StockDriftsStockDriftsTop 50 Signature Estate & Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 9.17% | 5.77M | $520.0M | +3.91%(+216.91K) | $50.41(+76.19%) | 2026-09-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 6.71% | 2.62M | $380.4M | -10.45%(-306.03K) | $79.70(+83.65%) | 2026-09-30 | |
| IGM | ISHARES TR | 6.25% | 2.10M | $354.3M | -0.28%(-5.89K) | $69.66(+131.31%) | 2026-09-30 | |
| FNDX | SCHWAB STRATEGIC TR | 4.44% | 8.00M | $251.8M | +7.08%(+528.76K) | $20.87(+55.46%) | 2026-09-30 | |
| EFV | ISHARES TR | 3.92% | 2.81M | $222.2M | +28.62%(+624.75K) | $67.87(+15.86%) | 2026-09-30 | |
| MAGS | LISTED FDS TR | 3.7% | 2.93M | $210.1M | +4.65%(+130.13K) | $60.21(+20.37%) | 2026-09-30 | |
| AVES | AMERICAN CENTY ETF TR | 3.06% | 2.67M | $173.8M | +2.44%(+63.47K) | $59.07(+7.73%) | 2026-09-30 | |
| TOTL | SSGA ACTIVE ETF TR | 2.71% | 4.10M | $153.5M | -31.35%(-1.87M) | $40.28(-6.51%) | 2026-09-30 | |
| GMOI | GMO ETF TRUST | 2.57% | 3.67M | $145.6M | +38.17%(+1.01M) | $35.92(+10.82%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.34% | 398.3K | $132.7M | +8.49%(+31.16K) | $139.49(+145.85%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.50% | +54.09% | +8.61% | +51.15% |
| Top 20 Holdings Unweighted | +15.88% | +55.60% | +10.93% | +67.97% |
Signature Estate & Investment Advisors LLC reports $5.67B in US-listed equity holdings across 668 positions in its most recent 13F filing. Its largest disclosed positions are VUG (9.2%), GSLC (6.7%) and IGM (6.3%). The top 20 holdings account for 63.11% of reported assets. Its disclosed equity book has returned +54.09% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Signature Estate & Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1079935). View Signature Estate & Investment Advisors LLC’s 13F filings on SEC