§ 13F · FUND PROFILE
Signature Wealth Management Partners, LLC.
AUM · $214M (13F)Positions · 122Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 98K | $22M | 10.4% | +2% |
| 2 | AAPL | APPLE INC | 54K | $16M | 7.3% | +1% |
| 3 | IYW | ISHARES TR | 62K | $16M | 7.2% | −1% |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | 245K | $14M | 6.5% | −1% |
| 5 | JAAA | JANUS DETROIT STR TR | 267K | $13M | 6.3% | −17% |
| 6 | IVW | ISHARES TR | 86K | $12M | 5.5% | −27% |
| 7 | AME | AMETEK INC | 34K | $8M | 3.8% | ±0% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 7K | $5M | 2.4% | ±0% |
| 9 | AMZN | AMAZON COM INC | 22K | $5M | 2.4% | ±0% |
| 10 | GOOGL | ALPHABET INC | 14K | $5M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIGNATURE SIGNAL
AC read
Signature Wealth Management Partners, LLC is a Other fund managing $214 million in assets. The fund runs a portfolio of 122 positions.
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