§ 13F · FUND PROFILE
Signature Wealth Management Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $191M (13F)Positions · 113Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$821K 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 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 97K | $20M | 10.3% | ±0% |
| 2 | JAAA | JANUS DETROIT STR TR | 320K | $16M | 8.1% | +3% |
| 3 | JEPI | J P MORGAN EXCHANGE TRADED F | 248K | $14M | 7.1% | ±0% |
| 4 | AAPL | APPLE INC | 54K | $14M | 6.8% | +8% |
| 5 | IVW | ISHARES TR | 118K | $13M | 6.7% | +6% |
| 6 | IYW | ISHARES TR | 62K | $11M | 5.6% | +1% |
| 7 | AME | AMETEK INC | 34K | $7M | 3.6% | ±0% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 7K | $5M | 2.3% | −1% |
| 9 | AMZN | AMAZON COM INC | 22K | $5M | 2.3% | +1% |
| 10 | MSFT | MICROSOFT CORP | 12K | $4M | 2.2% | +4% |
§ 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 $191 million in assets. The fund runs a portfolio of 113 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