§ 13F · FUND PROFILE
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.7B (13F)Positions · 945Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$506M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 747K | $326M | 6.6% | −4% |
| 2 | GSLC | GOLDMAN SACHS ETF TR | 2.39M | $300M | 6.1% | −42% |
| 3 | FNDX | SCHWAB STRATEGIC TR | 6.84M | $191M | 3.9% | +5% |
| 4 | TOTL | SSGA ACTIVE ETF TR | 4.52M | $179M | 3.6% | +4% |
| 5 | GLDM | WORLD GOLD TR | 1.85M | $172M | 3.5% | NEW |
| 6 | IGM | ISHARES TR | 1.41M | $167M | 3.4% | +1% |
| 7 | EFV | ISHARES TR | 1.68M | $125M | 2.5% | +66% |
| 8 | AVES | AMERICAN CENTY ETF TR | 2.00M | $120M | 2.4% | NEW |
| 9 | VUG | VANGUARD INDEX FDS | 242K | $106M | 2.1% | — |
| 10 | GSLC | GOLDMAN SACHS ETF TR | 710K | $89M | 1.8% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIGNATURE SIGNAL
AC read
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC is a Other fund managing $4.7 billion in assets. The fund runs a broad portfolio of 945 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed