Institutions / Signature Wealth Management Partners, LLC
Signature Wealth Management Partners, LLC
CIK 1824694 · Institution · as of Dec 31, 2025
Portfolio value
$202.23M
Positions
120
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 120 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $20.58M | 10.2% |
| Janus Detroit Str Tr | $15.73M | 7.8% |
| J P Morgan Exchange Traded F | $14.18M | 7.0% |
| iShares Tr | $13.80M | 6.8% |
| Apple Inc. | $13.50M | 6.7% |
| iShares Tr | $12.29M | 6.1% |
| AMETEK Inc | $6.97M | 3.4% |
| Microsoft Corp | $5.50M | 2.7% |
| Amazon.com Inc | $4.97M | 2.5% |
| SPDR S&P 500 ETF Tr | $4.78M | 2.4% |
| JPMorgan Chase & Co | $4.36M | 2.2% |
| Meta Platforms Inc | $4.23M | 2.1% |
| Alphabet Inc. | $3.64M | 1.8% |
| NVIDIA Corp | $3.36M | 1.7% |
| Johnson & Johnson | $2.60M | 1.3% |
| Bank of New York Mellon Corp/The | $2.48M | 1.2% |
| iShares Tr | $2.26M | 1.1% |
| RTX Corp | $1.86M | 0.9% |
| Warren E. Buffett | $1.70M | 0.8% |
| Public Service Enterprise Group Inc | $1.54M | 0.8% |
| The Goldman Sachs Group, Inc. | $1.54M | 0.8% |
| CrowdStrike Holdings, Inc. | $1.53M | 0.8% |
| Alphabet Inc. | $1.52M | 0.8% |
| SPDR Series Trust | $1.46M | 0.7% |
| iShares MSCI UAE ETF | $1.45M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.