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

Signature Wealth Management Partners, LLC

$214M in tracked AUM across 122 positions as of Q2 2026.

SW
CIK 0001824694 · last filed Jun 30, 2026
Total AUM
$214M
as of Q2 2026
Holdings
122
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Signature Wealth Management Partners, 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
IVE
ISHARES TR
$22M98K10.4%02
AAPL
APPLE INC
$16M54K7.3%03
IYW
ISHARES TR
$16M62K7.2%04
JEPI
J P MORGAN EXCHANGE TRADED F
$14M245K6.5%05
JAAA
JANUS DETROIT STR TR
$13M267K6.3%06
IVW
ISHARES TR
$12M86K5.5%07
AME
AMETEK INC
$8M34K3.8%08
SPY
STATE STR SPDR S&P 500 ETF T
$5M7K2.4%09
AMZN
AMAZON COM INC
$5M22K2.4%10
GOOGL
ALPHABET INC
$5M14K2.3%

Filing history

2026Q2Jun 30
$214M▲ 7.6%
122 positionsView →2026Q1Mar 31
$199M▼ 1.4%
116 positionsView →2025Q4Dec 31
$202M▲ 5.9%
120 positionsView →2025Q3Sep 30
$191M▲ 9.2%
113 positionsView →2025Q2Jun 30
$175M▲ 14.6%
110 positionsLocked2025Q1Mar 31
$153M▲ 4.9%
103 positionsLocked2024Q4Dec 31
$146M▲ 5.4%
102 positionsLocked2024Q3Sep 30
$138M▲ 5.0%
104 positionsLocked2024Q2Jun 30
$132M▲ 7.1%
104 positionsLocked2024Q1Mar 31
$123M▲ 7.6%
101 positionsLocked2023Q4Dec 31
$114M▲ 11.7%
95 positionsLocked2023Q3Sep 30
$102M▼ 5.2%
93 positionsLocked
Showing 12 of 23