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
$315,000 0.01% of portfolio
6,975
Q3 2025 New
$0
$550,000 0.01% of portfolio
3,113
Q3 2025 Added 0.42%
$0
$585,000 0.01% of portfolio
13,611
Q3 2025 Added 36.77%
$0
$227,000 0.01% of portfolio
4,718
Q3 2025 Added 0.3%
$0
$400,000 0.01% of portfolio
3,616
Q3 2025 Reduced 1.12%
$0
$0 0.0% of portfolio
12,369
Q3 2025 Added 0.23%
Victory Portfolios Ii
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.27%
-
$0 0.0% of portfolio
-
Q2 2025 New
Pacer Fds Tr
-
$0 0.0% of portfolio
-
Q3 2025 New
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2025 Added 38.42%
$5.99B
$222,000 0.0% of portfolio
1,832
Q3 2025 New
$181B
$187,000 0.0% of portfolio
17,871
Q3 2025 New
$99.5B
$224,000 0.0% of portfolio
4,985
Q3 2025 Reduced 14.73%
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.92%
$453B
$0 0.0% of portfolio
0
Q3 2025 New
$0
$71,000 0.0% of portfolio
12,057
Q3 2025 Added 14.75%
Blackrock ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 36.07%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.53%
Blackrock ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 New
Blackrock ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 11.12%
Capitol Ser Tr
-
$0 0.0% of portfolio
-
Q3 2025 Added 7.61%
$72.4B
$217,000 0.0% of portfolio
610
Q3 2025 Reduced 0.33%
Advisors Inner Circle Fd Ii
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.26%
$1.05B
$194,000 0.0% of portfolio
38,668
Q3 2025 Reduced 2.52%
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 15.0%
$0
$183,000 0.0% of portfolio
10,287
Q3 2025 Added 0.81%
$0
$201,000 0.0% of portfolio
1,555
Q3 2025 Reduced 2.93%
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q3 2025 New
Alps ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 New
$3B
$58,000 0.0% of portfolio
18,592
Q3 2025 Reduced 2.62%
$78.1M
$90,000 0.0% of portfolio
47,328
Q3 2024 New
Advisors Inner Circle Fd Ii
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.05%
Advisors Inner Circle Fd Ii
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.88%
$42.4B
$211,000 0.0% of portfolio
1,392
Q3 2025 New
$2.69B
$141,000 0.0% of portfolio
11,757
Q3 2025 Reduced 16.79%
$125B
$207,000 0.0% of portfolio
3,479
Q3 2025 Reduced 4.32%
$0
$220,000 0.0% of portfolio
1,722
Q3 2025 Added 0.47%
$0
$0 0.0% of portfolio
1,994
Q3 2025 Reduced 20.02%
$250M
$170,000 0.0% of portfolio
50,174
Q3 2025 New
Ea Series Trust
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 10.19%
$31.5B
$207,000 0.0% of portfolio
2,848
Q3 2025 Added 3.71%
$0
$108,000 0.0% of portfolio
22,672
Q2 2025 Reduced 4.12%
Advisors Inner Circle Fd Ii
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 5.21%
Advisors Inner Circle Fd Ii
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.93%
$5.6B
$146,000 0.0% of portfolio
14,929
Q3 2025 Added 14.82%
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.84%
$54.4B
$202,000 0.0% of portfolio
655
Q3 2025 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 3.34%

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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