SIGNATUREFD, LLC

Institutional manager (13F) · CIK 1456048

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $5.2B

#	Issuer	Value	Shares
1	ISHARES TR	$767M	1,798,999
2	ISHARES TR	$475M	4,642,282
3	VANGUARD SPECIALIZED FUNDS	$474M	2,203,257
4	VANGUARD MALVERN FDS	$421M	5,446,461
5	VANGUARD STAR FDS	$401M	5,202,759
6	ISHARES TR	$329M	3,637,297
7	VANGUARD INTL EQUITY INDEX F	$242M	4,473,008
8	VANGUARD INDEX FDS	$237M	904,125
9	JANUS DETROIT STR TR	$175M	3,466,155
10	APPLE INC	$149M	585,900
11	NVIDIA CORPORATION	$137M	784,460
12	ISHARES TR	$120M	1,126,750
13	MICROSOFT CORP	$82M	222,507
14	VANGUARD TAX-MANAGED FDS	$72M	1,118,640
15	VANGUARD INDEX FDS	$71M	163,198
16	J P MORGAN EXCHANGE TRADED F	$70M	1,375,805
17	VANGUARD INDEX FDS	$69M	351,113
18	ALPHABET INC	$68M	236,021
19	AMAZON COM INC	$61M	292,661
20	VANGUARD INDEX FDS	$51M	171,050
21	SPDR S&P 500 ETF TR	$51M	77,698
22	ISHARES TR	$49M	154,985
23	TESLA INC	$43M	116,930
24	ISHARES INC	$42M	603,973
25	META PLATFORMS INC	$36M	62,894
26	BERKSHIRE HATHAWAY INC DEL	$35M	73,151
27	BROADCOM INC	$32M	102,901
28	J P MORGAN EXCHANGE TRADED F	$31M	510,884
29	COCA COLA CO	$26M	347,763
30	ISHARES TR	$26M	39,143
31	INNOVATOR ETFS TRUST	$25M	1,310,783
32	JPMORGAN CHASE & CO.	$25M	83,876
33	ELI LILLY & CO	$24M	25,699
34	ALPHABET INC	$21M	74,941
35	WALMART INC	$20M	162,097
36	TAIWAN SEMICONDUCTOR MFG LTD	$19M	57,390
37	ISHARES TR	$19M	376,642
38	VANGUARD INDEX FDS	$19M	58,523
39	EXXON MOBIL CORP	$18M	103,666
40	JOHNSON & JOHNSON	$17M	70,433
41	HOME DEPOT INC	$16M	47,919
42	COSTCO WHSL CORP NEW	$13M	13,527
43	J P MORGAN EXCHANGE TRADED F	$13M	207,847
44	NETFLIX INC	$13M	134,773
45	VISA INC	$13M	42,521
46	ABBVIE INC	$12M	56,557
47	MASTERCARD INCORPORATED	$12M	23,126
48	ISHARES TR	$11M	80,771
49	ASML HOLDING N V	$11M	8,319
50	PALANTIR TECHNOLOGIES INC	$11M	72,046

All filings on EDGAR ↗

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