Filed: 7/29/2026ACC: 0001824694-26-000004
📋 What this filing means
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $214.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
121
Positions
$214.49M
Total AUM (reported)
1.73M
Total Shares
Allocation by class
COM$85.61M39.9%
S&P 500 VAL ETF$22.36M10.4%
U.S. TECH ETF$15.52M7.2%
EQUITY PREMIUM$13.84M6.5%
HENDRSON AAA CL$13.48M6.3%
S&P 500 GRWT ETF$11.84M5.5%
CL A$7.21M3.4%
Portfolio Concentration
Top 3$53.56M25.0%
4–10$62.60M29.2%
11–25$39.95M18.6%
Rest$58.37M27.2%
Top 3 weight
25.0%
Top 10 weight
54.2%
Voting Authority Distribution
Total shares with voting rights: 1.73M
Sole
Full voting authority
1.73M
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)
Sole121
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings121
Rows:
ISHARES TR
SOLEShares98.48K
TypeSH
Market value$22.36M
10.43%
Sole
98.48K
Shared
0.00
None
0.00
APPLE INC
SOLEShares54.21K
TypeSH
Market value$15.69M
7.31%
Sole
54.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares61.51K
TypeSH
Market value$15.52M
7.23%
Sole
61.51K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares245.02K
TypeSH
Market value$13.84M
6.45%
Sole
245.02K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares267.08K
TypeSH
Market value$13.48M
6.29%
Sole
267.08K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares86.07K
TypeSH
Market value$11.84M
5.52%
Sole
86.07K
Shared
0.00
None
0.00
AMETEK INC
SOLEShares33.95K
TypeSH
Market value$8.21M
3.83%
Sole
33.95K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares6.97K
TypeSH
Market value$5.21M
2.43%
Sole
6.97K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares21.67K
TypeSH
Market value$5.17M
2.41%
Sole
21.67K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares13.59K
TypeSH
Market value$4.86M
2.26%
Sole
13.59K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.29K
TypeSH
Market value$4.58M
2.14%
Sole
12.29K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares13.56K
TypeSH
Market value$4.44M
2.07%
Sole
13.56K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares18.05K
TypeSH
Market value$3.61M
1.68%
Sole
18.05K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.98K
TypeSH
Market value$3.37M
1.57%
Sole
5.98K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares12.38K
TypeSH
Market value$3.14M
1.47%
Sole
12.38K
Shared
0.00
None
0.00
BANK OF NY MELLON CORP
SOLEShares21.37K
TypeSH
Market value$3.09M
1.44%
Sole
21.37K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares3.44K
TypeSH
Market value$2.62M
1.22%
Sole
3.44K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.47K
TypeSH
Market value$2.60M
1.21%
Sole
3.47K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.40K
TypeSH
Market value$2.26M
1.05%
Sole
6.40K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares27.82K
TypeSH
Market value$1.89M
0.88%
Sole
27.82K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.51K
TypeSH
Market value$1.76M
0.82%
Sole
3.51K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares8.82K
TypeSH
Market value$1.68M
0.78%
Sole
8.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.16K
TypeSH
Market value$1.67M
0.78%
Sole
10.16K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares8.79K
TypeSH
Market value$1.67M
0.78%
Sole
8.79K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares1.55K
TypeSH
Market value$1.56M
0.73%
Sole
1.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | S&P 500 VAL ETF | 98.48K | SH | $22.36M 10.43% | 98.48K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 54.21K | SH | $15.69M 7.31% | 54.21K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 61.51K | SH | $15.52M 7.23% | 61.51K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 245.02K | SH | $13.84M 6.45% | 245.02K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 267.08K | SH | $13.48M 6.29% | 267.08K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 86.07K | SH | $11.84M 5.52% | 86.07K | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 33.95K | SH | $8.21M 3.83% | 33.95K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.97K | SH | $5.21M 2.43% | 6.97K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 21.67K | SH | $5.17M 2.41% | 21.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 13.59K | SH | $4.86M 2.26% | 13.59K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.29K | SH | $4.58M 2.14% | 12.29K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 13.56K | SH | $4.44M 2.07% | 13.56K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 18.05K | SH | $3.61M 1.68% | 18.05K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.98K | SH | $3.37M 1.57% | 5.98K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 12.38K | SH | $3.14M 1.47% | 12.38K | 0.00 | 0.00 |
BANK OF NY MELLON CORPSOLE | COM | 21.37K | SH | $3.09M 1.44% | 21.37K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 3.44K | SH | $2.62M 1.22% | 3.44K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 3.47K | SH | $2.60M 1.21% | 3.47K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 6.40K | SH | $2.26M 1.05% | 6.40K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 27.82K | SH | $1.89M 0.88% | 27.82K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.51K | SH | $1.76M 0.82% | 3.51K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 8.82K | SH | $1.68M 0.78% | 8.82K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 10.16K | SH | $1.67M 0.78% | 10.16K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 8.79K | SH | $1.67M 0.78% | 8.79K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 1.55K | SH | $1.56M 0.73% | 1.55K | 0.00 | 0.00 |
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