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Signature Equity Partners, LLC — 13F Holdings & Portfolio

CIK 2109813 · latest 13F-HR filed 2026-07-30

Backtest portfolio

Signature Equity Partners, LLC manages $217.8M in 13F-reported U.S. long-equity assets across 1,571 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (4.52%), QQQ (2.89%), NVDA (2.83%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 181 new positions and exited 160; 789 existing positions rose in reported value and 418 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
$217.8M

Long-equity book

Holdings
1,571

Distinct positions

Period
2026-06-30

Filed 2026-07-30

Q/Q Activity
+181 / −160 / ↑789 / ↓418

vs 2026-03-31

Portfolio charts

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

Portfolio map

Q2 26
AAPL4.5% · +25%QQQ2.9% · +8%NVDA2.8% · -3%GLD2.8% · +9%SPY2.2% · -18%AMZN1.9% · +52%FTRB1.9% · -8%IWM1.8% · +8%BA1.7% · -3%MSFT1.6% · +47%FWD1.6% · newTSLA1.5% · +49%UWMC1.3% · +31%VGT1.2% · +683%IVV1.2% · +9%GOOGL1.1% · +38%KNG1.0% · +3%GSST1.0% · +24%SOXX1.0% · +1%JHMM1.0% · +4%ANET1.0% · +26%IGV0.9% · +29%AVUV0.8% · -0%AIRR0.7% · +11%SMH0.7% · +4%PTF0.7% · +2%JEPI0.7% · +607%XLI0.7% · +4%COWZ0.7% · -3%GRID0.7% · +12%GOOG0.7% · -3%JIVE0.7% · +2558%LALT0.7% · +8005%IYT0.6% · +1%JPM0.6% · -8%VUG0.6% · +699%FDV0.6% · +1%META0.6% · +10%CRM0.6% · +53%AVEM0.6% · +59%AMD0.6% · +37%XSMO0.5% · +3%FTHI0.5% · +2%IJT0.5% · +5%PFFA0.5% · +3%PTY0.5% · +0%PFF0.5% · +1%QDPL0.5% · -6%PPA0.5% · +3%XAR0.5% · +1%AVDV0.5% · +11%CALF0.4% · -28%GS0.4% · +59%IAI0.4% · +2%RDVI0.4% · +30%AVGO0.4% · +6%JPST0.4% · +1%MU0.4% · +201%LLY0.4% · +17%SCHG0.4% · -9%

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

Q1 26 → Q2 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

3 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 = 24.2%

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

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 28, 2026.

Assets Under Management
$688.1M
Discretionary
$652.6M
Employees
55
Accounts
2,709
Address
445 HUTCHINSON AVENUE
SUITE 800
COLUMBUS, OH 43235
Phone
(614) 846-6000
Website
Name Title / Status Ownership Type
ARMSTRONG, SCOTT, WARD ControlPRINCIPAL
since Jun 2023
75% or moreIndividual
PERSON, BENJAMIN, K ControlCHIEF COMPLIANCE OFFICER
since Jul 2024
Less than 5%Individual
Ownership & leadership changes · 3 filings with changes since Jun 28, 2023

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.

Dec 23, 2025 filing
  • No longer listedGOODSON, THOMAS, J · OWNER · 50–75% · indirect via THE AMERIFLEX GROUP · control person · listed since Jun 2019
  • No longer listedTHE AMERIFLEX GROUP · OWNER · 5–10% · listed since Jan 2024
Aug 15, 2024 filing
  • No longer listedCIRCOSTA, YOLANDE, DEE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jul 2023
  • AddedGOODSON, THOMAS, J · OWNER · 50–75% · indirect via THE AMERIFLEX GROUP · control person
  • AddedPERSON, BENJAMIN, K · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • AddedTHE AMERIFLEX GROUP · OWNER · 5–10%
Jul 14, 2023 filing
  • AddedCIRCOSTA, YOLANDE, DEE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedARMSTRONG, SCOTT, WARD · title PRINCIPAL/CHIEF COMPLIANCE OFFICER → PRINCIPAL
Jun 28, 2023 filing (earliest on record)
  • ListedARMSTRONG, SCOTT, WARD · PRINCIPAL/CHIEF COMPLIANCE OFFICER · 75% or more · 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.

Signature Equity Partners, LLC Holdings (2026-06-30)

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 APPLE INC AAPL 037833100 $9.8M 4.52% 34,004 SH
2 INVESCO QQQ TR QQQ 46090E103 $6.3M 2.89% 8,556 SH
3 NVIDIA CORPORATION NVDA 67066G104 $6.2M 2.83% 30,773 SH
4 SPDR GOLD TR GLD 78463V107 $6.0M 2.76% 16,347 SH
5 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.8M 2.21% 6,460 SH
6 AMAZON COM INC AMZN 023135106 $4.2M 1.91% 17,476 SH
7 FEDERATED HERMES ETF TRUST FTRB 31423L404 $4.0M 1.86% 161,264 SH
8 ISHARES TR IWM 464287655 $4.0M 1.82% 13,162 SH
9 BOEING CO BA 097023105 $3.8M 1.74% 17,458 SH
10 MICROSOFT CORP MSFT 594918104 $3.6M 1.64% 9,559 SH
11 AB ACTIVE ETFS INC FWD 00039J509 $3.4M 1.56% 22,901 SH
12 TESLA INC TSLA 88160R101 $3.4M 1.54% 7,980 SH
13 UWM HOLDINGS CORPORATION UWMC 91823B109 $2.8M 1.27% 1,209,829 SH
14 VANGUARD WORLD FD VGT 92204A702 $2.6M 1.19% 21,598 SH
15 ISHARES TR IVV 464287200 $2.5M 1.16% 3,384 SH
16 ALPHABET INC GOOGL 02079K305 $2.4M 1.09% 6,634 SH
17 FIRST TR EXCHANGE-TRADED FD KNG 33739Q705 $2.2M 1.03% 44,366 SH
18 GOLDMAN SACHS ETF TR GSST 381430230 $2.2M 0.99% 42,554 SH
19 ISHARES TR SOXX 464287523 $2.1M 0.97% 3,304 SH
20 JOHN HANCOCK EXCHANGE TRADED JHMM 47804J206 $2.1M 0.96% 27,857 SH
21 ARISTA NETWORKS INC ANET 040413205 $2.1M 0.95% 12,198 SH
22 ISHARES TR IGV 464287515 $2.0M 0.91% 21,936 SH
23 AMERICAN CENTY ETF TR AVUV 025072877 $1.8M 0.81% 14,199 SH
24 FIRST TR EXCHANGE TRADED FD AIRR 33738R704 $1.6M 0.74% 12,168 SH
25 VANECK ETF TRUST SMH 92189F676 $1.6M 0.74% 2,471 SH
26 INVESCO EXCHANGE TRADED FD T PTF 46137V811 $1.6M 0.73% 11,634 SH
27 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $1.6M 0.72% 27,618 SH
28 SELECT SECTOR SPDR TR XLI 81369Y704 $1.5M 0.69% 8,149 SH
29 PACER FDS TR COWZ 69374H881 $1.5M 0.69% 24,023 SH
30 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $1.5M 0.67% 7,637 SH
31 ALPHABET INC GOOG 02079K107 $1.5M 0.67% 4,111 SH
32 J P MORGAN EXCHANGE TRADED F JIVE 46654Q757 $1.4M 0.67% 15,759 SH
33 FIRST TR EXCHNG TRADED FD VI LALT 33740F490 $1.4M 0.66% 59,732 SH
34 ISHARES TR IYT 464287192 $1.4M 0.63% 15,889 SH
35 JPMORGAN CHASE & CO JPM 46625H100 $1.3M 0.61% 4,072 SH
36 VANGUARD INDEX FDS VUG 922908736 $1.3M 0.61% 15,307 SH
37 FEDERATED HERMES ETF TRUST FDV 31423L305 $1.3M 0.60% 41,355 SH
38 META PLATFORMS INC META 30303M102 $1.3M 0.59% 2,277 SH
39 SALESFORCE INC CRM 79466L302 $1.2M 0.57% 7,977 SH
40 AMERICAN CENTY ETF TR AVEM 025072604 $1.2M 0.57% 12,882 SH
41 ADVANCED MICRO DEVICES INC AMD 007903107 $1.2M 0.55% 2,066 SH
42 INVESCO EXCHANGE TRADED FD T XSMO 46137V498 $1.2M 0.55% 12,678 SH
43 FIRST TR EXCHANGE TRADED FD FTHI 33738R308 $1.2M 0.53% 48,657 SH
44 ISHARES TR IJT 464287887 $1.2M 0.53% 6,489 SH
45 ETFIS SER TR I PFFA 26923G822 $1.1M 0.52% 55,288 SH
46 PIMCO CORPORATE & INCOME OPP PTY 72201B101 $1.1M 0.51% 92,345 SH
47 ISHARES TR PFF 464288687 $1.1M 0.51% 36,208 SH
48 PACER FDS TR QDPL 69374H436 $1.1M 0.50% 24,180 SH
49 INVESCO EXCHANGE TRADED FD T PPA 46137V100 $1.0M 0.48% 5,896 SH
50 SPDR SERIES TRUST XAR 78464A631 $1.0M 0.48% 3,663 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $217.8M 1,571 0002109813-26-000003
2026-03-31 2026-05-13 $186.3M 1,550 0002109813-26-000002
2025-12-31 2026-02-17 $180.8M 1,695 0002109813-26-000001
Filer Information
Address
445 HUTCHINSON AVE
SUITE 800
COLUMBUS, OH 43235
Phone
(614) 846-6000
Filing Manager
Signature Equity Partners, LLC
COLUMBUS, OH
Signatory
Benjamin Person
Chief Compliance Officer