StockDriftsStockDriftsTop 50 Signature Wealth Management Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 10.43% | 98.5K | $22.4M | +1.72%(+1.66K) | $158.75(+49.37%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.31% | 54.2K | $15.7M | +1.03%(+553) | $138.67(+120.22%) | 2026-06-30 | |
| IYW | ISHARES TR | 7.23% | 61.5K | $15.5M | -0.84%(-518) | $84.38(+196.54%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 6.45% | 245.0K | $13.8M | -1.23%(-3.04K) | $55.59(+4.12%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 6.29% | 267.1K | $13.5M | -16.53%(-52.88K) | $50.72(-0.22%) | 2026-06-30 | |
| IVW | ISHARES TR | 5.52% | 86.1K | $11.8M | -27.25%(-32.23K) | $73.40(+92.96%) | 2026-06-30 | |
| AME | AMETEK INC | 3.83% | 34.0K | $8.2M | +0.00%(+0) | $111.06(+129.41%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.43% | 7.0K | $5.2M | -0.06%(-4) | $361.34(+114.57%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.41% | 21.7K | $5.2M | -0.04%(-8) | $157.31(+66.89%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.26% | 13.6K | $4.9M | -0.26%(-35) | $135.62(+154.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.03% | +60.30% | +10.42% | +64.18% |
| Top 20 Holdings Unweighted | +19.78% | +71.84% | +11.74% | +74.18% |
Signature Wealth Management Partners, LLC reports $214.49M in US-listed equity holdings across 121 positions in its most recent 13F filing. Its largest disclosed positions are IVE (10.4%), AAPL (7.3%) and IYW (7.2%). The top 20 holdings account for 68.89% of reported assets. Its disclosed equity book has returned +60.30% 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 Wealth Management Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1824694). View Signature Wealth Management Partners, LLC’s 13F filings on SEC