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
$86.7B
$2.18 Million 0.05% of portfolio
3,582
Q3 2025 Reduced 6.91%
$0
$2.46 Million 0.05% of portfolio
49,674
Q3 2025 Reduced 3.08%
$0
$2.1 Million 0.05% of portfolio
100,557
Q3 2025 Added 13.56%
$266B
$2.05 Million 0.05% of portfolio
7,251
Q3 2025 Reduced 3.86%
$303B
$1.63 Million 0.04% of portfolio
10,492
Q3 2025 Reduced 28.73%
$183B
$1.77 Million 0.04% of portfolio
6,260
Q3 2025 Added 0.71%
$0
$1.99 Million 0.04% of portfolio
62,070
Q3 2025 Added 16.62%
$0
$1.71 Million 0.04% of portfolio
63,591
Q3 2025 Added 3.79%
$4.16B
$1.91 Million 0.04% of portfolio
101,676
Q3 2025 New
$0
$1.67 Million 0.04% of portfolio
18,851
Q3 2025 Reduced 3.45%
$130B
$1.75 Million 0.04% of portfolio
4,926
Q3 2025 Reduced 3.24%
$0
$1.76 Million 0.04% of portfolio
49,147
Q3 2025 Reduced 12.73%
$0
$1.91 Million 0.04% of portfolio
36,545
Q3 2025 Added 0.68%
$0
$1.7 Million 0.04% of portfolio
5,780
Q3 2025 Reduced 0.02%
$0
$1.66 Million 0.04% of portfolio
21,378
Q3 2025 Reduced 7.88%
$0
$1.74 Million 0.04% of portfolio
19,925
Q3 2025 Added 3.6%
$0
$1.77 Million 0.04% of portfolio
20,857
Q3 2025 Reduced 2.52%
$132B
$1.81 Million 0.04% of portfolio
7,312
Q3 2025 Reduced 6.17%
$0
$1.88 Million 0.04% of portfolio
59,536
Q3 2025 Reduced 2.67%
$0
$1.85 Million 0.04% of portfolio
6,611
Q3 2025 Reduced 1.5%
$237B
$1.74 Million 0.04% of portfolio
10,731
Q3 2025 Added 0.65%
$0
$1.74 Million 0.04% of portfolio
25,689
Q3 2025 Reduced 0.21%
$0
$1.92 Million 0.04% of portfolio
11,577
Q3 2025 Added 0.18%
$0
$1.88 Million 0.04% of portfolio
26,845
Q3 2025 Reduced 4.08%
$522B
$2.03 Million 0.04% of portfolio
10,964
Q3 2025 Added 2.84%
$181B
$1.79 Million 0.04% of portfolio
63,550
Q3 2025 Added 58.7%
$0
$1.69 Million 0.04% of portfolio
27,003
Q3 2025 Reduced 0.87%
$1.46T
$1.75 Million 0.04% of portfolio
6,271
Q3 2025 Reduced 0.84%
$0
$1.58 Million 0.04% of portfolio
12,076
Q3 2025 Added 0.32%
$0
$1.24 Million 0.03% of portfolio
13,049
Q3 2025 Added 10.57%
$0
$1.35 Million 0.03% of portfolio
5,182
Q3 2025 Reduced 6.68%
$6.2B
$1.36 Million 0.03% of portfolio
12,632
Q3 2025 Reduced 5.99%
$0
$1.49 Million 0.03% of portfolio
10,786
Q3 2025 Added 14.79%
$300B
$1.32 Million 0.03% of portfolio
3,831
Q3 2025 Added 4.42%
$0
$1.49 Million 0.03% of portfolio
42,887
Q3 2025 Added 7.93%
$0
$1.25 Million 0.03% of portfolio
5,992
Q3 2025 Added 7.35%
$98.1B
$1.32 Million 0.03% of portfolio
7,730
Q3 2025 Added 3.62%
$418B
$1.13 Million 0.03% of portfolio
6,332
Q3 2025 Reduced 3.06%
$0
$1.21 Million 0.03% of portfolio
52,361
Q3 2025 Added 0.35%
$0
$1.3 Million 0.03% of portfolio
24,343
Q3 2025 Reduced 5.04%
$0
$1.15 Million 0.03% of portfolio
11,888
Q3 2025 Reduced 0.18%
$533B
$1.37 Million 0.03% of portfolio
4,023
Q3 2025 Added 1.21%
$0
$1.41 Million 0.03% of portfolio
11,783
Q3 2025 Added 1.53%
$0
$1.17 Million 0.03% of portfolio
39,290
Q3 2025 Added 1.84%
$13.1B
$1.5 Million 0.03% of portfolio
6,345
Q3 2025 Added 0.33%
$0
$1.49 Million 0.03% of portfolio
19,604
Q3 2025 Added 13.0%
$414B
$1.3 Million 0.03% of portfolio
5,615
Q3 2025 Reduced 4.38%
$0
$1.33 Million 0.03% of portfolio
6,783
Q3 2025 Added 97.47%
$0
$1.2 Million 0.03% of portfolio
23,651
Q3 2025 Added 7.97%

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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