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SIGNET FINANCIAL MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1600307 · latest 13F-HR filed 2026-05-05

Backtest portfolio

SIGNET FINANCIAL MANAGEMENT, LLC manages $892.0M in 13F-reported U.S. long-equity assets across 299 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPYG (3.62%), AAPL (3.32%), SPYV (3.22%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 24 new positions and exited 12; 81 existing positions rose in reported value and 90 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$892.0M

Long-equity book

Holdings
299

Distinct positions

Period
2026-03-31

Filed 2026-05-05

Q/Q Activity
+24 / −12 / ↑81 / ↓90

vs 2025-12-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q1 26
SPYG3.6% · -1%AAPL3.3% · +1%SPYV3.2% · -0%GOOG2.1% · -1%VUG2.0% · -1%BINC1.9% · +2%SPMB1.7% · -0%AVGO1.5% · -1%SPTS1.5% · +4%JSCP1.5% · +5%AMAT1.3% · -17%VTIP1.3% · +1%SPDW1.3% · -1%MDYV1.2% · -2%MDYG1.2% · -1%IVV1.2% · +75%CAT1.2% · -4%MSFT1.1% · +4%AVEM1.1% · -5%META1.1% · +2%DYNF1.1% · -2%LLY1.1% · -4%URI1.0% · -2%ANET1.0% · -1%VIG1.0% · -2%IEMG0.9% · -9%DELL0.9% · -2%PWR0.9% · -1%AVLV0.9% · -18%VTI0.9% · -0%STLD0.9% · -2%SPTI0.9% · +3%ASML0.8% · +1%SGOV0.8% · -2%SPEM0.8% · -2%AMZN0.8% · +2%VTV0.8% · -1%JBL0.7% · -2%SCHR0.7% · +41%VST0.7% · -1%UTHR0.7% · -2%COF0.7% · -1%BAC0.7% · -1%IVW0.7% · +10%EXPE0.7% · -1%TPH0.7% · -1%COST0.7% · +1%AGZ0.6% · -2%SUB0.6% · +3%ROST0.6% · -2%ABBV0.6% · -2%VOOG0.6% · -5%BAI0.6% · +6%AVDV0.6% · +0%IWD0.6% · -2%CORO0.5% · newSTIP0.5% · -4%SLYG0.5% · -3%IEFA0.5% · -2%NVDA0.5% · +8%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q4 25 → Q1 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 22.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 27, 2026.

Assets Under Management
$1.18B
Discretionary
$1.18B
Employees
17
Accounts
1,932
Address
400 INTERPACE PARKWAY, BUILDING C
2ND FLOOR
PARSIPPANY, NJ 07054
Phone
(973) 543-6660
Website
Name Title / Status Ownership Type
ETTER, KENNETH, MATTHEW ControlPARTNER AND PRESIDENT
since Jan 2015
25–50%Individual
HIRSCH, SHAWN, KYLE ControlPARTNER, WEALTH MANAGEMENT
since May 2019
5–10%Individual
RODRIGUEZ, JOSE, BENITO ControlCHIEF OPERATING OFFICER
since Jun 2022
Less than 5%Individual
SQUIER, LAURA, ANN ControlCHIEF FINANCIAL OFFICER
since Sep 2015
Less than 5%Individual
TUTTLE, STEPHEN, EDWIN ControlCHIEF INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER, AND PARTNER
since May 2007
10–25%Individual
YASHIN, EVGENIY, YURIEVICH ControlCHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND PARTNER
since Jan 2015
25–50%Individual
Ownership & leadership changes · 15 filings with changes since Dec 23, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 8, 2023 filing
  • ChangedETTER, KENNETH, MATTHEW · title PARTNER, PRESIDENT → PARTNER AND PRESIDENT
  • ChangedTUTTLE, STEPHEN, EDWIN · title CHIEF INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER, PARTNER → CHIEF INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER, AND PARTNER
  • ChangedYASHIN, EVGENIY, YURIEVICH · title CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER- EQUITIES, PARTNER → CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND PARTNER
Jun 27, 2022 filing
  • AddedRODRIGUEZ, JOSE, BENITO · CHIEF OPERATING OFFICER · Less than 5% · control person
May 22, 2019 filing
  • AddedHIRSCH, SHAWN, KYLE · PARTNER, WEALTH MANAGEMENT · 5–10% · control person
  • ChangedETTER, KENNETH, MATTHEW · title MANAGING DIRECTOR → PARTNER, PRESIDENT
  • ChangedTUTTLE, STEPHEN, EDWIN · title CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER → CHIEF INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER, PARTNER
  • ChangedYASHIN, EVGENIY, YURIEVICH · title CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER- EQUITIES → CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER- EQUITIES, PARTNER
Mar 11, 2019 filing
  • ChangedYASHIN, EVGENIY, YURIEVICH · title DIRECTOR OF EQUITY RESEARCH → CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER- EQUITIES
Feb 10, 2017 filing
  • No longer listedGRANT, SUSAN, IRENE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jun 2015
  • ChangedTUTTLE, STEPHEN, EDWIN · title CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER
May 26, 2016 filing
  • No longer listedKRASNEY, JONATHAN, SELIG · CHIEF EXECUTIVE OFFICER · 25–50% · control person · listed since Jan 2015
  • ChangedETTER, KENNETH, MATTHEW · ownership 10–25% → 25–50%
  • ChangedYASHIN, EVGENIY, YURIEVICH · ownership 10–25% → 25–50%
Mar 30, 2016 filing
  • No longer listedCARDALI, CHRISTOPHER, ANTHONY · MANAGING DIRECTOR, BUSINESS DEVELOPMENT · Less than 5% · control person · listed since May 2013
Feb 2, 2016 filing
  • No longer listedEMERY, CHARLES, JOHN · CHIEF OPERATIONS OFFICER AND CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Aug 2010
  • AddedSQUIER, LAURA, ANN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
Jul 1, 2015 filing
  • AddedGRANT, SUSAN, IRENE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedKRASNEY, JONATHAN, SELIG · title CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER → CHIEF EXECUTIVE OFFICER
Jan 30, 2015 filing
  • ChangedETTER, KENNETH, MATTHEW · title OFFICER → MANAGING DIRECTOR; ownership Less than 5% → 10–25%
  • ChangedKRASNEY, JONATHAN, SELIG · title PRESIDENT & CHIEF COMPLIANCE OFFICER → CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER; ownership 75% or more → 25–50%
  • ChangedTUTTLE, STEPHEN, EDWIN · ownership Less than 5% → 10–25%
  • ChangedYASHIN, EVGENIY, YURIEVICH · title OFFICER → DIRECTOR OF EQUITY RESEARCH; ownership Less than 5% → 10–25%
Older changes (6 more filings)
Mar 21, 2014 filing
  • ChangedCARDALI, CHRISTOPHER, ANTHONY · title VICE PRESIDENT OF BUSINESS MANAGEMENT → MANAGING DIRECTOR, BUSINESS DEVELOPMENT
Mar 4, 2014 filing
  • AddedETTER, KENNETH, MATTHEW · OFFICER · Less than 5% · control person
  • AddedYASHIN, EVGENIY, YURIEVICH · OFFICER · Less than 5% · control person
  • ChangedCARDALI, CHRISTOPHER, ANTHONY · title BUSINESS MANAGER → VICE PRESIDENT OF BUSINESS MANAGEMENT
Aug 16, 2013 filing
  • AddedCARDALI, CHRISTOPHER, ANTHONY · BUSINESS MANAGER · Less than 5% · control person
Apr 1, 2013 filing
  • ChangedKRASNEY, JONATHAN, SELIG · title CHIEF COMPLIANCE OFFICER / PRESIDENT → PRESIDENT & CHIEF COMPLIANCE OFFICER
Nov 27, 2012 filing
  • No longer listedMARKS, TRAVIS, DUSTIN · VP, INVESTMENTS AND CLIENT RELATIONS · Less than 5% · control person · listed since Nov 2008
Dec 23, 2011 filing (earliest on record)
  • ListedEMERY, CHARLES, JOHN · CHIEF OPERATIONS OFFICER AND CHIEF FINANCIAL OFFICER · Less than 5% · control person
  • ListedKRASNEY, JONATHAN, SELIG · CHIEF COMPLIANCE OFFICER / PRESIDENT · 75% or more · control person
  • ListedMARKS, TRAVIS, DUSTIN · VP, INVESTMENTS AND CLIENT RELATIONS · Less than 5% · control person
  • ListedTUTTLE, STEPHEN, EDWIN · CHIEF INVESTMENT OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 81 →

Top Trims

Show all 90 →

New Positions

Show all 24 →

Exited Positions

Show all 12 →

SIGNET FINANCIAL MANAGEMENT, LLC Holdings (2026-03-31)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYG 78464A409 $32.3M 3.62% 329,513 SH
2 APPLE INC AAPL 037833100 $29.6M 3.32% 116,580 SH
3 SPDR SERIES TRUST SPYV 78464A508 $28.8M 3.22% 508,306 SH
4 ALPHABET INC GOOG 02079K107 $18.3M 2.05% 63,761 SH
5 VANGUARD INDEX FDS VUG 922908736 $17.9M 2.01% 41,050 SH
6 BLACKROCK ETF TRUST II BINC 092528603 $16.5M 1.85% 318,371 SH
7 SPDR SERIES TRUST SPMB 78464A383 $15.1M 1.69% 674,477 SH
8 BROADCOM INC AVGO 11135F101 $13.7M 1.53% 44,198 SH
9 SPDR SERIES TRUST SPTS 78468R101 $13.5M 1.52% 464,249 SH
10 J P MORGAN EXCHANGE TRADED F JSCP 46641Q274 $13.1M 1.47% 277,982 SH
11 APPLIED MATLS INC AMAT 038222105 $11.5M 1.29% 33,612 SH
12 VANGUARD MALVERN FDS VTIP 922020805 $11.3M 1.26% 225,879 SH
13 SPDR INDEX SHS FDS SPDW 78463X889 $11.2M 1.25% 245,056 SH
14 SPDR SERIES TRUST MDYV 78464A839 $11.0M 1.24% 129,387 SH
15 SPDR SERIES TRUST MDYG 78464A821 $11.0M 1.23% 114,552 SH
16 ISHARES TR IVV 464287200 $10.6M 1.19% 16,275 SH
17 CATERPILLAR INC CAT 149123101 $10.4M 1.17% 14,685 SH
18 MICROSOFT CORP MSFT 594918104 $10.2M 1.14% 27,546 SH
19 AMERICAN CENTY ETF TR AVEM 025072604 $10.1M 1.13% 125,276 SH
20 META PLATFORMS INC META 30303M102 $9.9M 1.11% 17,371 SH
21 BLACKROCK ETF TRUST DYNF 09290C103 $9.6M 1.08% 165,071 SH
22 ELI LILLY & CO LLY 532457108 $9.4M 1.06% 10,249 SH
23 UNITED RENTALS INC URI 911363109 $9.2M 1.03% 12,619 SH
24 ARISTA NETWORKS INC ANET 040413205 $9.0M 1.01% 73,222 SH
25 VANGUARD SPECIALIZED FUNDS VIG 921908844 $8.7M 0.98% 40,629 SH
26 ISHARES INC IEMG 46434G103 $8.5M 0.95% 121,227 SH
27 DELL TECHNOLOGIES INC DELL 24703L202 $8.4M 0.95% 51,371 SH
28 QUANTA SVCS INC PWR 74762E102 $8.4M 0.94% 15,319 SH
29 AMERICAN CENTY ETF TR AVLV 025072349 $8.4M 0.94% 103,903 SH
30 VANGUARD INDEX FDS VTI 922908769 $8.3M 0.93% 25,847 SH
31 STEEL DYNAMICS INC STLD 858119100 $7.7M 0.86% 42,738 SH
32 SPDR SERIES TRUST SPTI 78464A672 $7.7M 0.86% 267,658 SH
33 ASML HLDG NV ASML N07059210 $7.2M 0.81% 5,454 SH
34 ISHARES TR SGOV 46436E718 $6.9M 0.78% 68,804 SH
35 SPDR INDEX SHS FDS SPEM 78463X509 $6.9M 0.77% 147,068 SH
36 AMAZON COM INC AMZN 023135106 $6.9M 0.77% 33,029 SH
37 VANGUARD INDEX FDS VTV 922908744 $6.7M 0.75% 34,317 SH
38 JABIL INC JBL 466313103 $6.7M 0.75% 25,048 SH
39 SCHWAB STRATEGIC TR SCHR 808524854 $6.5M 0.73% 261,725 SH
40 VISTRA CORP VST 92840M102 $6.4M 0.72% 42,534 SH
41 UNITED THERAPEUTICS CORP DEL UTHR 91307C102 $6.4M 0.72% 10,781 SH
42 CAPITAL ONE FINL CORP COF 14040H105 $6.0M 0.67% 32,884 SH
43 BANK AMERICA CORP BAC 060505104 $6.0M 0.67% 122,399 SH
44 ISHARES TR IVW 464287309 $6.0M 0.67% 52,699 SH
45 EXPEDIA GROUP INC EXPE 30212P303 $5.9M 0.66% 25,483 SH
46 TRI POINTE HOMES INC TPH 87265H109 $5.9M 0.66% 125,313 SH
47 COSTCO WHOLESALE CORPORATION COST 22160K105 $5.8M 0.65% 5,819 SH
48 ISHARES TR AGZ 464288166 $5.8M 0.65% 52,676 SH
49 ISHARES TR SUB 464288158 $5.7M 0.64% 53,560 SH
50 ROSS STORES INC ROST 778296103 $5.6M 0.63% 26,031 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-05 $892.0M 299 0001951757-26-000775
2025-12-31 2026-01-08 $894.8M 287 0001951757-26-000039