account_balance
Investment manager · 13F filer · SEC CIK 1824694
Signature Wealth Management Partners, LLC
Reported value$234Mas of Sep 30, 2026
Positions124 10 new, 7 sold out
Top 10 weight52.5%IVE alone is 10%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVEiShares Tr
9.7%
AAPLApple Inc.
7.7%
IYWiShares Tr
6.9%
JEPIJ P Morgan Exchange Traded F
6.0%
JAAAJanus Detroit STR Tr
5.9%Added +3%
IVWiShares Tr
5.5%Added +6%
AMEAmetek Inc
3.6%
MSFTMicrosoft Corp
2.7%
AMZNAmazon.com Inc
2.3%
SPYSPDR S&P 500 ETF Trust
2.3%
GOOGLAlphabet Inc.
2.0%
AMRXAmneal Pharmaceuticals, Inc.
2.0%New
IVEiShares Tr
9.7%
AAPLApple Inc.
7.7%
IYWiShares Tr
6.9%
JEPIJ P Morgan Exchange Traded F
6.0%
JAAAJanus Detroit STR Tr
5.9%+3%
IVWiShares Tr
5.5%
AMEAmetek Inc
3.6%
MSFT2.7%AMZNSPY2.3%GOOGLAMRXBoxes 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
IVE iShares Tr 9.7% Held
AAPL Apple Inc. 7.7% HeldIYW iShares Tr 6.9% Held
JEPI J P Morgan Exchange Traded F 6.0% Held
JAAA Janus Detroit STR Tr 5.9% Added +3%
IVW iShares Tr 5.5% Added +6%
AME Ametek Inc 3.6% HeldMSFT Microsoft Corp 2.7% HeldAMZN Amazon.com Inc 2.3% HeldSPY SPDR S&P 500 ETF Trust 2.3% HeldGOOGL Alphabet Inc. 2.0% HeldAMRX Amneal Pharmaceuticals, Inc. 2.0% NewWhat changed
Biggest moves since Jun 30, 2026
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