Filed: 2/2/2026ACC: 0001824694-26-000001
📋 What this filing means
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $202.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$202.23M
Total AUM (reported)
1.81M
Total Shares
Allocation by class
COM$80.21M39.7%
S&P 500 VAL ETF$20.58M10.2%
HENDRSON AAA CL$15.73M7.8%
EQUITY PREMIUM$14.18M7.0%
S&P 500 GRWT ETF$13.80M6.8%
U.S. TECH ETF$12.29M6.1%
CL A$7.20M3.6%
Portfolio Concentration
Top 3$50.48M25.0%
4–10$61.82M30.6%
11–25$35.52M17.6%
Rest$54.42M26.9%
Top 3 weight
25.0%
Top 10 weight
55.5%
Voting Authority Distribution
Total shares with voting rights: 1.81M
Sole
Full voting authority
1.81M
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)
Sole120
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings120
Rows:
ISHARES TR
SOLEShares97.02K
TypeSH
Market value$20.58M
10.17%
Sole
97.02K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares310.92K
TypeSH
Market value$15.73M
7.78%
Sole
310.92K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares247.69K
TypeSH
Market value$14.18M
7.01%
Sole
247.69K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares111.95K
TypeSH
Market value$13.80M
6.82%
Sole
111.95K
Shared
0.00
None
0.00
APPLE INC
SOLEShares49.67K
TypeSH
Market value$13.50M
6.68%
Sole
49.67K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares61.55K
TypeSH
Market value$12.29M
6.08%
Sole
61.55K
Shared
0.00
None
0.00
AMETEK INC
SOLEShares33.95K
TypeSH
Market value$6.97M
3.45%
Sole
33.95K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.37K
TypeSH
Market value$5.50M
2.72%
Sole
11.37K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares21.53K
TypeSH
Market value$4.97M
2.46%
Sole
21.53K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares7.01K
TypeSH
Market value$4.78M
2.37%
Sole
7.01K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares13.54K
TypeSH
Market value$4.36M
2.16%
Sole
13.54K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.41K
TypeSH
Market value$4.23M
2.09%
Sole
6.41K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11.62K
TypeSH
Market value$3.64M
1.80%
Sole
11.62K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares17.99K
TypeSH
Market value$3.36M
1.66%
Sole
17.99K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares12.57K
TypeSH
Market value$2.60M
1.29%
Sole
12.57K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares21.37K
TypeSH
Market value$2.48M
1.23%
Sole
21.37K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.30K
TypeSH
Market value$2.26M
1.12%
Sole
3.30K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares10.17K
TypeSH
Market value$1.86M
0.92%
Sole
10.17K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.39K
TypeSH
Market value$1.70M
0.84%
Sole
3.39K
Shared
0.00
None
0.00
PUBLIC SVC ENTERPRISE GRP IN
SOLEShares19.14K
TypeSH
Market value$1.54M
0.76%
Sole
19.14K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares1.75K
TypeSH
Market value$1.54M
0.76%
Sole
1.75K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares3.25K
TypeSH
Market value$1.53M
0.75%
Sole
3.25K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.83K
TypeSH
Market value$1.52M
0.75%
Sole
4.83K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares58.58K
TypeSH
Market value$1.46M
0.72%
Sole
58.58K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.74K
TypeSH
Market value$1.45M
0.72%
Sole
9.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | S&P 500 VAL ETF | 97.02K | SH | $20.58M 10.17% | 97.02K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 310.92K | SH | $15.73M 7.78% | 310.92K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 247.69K | SH | $14.18M 7.01% | 247.69K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 111.95K | SH | $13.80M 6.82% | 111.95K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 49.67K | SH | $13.50M 6.68% | 49.67K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 61.55K | SH | $12.29M 6.08% | 61.55K | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 33.95K | SH | $6.97M 3.45% | 33.95K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.37K | SH | $5.50M 2.72% | 11.37K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 21.53K | SH | $4.97M 2.46% | 21.53K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.01K | SH | $4.78M 2.37% | 7.01K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 13.54K | SH | $4.36M 2.16% | 13.54K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.41K | SH | $4.23M 2.09% | 6.41K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 11.62K | SH | $3.64M 1.80% | 11.62K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 17.99K | SH | $3.36M 1.66% | 17.99K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 12.57K | SH | $2.60M 1.29% | 12.57K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 21.37K | SH | $2.48M 1.23% | 21.37K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.30K | SH | $2.26M 1.12% | 3.30K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 10.17K | SH | $1.86M 0.92% | 10.17K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.39K | SH | $1.70M 0.84% | 3.39K | 0.00 | 0.00 |
PUBLIC SVC ENTERPRISE GRP INSOLE | COM | 19.14K | SH | $1.54M 0.76% | 19.14K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 1.75K | SH | $1.54M 0.76% | 1.75K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 3.25K | SH | $1.53M 0.75% | 3.25K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.83K | SH | $1.52M 0.75% | 4.83K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 58.58K | SH | $1.46M 0.72% | 58.58K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 9.74K | SH | $1.45M 0.72% | 9.74K | 0.00 | 0.00 |
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