13F Insight
DOSSIER · 13F-HR · Q2 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

$5.6B in tracked AUM across 1,062 positions as of Q2 2026.

SE
CIK 0001079935 · last filed Jun 30, 2026
Total AUM
$5.6B
as of Q2 2026
Holdings
1,062
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$478M5.6M8.6%02
GSLC
GOLDMAN SACHS ETF TR
$416M2.9M7.5%03
IGM
ISHARES TR
$344M2.1M6.2%04
TOTL
SSGA ACTIVE ETF TR
$236M6.0M4.2%05
FNDX
SCHWAB STRATEGIC TR
$232M7.5M4.2%06
GLDM
WORLD GOLD TR
$201M2.5M3.6%07
MAGS
LISTED FDS TR
$180M2.8M3.2%08
AVES
AMERICAN CENTY ETF TR
$171M2.6M3.1%09
EFV
ISHARES TR
$167M2.2M3.0%10
GOOGL
ALPHABET INC
$115M321K2.1%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$3.0B▼ 2.0%
307 positionsLocked
Showing 12 of 51