Signature Wealth Management Partners, LLC holds a focused book of 121 stocks worth $214.5M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-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 equity book. They also disclosed $7K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +28% (+14.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1824694/holdings"
Use Arkolith to show Signature Wealth Management Partners, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.9 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 the ~45-day reporting lag, 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
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, no cost basis
Bars show each stock'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 |
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 equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 122 | $214.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 116 | $199.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 120 | $202.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 113 | $191.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 110 | $175.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 103 | $152.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 102 | $145.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 104 | $138.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.