13F Insight
DOSSIER · 13F-HR · Q3 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

$5.7B in tracked AUM across 1,076 positions as of Q3 2026.

SE
CIK 0001079935 · last filed Sep 30, 2026
Total AUM
$5.7B
as of Q3 2026
Holdings
1,076
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$520M5.8M9.2%02
GSLC
GOLDMAN SACHS ETF TR
$380M2.6M6.7%03
IGM
ISHARES TR
$354M2.1M6.2%04
FNDX
SCHWAB STRATEGIC TR
$252M8.0M4.4%05
EFV
ISHARES TR
$222M2.8M3.9%06
MAGS
LISTED FDS TR
$210M2.9M3.7%07
AVES
AMERICAN CENTY ETF TR
$174M2.7M3.1%08
TOTL
SSGA ACTIVE ETF TR
$154M4.1M2.7%09
GMOI
GMO ETF TRUST
$146M3.7M2.6%10
AAPL
APPLE INC
$133M398K2.3%

Filing history

2026Q3Sep 30
$5.7B▲ 2.0%
1,076 positionsView →2026Q2Jun 30
$5.6B▲ 12.6%
1,062 positionsView →2026Q1Mar 31
$4.9B▼ 0.5%
1,014 positionsView →2025Q4Dec 31
$5.0B▲ 5.9%
948 positionsView →2025Q3Sep 30
$4.7B▲ 8.0%
945 positionsLocked2025Q2Jun 30
$4.3B▲ 14.2%
918 positionsLocked2025Q1Mar 31
$3.8B▼ 4.8%
893 positionsLocked2024Q4Dec 31
$4.0B▼ 7.9%
873 positionsLocked2024Q3Sep 30
$4.3B▲ 8.5%
845 positionsLocked2024Q2Jun 30
$4.0B▲ 12.9%
809 positionsLocked2024Q1Mar 31
$3.5B▲ 4.1%
314 positionsLocked2023Q4Dec 31
$3.4B▲ 15.0%
331 positionsLocked
Showing 12 of 52