StockDriftsStockDriftsTop 50 Signature Estate & Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 8.61% | 5.55M | $478.4M | -6.45%(-383.00K) | $48.92(+82.30%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 7.48% | 2.93M | $415.6M | -5.64%(-174.97K) | $79.70(+86.63%) | 2026-06-30 | |
| IGM | ISHARES TR | 6.19% | 2.10M | $343.9M | +13.14%(+244.09K) | $69.66(+136.39%) | 2026-06-30 | |
| TOTL | SSGA ACTIVE ETF TR | 4.24% | 5.98M | $235.9M | +5.87%(+331.48K) | $40.28(-3.58%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 4.18% | 7.47M | $232.4M | -11.30%(-952.32K) | $20.23(+60.85%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 3.62% | 2.53M | $201.0M | +7.54%(+177.50K) | $88.70(-1.74%) | 2026-06-30 | |
| MAGS | LISTED FDS TR | 3.24% | 2.80M | $180.1M | new | $59.85(+14.06%) | 2026-06-30 | |
| AVES | AMERICAN CENTY ETF TR | 3.07% | 2.61M | $170.9M | +0.74%(+19.23K) | $58.96(+11.22%) | 2026-06-30 | |
| EFV | ISHARES TR | 3.01% | 2.18M | $167.1M | +0.33%(+7.10K) | $65.34(+25.17%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.06% | 320.9K | $114.7M | -6.05%(-20.65K) | $139.02(+147.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.65% | +42.96% | +7.67% | +44.70% |
| Top 20 Holdings Unweighted | +12.74% | +43.29% | +9.70% | +58.85% |
Signature Estate & Investment Advisors LLC reports $5.56B in US-listed equity holdings across 669 positions in its most recent 13F filing. Its largest disclosed positions are VUG (8.6%), GSLC (7.5%) and IGM (6.2%). The top 20 holdings account for 63.03% of reported assets. Its disclosed equity book has returned +42.96% on a three-year cumulative basis. Figures reflect the Q2 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