SIGNATUREFD, LLC

Registered adviser

CIK

1456048

Location

ATLANTA, GA

Portfolio Value

Mid $7,699,457,929

Diversification

Diversified

Filing Date

Global Rank

#676 / 8,818 ▼ 13 · as of Jun 2026

Top Industry

Semiconductors 14.1%

Period ended 28 days ago

Filed Oct 23, 2026 · 5d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 112758

Roster of Oct 1, 2026

Regulatory AUM

$9,675,890,922

Main clients

Individuals and high net worth (95% of AUM)

Private funds

2 funds · Private equity funds

Focus by fund count, roster of Oct 1, 2026

$279,210,643 gross assets

Private funds on Schedule D 7.B.(1)

As filed Mar 28, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$237,716,779 gross assets in 3 funds Private equity funds $237,716,779 (3)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$9,675,890,922	Individuals and high net worth (95%)
Apr 2025 to Mar 2026	$8,331,600,262	Individuals and high net worth (95%)
Apr 2024 to Mar 2025	$7,245,750,124	Individuals and high net worth (96%)
May 2023 to Mar 2024	$6,146,773,595	Individuals and high net worth (97%)
Apr 2023	$6,146,773,595	Individuals and high net worth (97%)
Apr 2022 to Mar 2023	$6,143,956,425	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 67.3% of the book (60%+)

Turnover

Low turnover

10.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.4 quarters (12+), a floor since 84.8% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 61.9%; sector active share 55.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

3,513 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

28.0%

−0.8 pts

Top 5

53.2%

−1.8 pts

Top 10

66.3%

−0.9 pts

HHI

993

Diversified−51

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	66.5%	$5,118,000,340	648
Technology	12.2%	$937,056,842	422
Financial Services	4.7%	$363,683,862	502
Consumer Cyclical	3.4%	$260,803,333	309
Industrials	2.8%	$217,040,601	392
Healthcare	2.8%	$215,515,226	410
Communication Services	2.7%	$210,497,625	134
Consumer Defensive	1.6%	$121,752,583	129
Energy	1.3%	$98,243,663	150
Basic Materials	0.9%	$68,275,685	159
Utilities	0.6%	$46,395,436	84
Real Estate	0.5%	$42,192,733	174

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+442,748	5,278,749	$313,082,603
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+271,489	387,906	$27,211,605
IEFA	iShares Core MSCI EAFE ETF	+231,900	4,083,365	$395,596,401
IUSV	iShares Core S&P U.S. Value ETF	+204,579	5,075,823	$559,761,760
UWMC	UWM Holdings Corp	+165,256	179,467	$211,771
IWF	iShares Russell 1000 Growth ETF	+144,666	7,381,400	$924,594,164
JAAA	Janus Henderson AAA CLO ETF	+133,327	3,720,260	$187,761,522
VXUS	Vanguard Total International Stock ETF	+109,280	5,387,523	$457,723,954
SPCX	Space Exploration Technologies Corp	+93,038	98,601	$14,874,946
JPST	JPMorgan Ultra-Short Income ETF	+85,563	1,380,492	$69,535,382
AIV	Apartment Investment & Management Co	+77,960	91,440	$181,051
SUPN	Supernus Pharmaceuticals, Inc.	+66,227	66,754	$2,873,092
VIG	Vanguard Specialized Funds	+66,078	2,349,375	$548,132,681
SFLR		+60,834	109,000	$4,245,550
BFRZ		+51,693	101,444	$2,746,089
BOXX	Alpha Architect 1-3 Month Box ETF	+50,423	50,453	$5,973,130
IBTJ	iShares iBonds Dec 2029 Term Treasury ETF	+47,983	216,968	$4,605,145
MNST	Monster Beverage Corp	+44,292	91,689	$3,816,096
APH	Amphenol Corp	+43,082	83,158	$7,010,219
ESRT	Empire State Realty Trust, Inc.	+42,413	44,082	$177,650
IFLR		+41,978	70,438	$3,712,716
UPS	United Parcel Service Inc	+40,420	82,953	$7,751,128
WIT	Wipro Ltd	+37,777	362,295	$597,786
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	+37,087	89,381	$2,230,949
VIPS	Vipshop Holdings Ltd	+35,113	54,045	$676,102
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GRML	Greenland Mines Ltd	−196,000	4,000	$42,480
LPL	LG Display Co., Ltd.	−189,623	88,152	$260,048
MUB	iShares National Muni Bond ETF	−187,596	916,984	$92,707,082
ZSEP		−157,025	125,775	$3,501,576
ICSH	iShares Ultra Short Duration Bond Active ETF	−69,287	319,277	$16,091,560
DDFD		−67,272	1,198,236	$24,384,102
JQUA	JPMorgan U.S. Quality Factor ETF	−44,234	395,265	$29,170,557
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	−31,676	102,001	$2,333,782
RDY	Dr Reddys Laboratories Ltd	−27,994	91,454	$1,154,149
VV	VANGUARD LARGE-CAP INDEX FUND	−27,391	116,346	$40,936,340
LQDA	Liquidia Corp	−24,191	6,119	$185,160
USEP		−23,077	171,273	$7,198,604
BSMR	Invesco BulletShares 2027 Municipal Bond ETF	−21,393	68,709	$1,598,377
JPC	Nuveen Preferred & Income Opportunities Fund	−18,503	24	$163
GAME	GameSquare Holdings, Inc.	−13,650	1,950	$5,967
EFX	Equifax Inc	−13,229	53,276	$7,311,598
IEMG	iShares Trust	−12,628	586,173	$0
KT	Kt Corp	−12,245	47,066	$891,900
CPNG	Coupang, Inc.	−10,837	7,927	$109,947
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	−10,790	26,562	$643,862
BSMS	Invesco BulletShares 2028 Municipal Bond ETF	−10,560	76,360	$1,741,084
MSFT	Microsoft Corp	−10,243	215,905	$110,737,674
NIO	NIO Inc.	−10,020	20,157	$69,138
CIG	Energy Co Of Minas Gerais	−9,465	169,403	$355,746
BSMQ	Invesco BulletShares 2026 Municipal Bond ETF	−8,744	60,323	$1,412,945
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SKHY	SK hynix Inc.	19,962	$3,676,002
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	18,310	$938,021
MBGL	Mobility Global Inc.	21,426	$367,455
RVI	Robinhood Ventures Fund I	12,182	$339,146
CCXIW	Churchill Capital Corp XI	20,000	$110,000
BSP	Bending Spoons S.p.A.	3,105	$103,458
HDRN	Hadron Energy, Inc.	51,020	$66,836
CDNA	CareDx, Inc.	778	$50,570
WEYS	Weyco Group Inc	1,017	$49,232
ADIG	Adi Global Distribution Inc.	2,420	$43,366
CRCT	Cricut, Inc.	6,743	$43,020
VCHY	Vanguard Malvern Funds	540	$39,306
GNE	Genie Energy Ltd.	2,017	$32,231
TRMD	TORM plc	762	$28,994
CLNK	Bitwise Chainlink ETF	1,081	$27,760
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	909	$26,897
IWS	iShares Russell Mid-Cap Value ETF	163	$26,200
CAOS	Alpha Architect Tail Risk ETF	285	$25,806
FLXS	Flexsteel Industries Inc	290	$24,548
HBB	Hamilton Beach Brands Holding Co	596	$22,797
JBI	Janus International Group, Inc.	5,416	$22,151
QMCO	Quantum Corp	696	$22,077
FUBO	FuboTV Inc.	2,319	$20,778
MFP	Midera Food Processing, Inc.	488	$19,920
CSV	Carriage Services Inc	628	$19,574
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
—		4,251	$871,625
—		14,940	$776,133
—		8,865	$635,975
—		7,721	$590,038
—		2,041	$385,116
—		1,720	$189,802
—		1,273	$157,216
—		2,918	$129,768
—		9,327	$109,219
TUA	Simplify Short Term Treasury Futures Strategy ETF	5,314	$108,538
USNA	Usana Health Sciences Inc	4,749	$101,391
JRS	Nuveen Real Estate Income Fund	10,600	$89,358
FLOT	iShares Floating Rate Bond ETF	1,662	$84,845
AXIAY	AXIA Energia S.A.	7,585	$80,098
SSTK	Shutterstock, Inc.	5,391	$75,204
SUB	iShares Short-Term National Muni Bond ETF	704	$74,954
SPCL	Defiance Daily 2X Space ETF	1,500	$69,465
SKYD	Skydance Corp	6,726	$66,322
—		1,569	$61,693
JRI	Nuveen Real Asset Income & Growth Fund	4,665	$60,458
TWOD	Two Harbors Investment Corp.	2,400	$59,880
ABR	Arbor Realty Trust Inc	11,000	$59,620
ZTEKF	Zentek Ltd.	125,000	$58,750
SES	SES AI Corp	50,000	$48,000
—		1,863	$46,351
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3,513 tracked positions · $7,699,457,929 total · filing declares 3,581 positions · $7,761,093,590 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 3,513 positions by value · page 1 of 71

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IWF	iShares Russell 1000 Growth ETF	Added	7,381,400	+144,666	$924,594,164	+2.9%	12.01%
IUSV	iShares Core S&P U.S. Value ETF	Added	5,075,823	+204,579	$559,761,760	+4.3%	7.27%
VIG	Vanguard Specialized Funds	Added	2,349,375	+66,078	$548,132,681	+1.5%	7.12%
VXUS	Vanguard Total International Stock ETF	Added	5,387,523	+109,280	$457,723,954	+1.4%	5.94%
VCRB	VANGUARD CORE BOND ETF	Added	5,760,766	+33,168	$424,107,592	−4.1%	5.51%
IEFA	iShares Core MSCI EAFE ETF	Added	4,083,365	+231,900	$395,596,401	+6.4%	5.14%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	5,278,749	+442,748	$313,082,603	+8.5%	4.07%
VB	Vanguard Index Funds	Added	956,540	+17,972	$272,126,064	−4.3%	3.53%
AAPL	Apple Inc. PUT + SHARES Technology	Added	613,217	+17,853	$203,800,649	+18.6%	2.65%
JAAA	Janus Henderson AAA CLO ETF	Added	3,720,260	+133,327	$187,761,522	+3.7%	2.44%
NVDA	Nvidia Corp PUT + SHARES Technology	Added	813,595	+26,837	$185,535,266	+18.0%	2.41%
MSFT	Microsoft Corp Technology	Reduced	215,905	-10,243	$110,737,674	+31.3%	1.44%
MUB	iShares National Muni Bond ETF	Reduced	916,984	-187,596	$92,707,082	−22.0%	1.20%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	996,785	-8,557	$89,820,296	+3.7%	1.17%
GOOGL	Alphabet Inc. Communication Services	Added	253,983	+7,422	$87,390,470	−0.8%	1.14%
AMZN	Amazon Com Inc PUT + SHARES Consumer Cyclical	Added	322,284	+17,584	$79,370,845	+10.7%	1.03%
VEA	Vanguard FTSE Developed Markets ETF	Added	1,102,812	+240	$77,869,555	−0.9%	1.01%
VTV	VANGUARD VALUE INDEX FUND	Reduced	340,585	-4,521	$73,593,606	−2.1%	0.96%
JPST	JPMorgan Ultra-Short Income ETF	Added	1,380,492	+85,563	$69,535,382	+6.2%	0.90%
SPY	Spdr S&P 500 ETF Trust	Added	89,503	+9,804	$68,257,672	+14.7%	0.89%
OEF	iShares S&P 100 ETF	Reduced	150,567	-612	$57,528,639	+4.0%	0.75%
META	Meta Platforms, Inc. PUT + SHARES Communication Services	Added	67,399	+3,710	$48,383,650	+36.2%	0.63%
TSLA	Tesla, Inc. CALL + SHARES Consumer Cyclical	Added	123,199	+1,566	$43,680,424	−14.6%	0.57%
VV	VANGUARD LARGE-CAP INDEX FUND	Reduced	116,346	-27,391	$40,936,340	−17.2%	0.53%
AVGO	Broadcom Inc. Technology	Added	110,852	+2,139	$38,930,113	−5.2%	0.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	76,626	+2,851	$38,155,916	+3.4%	0.50%
MU	Micron Technology Inc Technology	Added	30,506	+1,117	$32,492,245	−4.2%	0.42%
LLY	ELI LILLY & Co Healthcare	Added	27,035	+961	$31,281,657	+0.0%	0.41%
KO	Coca Cola Co Consumer Defensive	Added	343,946	+9,663	$29,606,871	+9.0%	0.38%
IVV	iShares Core S&P 500 ETF	Reduced	38,308	-367	$29,338,181	+1.3%	0.38%
JQUA	JPMorgan U.S. Quality Factor ETF	Reduced	395,265	-44,234	$29,170,557	−8.2%	0.38%
JPM	Jpmorgan Chase & Co Financial Services	Added	87,878	+2,628	$29,072,678	+4.2%	0.38%
ARHS	Arhaus, Inc. Consumer Cyclical	Added	3,069,364	+259	$29,066,877	+12.5%	0.38%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	387,906	+271,489	$27,211,605	+218.4%	0.35%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	57,236	-260	$26,110,490	−4.9%	0.34%
AMD	Advanced Micro Devices Inc Technology	Added	42,037	+1,092	$25,716,555	+8.1%	0.33%
GOOG	Alphabet Inc. Communication Services	Added	72,814	+5,064	$24,810,642	+3.6%	0.32%
DDFD		Reduced	1,198,236	-67,272	$24,384,102	−3.6%	0.32%
JNJ	Johnson & Johnson Healthcare	Added	77,490	+4,917	$20,514,702	+11.3%	0.27%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	53,895	-5,083	$20,169,664	−7.6%	0.26%
XOM	ExxonMobil Holdings Corp Energy	Added	107,693	+5,241	$17,527,035	+25.1%	0.23%
WMT	Walmart Inc. Consumer Defensive	Added	163,464	+1,019	$16,987,178	−7.7%	0.22%
ASML	Asml Holding NV Technology	Added	9,346	+252	$16,931,867	−6.4%	0.22%
V	Visa Inc. Financial Services	Added	46,574	+2,413	$16,735,435	+10.5%	0.22%
ICSH	iShares Ultra Short Duration Bond Active ETF	Reduced	319,277	-69,287	$16,091,560	−18.1%	0.21%
VLUE	iShares MSCI USA Value Factor ETF	Reduced	80,691	-12	$15,976,818	−0.9%	0.21%
SPCX	Space Exploration Technologies Corp PUT + SHARES Industrials	Added	103,601	+91,038	$15,629,246	+628.1%	0.20%
ABBV	AbbVie Inc. Healthcare	Added	59,192	+2,565	$15,484,035	+8.7%	0.20%
HD	Home Depot, Inc. Consumer Cyclical	Added	49,917	+1,367	$14,200,887	−17.1%	0.18%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Added	200,477	+3,231	$13,866,994	+4.0%	0.18%

Showing the top 50 of 3,513 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.