Signature Wealth Management Partners, LLC

CIK

1824694

Location

MONTVALE, NJ

Portfolio Value

Small $111,651,774

Diversification

Diversified

Filing Date

Global Rank

#1,811 / 3,203 ▲ 3876

Top Industry

Consumer Electronics 14.9%

3Y Alpha vs SPY

+0.8%

Period ended 30 days ago

Filed Jul 29, 2026 · 1d

23 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+69.6%

SPY

+65.3%

Annualised alpha

+1.0%

Max drawdown

−18.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

87 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.1%

+0.7 pts

Top 5

35.0%

+1.3 pts

Top 10

52.2%

+1.2 pts

HHI

422

Diversified+23

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.5%	$36,275,942	22
Industrials	14.0%	$15,578,525	10
Financial Services	12.9%	$14,428,035	13
Communication Services	8.9%	$9,936,783	5
Consumer Cyclical	6.8%	$7,618,717	6
Healthcare	6.3%	$6,994,252	7
Unclassified	6.0%	$6,700,927	3
Utilities	4.3%	$4,782,827	6
Consumer Defensive	3.6%	$4,002,996	6
Basic Materials	2.9%	$3,215,034	4
Energy	1.9%	$2,117,736	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
B	Barrick Mining Corp	+1,800	11,000	$404,030
GLD	Spdr Gold Trust	+785	1,740	$640,981
AAPL	Apple Inc.	+553	54,214	$15,687,363
RGTI	Rigetti Computing, Inc.	+512	15,150	$292,698
MSFT	Microsoft Corp	+458	12,291	$4,584,788
CRM	Salesforce, Inc.	+455	2,076	$325,226
NVTS	Navitas Semiconductor Corp	+400	17,700	$317,184
CRWV	CoreWeave, Inc.	+163	6,207	$617,844
BRK-B	Berkshire Hathaway Inc	+125	3,511	$1,756,869
OKLO	Oklo Inc.	+117	4,321	$226,117
AVGO	Broadcom Inc.	+58	2,757	$1,041,456
JPM	Jpmorgan Chase & Co	+28	13,562	$4,439,249
LLY	ELI LILLY & Co	+5	1,024	$1,228,216
GE	General Electric Co	+3	2,320	$867,053
IBM	International Business Machines Corp	+2	4,057	$1,140,868
MRK	Merck & Co., Inc.	+1	7,180	$922,630
PM	Philip Morris International Inc.	+1	8,640	$1,563,062
MO	Altria Group, Inc.	+1	13,645	$981,757
ORCL	Oracle Corp	+1	3,870	$567,148
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GBDC	GOLUB CAPITAL BDC, Inc.	−12,789	11,582	$149,176
VZ	Verizon Communications Inc	−3,953	7,257	$307,261
T	At&T Inc.	−3,528	48,421	$1,002,314
NOW	ServiceNow, Inc.	−2,695	3,175	$315,214
RTX	RTX Corp	−750	8,786	$1,666,967
PEG	Public Service Enterprise Group Inc	−543	18,823	$1,527,674
DE	Deere & Co	−340	1,951	$1,237,577
QQQ	Invesco Qqq Trust, Series 1	−248	1,161	$854,960
ICE	Intercontinental Exchange, Inc.	−222	2,485	$305,928
ETR	Entergy Corp /De/	−175	7,129	$818,836
PANW	Palo Alto Networks Inc	−168	2,985	$1,017,944
JNJ	Johnson & Johnson	−150	12,381	$3,144,402
HD	Home Depot, Inc.	−142	575	$202,791
DOV	DOVER Corp	−114	6,554	$1,469,931
NVDA	Nvidia Corp	−109	18,051	$3,611,824
FCX	Freeport-Mcmoran Inc	−83	12,105	$761,283
PLTR	Palantir Technologies Inc.	−65	5,089	$593,733
TSLA	Tesla, Inc.	−63	1,803	$758,341
NEE	Nextera Energy Inc	−57	17,408	$1,527,900
NEM	NEWMONT Corp /DE/	−54	13,326	$1,244,648
GEV	GE Vernova Inc.	−50	733	$861,172
META	Meta Platforms, Inc.	−50	5,977	$3,366,784
AMD	Advanced Micro Devices Inc	−36	967	$561,739
GOOGL	Alphabet Inc.	−35	13,587	$4,855,586
CVX	Chevron Corp	−29	3,712	$615,301
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	3,137	$438,019
SNDK	Sandisk Corp	117	$266,026
BE	Bloom Energy Corp	844	$255,478
CARR	CARRIER GLOBAL Corp	3,450	$253,057
NXPI	NXP Semiconductors N.V.	850	$238,875
BX	Blackstone Inc.	2,007	$236,163
TSM	Taiwan Semiconductor Manufacturing Co Ltd	482	$230,188
WDC	Western Digital Corp	340	$217,164
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	10,860	$1,842,507
CRCL	Circle Internet Group, Inc.	2,697	$257,320
NVO	Novo Nordisk A S	6,377	$234,354
EXC	Exelon Corp	4,225	$207,109
OWL	Blue Owl Capital Inc.	17,375	$158,633
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

87 tracked positions · $111,651,774 total · filing declares 122 positions · $214,487,719 · as of Jun 30, 2026

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

Showing 1–50 of 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	54,214	+553	$15,687,363	+15.2%	14.05%
AME	Ametek Inc/ Industrials	Held	33,950	0	$8,213,863	+12.9%	7.36%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,970	-4	$5,204,986	+14.8%	4.66%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	21,672	-8	$5,165,304	+14.4%	4.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,587	-35	$4,855,586	+24.0%	4.35%
MSFT	Microsoft Corp Technology	Added	12,291	+458	$4,584,788	+4.7%	4.11%
JPM	Jpmorgan Chase & Co Financial Services	Added	13,562	+28	$4,439,249	+11.5%	3.98%
NVDA	Nvidia Corp Technology	Reduced	18,051	-109	$3,611,824	+14.0%	3.23%
META	Meta Platforms, Inc. Communication Services	Reduced	5,977	-50	$3,366,784	−2.4%	3.02%
JNJ	Johnson & Johnson Healthcare	Reduced	12,381	-150	$3,144,402	+2.7%	2.82%
BNY	Bank of New York Mellon Corp Financial Services	Held	21,369	0	$3,090,171	+21.9%	2.77%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	3,435	-7	$2,621,385	+95.1%	2.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,511	+125	$1,756,869	+8.3%	1.57%
RTX	RTX Corp Industrials	Reduced	8,786	-750	$1,666,967	−9.4%	1.49%
GS	Goldman Sachs Group Inc Financial Services	Held	1,547	0	$1,564,589	+19.5%	1.40%
PM	Philip Morris International Inc. Consumer Defensive	Added	8,640	+1	$1,563,062	+9.4%	1.40%
NEE	Nextera Energy Inc Utilities	Reduced	17,408	-57	$1,527,900	−5.8%	1.37%
PEG	Public Service Enterprise Group Inc Utilities	Reduced	18,823	-543	$1,527,674	−2.6%	1.37%
DOV	DOVER Corp Industrials	Reduced	6,554	-114	$1,469,931	+5.8%	1.32%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	13,326	-54	$1,244,648	−14.1%	1.11%
DE	Deere & Co Industrials	Reduced	1,951	-340	$1,237,577	−4.1%	1.11%
LLY	ELI LILLY & Co Healthcare	Added	1,024	+5	$1,228,216	+31.0%	1.10%
MU	Micron Technology Inc Technology	Reduced	1,048	-8	$1,209,695	+239.1%	1.08%
IBM	International Business Machines Corp Technology	Added	4,057	+2	$1,140,868	+16.1%	1.02%
AVGO	Broadcom Inc. Technology	Added	2,757	+58	$1,041,456	+24.7%	0.93%
PANW	Palo Alto Networks Inc Technology	Reduced	2,985	-168	$1,017,944	+101.4%	0.91%
T	At&T Inc. Communication Services	Reduced	48,421	-3,528	$1,002,314	−33.4%	0.90%
MO	Altria Group, Inc. Consumer Defensive	Added	13,645	+1	$981,757	+9.0%	0.88%
MRK	Merck & Co., Inc. Healthcare	Added	7,180	+1	$922,630	+6.8%	0.83%
L	Loews Corp Financial Services	Held	7,979	0	$903,302	+6.1%	0.81%
GE	General Electric Co Industrials	Added	2,320	+3	$867,053	+31.9%	0.78%
GEV	GE Vernova Inc. Industrials	Reduced	733	-50	$861,172	+26.0%	0.77%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,161	-248	$854,960	+5.1%	0.77%
ETR	Entergy Corp /De/ Utilities	Reduced	7,129	-175	$818,836	−0.2%	0.73%
MLM	Martin Marietta Materials Inc Basic Materials	Held	1,396	0	$805,073	−2.0%	0.72%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	12,105	-83	$761,283	+6.3%	0.68%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,803	-63	$758,341	+9.3%	0.68%
GM	General Motors Co Consumer Cyclical	Held	9,392	0	$723,935	+3.5%	0.65%
AXP	American Express Co Financial Services	Held	2,029	0	$686,309	+11.8%	0.61%
TGTX	Tg Therapeutics, Inc. Healthcare	Held	11,780	0	$647,193	+65.4%	0.58%
GLD	Spdr Gold Trust	Added	1,740	+785	$640,981	+56.0%	0.57%
ENB	Enbridge Inc Energy	Held	11,549	0	$626,071	+0.1%	0.56%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	10,775	0	$623,226	+0.3%	0.56%
CRWV	CoreWeave, Inc. Technology	Added	6,207	+163	$617,844	+32.0%	0.55%
CVX	Chevron Corp Energy	Reduced	3,712	-29	$615,301	−20.5%	0.55%
PLTR	Palantir Technologies Inc. Technology	Reduced	5,089	-65	$593,733	−21.2%	0.53%
PEP	Pepsico Inc Consumer Defensive	Held	4,359	0	$590,208	−12.8%	0.53%
ORCL	Oracle Corp Technology	Added	3,870	+1	$567,148	−0.4%	0.51%
AMD	Advanced Micro Devices Inc Technology	Reduced	967	-36	$561,739	+175.3%	0.50%
BA	Boeing Co Industrials	Held	2,518	0	$545,071	+8.8%	0.49%

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.