Institutions / Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC
CIK 1079935 · Institution · as of Mar 31, 2026
Portfolio value
$4.94B
Positions
646
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$4.94B-0.5%Positions
646+6.8%Top holdings
Mar 31, 2026View all 646 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $432.17M | 8.8% |
| Goldman Sachs ETF Tr | $388.39M | 7.9% |
| Schwab Strategic Tr | $234.65M | 4.8% |
| Ssga Active ETF Tr | $224.26M | 4.5% |
| iShares Tr | $220.20M | 4.5% |
| World Gold Tr | $218.15M | 4.4% |
| iShares Tr | $161.77M | 3.3% |
| American Century ETF Trust | $155.10M | 3.1% |
| Amazon.com Inc | $101.50M | 2.1% |
| Capital Group Growth ETF | $100.13M | 2.0% |
| Alphabet Inc. | $98.21M | 2.0% |
| GMO ETF Trust | $95.75M | 1.9% |
| Select Sector SPDR Tr | $90.75M | 1.8% |
| Apple Inc. | $89.36M | 1.8% |
| Microsoft Corp | $89.00M | 1.8% |
| McKesson Corp | $88.34M | 1.8% |
| Meta Platforms Inc | $73.18M | 1.5% |
| Mastercard Inc | $71.84M | 1.5% |
| Broadcom Inc. | $69.05M | 1.4% |
| Vanguard Index Fds | $64.15M | 1.3% |
| Walmart Inc. | $60.17M | 1.2% |
| Select Sector SPDR Tr | $56.13M | 1.1% |
| ELI LILLY & Co | $52.66M | 1.1% |
| Old Dominion Freight Line, Inc. | $51.60M | 1.0% |
| Citigroup Inc | $47.62M | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 381430503 Common stock | $-277.86M | -2.2M -41.70% | 3,103,919 7.86% of portfolio | high |
| Q1 2026 as of | New | 98149E303 Common stock | $218.15M | +2.4M | 2,353,509 4.42% of portfolio | high |
| Q1 2026 as of | New | American Century ETF Trust Common stock | $155.10M | +2.6M | 2,585,886 3.14% of portfolio | high |
| Q1 2026 as of | Trim | Micron Technology Inc Common stock | $-122.49M | -363K -93.77% | 24,107 0.16% of portfolio | high |
| Q1 2026 as of | New | 90139K407 Common stock | $95.75M | +2.6M | 2,642,938 1.94% of portfolio | high |
| Q1 2026 as of | Add | 464288877 Common stock | $64.27M | +864K +65.91% | 2,175,844 3.28% of portfolio | high |
| Q1 2026 as of | Trim | Uber Technologies, Inc Common stock | $-52.92M | -736K -95.56% | 34,166 0.05% of portfolio | high |
| Q1 2026 as of | New | Old Dominion Freight Line, Inc. Common stock | $51.60M | +264K | 264,092 1.04% of portfolio | high |
| Q1 2026 as of | Add | Citigroup Inc Common stock | $47.23M | +416K +12329.31% | 419,862 0.96% of portfolio | medium |
| Q1 2026 as of | Trim | Salesforce Inc Common stock | $-45.75M | -245K -98.67% | 3,291 0.01% of portfolio | medium |