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
$10.8 Million 0.24% of portfolio
73,854
Q3 2025 Added 0.02%
$23.5B
$10.9 Million 0.24% of portfolio
18,601
Q3 2025 Added 1.22%
$0
$10.5 Million 0.23% of portfolio
208,170
Q3 2025 Added 10.71%
$0
$10.4 Million 0.23% of portfolio
42,008
Q3 2025 Added 17.45%
$222B
$10.4 Million 0.23% of portfolio
21,384
Q3 2025 Reduced 3.2%
$875M
$9.84 Million 0.22% of portfolio
251,116
Q3 2025 Added 8.26%
$9.48B
$9.73 Million 0.22% of portfolio
118,536
Q3 2025 Added 4.03%
$0
$9.78 Million 0.22% of portfolio
232,617
Q3 2025 Added 6.58%
$115B
$9.28 Million 0.21% of portfolio
18,933
Q3 2025 Added 2.19%
$0
$9.54 Million 0.21% of portfolio
78,998
Q3 2025 Reduced 0.77%
$0
$8.65 Million 0.19% of portfolio
147,274
Q3 2025 Reduced 0.02%
$89.8B
$8.44 Million 0.19% of portfolio
47,380
Q3 2025 Added 3,192.56%
$0
$8.7 Million 0.19% of portfolio
370,712
Q3 2025 Added 2.4%
$0
$8.48 Million 0.19% of portfolio
328,194
Q3 2025 Added 0.96%
$662B
$8.44 Million 0.19% of portfolio
16,781
Q3 2025 Added 0.36%
$0
$8.16 Million 0.18% of portfolio
10,929
Q3 2025 Added 1.78%
$10.7B
$7.7 Million 0.17% of portfolio
101,541
Q3 2025 Added 2.39%
$881B
$7.5 Million 0.17% of portfolio
23,773
Q3 2025 Added 1.52%
$0
$7.33 Million 0.16% of portfolio
106,067
Q3 2025 Reduced 1.78%
$0
$7.24 Million 0.16% of portfolio
70,118
Q3 2025 Reduced 6.86%
$37.9B
$6.88 Million 0.15% of portfolio
83,533
Q3 2025 Added 2.86%
$269B
$6.58 Million 0.15% of portfolio
27,474
Q3 2025 Added 2.17%
$0
$6.68 Million 0.15% of portfolio
208,123
Q3 2025 Added 3.13%
$1.74T
$6.94 Million 0.15% of portfolio
28,486
Q3 2025 Reduced 1.72%
$147B
$6.83 Million 0.15% of portfolio
69,918
Q3 2025 Added 6.33%
$306B
$6.11 Million 0.14% of portfolio
92,191
Q3 2025 Added 5.53%
$0
$6.32 Million 0.14% of portfolio
239,923
Q3 2025 Reduced 0.16%
$0
$5.66 Million 0.13% of portfolio
22,249
Q3 2025 Reduced 5.69%
$0
$5.94 Million 0.13% of portfolio
28,353
Q3 2025 Reduced 3.79%
$0
$5.81 Million 0.13% of portfolio
129,147
Q3 2025 Reduced 4.15%
$1.29T
$5.83 Million 0.13% of portfolio
13,116
Q3 2025 Reduced 5.22%
$0
$6.01 Million 0.13% of portfolio
50,086
Q3 2025 Added 1.94%
$0
$5.68 Million 0.13% of portfolio
9,275
Q3 2025 Added 2.4%
$0
$5.98 Million 0.13% of portfolio
67,511
Q3 2025 Reduced 1.83%
$0
$5.36 Million 0.12% of portfolio
37,996
Q3 2025 Added 5.95%
$0
$5.63 Million 0.12% of portfolio
26,963
Q3 2025 Added 11.29%
$0
$4.97 Million 0.11% of portfolio
18,677
Q3 2025 Added 9.38%
$0
$4.8 Million 0.11% of portfolio
36,996
Q3 2025 Added 1.77%
$0
$4.35 Million 0.1% of portfolio
115,150
Q3 2025 Added 3.35%
$0
$4.31 Million 0.1% of portfolio
31,895
Q3 2025 Added 21.61%
$0
$4.67 Million 0.1% of portfolio
54,440
Q3 2025 Reduced 1.37%
$0
$4.4 Million 0.1% of portfolio
14,966
Q3 2025 Added 6.87%
$0
$4.65 Million 0.1% of portfolio
52,277
Q3 2025 Reduced 0.98%
$0
$4.6 Million 0.1% of portfolio
87,936
Q3 2025 Reduced 0.16%
$0
$3.85 Million 0.09% of portfolio
41,110
Q3 2025 Reduced 3.72%
$0
$4 Million 0.09% of portfolio
93,569
Q3 2025 Added 38.01%
$0
$4.07 Million 0.09% of portfolio
91,720
Q3 2025 Reduced 5.64%
$0
$4.04 Million 0.09% of portfolio
38,448
Q3 2025 Reduced 1.84%
$0
$4.06 Million 0.09% of portfolio
41,984
Q3 2025 Added 2.12%

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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