Universe · entity

Signature Wealth Management Partners, LLC

Institutional manager (13F) · CIK 1824694
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $173M
#IssuerValueShares
1ISHARES TR$20M96,818
2JANUS DETROIT STR TR$16M319,953
3J P MORGAN EXCHANGE TRADED F$14M248,062
4APPLE INC$14M53,661
5ISHARES TR$13M118,305
6ISHARES TR$11M62,031
7AMETEK INC$7M33,950
8STATE STR SPDR S&P 500 ETF T$5M6,974
9AMAZON COM INC$5M21,680
10MICROSOFT CORP$4M11,833
11JPMORGAN CHASE & CO$4M13,534
12ALPHABET INC$4M13,622
13META PLATFORMS INC$3M6,027
14NVIDIA CORPORATION$3M18,160
15JOHNSON & JOHNSON$3M12,531
16BANK NEW YORK MELLON CORP$3M21,369
17ISHARES TR$2M3,526
18EXXON MOBIL CORP$2M10,860
19RTX CORPORATION$2M9,536
20ALPHABET INC$2M6,409
21BERKSHIRE HATHAWAY INC DEL$2M3,386
22NEXTERA ENERGY INC$2M17,465
23SELECT SECTOR SPDR TR$2M25,696
24PUBLIC SVC ENTERPRISE GROUP$2M19,366
25AT&T INC$2M51,949
26SPDR SERIES TRUST$1M58,576
27NEWMONT CORP$1M13,380
28PHILIP MORRIS INTL INC$1M8,639
29ISHARES TR$1M9,979
30DOVER CORP$1M6,668
31BLACKROCK ETF TRUST II$1M26,329
32CROWDSTRIKE HLDGS INC$1M3,442
33GOLDMAN SACHS GROUP INC$1M1,547
34ISHARES TR$1M7,655
35DEERE & CO$1M2,291
36BLACKROCK ETF TRUST$1M21,357
37SELECT SECTOR SPDR TR$1M8,816
38INTERNATIONAL BUSINESS MACHS$983k4,055
39ELI LILLY & CO$937k1,019
40ALTRIA GROUP INC$900k13,644
41MERCK & CO INC$864k7,179
42ISHARES TR$856k2,008
43LOEWS CORP$852k7,979
44BROADCOM INC$835k2,699
45SELECT SECTOR SPDR TR$834k16,893
46MARTIN MARIETTA MATLS INC$822k1,396
47ENTERGY CORP NEW$821k7,304
48INVESCO QQQ TR$813k1,409
49CHEVRON CORPORATION$774k3,741
50FIDELITY COVINGTON TRUST$768k10,909
All filings on EDGAR ↗

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