Signature Wealth Management Partners
Signature Wealth Management Partners reported 124 stocks worth $234M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are IVE (9.7%), AAPL (7.7%) and IYW (6.9%). Compared with Q2 2026, the fund opened new positions in AMRX, XOM and BLCR, added to IVE, JEPI and JAAA, trimmed AAPL, IYW and MSFT and sold out of CARR, MCD and OKLO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVE Ishares TR | $22.7M | 9.7% | 99K | +821 (+1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $18M | 7.7% | 54K | −127 (−0%) | 8 of 8 | |
| 3 |  IYW Ishares US Technology | $16.1M | 6.9% | 61K | −859 (−1%) | 8 of 8 | |
| 4 |  JEPI J P Morgan Exchange Traded F | $14M | 6.0% | 249K | +4,144 (+2%) | 8 of 8 | |
| 5 |  JAAA Janus Detroit Str TR | $13.9M | 5.9% | 274K | +7,383 (+3%) | 8 of 8 | |
| 6 |  IVW Ishares TR | $13M | 5.5% | 91K | +5,160 (+6%) | 8 of 8 | |
| 7 |  AME Ametek Inc | $8.4M | 3.6% | 34K | No change | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $6.3M | 2.7% | 12K | −59 (−0%) | 8 of 8 | |
| 9 |  AMZN Amazon Com Inc | $5.4M | 2.3% | 22K | +112 (+1%) | 8 of 8 | |
| 10 |  SPY Spdr S&P 500 ETF TR | $5.3M | 2.3% | 7,000 | +30 (+0%) | 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 |
|---|---|---|
 CARR Carrier Global Corporation | $253K | 3,450 |
 MCD Mcdonalds Corp | $229K | 849 |
 OKLO Oklo Inc | $226K | 4,321 |
 WDC Western Digital Corp | $217K | 340 |
 WMT Walmart Inc | $217K | 1,913 |
🔒 Free account: see all 7.
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 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Signature Wealth Management Partners 13F FAQ
What does Signature Wealth Management Partners own?
Signature Wealth Management Partners reported 124 stocks worth $234M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are IVE (9.7%), AAPL (7.7%) and IYW (6.9%). The table above lists every position in the filing (the top 10 without an account).
What did Signature Wealth Management Partners buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 38 added to, 25 trimmed and 7 sold out. New positions include AMRX, XOM and BLCR. It sold all of CARR, MCD and OKLO.
When will Signature Wealth Management Partners 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 Wealth Management Partners's portfolio worth?
The Q3 2026 filing reports $234M 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.