Filed: 10/23/2025ACC: 0001824694-25-000003
📋 What this filing means
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $191.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$191.03M
Total AUM (reported)
1.66M
Total Shares
Allocation by class
COM$77.79M40.7%
S&P 500 VAL ETF$19.62M10.3%
HENDRSON AAA CL$15.05M7.9%
EQUITY PREMIUM$14.15M7.4%
S&P 500 GRWT ETF$12.55M6.6%
U.S. TECH ETF$12.18M6.4%
CL A$6.54M3.4%
Portfolio Concentration
Top 3$48.82M25.6%
4–10$58.90M30.8%
11–25$34.11M17.9%
Rest$49.21M25.8%
Top 3 weight
25.6%
Top 10 weight
56.4%
Voting Authority Distribution
Total shares with voting rights: 1.65M
Sole
Full voting authority
1.65M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole113
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings113
Rows:
ISHARES TR
SOLEShares94.99K
TypeSH
Market value$19.62M
10.27%
Sole
94.67K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares296.35K
TypeSH
Market value$15.05M
7.88%
Sole
295.25K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares247.84K
TypeSH
Market value$14.15M
7.41%
Sole
247.08K
Shared
0.00
None
0.00
APPLE INC
SOLEShares50.05K
TypeSH
Market value$12.74M
6.67%
Sole
48.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares103.93K
TypeSH
Market value$12.55M
6.57%
Sole
103.36K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares62.18K
TypeSH
Market value$12.18M
6.38%
Sole
61.93K
Shared
0.00
None
0.00
AMETEK INC
SOLEShares34.05K
TypeSH
Market value$6.40M
3.35%
Sole
34.05K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10.57K
TypeSH
Market value$5.47M
2.87%
Sole
10.50K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares22.14K
TypeSH
Market value$4.86M
2.54%
Sole
21.67K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares7.04K
TypeSH
Market value$4.69M
2.46%
Sole
7.04K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares13.53K
TypeSH
Market value$4.27M
2.23%
Sole
13.49K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares4.59K
TypeSH
Market value$3.37M
1.76%
Sole
4.50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares17.99K
TypeSH
Market value$3.36M
1.76%
Sole
17.93K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11.68K
TypeSH
Market value$2.84M
1.49%
Sole
11.68K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares13.11K
TypeSH
Market value$2.43M
1.27%
Sole
13.08K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares21.37K
TypeSH
Market value$2.33M
1.22%
Sole
21.37K
Shared
0.00
None
0.00
PUBLIC SVC ENTERPRISE GRP IN
SOLEShares27.64K
TypeSH
Market value$2.31M
1.21%
Sole
27.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.32K
TypeSH
Market value$2.22M
1.16%
Sole
3.31K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares10.57K
TypeSH
Market value$1.77M
0.93%
Sole
10.57K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.39K
TypeSH
Market value$1.70M
0.89%
Sole
3.39K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares3.30K
TypeSH
Market value$1.62M
0.85%
Sole
3.30K
Shared
0.00
None
0.00
DOVER CORP
SOLEShares9.33K
TypeSH
Market value$1.56M
0.81%
Sole
9.33K
Shared
0.00
None
0.00
AT&T INC
SOLEShares52.80K
TypeSH
Market value$1.49M
0.78%
Sole
52.53K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares8.89K
TypeSH
Market value$1.44M
0.75%
Sole
8.89K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.64K
TypeSH
Market value$1.40M
0.74%
Sole
9.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | S&P 500 VAL ETF | 94.99K | SH | $19.62M 10.27% | 94.67K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 296.35K | SH | $15.05M 7.88% | 295.25K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 247.84K | SH | $14.15M 7.41% | 247.08K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 50.05K | SH | $12.74M 6.67% | 48.88K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 103.93K | SH | $12.55M 6.57% | 103.36K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 62.18K | SH | $12.18M 6.38% | 61.93K | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 34.05K | SH | $6.40M 3.35% | 34.05K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.57K | SH | $5.47M 2.87% | 10.50K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 22.14K | SH | $4.86M 2.54% | 21.67K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.04K | SH | $4.69M 2.46% | 7.04K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 13.53K | SH | $4.27M 2.23% | 13.49K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.59K | SH | $3.37M 1.76% | 4.50K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 17.99K | SH | $3.36M 1.76% | 17.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 11.68K | SH | $2.84M 1.49% | 11.68K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 13.11K | SH | $2.43M 1.27% | 13.08K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 21.37K | SH | $2.33M 1.22% | 21.37K | 0.00 | 0.00 |
PUBLIC SVC ENTERPRISE GRP INSOLE | COM | 27.64K | SH | $2.31M 1.21% | 27.64K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.32K | SH | $2.22M 1.16% | 3.31K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 10.57K | SH | $1.77M 0.93% | 10.57K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.39K | SH | $1.70M 0.89% | 3.39K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 3.30K | SH | $1.62M 0.85% | 3.30K | 0.00 | 0.00 |
DOVER CORPSOLE | COM | 9.33K | SH | $1.56M 0.81% | 9.33K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 52.80K | SH | $1.49M 0.78% | 52.53K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 8.89K | SH | $1.44M 0.75% | 8.89K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 9.64K | SH | $1.40M 0.74% | 9.47K | 0.00 | 0.00 |
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