SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Institutional manager (13F) · CIK 1079935

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.0B

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$432M	989,422
2	GOLDMAN SACHS ETF TR	$388M	3,103,919
3	SCHWAB STRATEGIC TR	$235M	8,425,671
4	SSGA ACTIVE ETF TR	$224M	5,644,596
5	ISHARES TR	$220M	1,858,032
6	WORLD GOLD TR	$218M	2,353,509
7	ISHARES TR	$162M	2,175,844
8	AMERICAN CENTY ETF TR	$155M	2,585,886
9	AMAZON COM INC	$101M	487,345
10	CAPITAL GROUP GROWTH ETF	$100M	2,491,382
11	ALPHABET INC	$98M	341,534
12	GMO ETF TRUST	$96M	2,642,938
13	SELECT SECTOR SPDR TR	$91M	1,838,083
14	APPLE INC	$89M	352,092
15	MICROSOFT CORP	$89M	240,434
16	MCKESSON CORP	$88M	102,082
17	META PLATFORMS INC	$73M	127,906
18	MASTERCARD INCORPORATED	$72M	143,781
19	BROADCOM INC	$69M	223,089
20	VANGUARD INDEX FDS	$64M	326,948
21	WALMART INC	$60M	484,143
22	SELECT SECTOR SPDR TR	$56M	382,859
23	ELI LILLY & CO	$53M	57,256
24	OLD DOMINION FREIGHT LINE IN	$52M	264,092
25	CITIGROUP INC	$48M	419,862
26	VISTRA CORP	$45M	300,588
27	SELECT SECTOR SPDR TR	$44M	393,110
28	SELECT SECTOR SPDR TR	$42M	906,031
29	ISHARES TR	$41M	488,968
30	ARISTA NETWORKS INC	$40M	326,369
31	BONDBLOXX ETF TRUST	$39M	1,082,036
32	SIMPLIFY EXCHANGE TRADED FUN	$39M	1,824,491
33	SPDR INDEX SHS FDS	$36M	774,130
34	J P MORGAN EXCHANGE TRADED F	$32M	567,921
35	ROBINHOOD MKTS INC	$27M	392,897
36	SPDR INDEX SHS FDS	$24M	526,476
37	SPDR INDEX SHS FDS	$24M	644,082
38	VANGUARD WHITEHALL FDS	$23M	244,253
39	STATE STR SPDR S&P 500 ETF T	$22M	33,853
40	WISDOMTREE TR	$21M	418,760
41	QUANTA SVCS INC	$19M	34,940
42	VANGUARD TAX-MANAGED FDS	$19M	294,834
43	VERTIV HOLDINGS CO	$19M	75,389
44	ISHARES TR	$18M	28,186
45	APPLIED MATLS INC	$18M	53,348
46	BLACKROCK INC	$17M	17,722
47	ROYAL GOLD INC	$16M	64,046
48	INVESCO QQQ TR	$16M	27,703
49	NVIDIA CORPORATION	$16M	90,497
50	ATI INC	$15M	99,952

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.