Signature Wealth Management Partners, LLC — 13F Holdings & Portfolio
CIK 1824694 · latest 13F-HR filed 2026-07-29
Signature Wealth Management Partners, LLC manages $214.5M in 13F-reported U.S. long-equity assets across 122 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVE (10.43%), AAPL (7.31%), IYW (7.23%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 6, added to 64, and trimmed 27.
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.
SUITE 201
MONTVALE, NJ 07645
$214.5M
Long-equity book
122
Distinct positions
2026-06-30
Filed 2026-07-29
+11 / −6 / ↑64 / ↓27
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$4.3M +37.9%
- APPLE INC$2.1M +15.2%
- ISHARES TR$1.9M +9.4%
- CROWDSTRIKE HLDGS INC$1.3M +95.1%
- ALPHABET INC$938.2K +23.9%
Top Trims
- JANUS DETROIT STR TR-$2.6M -16.3%
- ISHARES TR-$1.5M -11.5%
- AT&T INC-$503.7K -33.4%
- SERVICENOW INC-$298.5K -48.6%
- VERIZON COMMUNICATIONS INC-$255.5K -45.4%
New Positions
- INTEL CORP$438.1K
- PIMCO ETF TR$409.0K
- SANDISK CORP$266.0K
- BLOOM ENERGY CORP$255.5K
- CARRIER GLOBAL CORPORATION$253.1K
Exited Positions
- EXXON MOBIL CORP$1.8M
- FIRST TR EXCHANGE-TRADED FD$313.3K
- CIRCLE INTERNET GROUP INC$257.3K
- NOVO-NORDISK A S$234.4K
- EXELON CORP$207.1K
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 | ISHARES TR | IVE | 464287408 | $22.4M | 10.43% | 98,481 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $15.7M | 7.31% | 54,214 | SH |
| 3 | ISHARES TR | IYW | 464287721 | $15.5M | 7.23% | 61,513 | SH |
| 4 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $13.8M | 6.45% | 245,018 | SH |
| 5 | JANUS DETROIT STR TR | JAAA | 47103U845 | $13.5M | 6.29% | 267,076 | SH |
| 6 | ISHARES TR | IVW | 464287309 | $11.8M | 5.52% | 86,070 | SH |
| 7 | AMETEK INC | AME | 031100100 | $8.2M | 3.83% | 33,950 | SH |
| 8 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $5.2M | 2.43% | 6,970 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $5.2M | 2.41% | 21,672 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $4.9M | 2.26% | 13,587 | SH |
| 11 | MICROSOFT CORP | MSFT | 594918104 | $4.6M | 2.14% | 12,291 | SH |
| 12 | JPMORGAN CHASE & CO | JPM | 46625H100 | $4.4M | 2.07% | 13,562 | SH |
| 13 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.6M | 1.68% | 18,051 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $3.4M | 1.57% | 5,977 | SH |
| 15 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.1M | 1.47% | 12,381 | SH |
| 16 | BANK OF NY MELLON CORP | BNY | 064058100 | $3.1M | 1.44% | 21,369 | SH |
| 17 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $2.6M | 1.22% | 3,435 | SH |
| 18 | ISHARES TR | IVV | 464287200 | $2.6M | 1.21% | 3,473 | SH |
| 19 | ALPHABET INC | GOOG | 02079K107 | $2.3M | 1.05% | 6,401 | SH |
| 20 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $1.9M | 0.88% | 27,822 | SH |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.8M | 0.82% | 3,511 | SH |
| 22 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $1.7M | 0.78% | 8,816 | SH |
| 23 | ISHARES TR | ITOT | 464287150 | $1.7M | 0.78% | 10,160 | SH |
| 24 | RTX CORPORATION | RTX | 75513E101 | $1.7M | 0.78% | 8,786 | SH |
| 25 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $1.6M | 0.73% | 1,547 | SH |
| 26 | PHILIP MORRIS INTL INC | PM | 718172109 | $1.6M | 0.73% | 8,640 | SH |
| 27 | NEXTERA ENERGY INC | NEE | 65339F101 | $1.5M | 0.71% | 17,408 | SH |
| 28 | PUBLIC SVC ENTERPRISE GROUP | PEG | 744573106 | $1.5M | 0.71% | 18,823 | SH |
| 29 | BLACKROCK ETF TRUST II | BINC | 092528603 | $1.5M | 0.70% | 28,749 | SH |
| 30 | DOVER CORP | DOV | 260003108 | $1.5M | 0.69% | 6,554 | SH |
| 31 | ISHARES TR | IBB | 464287556 | $1.4M | 0.67% | 7,606 | SH |
| 32 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $1.3M | 0.63% | 25,270 | SH |
| 33 | NEWMONT CORP | NEM | 651639106 | $1.2M | 0.58% | 13,326 | SH |
| 34 | DEERE & CO | DE | 244199105 | $1.2M | 0.58% | 1,951 | SH |
| 35 | SPDR SERIES TRUST | HYMB | 78464A284 | $1.2M | 0.58% | 48,536 | SH |
| 36 | ELI LILLY & CO | LLY | 532457108 | $1.2M | 0.57% | 1,024 | SH |
| 37 | MICRON TECHNOLOGY INC | MU | 595112103 | $1.2M | 0.56% | 1,048 | SH |
| 38 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.1M | 0.53% | 4,057 | SH |
| 39 | BROADCOM INC | AVGO | 11135F101 | $1.0M | 0.49% | 2,757 | SH |
| 40 | PALO ALTO NETWORKS INC | PANW | 697435105 | $1.0M | 0.47% | 2,985 | SH |
| 41 | AT&T INC | T | 00206R102 | $1.0M | 0.47% | 48,421 | SH |
| 42 | ALTRIA GROUP INC | MO | 02209S103 | $981.8K | 0.46% | 13,645 | SH |
| 43 | ISHARES TR | IWF | 464287614 | $971.0K | 0.45% | 7,820 | SH |
| 44 | ISHARES TR | IJT | 464287887 | $934.4K | 0.44% | 5,232 | SH |
| 45 | MERCK & CO INC | MRK | 58933Y105 | $922.6K | 0.43% | 7,180 | SH |
| 46 | LOEWS CORP | L | 540424108 | $903.3K | 0.42% | 7,979 | SH |
| 47 | FIDELITY GREENWOOD STREET TR | FHEQ | 31624J745 | $884.4K | 0.41% | 26,857 | SH |
| 48 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $875.9K | 0.41% | 16,338 | SH |
| 49 | GE AEROSPACE | GE | 369604301 | $866.9K | 0.40% | 2,320 | SH |
| 50 | GE VERNOVA INC | GEV | 36828A101 | $861.4K | 0.40% | 733 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-29 | $214.5M | 122 | 0001824694-26-000004 |
| 2026-03-31 | 2026-04-21 | $199.4M | 116 | 0001824694-26-000002 |
| 2025-12-31 | 2026-02-02 | $202.2M | 120 | 0001824694-26-000001 |