Signature Wealth Management Partners, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $187 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Value ETF with a value of $19.6M, Janus Detroit Str Tr Janus Hen with a value of $15M, J P Morgan Exchange Traded Fd with a value of $14.2M, Apple Inc. with a value of $12.7M, and Ishares S&P 500 Growth ETF with a value of $12.5M.
Examining the 13F form we can see an increase of $15M in the current position value, from $172M to 187M.
Below you can find more details about Signature Wealth Management Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$187 Million
ETFs: $94.9 Million
Technology: $28.8 Million
Financial Services: $13 Million
Industrials: $12.9 Million
Communication Services: $10 Million
Consumer Cyclical: $7.57 Million
Healthcare: $5.15 Million
Utilities: $4.92 Million
Other: $9.81 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions