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Signature Wealth Management Partners, LLC

13F filer · CIK 0001824694
Reported Jul 29, 2026
Net seller this quarter
13F portfolio value$214MU.S. long equity reported on 13F
Positions888 new · 5 closed
Net flow last quarter-$981KBuys minus sells
Top 10 positions weight27.2%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 29, 202688 positions
AAPLApple Inc.$15.7M7.31%0.00%+1.0%Q4 2020
AMEAmetek Inc/$8.21M3.83%0.01%Not reportedQ4 2020
SPYSPDR S&P 500 ETF Trust$5.21M2.43%Not reported-0.1%Q4 2020
AMZNAmazon Com Inc$5.17M2.41%0.00%0.0%Q4 2020
GOOGLAlphabet Inc.$4.86M2.26%0.00%-0.3%Q4 2020
MSFTMicrosoft Corp$4.58M2.14%0.00%+3.9%Q4 2020
JPMJPMorgan Chase & Co$4.44M2.07%0.00%+0.2%Q4 2020
NVDANvidia Corp$3.61M1.68%0.00%-0.6%Q3 2021
METAMeta Platforms, Inc.$3.37M1.57%Not reported-0.8%Q3 2021
JNJJohnson & Johnson$3.14M1.47%0.00%-1.2%Q4 2020
BNYBank of New York Mellon Corp$3.09M1.44%0.00%Not reportedQ4 2020
CRWDCrowdStrike Holdings, Inc.$2.62M1.22%0.00%-0.2%Q1 2022
GOOGAlphabet Inc.$2.26M1.05%Not reported-0.1%Q4 2020
BRK.BBerkshire Hathaway Inc$1.76M0.82%Not reported+3.7%Q2 2021
RTXRTX Corp$1.67M0.78%0.00%-7.9%Q4 2020
GSGoldman Sachs Group Inc$1.56M0.73%0.00%Not reportedQ4 2020
PMPhilip Morris International Inc.$1.56M0.73%0.00%0.0%Q4 2020
NEENextera Energy Inc$1.53M0.71%0.00%-0.3%Q1 2021
PEGPublic Service Enterprise Group Inc$1.53M0.71%0.00%-2.8%Q4 2020
DOVDOVER Corp$1.47M0.69%0.00%-1.7%Q4 2020
NEMNEWMONT Corp$1.24M0.58%0.00%-0.4%Q1 2024
DEDeere & Co$1.24M0.58%0.00%-14.8%Q4 2020
LLYELI LILLY & Co$1.23M0.57%0.00%+0.5%Q2 2024
MUMicron Technology Inc$1.21M0.56%0.00%-0.8%Q1 2026
IBMInternational Business Machines Corp$1.14M0.53%0.00%+0.1%Q4 2020
AVGOBroadcom Inc.$1.04M0.49%0.00%+2.2%Q1 2025
PANWPalo Alto Networks Inc$1.02M0.47%0.00%-5.3%Q4 2023
TAt&T Inc.$1M0.47%0.00%-6.8%Q4 2020
MOAltria Group, Inc.$982K0.46%0.00%0.0%Q4 2020
MRKMerck & Co., Inc.$923K0.43%0.00%0.0%Q4 2020
LLoews Corp$903K0.42%0.00%Not reportedQ4 2020
GEGeneral Electric Co$867K0.40%0.00%+0.1%Q3 2021
GEVGE Vernova Inc.$861K0.40%0.00%-6.4%Q2 2024
QQQInvesco QQQ Trust, Series 1$855K0.40%Not reported-17.6%Q4 2021
ETREntergy Corp$819K0.38%0.00%-2.4%Q4 2020
MLMMartin Marietta Materials Inc$805K0.38%0.00%Not reportedQ4 2020
FCXFreeport-Mcmoran Inc$761K0.35%0.00%-0.7%Q1 2024
TSLATesla, Inc.$758K0.35%0.00%-3.4%Q4 2021
GMGeneral Motors Co$724K0.34%0.00%Not reportedQ1 2022
AXPAmerican Express Co$686K0.32%0.00%Not reportedQ4 2020
TGTXTG Therapeutics, Inc.$647K0.30%0.01%Not reportedQ1 2021
GLDSPDR Gold Trust$641K0.30%0.00%+82.2%Q4 2020
ENBEnbridge Inc$626K0.29%0.00%Not reportedQ4 2023
MDLZMondelez International, Inc.$623K0.29%0.00%Not reportedQ4 2020
CRWVCoreWeave, Inc.$618K0.29%Not reported+2.7%Q4 2025
CVXChevron Corp$615K0.29%0.00%-0.8%Q4 2020
PLTRPalantir Technologies Inc.$594K0.28%0.00%-1.3%Q1 2025
PEPPepsico Inc$590K0.28%0.00%Not reportedQ4 2020
ORCLOracle Corp$567K0.26%0.00%0.0%Q4 2025
AMDAdvanced Micro Devices Inc$562K0.26%0.00%-3.6%Q1 2023
Q1 2026Reported Apr 21, 202685 positions
AAPLApple Inc.$13.6M6.83%0.00%+8.0%Q4 2020
AMEAmetek Inc/$7.28M3.65%0.01%Not reportedQ4 2020
SPYSPDR S&P 500 ETF Trust$4.54M2.27%Not reported-0.6%Q4 2020
AMZNAmazon Com Inc$4.52M2.26%0.00%+0.7%Q4 2020
MSFTMicrosoft Corp$4.38M2.20%0.00%+4.1%Q4 2020
JPMJPMorgan Chase & Co$3.98M2.00%0.00%-0.1%Q4 2020
GOOGLAlphabet Inc.$3.92M1.96%0.00%+17.2%Q4 2020
METAMeta Platforms, Inc.$3.45M1.73%Not reported-5.9%Q3 2021
NVDANvidia Corp$3.17M1.59%0.00%+0.9%Q3 2021
JNJJohnson & Johnson$3.06M1.54%0.00%-0.3%Q4 2020
BNYBank of New York Mellon Corp$2.53M1.27%0.00%Not reportedQ4 2020
XOMExxonMobil Holdings Corp$1.84M0.92%0.00%-3.1%Q4 2020
RTXRTX Corp$1.84M0.92%0.00%-6.2%Q4 2020
GOOGAlphabet Inc.$1.84M0.92%Not reported+32.6%Q4 2020
BRK.BBerkshire Hathaway Inc$1.62M0.81%Not reportedNot reportedQ2 2021
NEENextera Energy Inc$1.62M0.81%0.00%+1.8%Q1 2021
PEGPublic Service Enterprise Group Inc$1.57M0.79%0.00%+1.2%Q4 2020
TAt&T Inc.$1.51M0.76%0.00%0.0%Q4 2020
NEMNEWMONT Corp$1.45M0.73%0.00%-2.2%Q1 2024
PMPhilip Morris International Inc.$1.43M0.72%0.00%-3.3%Q4 2020
DOVDOVER Corp$1.39M0.70%0.00%Not reportedQ4 2020
CRWDCrowdStrike Holdings, Inc.$1.34M0.67%0.00%+5.8%Q1 2022
GSGoldman Sachs Group Inc$1.31M0.66%0.00%-11.5%Q4 2020
DEDeere & Co$1.29M0.65%0.00%-1.5%Q4 2020
IBMInternational Business Machines Corp$983K0.49%0.00%+2.6%Q4 2020
LLYELI LILLY & Co$937K0.47%0.00%-2.3%Q2 2024
MOAltria Group, Inc.$900K0.45%0.00%0.0%Q4 2020
MRKMerck & Co., Inc.$864K0.43%0.00%Not reportedQ4 2020
LLoews Corp$852K0.43%0.00%-3.4%Q4 2020
AVGOBroadcom Inc.$835K0.42%0.00%+5.4%Q1 2025
MLMMartin Marietta Materials Inc$822K0.41%0.00%Not reportedQ4 2020
ETREntergy Corp$821K0.41%0.00%Not reportedQ4 2020
QQQInvesco QQQ Trust, Series 1$813K0.41%Not reportedNot reportedQ4 2021
CVXChevron Corp$774K0.39%0.00%-2.7%Q4 2020
PLTRPalantir Technologies Inc.$754K0.38%0.00%+5.4%Q1 2025
FCXFreeport-Mcmoran Inc$716K0.36%0.00%-0.8%Q1 2024
GMGeneral Motors Co$700K0.35%0.00%-19.0%Q1 2022
TSLATesla, Inc.$694K0.35%0.00%-9.0%Q4 2021
GEVGE Vernova Inc.$684K0.34%0.00%Not reportedQ2 2024
PEPPepsico Inc$677K0.34%0.00%Not reportedQ4 2020
GEGeneral Electric Co$657K0.33%0.00%+0.1%Q3 2021
ENBEnbridge Inc$625K0.31%0.00%+4.1%Q4 2023
MDLZMondelez International, Inc.$621K0.31%0.00%Not reportedQ4 2020
AXPAmerican Express Co$614K0.31%0.00%Not reportedQ4 2020
NOWServiceNow, Inc.$614K0.31%0.00%+27.8%Q4 2020
ORCLOracle Corp$569K0.29%0.00%+13.0%Q4 2025
VZVerizon Communications Inc$563K0.28%0.00%+4.1%Q4 2020
NFLXNetflix Inc$545K0.27%0.00%+14.1%Q1 2024
BLKBlackRock, Inc.$524K0.26%0.00%+22.5%Q1 2023
PANWPalo Alto Networks Inc$505K0.25%0.00%+19.4%Q4 2023
Q4 2025Reported Feb 2, 202687 positions
AAPLApple Inc.$13.5M6.68%0.00%-0.8%Q4 2020
AMEAmetek Inc/$6.97M3.45%0.01%-0.3%Q4 2020
MSFTMicrosoft Corp$5.5M2.72%0.00%+7.6%Q4 2020
AMZNAmazon Com Inc$4.97M2.46%0.00%-2.8%Q4 2020
SPYSPDR S&P 500 ETF Trust$4.78M2.37%Not reported-0.4%Q4 2020
JPMJPMorgan Chase & Co$4.36M2.16%0.00%+0.1%Q4 2020
METAMeta Platforms, Inc.$4.23M2.09%Not reported+39.6%Q3 2021
GOOGLAlphabet Inc.$3.64M1.80%0.00%-0.5%Q4 2020
NVDANvidia Corp$3.36M1.66%0.00%0.0%Q3 2021
JNJJohnson & Johnson$2.6M1.29%0.00%-4.2%Q4 2020
BNYBank of New York Mellon Corp$2.48M1.23%0.00%Not reportedQ4 2020
RTXRTX Corp$1.86M0.92%0.00%-3.8%Q4 2020
BRK.BBerkshire Hathaway Inc$1.7M0.84%Not reportedNot reportedQ2 2021
PEGPublic Service Enterprise Group Inc$1.54M0.76%0.00%-30.8%Q4 2020
GSGoldman Sachs Group Inc$1.54M0.76%0.00%Not reportedQ4 2020
CRWDCrowdStrike Holdings, Inc.$1.53M0.75%0.00%-1.4%Q1 2022
GOOGAlphabet Inc.$1.52M0.75%Not reported-0.7%Q4 2020
PMPhilip Morris International Inc.$1.43M0.71%0.00%+0.5%Q4 2020
NEENextera Energy Inc$1.38M0.68%0.00%Not reportedQ1 2021
NEMNEWMONT Corp$1.37M0.68%0.00%-2.4%Q1 2024
XOMExxonMobil Holdings Corp$1.35M0.67%0.00%-0.2%Q4 2020
DOVDOVER Corp$1.3M0.64%0.00%-28.5%Q4 2020
TAt&T Inc.$1.29M0.64%0.00%-1.6%Q4 2020
IBMInternational Business Machines Corp$1.17M0.58%0.00%+13.5%Q4 2020
LLYELI LILLY & Co$1.12M0.55%0.00%+0.4%Q2 2024
DEDeere & Co$1.08M0.54%0.00%-1.8%Q4 2020
GMGeneral Motors Co$943K0.47%0.00%-1.7%Q1 2022
TSLATesla, Inc.$922K0.46%0.00%+2.3%Q4 2021
AVGOBroadcom Inc.$886K0.44%0.00%+0.4%Q1 2025
LLoews Corp$870K0.43%0.00%-9.1%Q4 2020
MLMMartin Marietta Materials Inc$869K0.43%0.00%Not reportedQ4 2020
PLTRPalantir Technologies Inc.$869K0.43%0.00%+1.5%Q1 2025
QQQInvesco QQQ Trust, Series 1$866K0.43%Not reportedNot reportedQ4 2021
MOAltria Group, Inc.$787K0.39%0.00%0.0%Q4 2020
MRKMerck & Co., Inc.$756K0.37%0.00%0.0%Q4 2020
AXPAmerican Express Co$751K0.37%0.00%Not reportedQ4 2020
GEGeneral Electric Co$713K0.35%0.00%+0.1%Q3 2021
NOWServiceNow, Inc.$704K0.35%0.00%Not reportedQ4 2020
ETREntergy Corp$675K0.33%0.00%Not reportedQ4 2020
ORCLOracle Corp$667K0.33%0.00%NewQ4 2025
PEPPepsico Inc$626K0.31%0.00%Not reportedQ4 2020
FCXFreeport-Mcmoran Inc$624K0.31%0.00%+1.0%Q1 2024
CVXChevron Corp$586K0.29%0.00%+2.7%Q4 2020
MDLZMondelez International, Inc.$580K0.29%0.00%-0.2%Q4 2020
GBDCGOLUB CAPITAL BDC, Inc.$557K0.28%0.02%+53.1%Q1 2025
BABoeing Co$547K0.27%0.00%-5.1%Q4 2020
NCLHNorwegian Cruise Line Holdings Ltd.$541K0.27%0.01%+33.9%Q1 2025
ENBEnbridge Inc$531K0.26%0.00%-1.1%Q4 2023
GEVGE Vernova Inc.$512K0.25%0.00%+4.0%Q2 2024
TMOThermo Fisher Scientific Inc.$499K0.25%0.00%Not reportedQ4 2020
Q3 2025Reported Oct 23, 202583 positions
AAPLApple Inc.$12.7M6.67%0.00%-0.9%Q4 2020
AMEAmetek Inc/$6.4M3.35%0.01%Not reportedQ4 2020
MSFTMicrosoft Corp$5.47M2.87%0.00%+12.1%Q4 2020
AMZNAmazon Com Inc$4.86M2.54%0.00%+0.4%Q4 2020
SPYSPDR S&P 500 ETF Trust$4.69M2.46%Not reportedNot reportedQ4 2020
JPMJPMorgan Chase & Co$4.27M2.23%0.00%+1.0%Q4 2020
METAMeta Platforms, Inc.$3.37M1.76%Not reported-0.6%Q3 2021
NVDANvidia Corp$3.36M1.76%0.00%-1.0%Q3 2021
GOOGLAlphabet Inc.$2.84M1.49%0.00%+1.3%Q4 2020
JNJJohnson & Johnson$2.43M1.27%0.00%-0.4%Q4 2020
BNYBank of New York Mellon Corp$2.33M1.22%0.00%+0.6%Q4 2020
PEGPublic Service Enterprise Group Inc$2.31M1.21%0.01%Not reportedQ4 2020
RTXRTX Corp$1.77M0.93%0.00%-0.9%Q4 2020
BRK.BBerkshire Hathaway Inc$1.7M0.89%Not reported+21.5%Q2 2021
CRWDCrowdStrike Holdings, Inc.$1.62M0.85%0.00%-12.6%Q1 2022
DOVDOVER Corp$1.56M0.81%0.01%-4.6%Q4 2020
TAt&T Inc.$1.49M0.78%0.00%-0.3%Q4 2020
PMPhilip Morris International Inc.$1.44M0.75%0.00%-4.0%Q4 2020
GSGoldman Sachs Group Inc$1.39M0.73%0.00%Not reportedQ4 2020
NEENextera Energy Inc$1.3M0.68%0.00%Not reportedQ1 2021
XOMExxonMobil Holdings Corp$1.27M0.66%0.00%-3.6%Q4 2020
GOOGAlphabet Inc.$1.19M0.62%Not reportedNot reportedQ4 2020
NEMNEWMONT Corp$1.18M0.62%0.00%-16.8%Q1 2024
DEDeere & Co$1.08M0.57%0.00%-4.5%Q4 2020
IBMInternational Business Machines Corp$983K0.51%0.00%+0.1%Q4 2020
LLoews Corp$913K0.48%0.00%-2.2%Q4 2020
MOAltria Group, Inc.$901K0.47%0.00%0.0%Q4 2020
TSLATesla, Inc.$892K0.47%0.00%-0.5%Q4 2021
MLMMartin Marietta Materials Inc$880K0.46%0.00%Not reportedQ4 2020
PLTRPalantir Technologies Inc.$879K0.46%0.00%-2.6%Q1 2025
QQQInvesco QQQ Trust, Series 1$846K0.44%Not reportedNot reportedQ4 2021
NOWServiceNow, Inc.$846K0.44%0.00%-1.6%Q4 2020
AVGOBroadcom Inc.$841K0.44%0.00%+4.9%Q1 2025
LLYELI LILLY & Co$793K0.42%0.00%+6.2%Q2 2024
GMGeneral Motors Co$719K0.38%0.00%Not reportedQ1 2022
GEGeneral Electric Co$696K0.36%0.00%-1.0%Q3 2021
ETREntergy Corp$681K0.36%0.00%Not reportedQ4 2020
VZVerizon Communications Inc$678K0.36%0.00%+9.3%Q4 2020
MDLZMondelez International, Inc.$674K0.35%0.00%Not reportedQ4 2020
AXPAmerican Express Co$674K0.35%0.00%Not reportedQ4 2020
PEPPepsico Inc$612K0.32%0.00%-0.2%Q4 2020
MRKMerck & Co., Inc.$602K0.32%0.00%+3.2%Q4 2020
CVXChevron Corp$581K0.30%0.00%+3.0%Q4 2020
BABoeing Co$573K0.30%0.00%-1.3%Q4 2020
ENBEnbridge Inc$567K0.30%0.00%-2.6%Q4 2023
UBERUber Technologies, Inc$559K0.29%0.00%Not reportedQ2 2021
PANWPalo Alto Networks Inc$538K0.28%0.00%+83.2%Q4 2023
OKLOOklo Inc.$526K0.28%0.00%-31.1%Q2 2025
BLKBlackRock, Inc.$523K0.27%0.00%Not reportedQ1 2023
FCXFreeport-Mcmoran Inc$477K0.25%0.00%+71.3%Q1 2024
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