Signature Estate & Investment Advisors LLC Portfolio Holdings

Signature Estate & Investment Advisors LLC

  • $4.52 Billion
  • Q3 2025

Signature Estate & Investment Advisors LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.52 Billion distributed in 945 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $576M, Vanguard Growth ETF with a value of $488M, Ishares Expanded Tech Sector E with a value of $235M, Ssga Active ETF Tr Spdr Doblel with a value of $218M, and Schwab Fundamental U S Large C with a value of $207M.

Examining the 13F form we can see an increase of $304M in the current position value, from $4.21B to 4.52B.

Below you can find more details about Signature Estate & Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.52 Billion
ETFs: $3.04 Billion
Technology: $638 Million
Communication Services: $207 Million
Consumer Cyclical: $139 Million
Healthcare: $133 Million
Financial Services: $130 Million
Industrials: $70.6 Million
Consumer Defensive: $56.5 Million
Other: $95.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$576 Million 12.76% of portfolio
4,425,055
Q3 2025 Reduced 0.86%
$0
$488 Million 10.81% of portfolio
1,018,462
Q3 2025 Reduced 0.43%
$0
$235 Million 5.21% of portfolio
1,869,016
Q3 2025 Reduced 3.16%
$0
$218 Million 4.82% of portfolio
5,371,992
Q3 2025 Added 1.49%
$0
$207 Million 4.59% of portfolio
7,877,150
Q3 2025 Added 0.71%
$3.78T
$122 Million 2.69% of portfolio
234,594
Q3 2025 Added 5.04%
$0
$119 Million 2.63% of portfolio
2,703,045
Q3 2025 Reduced 3.3%
$2.39T
$105 Million 2.32% of portfolio
478,166
Q3 2025 Reduced 0.67%
$1.65T
$104 Million 2.31% of portfolio
428,558
Q3 2025 Reduced 13.04%
$4.3T
$98.3 Million 2.18% of portfolio
386,089
Q3 2025 Reduced 16.89%
$0
$91.6 Million 2.03% of portfolio
1,700,560
Q3 2025 Added 1.27%
$0
$87.4 Million 1.93% of portfolio
1,287,820
Q3 2025 Added 1.48%
$1.37T
$84.9 Million 1.88% of portfolio
115,589
Q3 2025 Added 2.88%
$512B
$81.3 Million 1.8% of portfolio
142,892
Q3 2025 Added 0.54%
$139B
$80.5 Million 1.78% of portfolio
243,934
Q3 2025 Reduced 3.9%
$181B
$75.1 Million 1.66% of portfolio
766,476
Q3 2025 Reduced 12.89%
$237B
$59.4 Million 1.32% of portfolio
250,752
Q3 2025 Reduced 8.58%
$0
$58.3 Million 1.29% of portfolio
312,609
Q3 2025 Added 2.14%
$40.3B
$56.1 Million 1.24% of portfolio
166,156
Q3 2025 Added 3,827.11%
$971B
$55.6 Million 1.23% of portfolio
72,850
Q3 2025 Added 31.42%
$0
$50 Million 1.11% of portfolio
359,176
Q3 2025 Added 3.36%
$121B
$46 Million 1.02% of portfolio
59,487
Q3 2025 Added 1.74%
$0
$43.6 Million 0.97% of portfolio
368,376
Q3 2025 Added 2.26%
$0
$38.6 Million 0.85% of portfolio
481,687
Q3 2025 Added 1.74%
$0
$37.3 Million 0.83% of portfolio
427,835
Q3 2025 Added 1.1%
$279B
$34.7 Million 0.77% of portfolio
336,967
Q3 2025 Added 0.62%
$168B
$34.6 Million 0.77% of portfolio
457,920
Q3 2025 Reduced 13.32%
$0
$33.6 Million 0.74% of portfolio
584,162
Q3 2025 Reduced 0.18%
$0
$33.5 Million 0.74% of portfolio
715,123
Q3 2025 Added 3.9%
$0
$30.2 Million 0.67% of portfolio
706,610
Q3 2025 Added 2.34%
$12.2B
$22.2 Million 0.49% of portfolio
110,772
Q3 2025 New
$0
$21.1 Million 0.47% of portfolio
31,626
Q3 2025 Added 5.38%
$0
$21.4 Million 0.47% of portfolio
252,704
Q3 2025 Added 0.36%
$61.4B
$20.3 Million 0.45% of portfolio
48,923
Q3 2025 New
$0
$19.5 Million 0.43% of portfolio
558,116
Q3 2025 Reduced 1.83%
$0
$18.8 Million 0.42% of portfolio
408,710
Q3 2025 Added 0.91%
$465B
$17.1 Million 0.38% of portfolio
91,700
Q3 2025 Reduced 3.82%
$0
$17.3 Million 0.38% of portfolio
28,848
Q3 2025 Reduced 0.19%
$0
$17.1 Million 0.38% of portfolio
25,585
Q3 2025 Reduced 4.65%
$0
$16 Million 0.35% of portfolio
266,853
Q3 2025 Added 0.85%
$197B
$15.6 Million 0.35% of portfolio
76,307
Q3 2025 Added 2.76%
$0
$13.6 Million 0.3% of portfolio
251,416
Q3 2025 Reduced 0.09%
$103B
$12.9 Million 0.28% of portfolio
98,969
Q3 2025 Reduced 25.56%
$0
$12 Million 0.27% of portfolio
36,683
Q3 2025 Added 2.28%
$0
$11.9 Million 0.26% of portfolio
434,143
Q3 2025 Reduced 12.86%
$0
$11.9 Million 0.26% of portfolio
65,587
Q3 2025 Added 3.41%
$12.9B
$11.7 Million 0.26% of portfolio
143,711
Q3 2025 New
$32.7B
$11 Million 0.24% of portfolio
126,957
Q3 2025 Added 0.98%
$53.8B
$10.7 Million 0.24% of portfolio
45,626
Q3 2025 Added 8.16%

Summary

  • Portfolio
  • No. of Stocks 945
  • Current Value $4.52 Billion
  • Prior Value $4.21 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 44 stocks
  • Additional Purchases 286 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 231 stocks
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