Signature Wealth Management Partners, LLC

Est. AUM

$199.4M

13F long equity, this entity only

Positions

116

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	S&P 500 VAL ETF	$20.4M	96818	10.25%	SOLE
2	JANUS DETROIT STR TR	HENDRSON AAA CL	$16.1M	319953	8.08%	SOLE
3	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$14.1M	248062	7.05%	SOLE
4	APPLE INC	COM	$13.6M	53661	6.83%	SOLE
5	ISHARES TR	S&P 500 GRWT ETF	$13.4M	118305	6.71%	SOLE
6	ISHARES TR	U.S. TECH ETF	$11.3M	62031	5.64%	SOLE
7	AMETEK INC	COM	$7.3M	33950	3.65%	SOLE
8	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.5M	6974	2.27%	SOLE
9	AMAZON COM INC	COM	$4.5M	21680	2.26%	SOLE
10	MICROSOFT CORP	COM	$4.4M	11833	2.20%	SOLE
11	JPMORGAN CHASE & CO	COM	$4.0M	13534	2.00%	SOLE
12	ALPHABET INC	CAP STK CL A	$3.9M	13622	1.96%	SOLE
13	META PLATFORMS INC	CL A	$3.4M	6027	1.73%	SOLE
14	NVIDIA CORPORATION	COM	$3.2M	18160	1.59%	SOLE
15	JOHNSON & JOHNSON	COM	$3.1M	12531	1.54%	SOLE
16	BANK NEW YORK MELLON CORP	COM	$2.5M	21369	1.27%	SOLE
17	ISHARES TR	CORE S&P500 ETF	$2.3M	3526	1.15%	SOLE
18	EXXON MOBIL CORP	COM	$1.8M	10860	0.92%	SOLE
19	RTX CORPORATION	COM	$1.8M	9536	0.92%	SOLE
20	ALPHABET INC	CAP STK CL C	$1.8M	6409	0.92%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	3386	0.81%	SOLE
22	NEXTERA ENERGY INC	COM	$1.6M	17465	0.81%	SOLE
23	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.6M	25696	0.79%	SOLE
24	PUBLIC SVC ENTERPRISE GROUP	COM	$1.6M	19366	0.79%	SOLE
25	AT&T INC	COM	$1.5M	51949	0.76%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	58576	0.73%	SOLE
27	NEWMONT CORP	COM	$1.4M	13380	0.73%	SOLE
28	PHILIP MORRIS INTL INC	COM	$1.4M	8639	0.72%	SOLE
29	ISHARES TR	CORE S&P TTL STK	$1.4M	9979	0.71%	SOLE
30	DOVER CORP	COM	$1.4M	6668	0.70%	SOLE
31	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.4M	26329	0.69%	SOLE
32	CROWDSTRIKE HLDGS INC	CL A	$1.3M	3442	0.67%	SOLE
33	GOLDMAN SACHS GROUP INC	COM	$1.3M	1547	0.66%	SOLE
34	ISHARES TR	ISHARES BIOTECH	$1.3M	7655	0.65%	SOLE
35	DEERE & CO	COM	$1.3M	2291	0.65%	SOLE
36	BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.2M	21357	0.62%	SOLE
37	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.2M	8816	0.59%	SOLE
38	INTERNATIONAL BUSINESS MACHS	COM	$983K	4055	0.49%	SOLE
39	ELI LILLY & CO	COM	$937K	1019	0.47%	SOLE
40	ALTRIA GROUP INC	COM	$900K	13644	0.45%	SOLE
41	MERCK & CO INC	COM	$864K	7179	0.43%	SOLE
42	ISHARES TR	RUS 1000 GRW ETF	$856K	2008	0.43%	SOLE
43	LOEWS CORP	COM	$852K	7979	0.43%	SOLE
44	BROADCOM INC	COM	$835K	2699	0.42%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET FIN	$834K	16893	0.42%	SOLE
46	MARTIN MARIETTA MATLS INC	COM	$822K	1396	0.41%	SOLE
47	ENTERGY CORP NEW	COM	$821K	7304	0.41%	SOLE
48	INVESCO QQQ TR	UNIT SER 1	$813K	1409	0.41%	SOLE
49	CHEVRON CORPORATION	COM	$774K	3741	0.39%	SOLE
50	FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$768K	10909	0.39%	SOLE

1–50 of 116

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.