Signature Wealth Management Partners, LLC
Signature Wealth Management Partners, LLC reported 122 positions worth $214.5M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IVE (10.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVE | SH | $22.4M | 10.43% | 98,481 | — | — | |
| ▸ 2 | AAPL | SH | $15.7M | 7.31% | 54,214 | — | — | |
| ▸ 3 | IYW | SH | $15.5M | 7.23% | 61,513 | — | — | |
| ▸ 4 | JEPI | SH | $13.8M | 6.45% | 245,018 | — | — | |
| ▸ 5 | JAAA | SH | $13.5M | 6.29% | 267,076 | — | — | |
| ▸ 6 | IVW | SH | $11.8M | 5.52% | 86,070 | — | — | |
| ▸ 7 | AME | SH | $8.2M | 3.83% | 33,950 | — | — | |
| ▸ 8 | SPY | SH | $5.2M | 2.43% | 6,970 | — | — | |
| ▸ 9 | AMZN | SH | $5.2M | 2.41% | 21,672 | — | — | |
| ▸ 10 | GOOGL | SH | $4.9M | 2.26% | 13,587 | — | — |
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Frequently Asked Questions
What stocks does Signature Wealth Management Partners, LLC hold as of Q2 2026?
Signature Wealth Management Partners, LLC reported 122 positions worth $214.5M in its Q2 2026 13F filing. Largest positions: IVE (10.4%), AAPL (7.3%), IYW (7.2%), JEPI (6.5%) and JAAA (6.3%).
What did Signature Wealth Management Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Signature Wealth Management Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.