13F Insight
DOSSIER · 13F-HR · Q1 2026

SIGNATUREFD, LLC

SIGNATUREFD's holding co. based in Stamford, CT — $6.5B in tracked AUM across 3,488 positions as of Q1 2026.

S
SIGNATUREFD·Stamford, CT·Holding Co.
CIK 0001456048 · last filed Mar 31, 2026
Total AUM
$6.5B
▲ 2.3%
vs prior
Holdings
3,488
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive SEC 13F Analysis: SIGNATUREFD, LLC
1. Portfolio Overview

SIGNATUREFD, LLC has reported a dramatic expansion in its portfolio management operations or client base during the quarter ending December 31, 2025. The total portfolio value surged by +228.5%, growing from $1.99 billion to $6.55 billion. This substantial increase in assets under management (AUM) is accompanied by a significant restructuring of the portfolio's composition. The firm currently manages **3,426...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWF
ISHARES TR
$767M1.8M11.8%
02
IUSV
ISHARES TR
$475M4.6M7.3%
03
VIG
VANGUARD SPECIALIZED FUNDS
$474M2.2M7.3%
04
VCRB
VANGUARD MALVERN FDS
$421M5.4M6.5%
05
VXUS
VANGUARD STAR FDS
$401M5.2M6.1%
06
IEFA
ISHARES TR
$329M3.6M5.0%
07
VWO
VANGUARD INTL EQUITY INDEX F
$242M4.5M3.7%
08
VB
VANGUARD INDEX FDS
$237M904K3.6%
09
JAAA
JANUS DETROIT STR TR
$175M3.5M2.7%
10
AAPL
APPLE INC
$149M588K2.3%

Filing history

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