SIGNATURE ESTATE & INVESTMENT ADVISORS LLC: 13F holdings
CIK 10799352026Q2
| Positions | 669 |
|---|
| Reported value | $5.6bn |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 669 (+23 vs prior quarter) |
|---|
| Reported value | $5.6bn (+12.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 5,553,529 | $478.4m | 8.6% |
| GSLC GOLDMAN SACHS ETF TR | 2,928,946 | $415.6m | 7.5% |
| IGM ISHARES TR | 2,102,124 | $343.9m | 6.2% |
| TOTL SSGA ACTIVE ETF TR | 5,976,076 | $235.9m | 4.2% |
| FNDX SCHWAB STRATEGIC TR | 7,473,354 | $232.4m | 4.2% |
| GLDM WORLD GOLD TR | 2,531,014 | $201.0m | 3.6% |
| MAGS LISTED FDS TR | 2,800,625 | $180.1m | 3.2% |
| EWL AMERICAN CENTY ETF TR | 2,605,120 | $170.9m | 3.1% |
| EFV ISHARES TR | 2,182,943 | $167.1m | 3.0% |
| GOOGL ALPHABET INC | 320,887 | $114.7m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1079935")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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