Signature Wealth Management Partners, LLC

CIK

1824694

Location

MONTVALE, NJ

Portfolio Value

Small $100,753,109

Diversification

Diversified

Filing Date

Global Rank

#5,696 / 8,605 ▲ 119 · as of Mar 2026

Top Industry

Consumer Electronics 14.3%

3Y Alpha vs SPY

-1.0%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.1%

SPY

+75.5%

Annualised alpha

-0.8%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

84 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.5%

+0.4 pts

Top 5

34.1%

−0.7 pts

Top 10

51.5%

−1.0 pts

HHI

405

Diversified+2

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.6%	$27,829,654	17
Industrials	13.8%	$13,863,914	8
Financial Services	13.2%	$13,260,137	14
Communication Services	9.9%	$9,979,282	5
Consumer Cyclical	6.8%	$6,885,692	6
Healthcare	6.5%	$6,524,177	8
Unclassified	5.7%	$5,759,643	3
Utilities	5.1%	$5,123,673	7
Energy	4.2%	$4,274,484	6
Consumer Defensive	3.9%	$3,890,593	6
Basic Materials	3.3%	$3,361,860	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+3,990	53,661	$13,618,625
RGTI	Rigetti Computing, Inc.	+2,320	14,638	$205,517
GOOGL	Alphabet Inc.	+2,000	13,622	$3,917,142
NCLH	Norwegian Cruise Line Holdings Ltd.	+1,300	25,526	$477,336
NOW	ServiceNow, Inc.	+1,275	5,870	$613,708
TGTX	Tg Therapeutics, Inc.	+1,000	11,780	$391,331
OWL	Blue Owl Capital Inc.	+800	17,375	$158,633
NFLX	Netflix Inc	+700	5,670	$545,170
CRM	Salesforce, Inc.	+685	1,621	$302,592
CRWV	CoreWeave, Inc.	+559	6,044	$468,228
PANW	Palo Alto Networks Inc	+512	3,153	$505,488
MSFT	Microsoft Corp	+463	11,833	$4,380,221
ENB	Enbridge Inc	+450	11,549	$625,262
ORCL	Oracle Corp	+445	3,869	$569,168
VZ	Verizon Communications Inc	+436	11,210	$562,742
NEE	Nextera Energy Inc	+307	17,465	$1,622,149
PLTR	Palantir Technologies Inc.	+265	5,154	$753,927
PEG	Public Service Enterprise Group Inc	+225	19,366	$1,567,677
CRWD	CrowdStrike Holdings, Inc.	+188	3,442	$335,947
NVDA	Nvidia Corp	+170	18,160	$3,167,104
AMZN	Amazon Com Inc	+148	21,680	$4,515,293
AVGO	Broadcom Inc.	+139	2,699	$835,367
IBM	International Business Machines Corp	+101	4,055	$982,891
BLK	BlackRock, Inc.	+100	545	$524,131
T	At&T Inc.	+8	51,949	$1,506,001
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
GBDC	GOLUB CAPITAL BDC, Inc.	−16,679	24,371	$308,536
GM	General Motors Co	−2,200	9,392	$699,704
RTX	RTX Corp	−630	9,536	$1,839,494
UBER	Uber Technologies, Inc	−450	5,260	$378,351
META	Meta Platforms, Inc.	−378	6,027	$3,448,227
XOM	ExxonMobil Holdings Corp	−345	10,860	$1,842,507
NEM	NEWMONT Corp /DE/	−299	13,380	$1,448,385
PM	Philip Morris International Inc.	−293	8,639	$1,428,372
L	Loews Corp	−283	7,979	$851,678
GS	Goldman Sachs Group Inc	−200	1,547	$1,308,746
TSLA	Tesla, Inc.	−185	1,866	$693,685
C	Citigroup Inc	−172	2,556	$289,875
CVX	Chevron Corp	−103	3,741	$774,012
FCX	Freeport-Mcmoran Inc	−96	12,188	$716,410
NVO	Novo Nordisk A S	−50	6,377	$234,354
SPY	Spdr S&P 500 ETF Trust	−41	6,974	$4,535,471
JNJ	Johnson & Johnson	−38	12,531	$3,063,077
DE	Deere & Co	−34	2,291	$1,290,520
LLY	ELI LILLY & Co	−24	1,019	$937,245
MCD	Mcdonalds Corp	−16	849	$263,860
TMO	Thermo Fisher Scientific Inc.	−10	851	$418,292
JPM	Jpmorgan Chase & Co	−10	13,534	$3,981,161
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	1,056	$356,759
CRCL	Circle Internet Group, Inc.	2,697	$257,320
EXC	Exelon Corp	4,225	$207,109
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ROP	Roper Technologies Inc	700	$311,591
BAC	Bank Of America Corp /De/	4,542	$249,810
ZS	Zscaler, Inc.	900	$202,428
CEG	Constellation Energy Corp	570	$201,363
BDX	Becton Dickinson & Co	1,249	$190,560
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

84 positions · $100,753,109 total · as of Mar 31, 2026

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

Showing 1–50 of 84 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	53,661	+3,990	$13,618,625	+0.9%	13.52%
AME	Ametek Inc/ Industrials	Held	33,950	0	$7,277,522	+4.4%	7.22%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,974	-41	$4,535,471	−5.2%	4.50%
AMZN	Amazon Com Inc Consumer Cyclical	Added	21,680	+148	$4,515,293	−9.1%	4.48%
MSFT	Microsoft Corp Technology	Added	11,833	+463	$4,380,221	−20.3%	4.35%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	13,534	-10	$3,981,161	−8.8%	3.95%
GOOGL	Alphabet Inc. Communication Services	Added	13,622	+2,000	$3,917,142	+7.7%	3.89%
META	Meta Platforms, Inc. Communication Services	Reduced	6,027	-378	$3,448,227	−18.4%	3.42%
NVDA	Nvidia Corp Technology	Added	18,160	+170	$3,167,104	−5.6%	3.14%
JNJ	Johnson & Johnson Healthcare	Reduced	12,531	-38	$3,063,077	+17.8%	3.04%
BNY	Bank of New York Mellon Corp Financial Services	Held	21,369	0	$2,535,004	+2.2%	2.52%
XOM	ExxonMobil Holdings Corp Energy	Reduced	10,860	-345	$1,842,507	+36.6%	1.83%
RTX	RTX Corp Industrials	Reduced	9,536	-630	$1,839,494	−1.3%	1.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,386	0	$1,622,571	−4.7%	1.61%
NEE	Nextera Energy Inc Utilities	Added	17,465	+307	$1,622,149	+17.8%	1.61%
PEG	Public Service Enterprise Group Inc Utilities	Added	19,366	+225	$1,567,677	+2.0%	1.56%
T	At&T Inc. Communication Services	Added	51,949	+8	$1,506,001	+16.7%	1.49%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	13,380	-299	$1,448,385	+6.0%	1.44%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	8,639	-293	$1,428,372	−0.3%	1.42%
DOV	DOVER Corp Industrials	Held	6,668	0	$1,389,944	+6.8%	1.38%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,547	-200	$1,308,746	−14.8%	1.30%
DE	Deere & Co Industrials	Reduced	2,291	-34	$1,290,520	+19.2%	1.28%
IBM	International Business Machines Corp Technology	Added	4,055	+101	$982,891	−16.1%	0.98%
LLY	ELI LILLY & Co Healthcare	Reduced	1,019	-24	$937,245	−16.4%	0.93%
MO	Altria Group, Inc. Consumer Defensive	Added	13,644	+1	$900,367	+14.5%	0.89%
MRK	Merck & Co., Inc. Healthcare	Held	7,179	0	$863,561	+14.3%	0.86%
L	Loews Corp Financial Services	Reduced	7,979	-283	$851,678	−2.1%	0.85%
AVGO	Broadcom Inc. Technology	Added	2,699	+139	$835,367	−5.7%	0.83%
MLM	Martin Marietta Materials Inc Basic Materials	Held	1,396	0	$821,797	−5.5%	0.82%
ETR	Entergy Corp /De/ Utilities	Held	7,304	0	$820,677	+21.6%	0.81%
QQQ	Invesco Qqq Trust, Series 1	Held	1,409	0	$813,246	−6.0%	0.81%
CVX	Chevron Corp Energy	Reduced	3,741	-103	$774,012	+32.1%	0.77%
PLTR	Palantir Technologies Inc. Technology	Added	5,154	+265	$753,927	−13.2%	0.75%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	12,188	-96	$716,410	+14.8%	0.71%
GM	General Motors Co Consumer Cyclical	Reduced	9,392	-2,200	$699,704	−25.8%	0.69%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,866	-185	$693,685	−24.8%	0.69%
GEV	GE Vernova Inc. Industrials	Held	783	0	$683,480	+33.6%	0.68%
PEP	Pepsico Inc Consumer Defensive	Held	4,359	0	$676,909	+8.2%	0.67%
GE	General Electric Co Industrials	Added	2,317	+2	$657,495	−7.8%	0.65%
ENB	Enbridge Inc Energy	Added	11,549	+450	$625,262	+17.8%	0.62%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	10,775	0	$621,071	+7.1%	0.62%
AXP	American Express Co Financial Services	Held	2,029	0	$613,731	−18.2%	0.61%
NOW	ServiceNow, Inc. Technology	Added	5,870	+1,275	$613,708	−12.8%	0.61%
ORCL	Oracle Corp Technology	Added	3,869	+445	$569,168	−14.7%	0.56%
VZ	Verizon Communications Inc Communication Services	Added	11,210	+436	$562,742	+28.2%	0.56%
NFLX	Netflix Inc Communication Services	Added	5,670	+700	$545,170	+17.0%	0.54%
BLK	BlackRock, Inc. Financial Services	Added	545	+100	$524,131	+10.0%	0.52%
PANW	Palo Alto Networks Inc Technology	Added	3,153	+512	$505,488	+3.9%	0.50%
BA	Boeing Co Industrials	Held	2,518	0	$501,157	−8.3%	0.50%
NCLH	Norwegian Cruise Line Holdings Ltd. Consumer Cyclical	Added	25,526	+1,300	$477,336	−11.7%	0.47%