account_balance

Investment manager · 13F filer · SEC CIK 1079935

Signature Estate & Investment Advisors LLC

Reported value$5.67Bas of Sep 30, 2026
Positions668 33 new, 33 sold out
Top 10 weight44.9%VUG alone is 9%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VUG Vanguard Index FDS 9.2% Added +4%
GSLC Goldman Sachs ETF Tr 6.7% Trimmed −10%
IGM iShares Tr 6.2% Held
FNDX Schwab Strategic Tr 4.4% Added +7%
EFV iShares Tr 3.9% Added +29%
MAGS Listed FDS Tr 3.7% Added +5%
AVES American Centy ETF Tr 3.1% Added +2%
TOTL Ssga Active ETF Tr 2.7% Trimmed −31%
GMOI Gmo ETF Trust 2.6% Added +38%
AAPL Apple Inc. 2.3% Added +8%MSFT Microsoft Corp 2.2% Added +3%AMZN Amazon.com Inc 2.0% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 14, 2026 filing
add_circleNew
  • BKNG $6.58M
  • TTD $4.13M
  • Berkshire Hathaway Inc $2.99M
  • TFI $1.06M
arrow_upwardAdded
arrow_downwardTrimmed
  • ODFL −74%
  • TOTL −31%
  • APP −21%
  • GSLC −10%
remove_circleSold out
  • APTV $6.39M
  • TMUS $3.9M
  • LEAD $2.97M
  • LOWV $1.99M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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