Filed: 4/21/2026ACC: 0001824694-26-000002
📋 What this filing means
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $199.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$199.40M
Total AUM (reported)
1.84M
Total Shares
Allocation by class
COM$79.22M39.7%
S&P 500 VAL ETF$20.44M10.3%
HENDRSON AAA CL$16.12M8.1%
EQUITY PREMIUM$14.06M7.1%
S&P 500 GRWT ETF$13.38M6.7%
U.S. TECH ETF$11.25M5.6%
CL A$6.17M3.1%
Portfolio Concentration
Top 3$50.62M25.4%
4–10$58.96M29.6%
11–25$35.83M18.0%
Rest$53.99M27.1%
Top 3 weight
25.4%
Top 10 weight
55.0%
Voting Authority Distribution
Total shares with voting rights: 1.84M
Sole
Full voting authority
1.84M
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)
Sole116
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings116
Rows:
ISHARES TR
SOLEShares96.82K
TypeSH
Market value$20.44M
10.25%
Sole
96.82K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares319.95K
TypeSH
Market value$16.12M
8.08%
Sole
319.95K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares248.06K
TypeSH
Market value$14.06M
7.05%
Sole
248.06K
Shared
0.00
None
0.00
APPLE INC
SOLEShares53.66K
TypeSH
Market value$13.62M
6.83%
Sole
53.66K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares118.31K
TypeSH
Market value$13.38M
6.71%
Sole
118.31K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares62.03K
TypeSH
Market value$11.25M
5.64%
Sole
62.03K
Shared
0.00
None
0.00
AMETEK INC
SOLEShares33.95K
TypeSH
Market value$7.28M
3.65%
Sole
33.95K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares6.97K
TypeSH
Market value$4.54M
2.27%
Sole
6.97K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares21.68K
TypeSH
Market value$4.52M
2.26%
Sole
21.68K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.83K
TypeSH
Market value$4.38M
2.20%
Sole
11.83K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares13.53K
TypeSH
Market value$3.98M
2.00%
Sole
13.53K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares13.62K
TypeSH
Market value$3.92M
1.96%
Sole
13.62K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.03K
TypeSH
Market value$3.45M
1.73%
Sole
6.03K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares18.16K
TypeSH
Market value$3.17M
1.59%
Sole
18.16K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares12.53K
TypeSH
Market value$3.06M
1.54%
Sole
12.53K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares21.37K
TypeSH
Market value$2.53M
1.27%
Sole
21.37K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.53K
TypeSH
Market value$2.30M
1.16%
Sole
3.53K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares10.86K
TypeSH
Market value$1.84M
0.92%
Sole
10.86K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares9.54K
TypeSH
Market value$1.84M
0.92%
Sole
9.54K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.41K
TypeSH
Market value$1.84M
0.92%
Sole
6.41K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.39K
TypeSH
Market value$1.62M
0.81%
Sole
3.39K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares17.46K
TypeSH
Market value$1.62M
0.81%
Sole
17.46K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares25.70K
TypeSH
Market value$1.57M
0.79%
Sole
25.70K
Shared
0.00
None
0.00
PUBLIC SVC ENTERPRISE GROUP
SOLEShares19.37K
TypeSH
Market value$1.57M
0.79%
Sole
19.37K
Shared
0.00
None
0.00
AT&T INC
SOLEShares51.95K
TypeSH
Market value$1.51M
0.76%
Sole
51.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | S&P 500 VAL ETF | 96.82K | SH | $20.44M 10.25% | 96.82K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 319.95K | SH | $16.12M 8.08% | 319.95K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 248.06K | SH | $14.06M 7.05% | 248.06K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 53.66K | SH | $13.62M 6.83% | 53.66K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 118.31K | SH | $13.38M 6.71% | 118.31K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 62.03K | SH | $11.25M 5.64% | 62.03K | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 33.95K | SH | $7.28M 3.65% | 33.95K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.97K | SH | $4.54M 2.27% | 6.97K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 21.68K | SH | $4.52M 2.26% | 21.68K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.83K | SH | $4.38M 2.20% | 11.83K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 13.53K | SH | $3.98M 2.00% | 13.53K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 13.62K | SH | $3.92M 1.96% | 13.62K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.03K | SH | $3.45M 1.73% | 6.03K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 18.16K | SH | $3.17M 1.59% | 18.16K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 12.53K | SH | $3.06M 1.54% | 12.53K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 21.37K | SH | $2.53M 1.27% | 21.37K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.53K | SH | $2.30M 1.16% | 3.53K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 10.86K | SH | $1.84M 0.92% | 10.86K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 9.54K | SH | $1.84M 0.92% | 9.54K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.41K | SH | $1.84M 0.92% | 6.41K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.39K | SH | $1.62M 0.81% | 3.39K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 17.46K | SH | $1.62M 0.81% | 17.46K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 25.70K | SH | $1.57M 0.79% | 25.70K | 0.00 | 0.00 |
PUBLIC SVC ENTERPRISE GROUPSOLE | COM | 19.37K | SH | $1.57M 0.79% | 19.37K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 51.95K | SH | $1.51M 0.76% | 51.95K | 0.00 | 0.00 |
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