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

SIGNATUREFD, LLC

$7.8B in tracked AUM across 3,581 positions as of Q3 2026.

SL
CIK 0001456048 · last filed Sep 30, 2026
Total AUM
$7.8B
as of Q3 2026
Holdings
3,581
+44 QoQ
positions
Whale Score
66
66
tracked
Activity
3001
+203 new, −159 sold
changes this Q
AI Analysis · Q3 2026

SIGNATUREFD, LLC filed its latest 13F-HR for Q3 2026. 3001 position changes this quarter — 203 new, 159 exited, 2027 added, 612 trimmed.

Quarter at a glance — Q3 2026

3001 material changes this filing.

ADD
AAPLAPPLE INC
+18K sh
+$32M
2.6%
ADD
NVDANVIDIA CORPORATION
+27K sh
+$28M
2.4%
TRIM
MSFTMICROSOFT CORP
-10K sh
+$26M
1.4%
TRIM
MUBISHARES TR
-188K sh
$-26M
1.2%
ADD
IWFISHARES TR
+145K sh
+$26M
11.9%
ADD
VWOVANGUARD INTL EQUITY INDEX F
+443K sh
+$24M
4.0%
ADD
IEFAISHARES TR
+232K sh
+$24M
5.1%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
IWF
ISHARES TR
$925M7.4M11.9%02
IUSV
ISHARES TR
$560M5.1M7.2%03
VIG
VANGUARD SPECIALIZED FUNDS
$548M2.3M7.1%04
VXUS
VANGUARD STAR FDS
$458M5.4M5.9%05
VCRB
VANGUARD MALVERN FDS
$424M5.8M5.5%06
IEFA
ISHARES TR
$396M4.1M5.1%07
VWO
VANGUARD INTL EQUITY INDEX F
$313M5.3M4.0%08
VB
VANGUARD INDEX FDS
$272M957K3.5%09
AAPL
APPLE INC
$204M613K2.6%10
JAAA
JANUS DETROIT STR TR
$188M3.7M2.4%

Filing history

2026Q3Sep 30
$7.8B▲ 3.7%
3,581 positionsView →2026Q2Jun 30
$7.5B▲ 14.7%
3,541 positionsView →2026Q1Mar 31
$6.5B▼ 0.4%
3,488 positionsView →2025Q4Dec 31
$6.5B▲ 3.2%
3,426 positionsView →2025Q3Sep 30
$6.3B▲ 8.1%
3,420 positionsLocked2025Q2Jun 30
$5.9B▲ 11.1%
3,274 positionsLocked2025Q1Mar 31
$5.3B▲ 0.1%
3,340 positionsLocked2024Q4Dec 31
$5.3B▲ 0.5%
3,321 positionsLocked2024Q3Sep 30
$5.3B▲ 6.7%
3,256 positionsLocked2024Q2Jun 30
$4.9B▲ 4.0%
3,133 positionsLocked2024Q1Mar 31
$4.7B▲ 9.3%
3,177 positionsLocked2023Q4Dec 31
$4.3B▲ 12.8%
3,133 positionsLocked
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