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Signature Estate & Investment Advisors Llc

Portfolio Manager
Signature Estate & Investment Advisors Llc
Performance
-7.08% (2026 Q1)
AUM (13F)
$4.94B
# of Holdings
646
Performance Rank
Allocation (Top 20)
62.09%

Signature Estate & Investment Advisors Llc Holdings Map

Top 50 Signature Estate & Investment Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VUG
VANGUARD INDEX FDS
8.75%989.4K$432.2M
-3.55%(-36.45K)
2025-Q1: 886.9K shares2025-Q2: 1.02M shares2025-Q3: 1.02M shares2025-Q4: 1.03M shares2026-Q1: 989.4K shares
$48.92(+72.35%)
2026-03-31
GSLC
GOLDMAN SACHS ETF TR
7.86%3.10M$388.4M
-41.70%(-2.22M)
2025-Q1: 4.33M shares2025-Q2: 4.46M shares2025-Q3: 4.43M shares2025-Q4: 5.32M shares2026-Q1: 3.10M shares
$79.70(+73.25%)
2026-03-31
FNDX
SCHWAB STRATEGIC TR
4.75%8.43M$234.7M
+4.94%(+396.76K)
2025-Q1: 7.42M shares2025-Q2: 7.82M shares2025-Q3: 7.88M shares2025-Q4: 8.03M shares2026-Q1: 8.43M shares
$20.23(+49.21%)
2026-03-31
TOTL
SSGA ACTIVE ETF TR
4.54%5.64M$224.3M
+3.74%(+203.38K)
2025-Q1: 6.79M shares2025-Q2: 5.29M shares2025-Q3: 5.37M shares2025-Q4: 5.44M shares2026-Q1: 5.64M shares
$40.32(-2.04%)
2026-03-31
IGM
ISHARES TR
4.46%1.86M$220.2M
+0.56%(+10.36K)
2025-Q1: 1.90M shares2025-Q2: 1.93M shares2025-Q3: 1.87M shares2025-Q4: 1.85M shares2026-Q1: 1.86M shares
$60.62(+143.37%)
2026-03-31
GLDM
WORLD GOLD TR
4.42%2.35M$218.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.35M shares
$89.03(+1.24%)
2026-03-31
EFV
ISHARES TR
3.28%2.18M$161.8M
+65.91%(+864.40K)
2025-Q1: 9.6K shares2025-Q2: 1.27M shares2025-Q3: 1.29M shares2025-Q4: 1.31M shares2026-Q1: 2.18M shares
$65.25(+18.05%)
2026-03-31
AVES
AMERICAN CENTY ETF TR
3.14%2.59M$155.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.59M shares
$58.93(+12.44%)
2026-03-31
AMZN
AMAZON COM INC
2.06%487.3K$101.5M
+1.39%(+6.67K)
2025-Q1: 458.7K shares2025-Q2: 481.4K shares2025-Q3: 478.2K shares2025-Q4: 480.7K shares2026-Q1: 487.3K shares
$142.32(+92.20%)
2026-03-31
CGGR
CAPITAL GROUP GROWTH ETF
2.03%2.49M$100.1M
-5.40%(-142.28K)
2025-Q1: 2.60M shares2025-Q2: 2.80M shares2025-Q3: 2.70M shares2025-Q4: 2.63M shares2026-Q1: 2.49M shares
$24.28(+85.98%)
2026-03-31

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