA | Other | 8.08% | 319,953 | +9,034 | +2.91% | $16,116,044 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 7.05% | 248,062 | +368 | +0.15% | $14,060,188 |
| APPLE INC | AAPL | Technology | 6.83% | 53,661 | +3,990 | +8.03% | $13,618,655 |
| ISHARES TR | IVW | Other | 6.71% | 118,305 | +6,351 | +5.67% | $13,381,501 |
| ISHARES TR | IYW | Other | 5.64% | 62,031 | +486 | +0.79% | $11,253,720 |
| AMETEK INC | AME | Industrials | 3.65% | 33,950 | - | - | $7,277,522 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.27% | 6,974 | -41 | -0.58% | $4,535,384 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.26% | 21,680 | +148 | +0.69% | $4,515,294 |
| MICROSOFT CORP | MSFT | Technology | 2.20% | 11,833 | +463 | +4.07% | $4,380,332 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.00% | 13,534 | -10 | -0.07% | $3,981,211 |
| ALPHABET INC | GOOGL | Communication Services | 1.96% | 13,622 | +2,000 | +17.21% | $3,917,259 |
| META PLATFORMS INC | META | Communication Services | 1.73% | 6,027 | -378 | -5.90% | $3,448,178 |
| NVIDIA CORPORATION | NVDA | Technology | 1.59% | 18,160 | +170 | +0.94% | $3,167,030 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.54% | 12,531 | -38 | -0.30% | $3,063,171 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 1.27% | 21,369 | - | - | $2,534,950 |
| ISHARES TR | IVV | Other | 1.16% | 3,526 | +229 | +6.95% | $2,303,292 |
| EXXON MOBIL CORP | XOM | Energy | 0.92% | 10,860 | -345 | -3.08% | $1,842,467 |
| RTX CORPORATION | RTX | Industrials | 0.92% | 9,536 | -630 | -6.20% | $1,839,421 |
| ALPHABET INC | GOOG | Communication Services | 0.92% | 6,409 | +1,575 | +32.58% | $1,838,497 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.81% | 3,386 | - | - | $1,622,571 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.81% | 17,465 | +307 | +1.79% | $1,622,149 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.79% | 25,696 | -52 | -0.20% | $1,574,137 |
| PUBLIC SVC ENTERPRISE GROUP | PEG | Utilities | 0.79% | 19,366 | +225 | +1.18% | $1,567,678 |
| AT&T INC | T | Communication Services | 0.76% | 51,949 | +8 | +0.02% | $1,505,974 |
| SPDR SERIES TRUST | HYMB | Other | 0.73% | 58,576 | - | - | $1,452,685 |
| NEWMONT CORP | NEM | Basic Materials | 0.73% | 13,380 | -299 | -2.19% | $1,448,391 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.72% | 8,639 | -293 | -3.28% | $1,428,445 |
| ISHARES TR | ITOT | Other | 0.71% | 9,979 | +235 | +2.41% | $1,421,313 |
| DOVER CORP | DOV | Industrials | 0.70% | 6,668 | - | - | $1,389,945 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.69% | 26,329 | +794 | +3.11% | $1,367,266 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.67% | 3,442 | +188 | +5.78% | $1,343,791 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.66% | 1,547 | -200 | -11.45% | $1,308,819 |
| ISHARES TR | IBB | Other | 0.65% | 7,655 | +135 | +1.80% | $1,292,547 |
| DEERE & CO | DE | Industrials | 0.65% | 2,291 | -34 | -1.46% | $1,290,586 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.62% | 21,357 | +6,409 | +42.88% | $1,242,568 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.59% | 8,816 | - | - | $1,171,669 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.49% | 4,055 | +101 | +2.55% | $982,976 |
| ELI LILLY & CO | LLY | Healthcare | 0.47% | 1,019 | -24 | -2.30% | $936,808 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.45% | 13,644 | +1 | +0.01% | $900,382 |
| MERCK & CO INC | MRK | Healthcare | 0.43% | 7,179 | - | - | $863,576 |
| ISHARES TR | IWF | Other | 0.43% | 2,008 | -357 | -15.10% | $856,170 |
| LOEWS CORP | L | Financial Services | 0.43% | 7,979 | -283 | -3.43% | $851,678 |
| BROADCOM INC | AVGO | Technology | 0.42% | 2,699 | +139 | +5.43% | $835,263 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.42% | 16,893 | +884 | +5.52% | $833,988 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 0.41% | 1,396 | - | - | $821,797 |
| ENTERGY CORP NEW | ETR | Utilities | 0.41% | 7,304 | - | - | $820,677 |
| INVESCO QQQ TR | QQQ | Other | 0.41% | 1,409 | - | - | $813,267 |
| CHEVRON CORPORATION | CVX | Energy | 0.39% | 3,741 | -103 | -2.68% | $774,020 |
| FIDELITY COVINGTON TRUST | FHLC | Other | 0.38% | 10,909 | +190 | +1.77% | $767,583 |
| ISHARES TR | IJT | Other | 0.38% | 5,232 | - | - | $757,123 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.38% | 5,154 | +265 | +5.42% | $753,927 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.36% | 12,188 | -96 | -0.78% | $716,411 |
| PROSHARES TR | REGL | Other | 0.36% | 8,231 | +1,468 | +21.71% | $711,171 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.35% | 9,392 | -2,200 | -18.98% | $699,691 |
| TESLA INC | TSLA | Consumer Cyclical | 0.35% | 1,866 | -185 | -9.02% | $693,686 |
| GE VERNOVA INC | GEV | Utilities | 0.34% | 783 | - | - | $683,613 |
| PEPSICO INC | PEP | Consumer Defensive | 0.34% | 4,359 | - | - | $676,909 |
| GE AEROSPACE | GE | Industrials | 0.33% | 2,317 | +2 | +0.09% | $657,472 |
| ISHARES TR | IJK | Other | 0.32% | 6,300 | - | - | $633,906 |
| ENBRIDGE INC | ENB | Energy | 0.31% | 11,549 | +450 | +4.05% | $625,263 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.31% | 10,775 | - | - | $621,071 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.31% | 2,029 | - | - | $613,732 |
| SERVICENOW INC | NOW | Technology | 0.31% | 5,870 | +1,275 | +27.75% | $613,709 |
| ORACLE CORP | ORCL | Technology | 0.29% | 3,869 | +445 | +13.00% | $569,238 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.28% | 11,210 | +436 | +4.05% | $562,753 |
| NETFLIX INC. | NFLX | Communication Services | 0.27% | 5,670 | +700 | +14.08% | $545,171 |
| BLACKROCK INC | BLK | Other | 0.26% | 545 | +100 | +22.47% | $524,132 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.25% | 3,153 | +512 | +19.39% | $505,489 |
| BOEING CO | BA | Industrials | 0.25% | 2,518 | - | - | $501,158 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.24% | 4,446 | - | - | $484,525 |
| NORWEGIAN CRUISE LINE HLDGS | NCLH | Other | 0.24% | 25,526 | +1,300 | +5.37% | $477,336 |
| FIRST TR EXCHANGE-TRADED FD | FDN | Other | 0.22% | 1,867 | - | - | $436,934 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.21% | 2,707 | - | - | $425,757 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.21% | 851 | -10 | -1.16% | $418,486 |
| GSK PLC | GSK | Healthcare | 0.21% | 7,504 | - | - | $414,146 |
| SPDR GOLD TR | GLD | Other | 0.21% | 955 | - | - | $410,927 |
| TG THERAPEUTICS INC | TGTX | Healthcare | 0.20% | 11,780 | +1,000 | +9.28% | $391,332 |
| SEMPRA | SRE | Utilities | 0.20% | 4,020 | - | - | $390,623 |
| VANGUARD WORLD FD | VGT | Other | 0.19% | 557 | -60 | -9.72% | $388,630 |
| SHELL PLC | SHEL | Energy | 0.19% | 4,168 | - | - | $387,624 |
| PROSHARES TR | ISPY | Other | 0.19% | 8,925 | +2,005 | +28.97% | $386,911 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.19% | 5,260 | -450 | -7.88% | $378,352 |
| BARRICK MNG CORP | B | Other | 0.19% | 9,200 | - | - | $375,268 |
| VANGUARD WORLD FD | VDC | Other | 0.18% | 1,591 | - | - | $357,323 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.18% | 1,056 | +1,056 | +100.00% | $356,759 |
| CONOCOPHILLIPS | COP | Energy | 0.16% | 2,451 | - | - | $323,532 |
| PHILLIPS 66 | PSX | Energy | 0.16% | 1,765 | - | - | $321,548 |
| FIRST TR EXCHANGE-TRADED FD | FXH | Other | 0.16% | 2,854 | -88 | -2.99% | $313,263 |
| GOLUB CAP BDC INC | GBDC | Financial Services | 0.15% | 24,371 | -16,679 | -40.63% | $308,538 |
| UNITIL CORP | UTL | Utilities | 0.15% | 5,876 | - | - | $306,962 |
| SALESFORCE INC | CRM | Technology | 0.15% | 1,621 | +685 | +73.18% | $302,607 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.15% | 1,365 | - | - | $293,557 |
| CITIGROUP INC | C | Financial Services | 0.15% | 2,556 | -172 | -6.30% | $289,875 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.13% | 849 | -16 | -1.85% | $263,861 |
| CIRCLE INTERNET GROUP INC | CRCL | Other | 0.13% | 2,697 | +2,697 | +100.00% | $257,321 |
| WALMART INC | WMT | Consumer Defensive | 0.12% | 1,913 | - | - | $237,781 |
| SPDR SERIES TRUST | SPYG | Other | 0.12% | 2,429 | +1 | +0.04% | $237,780 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.12% | 717 | - | - | $235,840 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.12% | 6,377 | -50 | -0.78% | $234,355 |