Signature Wealth Management Partners, LLC
Filing Date
Global Rank
#5,323
/ 8,232
▲ 234
Top Industry
Consumer Electronics
14.2%
3Y Alpha vs SPY
-1.0%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+71.9%
SPY
+76.3%
Annualised alpha
-1.0%
Max drawdown
−18.5%
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, 2025Top Position
13.4%
+0.4 pts
Top 5
33.7%
−0.7 pts
Top 10
51.0%
−0.9 pts
HHI
399
Diversified+2
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.3% | $28,837,498 |
| Industrials | 13.6% | $13,863,914 |
| Financial Services | 13.0% | $13,260,137 |
| Communication Services | 9.8% | $9,979,282 |
| Consumer Cyclical | 6.8% | $6,885,692 |
| Healthcare | 6.4% | $6,524,177 |
| Unclassified | 5.7% | $5,759,643 |
| Utilities | 5.0% | $5,123,673 |
| Energy | 4.2% | $4,274,484 |
| Consumer Defensive | 3.8% | $3,890,593 |
| Basic Materials | 3.3% | $3,361,860 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | $1,343,791 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Exxon Mobil 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 | |
| JPM | Jpmorgan Chase & Co | −10 | 13,534 | $3,981,161 | |
| TMO | Thermo Fisher Scientific Inc. | −10 | 851 | $418,292 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
5 positions
6 positions ·
$3,890,593 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 8,639 | $1,428,372 | 36.71% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 13,644 | $900,367 | 23.14% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 4,359 | $676,909 | 17.40% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Held | 10,775 | $621,071 | 15.96% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 1,913 | $237,747 | 6.11% | |
| COTY |
Coty Inc.
Consumer Defensive
|
Held | 12,999 | $26,127 | 0.67% |