Signature Wealth Management Partners, LLC: 13F holdings
CIK 18246942026Q2
| Positions | 121 |
|---|
| Reported value | $214.5m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 121 (+5 vs prior quarter) |
|---|
| Reported value | $214.5m (+7.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVE ISHARES TR | 98,481 | $22.4m | 10.4% |
| AAPL APPLE INC | 54,214 | $15.7m | 7.3% |
| IYW ISHARES TR | 61,513 | $15.5m | 7.2% |
| JEPI J P MORGAN EXCHANGE TRADED F | 245,018 | $13.8m | 6.5% |
| JAAA JANUS DETROIT STR TR | 267,076 | $13.5m | 6.3% |
| IWF ISHARES TR | 86,070 | $11.8m | 5.5% |
| AME AMETEK INC | 33,950 | $8.2m | 3.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 6,970 | $5.2m | 2.4% |
| AMZN AMAZON COM INC | 21,672 | $5.2m | 2.4% |
| GOOGL ALPHABET INC | 13,587 | $4.9m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1824694")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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