Signature Wealth Management Partners, LLC holds a focused book of 121 reported positions worth $214.5M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Intel Corp and trimmed Ishares Ustechnology ETF. Their largest long position is Ishares S&P 500 Value ETF at 10% of the reported non-option book. They also disclosed $7K in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +34% (+17.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Signature Wealth Management Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 3.8 points over this window.
Growth of $10,000 cloning Signature Wealth Management Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% mapped to company sectors
+4 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Signature Wealth Management Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 47 / 80 | $1.0B |
| Prospect Hill Management, LLC | 11 / 80 | $243.3M |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| Draper Asset Management, LLC | 11 / 80 | $177.4M |
| Hoey Investments, Inc | 51 / 80 | $669.5M |
| Integrated Financial Solutions, Inc. | 20 / 80 | $159.8M |
| Copos Capital B.V. | 20 / 80 | $629.7M |
| 9823 Capital, L.P. | 8 / 80 | $125.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Signature Wealth Management Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR S&P 500 VAL ETF | $22.4M | 98.5K | 10.4% | ▲+1.7% Added · +2K sh | |
| 2 | Apple Inc COM | $15.7M | 54.2K | 7.3% | ▲+1.0% Added · +553 sh | |
| 3 | Ishares TR U.S. TECH ETF | $15.5M | 61.5K | 7.2% | ▼−0.8% Reduced · −518 sh | |
| 4 | J P Morgan Exchange Traded F EQUITY PREMIUM | $13.8M | 245.0K | 6.5% | ▼−1.2% Reduced · −3K sh | |
| 5 | Janus Detroit STR TR HENDRSON AAA CL | $13.5M | 267.1K | 6.3% | ▼−17% Reduced · −53K sh | |
| 6 | Ishares TR S&P 500 GRWT ETF | $11.8M | 86.1K | 5.5% | ▼−27% Reduced · −32K sh | |
| 7 | Ametek Inc COM | $8.2M | 34.0K | 3.8% | —Held | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $5.2M | 7.0K | 2.4% | ▼−0.1% Reduced · −4 sh | |
| 9 | Amazon Com Inc COM | $5.2M | 21.7K | 2.4% | ▼~0% Reduced · −8 sh | |
| 10 | Alphabet Inc CAP STK CL A | $4.9M | 13.6K | 2.3% | ▼−0.3% Reduced · −35 sh | |
| 11 | Microsoft Corp COM | $4.6M | 12.3K | 2.1% | ▲+3.9% Added · +458 sh | |
| 12 | JPMorgan Chase & Co COM | $4.4M | 13.6K | 2.1% | ▲+0.2% Added · +28 sh | |
| 13 | Nvidia Corporation COM | $3.6M | 18.1K | 1.7% | ▼−0.6% Reduced · −109 sh | |
| 14 | Meta Platforms Inc CL A | $3.4M | 6.0K | 1.6% | ▼−0.8% Reduced · −50 sh | |
| 15 | Johnson & Johnson COM | $3.1M | 12.4K | 1.5% | ▼−1.2% Reduced · −150 sh | |
| 16 | Bank Of NY Mellon Corp COM | $3.1M | 21.4K | 1.4% | —Held | |
| 17 | Crowdstrike Hldgs Inc CL A | $2.6M | 3.4K | 1.2% | ▼−0.2% Reduced · −7 sh | |
| 18 | Ishares TR CORE S&P500 ETF | $2.6M | 3.5K | 1.2% | ▼−1.5% Reduced · −53 sh | |
| 19 | Alphabet Inc CAP STK CL C | $2.3M | 6.4K | 1.1% | ▼−0.1% Reduced · −8 sh | |
| 20 | BlackRock ETF Trust ISHARES US EQUIT | $1.9M | 27.8K | 0.9% | ▲+30% Added · +6K sh | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $1.8M | 3.5K | 0.8% | ▲+3.7% Added · +125 sh | |
| 22 | Select Sector SPDR TR ST STR TECHN ETF | $1.7M | 8.8K | 0.8% | —Held | |
| 23 | Ishares TR CORE S&P TTL STK | $1.7M | 10.2K | 0.8% | ▲+1.8% Added · +181 sh | |
| 24 | RTX Corporation COM | $1.7M | 8.8K | 0.8% | ▼−7.9% Reduced · −750 sh | |
| 25 | Goldman Sachs Group Inc COM | $1.6M | 1.5K | 0.7% | —Held | |
| 26 | Philip Morris Intl Inc COM | $1.6M | 8.6K | 0.7% | ▲~0% Added · +1 sh | |
| 27 | NextEra Energy Inc COM | $1.5M | 17.4K | 0.7% | ▼−0.3% Reduced · −57 sh | |
| 28 | Public SVC Enterprise Group COM | $1.5M | 18.8K | 0.7% | ▼−2.8% Reduced · −543 sh | |
| 29 | BlackRock ETF Trust II ISHA FLEX IN ETF | $1.5M | 28.7K | 0.7% | ▲+9.2% Added · +2K sh | |
| 30 | Dover Corp COM | $1.5M | 6.6K | 0.7% | ▼−1.7% Reduced · −114 sh | |
| 31 | Ishares TR ISHARES BIOTECH | $1.4M | 7.6K | 0.7% | ▼−0.6% Reduced · −49 sh | |
| 32 | Select Sector SPDR TR ST STR ENERG ETF | $1.3M | 25.3K | 0.6% | ▼−1.6% Reduced · −426 sh | |
| 33 | Newmont Corp COM | $1.2M | 13.3K | 0.6% | ▼−0.4% Reduced · −54 sh | |
| 34 | Deere & Co COM | $1.2M | 2.0K | 0.6% | ▼−15% Reduced · −340 sh | |
| 35 | SPDR Series Trust ST NUVE HIGH ETF | $1.2M | 48.5K | 0.6% | ▼−17% Reduced · −10K sh | |
| 36 | Eli Lilly & Co COM | $1.2M | 1.0K | 0.6% | ▲+0.5% Added · +5 sh | |
| 37 | Micron Technology Inc COM | $1.2M | 1.0K | 0.6% | ▼−0.8% Reduced · −8 sh | |
| 38 | International Business Machs COM | $1.1M | 4.1K | 0.5% | ▲~0% Added · +2 sh | |
| 39 | Broadcom Inc COM | $1.0M | 2.8K | 0.5% | ▲+2.1% Added · +58 sh | |
| 40 | Palo Alto Networks Inc COM | $1.0M | 3.0K | 0.5% | ▼−5.3% Reduced · −168 sh | |
| 41 | AT&T Inc COM | $1.0M | 48.4K | 0.5% | ▼−6.8% Reduced · −4K sh | |
| 42 | Altria Group Inc COM | $982K | 13.6K | 0.5% | ▲~0% Added · +1 sh | |
| 43 | Ishares TR RUS 1000 GRW ETF | $971K | 7.8K | 0.5% | ▲+289% Added · +6K sh | |
| 44 | Ishares TR S&P SML 600 GWT | $934K | 5.2K | 0.4% | —Held | |
| 45 | Merck & Co Inc COM | $923K | 7.2K | 0.4% | ▲~0% Added · +1 sh | |
| 46 | Loews Corp COM | $903K | 8.0K | 0.4% | —Held | |
| 47 | Fidelity Greenwood Street TR HEDGED EQTY ETF | $884K | 26.9K | 0.4% | ▲+31% Added · +6K sh | |
| 48 | Select Sector SPDR TR ST STR FINL ETF | $876K | 16.3K | 0.4% | ▼−3.3% Reduced · −555 sh | |
| 49 | Ge Aerospace COM NEW | $867K | 2.3K | 0.4% | ▲+0.1% Added · +3 sh | |
| 50 | Ge Vernova Inc COM | $861K | 733 | 0.4% | ▼−6.4% Reduced · −50 sh |
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Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | NAVITAS SEMICONDUCTOR CORPNVTS | $7K | 400 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 122 | $214.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 116 | $199.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 120 | $202.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 113 | $191.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 110 | $175.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 38d | 103 | $152.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 23d | 102 | $145.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 25d | 104 | $138.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.