SIGNATUREFD, LLC
Top Portfolio Positions
2,769 positions ·
$2,050,457,204 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
587,500 | $149,101,625 | 7.27% | |
| NVDA |
Nvidia Corp
Technology
|
785,660 | $137,019,104 | 6.68% | |
| MSFT |
Microsoft Corp
Technology
|
222,507 | $82,365,416 | 4.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
236,021 | $67,870,198 | 3.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
296,661 | $61,785,586 | 3.01% | |
| SPY |
Spdr S&P 500 ETF Trust
|
77,698 | $50,530,117 | 2.46% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
117,030 | $43,505,902 | 2.12% | |
| META |
Meta Platforms, Inc.
Communication Services
|
63,594 | $36,384,035 | 1.77% | |
| AVGO |
Broadcom Inc.
Technology
|
102,901 | $31,848,888 | 1.55% | |
| KO |
Coca Cola Co
Consumer Defensive
|
347,763 | $26,447,376 | 1.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WF
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,966,697 | 44,545 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,599,987 | 44,225 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,442,356 | 43,497 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,148,932 | 43,212 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,412,741 | 42,323 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,365,656 | 43,701 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,576,050 | 44,110 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,392,362 | 43,457 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,431,849 | 44,152 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,266,973 | 41,925 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,102,969 | 40,225 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,046,899 | 38,846 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $971,178 | 36,941 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,026,290 | 37,279 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $675,135 | 30,248 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $823,598 | 29,123 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,010,869 | 26,842 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $848,456 | 26,407 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $768,913 | 26,606 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $861,938 | 28,475 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $812,078 | 29,966 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $847,438 | 30,951 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $642,351 | 29,092 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $571,365 | 25,772 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $161,827 | 8,617 | Shares | Sole | 2020-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||