Signature Wealth Management Partners, LLC Portfolio Holdings

Signature Wealth Management Partners, LLC

  • $187 Million
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.6 Million 10.48% of portfolio
94,987
Q3 2025 Added 0.43%
$0
$15 Million 8.04% of portfolio
296,350
Q3 2025 Added 5.52%
$0
$14.2 Million 7.56% of portfolio
247,841
Q3 2025 Added 4.3%
$4.22T
$12.7 Million 6.81% of portfolio
50,052
Q3 2025 Reduced 0.93%
$0
$12.5 Million 6.71% of portfolio
103,932
Q3 2025 Added 2.41%
$0
$12.2 Million 6.51% of portfolio
62,183
Q3 2025 Reduced 4.4%
$43.2B
$6.4 Million 3.42% of portfolio
34,055
Q2 2024 Reduced 0.45%
$3.86T
$5.47 Million 2.93% of portfolio
10,570
Q3 2025 Added 12.05%
$2.26T
$4.86 Million 2.6% of portfolio
22,141
Q3 2025 Added 0.37%
$0
$4.69 Million 2.51% of portfolio
7,045
Q2 2025 Reduced 0.41%
$871B
$4.27 Million 2.28% of portfolio
13,527
Q3 2025 Added 0.97%
$1.65T
$3.37 Million 1.8% of portfolio
4,587
Q3 2025 Reduced 0.61%
$451B
$3.36 Million 1.79% of portfolio
17,987
Q3 2025 Reduced 1.01%
$1.5T
$2.84 Million 1.52% of portfolio
11,684
Q3 2025 Added 1.34%
$502B
$2.43 Million 1.3% of portfolio
13,113
Q3 2025 Reduced 0.44%
$86.5B
$2.33 Million 1.24% of portfolio
21,369
Q3 2025 Added 0.62%
$0
$2.22 Million 1.19% of portfolio
3,323
Q3 2025 Added 0.39%
$254B
$1.77 Million 0.95% of portfolio
10,572
Q3 2025 Reduced 0.94%
$646B
$1.7 Million 0.91% of portfolio
3,386
Q3 2025 Added 21.54%
$108B
$1.62 Million 0.86% of portfolio
3,300
Q3 2025 Reduced 12.56%
$24.3B
$1.56 Million 0.83% of portfolio
9,328
Q3 2025 Reduced 4.63%
$186B
$1.49 Million 0.8% of portfolio
52,801
Q3 2025 Reduced 0.28%
$236B
$1.44 Million 0.77% of portfolio
8,889
Q3 2025 Reduced 4.0%
$0
$1.4 Million 0.75% of portfolio
9,645
Q3 2025 Added 0.64%
$259B
$1.39 Million 0.74% of portfolio
1,747
Q2 2025 Added 12.93%
$165B
$1.3 Million 0.69% of portfolio
17,158
Q2 2025 Added 97.9%
$470B
$1.27 Million 0.68% of portfolio
11,229
Q3 2025 Reduced 3.58%
$0
$1.24 Million 0.66% of portfolio
4,408
Q1 2025 Added 1.26%
$68.5B
$1.18 Million 0.63% of portfolio
14,017
Q3 2025 Reduced 16.81%
$0
$1.18 Million 0.63% of portfolio
13,169
Q3 2025 Reduced 7.83%
$1.53T
$1.19 Million 0.63% of portfolio
4,867
Q2 2025 Added 3.38%
$0
$1.11 Million 0.59% of portfolio
2,364
Q3 2025 Added 1.81%
$139B
$1.08 Million 0.58% of portfolio
2,368
Q3 2025 Reduced 4.48%
$0
$1.09 Million 0.58% of portfolio
7,520
Q3 2025 Reduced 1.96%
$253B
$983,000 0.53% of portfolio
3,485
Q3 2025 Added 0.06%
$23.7B
$912,000 0.49% of portfolio
9,092
Q3 2025 Reduced 2.15%
$114B
$901,000 0.48% of portfolio
13,641
Q3 2025 Added 0.01%
$1.4T
$891,000 0.48% of portfolio
2,005
Q3 2025 Reduced 0.45%
$356B
$878,000 0.47% of portfolio
4,816
Q3 2025 Reduced 2.63%
$39.4B
$879,000 0.47% of portfolio
1,396
Q1 2024 Reduced 10.97%
$0
$860,000 0.46% of portfolio
15,967
Q3 2025 Reduced 6.82%
$190B
$845,000 0.45% of portfolio
919
Q3 2025 Reduced 1.61%
$0
$845,000 0.45% of portfolio
1,409
Q2 2025 Added 14.83%
$139B
$840,000 0.45% of portfolio
2,549
Q3 2025 Added 4.9%
$0
$843,000 0.45% of portfolio
12,621
Q3 2025 Reduced 12.09%
$760B
$792,000 0.42% of portfolio
1,039
Q3 2025 Added 6.24%
$0
$780,000 0.42% of portfolio
5,515
Q4 2024 Reduced 0.4%
$94.6B
$718,000 0.38% of portfolio
11,791
Q2 2025 Reduced 0.63%
$335B
$695,000 0.37% of portfolio
2,313
Q3 2025 Reduced 0.98%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $187 Million
  • Prior Value $172 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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