SIGNATUREFD, LLC

CIK 0001456048 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

SIGNATUREFD, LLC reported 3,516 positions worth $7.49B as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IWF (12.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$7.49B
2026 Q2
Positions
3,516
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.7%
Est. Net Flow (Q)
2026 Q2
10 / 3516 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IWFISHARES TRSH$898.6M12.00%7,236,734
2VIGVANGUARD SPECIALIZED FUNDSSH$540.3M7.22%2,283,297
3IUSVISHARES TRSH$536.6M7.17%4,871,244
4VXUSVANGUARD STAR FDSSH$451.2M6.03%5,278,243
5VCRBVANGUARD MALVERN FDSSH$442.4M5.91%5,727,598
6IEFAISHARES TRSH$372.0M4.97%3,851,465
7VWOVANGUARD INTL EQUITY INDEX FSH$288.7M3.86%4,836,001
8VBVANGUARD INDEX FDSSH$284.5M3.80%938,568
9JAAAJANUS DETROIT STR TRSH$181.1M2.42%3,586,933
10AAPLAPPLE INCSH$171.8M2.30%593,764

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SIGNATUREFD, LLC hold as of Q2 2026?

SIGNATUREFD, LLC reported 3516 positions worth $7.49B in its Q2 2026 13F filing. Largest positions: IWF (12.0%), VIG (7.2%), IUSV (7.2%), VXUS (6.0%) and VCRB (5.9%).

What did SIGNATUREFD, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SIGNATUREFD, 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.