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Signature Wealth Management Partners, LLC

hedge fundUpdated 15 days ago

Managed by Signature Wealth Management Partners, Llc • Latest filing Q3 2026

Portfolio value
$234.3M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
22.7%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$191M
Q4 2025$202.2M
Q1 2026$199.4M
Q2 2026$214.5M
Q3 2026$234.3M

Top holdings

124 positions as of Q3 2026

View filing
E

ISHARES TR

+0.8%
Value
$22.7M
Shares
99.3K
% Port
9.67%
A

APPLE INC

-0.2%
Value
$18M
Shares
54.1K
% Port
7.69%
E

ISHARES TR

-1.4%
Value
$16.1M
Shares
60.7K
% Port
6.86%
J

J P MORGAN EXCHANGE TRADED F

+1.7%
Value
$14M
Shares
249.2K
% Port
5.98%
N

JANUS DETROIT STR TR

+2.8%
Value
$13.9M
Shares
274.5K
% Port
5.91%
E

ISHARES TR

+6.0%
Value
$13M
Shares
91.2K
% Port
5.54%
A

AMETEK INC

Unchanged
Value
$8.4M
Shares
34.0K
% Port
3.59%
M

MICROSOFT CORP

-0.5%
Value
$6.3M
Shares
12.2K
% Port
2.68%
A

AMAZON COM INC

+0.5%
Value
$5.4M
Shares
21.8K
% Port
2.32%
S

STATE STR SPDR S&P 500 ETF T

+0.4%
Value
$5.3M
Shares
7.0K
% Port
2.28%
G

ALPHABET INC

+1.0%
Value
$4.7M
Shares
13.7K
% Port
2.01%
A

AMNEAL PHARMACEUTICALS INC

Value
$4.7M
Shares
232.4K
% Port
2.00%
J

JPMORGAN CHASE & CO

-0.3%
Value
$4.5M
Shares
13.5K
% Port
1.91%
M

META PLATFORMS INC

-0.6%
Value
$4.3M
Shares
5.9K
% Port
1.84%
N

NVIDIA CORPORATION

+2.4%
Value
$4.2M
Shares
18.5K
% Port
1.80%
C

CROWDSTRIKE HLDGS INC

+304.1%
Value
$3.7M
Shares
13.9K
% Port
1.57%
?
17.N/A

FIDELITY GREENWOOD STREET TR

+280.9%
Value
$3.4M
Shares
102.3K
% Port
1.47%
J

JOHNSON & JOHNSON

-2.3%
Value
$3.2M
Shares
12.1K
% Port
1.37%
B

BANK OF NY MELLON CORP

Unchanged
Value
$3.1M
Shares
21.4K
% Port
1.32%
E

ISHARES TR

+10.7%
Value
$2.9M
Shares
3.8K
% Port
1.26%

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