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Signature Wealth Management Partners, LLC

Q3 2026 13F filing

Updated 15 days ago

124 disclosed positions worth $234.3M

Portfolio value
$234.3M
Total holdings
124
New positions
10
Closed positions
7
Increased
42
Decreased
25
Turnover
13.7%
Filed
2026-10-21

Full holdings

Every line item disclosed in Q3 2026

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
5.NOC

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
7.AME

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
10.SPY

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
12.AMRX

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
14.META

META PLATFORMS INC

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

NVIDIA CORPORATION

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

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
18.JNJ

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
20.ETHA

ISHARES TR

+10.7%
Value
$2.9M
Shares
3.8K
% Port
1.26%
E
21.ETHA

BLACKROCK ETF TRUST

+46.4%
Value
$2.8M
Shares
40.7K
% Port
1.20%
G

ALPHABET INC

+1.6%
Value
$2.2M
Shares
6.5K
% Port
0.95%
X
23.XOM

EXXONMOBIL HOLDINGS CORP

Value
$1.8M
Shares
10.9K
% Port
0.76%
E
24.ETHA

ISHARES TR

+4.4%
Value
$1.8M
Shares
10.6K
% Port
0.75%
B

BERKSHIRE HATHAWAY INC DEL

+0.3%
Value
$1.8M
Shares
3.5K
% Port
0.75%
S

SELECT SECTOR SPDR TR

Unchanged
Value
$1.7M
Shares
8.8K
% Port
0.74%
P
27.PM

PHILIP MORRIS INTL INC

Unchanged
Value
$1.6M
Shares
8.6K
% Port
0.70%
R
28.RTX

RTX CORPORATION

+0.5%
Value
$1.6M
Shares
8.8K
% Port
0.70%
E
29.ETHA

ISHARES TR

Unchanged
Value
$1.6M
Shares
7.6K
% Port
0.68%
S

SELECT SECTOR SPDR TR

-0.8%
Value
$1.5M
Shares
25.1K
% Port
0.66%
N

NEWMONT CORP

Unchanged
Value
$1.5M
Shares
13.3K
% Port
0.66%
E
32.ETHA

BLACKROCK ETF TRUST II

+3.7%
Value
$1.5M
Shares
29.8K
% Port
0.65%
G

GOLDMAN SACHS GROUP INC

Unchanged
Value
$1.4M
Shares
1.5K
% Port
0.59%
N

NEXTERA ENERGY INC

-0.3%
Value
$1.3M
Shares
17.4K
% Port
0.56%
P
35.PEG

PUBLIC SVC ENTERPRISE GROUP

Unchanged
Value
$1.3M
Shares
18.8K
% Port
0.54%
D
36.DE

DEERE & CO

-6.3%
Value
$1.2M
Shares
1.8K
% Port
0.52%
D
37.DOV

DOVER CORP

-1.6%
Value
$1.2M
Shares
6.5K
% Port
0.51%
A
38.APP

AT&T INC

+0.0%
Value
$1.2M
Shares
48.4K
% Port
0.50%
P
39.PANW

PALO ALTO NETWORKS INC

-1.5%
Value
$1.2M
Shares
2.9K
% Port
0.50%
L
40.LLY

ELI LILLY & CO

-2.4%
Value
$1.2M
Shares
999
% Port
0.49%
M
41.MU

MICRON TECHNOLOGY INC

+1.7%
Value
$1.1M
Shares
1.1K
% Port
0.48%
S

SPDR SERIES TRUST

-5.1%
Value
$1.1M
Shares
46.0K
% Port
0.46%
M
43.MRK

MERCK & CO INC

Unchanged
Value
$1M
Shares
7.2K
% Port
0.45%
E
44.ETHA

ISHARES TR

+0.0%
Value
$980K
Shares
7.8K
% Port
0.42%
P
45.PLTR

PALANTIR TECHNOLOGIES INC

+1.0%
Value
$961K
Shares
5.1K
% Port
0.41%
M
46.MO

ALTRIA GROUP INC

+0.0%
Value
$919K
Shares
13.6K
% Port
0.39%
Q
47.QQQ

INVESCO QQQ TR

+6.0%
Value
$911K
Shares
1.2K
% Port
0.39%
K
48.KOLD

PROSHARES TR

+12.7%
Value
$905K
Shares
10.5K
% Port
0.39%
A
49.AVGO

BROADCOM INC

-7.3%
Value
$898K
Shares
2.6K
% Port
0.38%
I
50.IBM

INTERNATIONAL BUSINESS MACHS

+0.1%
Value
$893K
Shares
4.1K
% Port
0.38%