Signature Wealth Management Partners, LLC

CIK

1824694

Location

MONTVALE, NJ

Portfolio Value

Small $215,292,645

Diversification

Diversified

Filing Date

Global Rank

#6,251 / 8,815 ▼ 194 · as of Jun 2026

Top Industry

Consumer Electronics 15.2%

Period ended 23 days ago

Filed Oct 21, 2026 · 2d

24 quarters · since Dec 2020

Regulatory profile

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

Holder type

Unknown

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 60.9% of the book (60%+)

Turnover

Low turnover

7.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.9 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 65.4%; sector active share 37.4% against the combined 13F book's sector weights.

Over time 23 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.

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Portfolio Concentration

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

Top Position

20.0%

+0.7 pts

Top 5

45.4%

−1.3 pts

Top 10

58.7%

−2.1 pts

HHI

648

Diversified+13

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	44.9%	$96,708,717	39
Technology	19.3%	$41,593,091	21
Industrials	6.8%	$14,606,656	8
Financial Services	6.8%	$14,595,972	16
Communication Services	6.2%	$13,393,642	7
Healthcare	5.5%	$11,911,707	9
Consumer Cyclical	3.3%	$7,070,495	4
Energy	2.0%	$4,224,490	6
Utilities	1.8%	$3,901,522	5
Consumer Defensive	1.8%	$3,773,179	5
Basic Materials	1.6%	$3,513,174	4

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
FHEQ	Fidelity Hedged Equity ETF	+75,456	102,313	$3,443,855
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+12,898	40,720	$2,820,267
CRWD	CrowdStrike Holdings, Inc.	+10,446	13,881	$3,674,994
JAAA	Janus Henderson AAA CLO ETF	+7,383	274,459	$13,851,945
IVW	iShares S&P 500 Growth ETF	+5,160	91,230	$12,978,379
JEPI	JPMorgan Equity Premium Income ETF	+4,144	249,162	$14,007,887
REGL	ProShares S&P MidCap 400 Dividend Aristocrats ETF	+1,178	10,468	$905,272
BINC		+1,063	29,812	$1,514,151
IVE	iShares S&P 500 Value ETF	+821	99,302	$22,668,660
RGTI	Rigetti Computing, Inc.	+502	15,652	$246,362
CRWV	CoreWeave, Inc.	+500	6,707	$584,313
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+451	10,611	$1,764,397
NVDA	Nvidia Corp	+427	18,478	$4,220,005
GLD	Spdr Gold Trust	+407	2,147	$817,663
IVV	iShares Core S&P 500 ETF	+370	3,843	$2,943,161
NFLX	Netflix Inc	+343	6,013	$418,384
GBDC	GOLUB CAPITAL BDC, Inc.	+303	11,885	$150,107
VZ	Verizon Communications Inc	+268	7,525	$345,171
FCX	Freeport-Mcmoran Inc	+166	12,271	$858,970
GOOGL	Alphabet Inc.	+132	13,719	$4,720,433
AMZN	Amazon Com Inc	+112	21,784	$5,427,483
NOW	ServiceNow, Inc.	+106	3,281	$439,686
GOOG	Alphabet Inc.	+100	6,501	$2,215,150
UBER	Uber Technologies, Inc	+90	5,350	$366,528
QQQ	Invesco Qqq Trust, Series 1	+70	1,231	$910,656
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NCLH	Norwegian Cruise Line Holdings Ltd.	−7,000	18,526	$271,591
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	−2,487	46,049	$1,080,770
IYW	iShares, Inc.	−859	60,654	$0
XLF	State Street Corp	−312	16,026	$0
JNJ	Johnson & Johnson	−290	12,091	$3,200,971
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−212	25,058	$1,541,067
AVGO	Broadcom Inc.	−200	2,557	$897,992
ORCL	Oracle Corp	−199	3,671	$504,028
AMD	Advanced Micro Devices Inc	−131	836	$511,431
AAPL	Apple Inc.	−127	54,087	$18,012,052
DE	Deere & Co	−122	1,829	$1,228,264
DOV	DOVER Corp	−103	6,451	$1,206,659
C	Citigroup Inc	−100	2,456	$318,002
FV	First Trust Dorsey Wright Focus 5 ETF	−60	2,731	$200,441
MSFT	Microsoft Corp	−59	12,232	$6,273,792
PSX	Phillips 66	−50	1,715	$437,856
NEE	Nextera Energy Inc	−50	17,358	$1,314,694
PANW	Palo Alto Networks Inc	−44	2,941	$1,168,488
JPM	Jpmorgan Chase & Co	−44	13,518	$4,472,159
META	Meta Platforms, Inc.	−36	5,941	$4,308,294
PEP	Pepsico Inc	−30	4,329	$548,570
LLY	ELI LILLY & Co	−25	999	$1,155,922
GEV	GE Vernova Inc.	−20	713	$677,699
TMO	Thermo Fisher Scientific Inc.	−12	839	$566,366
BLK	BlackRock, Inc.	−5	540	$571,476
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
AMRX	Amneal Pharmaceuticals, Inc.	232,426	$4,681,059
XOM	ExxonMobil Holdings Corp	10,927	$1,778,369
BLCR		13,780	$674,668
CRCL	Circle Internet Group, Inc.	3,047	$250,371
RDDT	Reddit, Inc.	1,436	$204,543
FTEC	Fidelity MSCI Information Technology Index ETF	675	$202,540
CLBK	Columbia Financial, Inc.	11,000	$121,660
PDSB	PDS Biotechnology Corp	13,848	$10,399
RSP	Victory Portfolios II	1,420	$0
AIQ	Global X Artificial Intelligence & Technology ETF	3,450	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
CARR	CARRIER GLOBAL Corp	3,450	$253,057
MCD	Mcdonalds Corp	849	$229,493
OKLO	Oklo Inc.	4,321	$226,117
WDC	Western Digital Corp	340	$217,164
WMT	Walmart Inc.	1,913	$216,666
OTIS	Otis Worldwide Corp	2,910	$208,356
HD	Home Depot, Inc.	575	$202,791
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

124 tracked positions · $215,292,645 total · filing declares 124 positions · $234,337,848 · as of Sep 30, 2026

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

Showing 1–50 of 124 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVE	iShares S&P 500 Value ETF	Added	99,302	+821	$22,668,660	+1.4%	10.53%
AAPL	Apple Inc. Technology	Reduced	54,087	-127	$18,012,052	+14.8%	8.37%
JEPI	JPMorgan Equity Premium Income ETF	Added	249,162	+4,144	$14,007,887	+1.2%	6.51%
JAAA	Janus Henderson AAA CLO ETF	Added	274,459	+7,383	$13,851,945	+2.7%	6.43%
IVW	iShares S&P 500 Growth ETF	Added	91,230	+5,160	$12,978,379	+9.6%	6.03%
AME	Ametek Inc Industrials	Held	33,950	0	$8,410,433	+2.4%	3.91%
MSFT	Microsoft Corp Technology	Reduced	12,232	-59	$6,273,792	+36.8%	2.91%
AMZN	Amazon Com Inc Consumer Cyclical	Added	21,784	+112	$5,427,483	+5.1%	2.52%
SPY	Spdr S&P 500 ETF Trust	Added	7,000	+30	$5,338,410	+2.6%	2.48%
GOOGL	Alphabet Inc. Communication Services	Added	13,719	+132	$4,720,433	−2.8%	2.19%
AMRX	Amneal Pharmaceuticals, Inc. Healthcare	NEW	232,426	NEW	$4,681,059	NEW	2.17%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	13,518	-44	$4,472,159	+0.7%	2.08%
META	Meta Platforms, Inc. Communication Services	Reduced	5,941	-36	$4,308,294	+28.0%	2.00%
NVDA	Nvidia Corp Technology	Added	18,478	+427	$4,220,005	+16.8%	1.96%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	13,881	+10,446	$3,674,994	+40.2%	1.71%
FHEQ	Fidelity Hedged Equity ETF	Added	102,313	+75,456	$3,443,855	+289.4%	1.60%
JNJ	Johnson & Johnson Healthcare	Reduced	12,091	-290	$3,200,971	+1.8%	1.49%
BNY	Bank of New York Mellon Corp Financial Services	Held	21,369	0	$3,090,598	+0.0%	1.44%
IVV	iShares Core S&P 500 ETF	Added	3,843	+370	$2,943,161	+13.2%	1.37%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	40,720	+12,898	$2,820,267	+49.0%	1.31%
GOOG	Alphabet Inc. Communication Services	Added	6,501	+100	$2,215,150	−2.1%	1.03%
XOM	ExxonMobil Holdings Corp Energy	NEW	10,927	NEW	$1,778,369	NEW	0.83%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	10,611	+451	$1,764,397	+5.7%	0.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,522	+11	$1,753,779	−0.2%	0.81%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Held	8,816	0	$1,725,732	+2.7%	0.80%
PM	Philip Morris International Inc. Consumer Defensive	Held	8,640	0	$1,648,684	+5.5%	0.77%
RTX	RTX Corp Industrials	Added	8,827	+41	$1,638,732	−1.7%	0.76%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	25,058	-212	$1,541,067	+14.8%	0.72%
NEM	NEWMONT Corp Basic Materials	Held	13,326	0	$1,537,020	+23.5%	0.71%
BINC		Added	29,812	+1,063	$1,514,151	+0.6%	0.70%
GS	Goldman Sachs Group Inc Financial Services	Held	1,547	0	$1,392,856	−11.0%	0.65%
NEE	Nextera Energy Inc Utilities	Reduced	17,358	-50	$1,314,694	−14.0%	0.61%
PEG	Public Service Enterprise Group Inc Utilities	Held	18,823	0	$1,267,540	−17.0%	0.59%
DE	Deere & Co Industrials	Reduced	1,829	-122	$1,228,264	−0.8%	0.57%
DOV	DOVER Corp Industrials	Reduced	6,451	-103	$1,206,659	−17.9%	0.56%
T	At&T Inc. Communication Services	Added	48,429	+8	$1,181,667	+17.9%	0.55%
PANW	Palo Alto Networks Inc Technology	Reduced	2,941	-44	$1,168,488	+14.8%	0.54%
LLY	ELI LILLY & Co Healthcare	Reduced	999	-25	$1,155,922	−5.9%	0.54%
MU	Micron Technology Inc Technology	Added	1,066	+18	$1,135,407	−6.1%	0.53%
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	Reduced	46,049	-2,487	$1,080,770	−12.5%	0.50%
MRK	Merck & Co., Inc. Healthcare	Held	7,180	0	$1,043,325	+13.1%	0.48%
IWF	iShares Russell 1000 Growth ETF	Added	7,821	+1	$979,658	+0.9%	0.46%
PLTR	Palantir Technologies Inc. Technology	Added	5,140	+51	$961,437	+61.9%	0.45%
MO	Altria Group, Inc. Consumer Defensive	Added	13,647	+2	$918,988	−6.4%	0.43%
QQQ	Invesco Qqq Trust, Series 1	Added	1,231	+70	$910,656	+6.5%	0.42%
REGL	ProShares S&P MidCap 400 Dividend Aristocrats ETF	Added	10,468	+1,178	$905,272	+6.4%	0.42%
AVGO	Broadcom Inc. Technology	Reduced	2,557	-200	$897,992	−13.8%	0.42%
IBM	International Business Machines Corp Technology	Added	4,059	+2	$892,695	−21.8%	0.41%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	12,271	+166	$858,970	+12.8%	0.40%
IJT	iShares S&P Small-Cap 600 Growth ETF	Held	5,232	0	$838,846	−10.2%	0.39%

Showing the top 50 of 124 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.