Signature Estate & Investment Advisors
Signature Estate & Investment Advisors reported 668 stocks worth $5.7B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VUG (9.2%), GSLC (6.7%) and IGM (6.3%). Compared with Q2 2026, the fund opened new positions in BKNG and DUHP, added to VUG, FNDX and EFV, trimmed GSLC, IGM and TOTL and sold out of APTV, TMUS and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $520M | 9.2% | 5.8M | +217K (+4%) | 8 of 8 | |
| 2 |  GSLC Goldman Sachs | $380M | 6.7% | 2.6M | −306K (−10%) | 8 of 8 | |
| 3 |  IGM Ishares TR | $354M | 6.3% | 2.1M | −5,886 (−0%) | 8 of 8 | |
| 4 |  FNDX Schwab Fundamental U.s. Large Company ETF | $252M | 4.4% | 8M | +529K (+7%) | 8 of 8 | |
| 5 |  EFV Ishares TR | $222M | 3.9% | 2.8M | +625K (+29%) | 8 of 8 | |
| 6 |  MAGS Roundhill Magnificent Seven ETF | $210M | 3.7% | 2.9M | +130K (+5%) | 2 of 8 | |
| 7 |  AVES American Centy ETF TR | $174M | 3.1% | 2.7M | +63K (+2%) | 3 of 8 | |
| 8 |  TOTL Ssga Active ETF TR | $154M | 2.7% | 4.1M | −1.9M (−31%) | 8 of 8 | |
| 9 |  GMOI Gmo International Value ETF | $146M | 2.6% | 3.7M | +1M (+38%) | 3 of 8 | |
| 10 |  AAPL Apple Inc | $133M | 2.3% | 398K | +31K (+8%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 APTV Aptiv PLC | $6.4M | 104K |
DIMENSIONAL ETF TRUST | $5M | 119K |
 TMUS T-Mobile US Inc | $3.9M | 23K |
 XOM Exxon Mobil Corp | $3.1M | 23K |
SIREN DIVCON | $3M | 32K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Signature Estate & Investment Advisors 13F FAQ
What does Signature Estate & Investment Advisors own?
Signature Estate & Investment Advisors reported 668 stocks worth $5.7B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VUG (9.2%), GSLC (6.7%) and IGM (6.3%). The table above lists every position in the filing (the top 10 without an account).
What did Signature Estate & Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 36 new positions, 382 added to, 187 trimmed and 37 sold out. New positions include BKNG and DUHP. It sold all of APTV, TMUS and XOM.
When will Signature Estate & Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Signature Estate & Investment Advisors's portfolio worth?
The Q3 2026 filing reports $5.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.