SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Q3 2026 13F filing
Updated 23 days ago1,076 disclosed positions worth $5.7B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $393.1M | 4.36M | 6.93% | Added(+214.5%) |
| 2 | G GOLDMAN SACHS ETF TR | $290.8M | 2.00M | 5.13% | Trimmed(-11.6%) |
| 3 | ? N/A ISHARES TR | $272.5M | 1.61M | 4.81% | Added(+0.0%) |
| 4 | S SCHWAB STRATEGIC TR | $203.6M | 6.47M | 3.59% | Added(+8.1%) |
| 5 | E ISHARES TR | $175.7M | 2.22M | 3.10% | Added(+29.4%) |
| 6 | ? N/A LISTED FDS TR | $167.4M | 2.34M | 2.95% | Added(+4.2%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $135.9M | 2.09M | 2.40% | Added(+2.7%) |
| 8 | V VANGUARD INDEX FDS | $126.9M | 1.41M | 2.24% | Added(+1.5%) |
| 9 | S SSGA ACTIVE ETF TR | $122.6M | 3.28M | 2.16% | Added(+176.3%) |
| 10 | ? N/A GMO ETF TRUST | $113.4M | 2.86M | 2.00% | Added(+41.3%) |
| 11 | G GOLDMAN SACHS ETF TR | $89.7M | 618.3K | 1.58% | Trimmed(-72.7%) |
| 12 | M MICROSOFT CORP | $87.3M | 170.2K | 1.54% | Trimmed(-2.8%) |
| 13 | G ALPHABET INC | $84.7M | 246.1K | 1.49% | Added(+231.9%) |
| 14 | A APPLE INC | $83.4M | 250.4K | 1.47% | Added(+105.4%) |
| 15 | ? N/A ISHARES TR | $81.8M | 484.1K | 1.44% | Trimmed(-70.0%) |
| 16 | A AMAZON COM INC | $80.5M | 323.1K | 1.42% | Added(+153.2%) |
| 17 | A BROADCOM INC | $79.9M | 227.6K | 1.41% | Added(+247.1%) |
| 18 | S SELECT SECTOR SPDR TR | $79.8M | 1.49M | 1.41% | Added(+1.4%) |
| 19 | C CAPITAL GRP FIXED INCM ETF T | $79.7M | 3.04M | 1.41% | Added(+32720.5%) |
| 20 | M META PLATFORMS INC | $74.4M | 102.7K | 1.31% | Added(+208.3%) |
| 21 | C CAPITAL GROUP GROWTH ETF | $72.9M | 1.54M | 1.29% | Trimmed(-4.0%) |
| 22 | S SELECT SECTOR SPDR TR | $69.4M | 625.3K | 1.22% | Added(+257.8%) |
| 23 | A AMPHENOL CORP | $66.2M | 785.2K | 1.17% | Added(+702.9%) |
| 24 | A ARISTA NETWORKS INC | $66.2M | 325.1K | 1.17% | Added(+0.5%) |
| 25 | N NVIDIA CORPORATION | $60.6M | 265.5K | 1.07% | Added(+343.4%) |
| 26 | C CITIGROUP INC | $53.9M | 416.4K | 0.95% | Added(+2.8%) |
| 27 | L ELI LILLY & CO | $52M | 45.0K | 0.92% | Added(+1.5%) |
| 28 | A APPLE INC | $49.3M | 147.9K | 0.87% | Added(+21.3%) |
| 29 | S SCHWAB STRATEGIC TR | $48.3M | 1.53M | 0.85% | Trimmed(-74.4%) |
| 30 | V VERTIV HOLDINGS CO | $46.9M | 194.3K | 0.83% | Added(+1313.7%) |
| 31 | E ISHARES TR | $46.5M | 588.1K | 0.82% | Trimmed(-65.7%) |
| 32 | H ROBINHOOD MKTS INC | $44.2M | 392.8K | 0.78% | Added(+1.0%) |
| 33 | ? N/A LISTED FDS TR | $42.7M | 595.7K | 0.75% | Trimmed(-73.4%) |
| 34 | M MICROSOFT CORP | $39.1M | 76.3K | 0.69% | Trimmed(-56.4%) |
| 35 | ? N/A AMERICAN CENTY ETF TR | $37.9M | 582.3K | 0.67% | Trimmed(-71.3%) |
| 36 | V VANGUARD INDEX FDS | $37.6M | 174.1K | 0.66% | Added(+86.4%) |
| 37 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $32.7M | 1.62M | 0.58% | Added(+2.1%) |
| 38 | W WALMART INC | $32.5M | 312.8K | 0.57% | Added(+2.3%) |
| 39 | ? N/A BONDBLOXX ETF TRUST | $32.3M | 947.8K | 0.57% | Added(+360.0%) |
| 40 | ? N/A GMO ETF TRUST | $32.2M | 812.1K | 0.57% | Trimmed(-59.9%) |
| 41 | A ABBVIE INC | $32.2M | 123.0K | 0.57% | Added(+3310.9%) |
| 42 | A AMAZON COM INC | $31.3M | 125.6K | 0.55% | Trimmed(-1.6%) |
| 43 | S SSGA ACTIVE ETF TR | $30.9M | 826.7K | 0.55% | Trimmed(-30.3%) |
| 44 | N NVIDIA CORPORATION | $30.2M | 132.2K | 0.53% | Added(+120.8%) |
| 45 | S SPDR INDEX SHS FDS | $29.8M | 576.2K | 0.53% | Added(+159.7%) |
| 46 | C CAPITAL GROUP GROWTH ETF | $29M | 610.8K | 0.51% | Trimmed(-61.9%) |
| 47 | J J P MORGAN EXCHANGE TRADED F | $26.4M | 431.5K | 0.47% | Trimmed(-1.0%) |
| 48 | G ALPHABET INC | $25.7M | 74.7K | 0.45% | Added(+0.7%) |
| 49 | S SPDR INDEX SHS FDS | $25.4M | 628.4K | 0.45% | Added(+686.3%) |
| 50 | E ISHARES TR | $25.1M | 280.0K | 0.44% | Added(+110.1%) |