Signature Equity Partners, LLC

Registered adviser

CIK

2109813

Location

COLUMBUS, OH

Portfolio Value

Small $276,343,128

Diversification

Diversified

Filing Date

Global Rank

#6,241 / 8,825 ▲ 88 · as of Jun 2026

Top Industry

Semiconductors 13.3%

Period ended 35 days ago

Filed Oct 29, 2026 · 6d

4 quarters · since Dec 2025

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, Nov 1, 2026

Form ADV adviser

CRD 327455

Roster of Nov 1, 2026

Regulatory AUM

$688,096,957

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

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

Rosters	Regulatory AUM	Main clients
Oct 2026 to Nov 2026	$688,096,957	Individuals and high net worth (100%)
Dec 2025 to Sep 2026	$330,621,622	Individuals and high net worth (100%)
Sep 2024 to Sep 2025	$250,942,307	Individuals and high net worth (100%)
Dec 2023 to Aug 2024	$100,022,813	Individuals and high net worth (100%)
Aug 2023 to Nov 2023	$0	—

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

Diversified active

Top 10 weight 34.8%, 46.0 effective positions, active share 53.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 53.9%; sector active share 41.2% against the combined 13F book's sector weights.

Over time 3 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

1,766 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.8%

+2.4 pts

Top 5

25.9%

+3.0 pts

Top 10

36.8%

+2.0 pts

HHI

261

Diversified+44

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	59.8%	$165,149,745	563
Technology	17.2%	$47,404,833	198
Industrials	4.8%	$13,179,967	185
Financial Services	4.4%	$12,201,642	198
Consumer Cyclical	4.0%	$11,125,760	133
Healthcare	2.7%	$7,387,897	147
Communication Services	2.6%	$7,143,434	46
Consumer Defensive	1.7%	$4,595,342	58
Energy	1.1%	$3,110,813	64
Basic Materials	0.7%	$1,871,860	55
Utilities	0.6%	$1,782,122	43
Real Estate	0.5%	$1,389,713	76

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
UWMC	UWM Holdings Corp	+118,659	1,328,488	$1,567,615
FTCB	First Trust Core Investment Grade ETF	+46,312	49,436	$975,866
IUSB	iShares Core Universal USD Bond ETF	+42,504	46,758	$2,061,560
CGDV	Capital Group Dividend Value ETF	+41,002	43,250	$2,112,762
JPIE	JPMorgan Income ETF	+33,783	34,413	$1,544,799
DTCR	Global X Data Center & Digital Infrastructure ETF	+28,348	28,466	$772,567
CGGE	Capital Group Global Equity ETF	+28,106	28,318	$985,749
QDPL	Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	+27,197	51,377	$2,352,963
EART	Global X Rare Earth & Critical Materials ETF	+24,579	24,724	$690,788
RDVY	First Trust Rising Dividend Achievers ETF	+23,761	24,885	$1,948,246
CGMS	Capital Group U.S. Multi-Sector Income ETF	+23,714	24,231	$635,579
COWZ	Pacer US Cash Cows 100 ETF	+23,667	47,690	$3,183,784
FVD	First Trust Value Line Dividend Index Fund	+23,457	24,892	$1,167,683
FTXO	First Trust Nasdaq Bank ETF	+20,144	24,950	$965,565
SDVD	FT Vest SMID Rising Dividend Achievers Target Income ETF	+19,706	47,059	$1,014,592
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+19,503	20,605	$1,427,102
FIIG	First Trust Intermediate Duration Investment Grade Corporate ETF	+16,794	17,957	$352,495
FID	First Trust S&P International Dividend Aristocrats ETF	+16,517	16,631	$370,867
AFLG	First Trust Active Factor Large Cap ETF	+16,485	17,690	$781,013
FTGS	First Trust Growth Strength ETF	+16,274	17,229	$653,323
PTY	Pimco Corporate & Income Opportunity Fund	+14,820	107,165	$1,179,886
SHYD	VanEck Short High Yield Muni ETF	+13,760	15,060	$330,115
BAI	BlackRock ETF Trust	+13,428	14,210	$670,569
FDL	First Trust Morningstar Dividend Leaders Index Fund	+13,291	13,445	$660,283
GOVT	iShares U.S. Treasury Bond ETF	+13,079	18,325	$400,767
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JEPI	JPMorgan Equity Premium Income ETF	−24,983	2,635	$148,139
FWD	AB Disruptors ETF	−22,746	155	$20,399
FTRB	Federated Hermes Total Return Bond ETF	−10,421	150,843	$3,612,689
JPST	JPMorgan Ultra-Short Income ETF	−9,249	8,313	$418,725
JHMM	John Hancock Multifactor Mid Cap ETF	−7,558	20,299	$1,451,378
XPL	Solitario Resources Corp.	−6,300	50,050	$28,828
RTO	Rentokil Initial PLC	−6,111	83	$1,639
VOD	Vodafone Group Public Ltd Co	−5,690	1,231	$19,880
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	−5,232	3,855	$144,254
GSST	Goldman Sachs Ultra Short Bond ETF	−4,088	38,466	$1,940,994
IBIT	iShares Bitcoin Trust ETF	−3,784	6,205	$293,744
AVUV	Avantis U.S. Small Cap Value ETF	−3,316	10,883	$1,281,690
GRNJ	Fundstrat Granny Shots US Small- & Mid-Cap ETF	−3,167	7,627	$224,538
PZA	Invesco National AMT-Free Municipal Bond ETF	−3,001	827	$17,689
JIVE	JPMorgan International Value ETF	−2,985	12,774	$1,216,340
LALT	First Trust Multi-Strategy Alternative ETF	−2,918	56,814	$1,403,873
LNT	Alliant Energy Corp	−2,566	137	$8,672
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	−2,560	645	$15,138
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−2,299	4,546	$215,298
CALF	Pacer US Small Cap Cash Cows 100 ETF	−2,270	16,637	$886,419
RIVN	Rivian Automotive, Inc.	−2,002	1,482	$22,141
OUSM	ALPS \| OShares U.S. Small-Cap Quality Dividend ETF	−1,896	2,888	$132,645
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−1,504	2,579	$231,491
BMY	Bristol Myers Squibb Co	−1,423	711	$44,366
FTI	TechnipFMC plc	−1,363	254	$17,251
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CGBL	Capital Group Core Balanced ETF	53,252	$1,957,011
CGDG	Capital Group Dividend Growers ETF	24,591	$910,604
CGCP	Capital Group Core Plus Income ETF	36,067	$763,538
CGCB	Capital Group Fixed Income ETF Trust	25,501	$637,014
CGXU	Capital Group International Focus Equity ETF	17,322	$593,971
CGIB	Capital Group International Bond ETF (USD-Hedged)	14,692	$365,830
FMF	First Trust Managed Futures Strategy Fund	6,090	$318,263
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	6,307	$310,430
SLQD	iShares 0-5 Year Investment Grade Corporate Bond ETF	6,040	$298,859
ASCE	Allspring SMID Core ETF	7,738	$253,496
IBHG	iShares iBonds 2027 Term High Yield and Income ETF	11,046	$240,581
FIGB	Fidelity Investment Grade Bond ETF	5,715	$232,600
DFCF	Dimensional Core Fixed Income ETF	5,183	$207,941
PSCW	Pacer Swan SOS Conservative (April) ETF	6,620	$203,032
UITB	VictoryShares Core Intermediate Bond ETF	4,133	$184,513
APMU	ActivePassive Intermediate Municipal Bond ETF	7,536	$180,562
FTLS	First Trust Long/Short Equity ETF	2,252	$172,705
EMLP	First Trust North American Energy Infrastructure Fund	4,119	$168,837
PSMR	Pacer Swan SOS Moderate (April) ETF	4,955	$163,139
IBHF	iShares iBonds 2026 Term High Yield and Income ETF	7,101	$159,985
FAAR	First Trust Alternative Absolute Return Strategy ETF	4,656	$150,132
PSCX	Pacer Swan SOS Conservative (January) ETF	3,908	$130,949
CGMU	Capital Group Municipal Income ETF	4,968	$128,869
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	2,098	$103,662
JMST	JPMorgan Ultra-Short Municipal Income ETF	2,045	$103,395
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
—		10,373	$107,049
ITOT	iShares Core S&P Total U.S. Stock Market ETF	637	$104,639
LDUR	PIMCO Enhanced Low Duration Active Exchange-Traded Fund	1,072	$102,493
XMMO	Victory Portfolios II	348	$59,208
—		885	$51,037
AIPO	Tidal Trust II	1,358	$45,370
—		154	$31,576
IEUR	iShares Core MSCI Europe ETF	386	$29,015
ROOT	Root, Inc.	500	$27,960
BLDR	Builders FirstSource, Inc.	201	$17,985
PENG	Penguin Solutions, Inc.	234	$17,786
NOG	Northern Oil & Gas, Inc.	908	$16,480
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	546	$16,385
FDEC	FT Vest U.S. Equity Buffer ETF - December	275	$14,978
ACLS	Axcelis Technologies Inc	60	$11,367
—		826	$9,672
PCT	PureCycle Technologies, Inc.	1,151	$9,334
TEX	Terex Corp	124	$8,976
ATRC	AtriCure, Inc.	315	$8,813
KMPR	KEMPER Corp	303	$8,168
COTY	Coty Inc.	3,724	$8,043
GFI	Gold Fields Ltd	221	$7,423
INSP	Inspire Medical Systems, Inc.	162	$7,226
VIK	Viking Holdings Ltd	65	$6,803
CPA	Copa Holdings, S.A.	41	$6,378
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,766 tracked positions · $276,343,128 total · filing declares 1,769 positions · $286,926,685 · 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 1,766 positions by value · page 1 of 36

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	36,143	+2,139	$12,036,341	+22.3%	4.36%
NVDA	Nvidia Corp Technology	Added	35,711	+4,938	$8,155,678	+32.5%	2.95%
QQQ	Invesco Qqq Trust, Series 1	Added	8,900	+344	$6,583,953	+4.5%	2.38%
IVV	iShares Core S&P 500 ETF	Added	7,858	+4,474	$6,018,049	+137.5%	2.18%
GLD	Spdr Gold Trust	Reduced	15,565	-782	$5,927,774	−1.6%	2.15%
SPY	Spdr S&P 500 ETF Trust	Added	7,124	+664	$5,432,976	+12.6%	1.97%
MSFT	Microsoft Corp Technology	Added	10,189	+630	$5,225,938	+46.6%	1.89%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,812	+336	$4,437,859	+6.5%	1.61%
IWM	iShares Russell 2000 ETF	Added	14,230	+1,068	$3,954,374	−0.0%	1.43%
FTRB	Federated Hermes Total Return Bond ETF	Reduced	150,843	-10,421	$3,612,689	−10.7%	1.31%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	28,647	+7,049	$3,600,068	+39.5%	1.30%
BA	Boeing Co Industrials	Added	17,511	+53	$3,257,921	−13.8%	1.18%
COWZ	Pacer US Cash Cows 100 ETF	Added	47,690	+23,667	$3,183,784	+113.1%	1.15%
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,135	+155	$2,886,379	−14.0%	1.04%
IGV	iShares Expanded Tech-Software Sector ETF	Added	25,720	+3,784	$2,738,665	+37.8%	0.99%
ANET	Arista Networks, Inc. Technology	Added	12,668	+470	$2,579,078	+24.5%	0.93%
AVEM	Avantis Emerging Markets Equity ETF	Added	25,105	+12,223	$2,360,372	+89.9%	0.85%
QDPL	Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	Added	51,377	+27,197	$2,352,963	+115.9%	0.85%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,561	-73	$2,257,508	−4.8%	0.82%
KNG	FT Vest S&P 500 Dividend Aristocrats Target Income ETF	Added	44,545	+179	$2,144,396	−4.3%	0.78%
CGDV	Capital Group Dividend Value ETF	Added	43,250	+41,002	$2,112,762	+1807.2%	0.76%
IUSB	iShares Core Universal USD Bond ETF	Added	46,758	+42,504	$2,061,560	+950.1%	0.75%
CGBL	Capital Group Core Balanced ETF	NEW	53,252	NEW	$1,957,011	NEW	0.71%
RDVY	First Trust Rising Dividend Achievers ETF	Added	24,885	+23,761	$1,948,246	+2038.3%	0.71%
GSST	Goldman Sachs Ultra Short Bond ETF	Reduced	38,466	-4,088	$1,940,994	−9.8%	0.70%
VUG	VANGUARD GROWTH INDEX FUND	Added	20,902	+5,595	$1,883,479	+42.8%	0.68%
SMH	VanEck Semiconductor ETF	Added	3,092	+621	$1,883,028	+16.2%	0.68%
CRM	Salesforce, Inc. Technology	Reduced	7,858	-119	$1,803,961	+44.4%	0.65%
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	Added	9,885	+2,248	$1,750,732	+19.6%	0.63%
IVW	iShares S&P 500 Growth ETF	Added	12,013	+9,936	$1,708,969	+498.3%	0.62%
UWMC	UWM Holdings Corp Financial Services	Added	1,328,488	+118,659	$1,567,615	−43.4%	0.57%
SOXX	iShares Semiconductor ETF	Reduced	2,754	-550	$1,566,034	−26.0%	0.57%
JPIE	JPMorgan Income ETF	Added	34,413	+33,783	$1,544,799	+5224.9%	0.56%
GOOG	Alphabet Inc. Communication Services	Added	4,480	+369	$1,526,515	+5.1%	0.55%
MU	Micron Technology Inc Technology	Added	1,426	+664	$1,518,846	+72.7%	0.55%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,582	+510	$1,515,863	+13.7%	0.55%
AVDV	Avantis International Small Cap Value ETF	Added	13,354	+3,462	$1,460,660	+43.3%	0.53%
JHMM	John Hancock Multifactor Mid Cap ETF	Reduced	20,299	-7,558	$1,451,378	−30.5%	0.53%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	8,634	+485	$1,441,705	−4.5%	0.52%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	20,605	+19,503	$1,427,102	+1804.1%	0.52%
AIRR	First Trust Exchange-Traded Fund VI	Added	13,822	+1,654	$1,426,983	−12.0%	0.52%
LALT	First Trust Multi-Strategy Alternative ETF	Reduced	56,814	-2,918	$1,403,873	−2.2%	0.51%
IVE	iShares S&P 500 Value ETF	Added	6,110	+4,991	$1,394,790	+449.0%	0.50%
META	Meta Platforms, Inc. Communication Services	Reduced	1,837	-440	$1,332,155	+3.9%	0.48%
IYT	iShares U.S. Transportation ETF	Added	16,676	+787	$1,309,399	−5.0%	0.47%
FDV	Federated Hermes U.S. Strategic Dividend ETF	Added	41,362	+7	$1,299,180	+0.1%	0.47%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	10,883	-3,316	$1,281,690	−27.6%	0.46%
TDIV	First Trust NASDAQ Technology Dividend Index Fund	Added	10,845	+10,362	$1,223,532	+2105.1%	0.44%
JIVE	JPMorgan International Value ETF	Reduced	12,774	-2,985	$1,216,340	−16.1%	0.44%
PFFA	Virtus InfraCap U.S. Preferred Stock ETF	Added	61,548	+6,260	$1,215,573	+6.9%	0.44%

Showing the top 50 of 1,766 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.