Institutional Fund
Signature Estate & Investment Advisors LLC
Los Angeles, CACIK 10799355 filings on record
Portfolio Value
$4.93B
Q1 2026
Holdings
645
Reported positions
New Buys
63
Opened this quarter
QoQ Change
-0.5%
from $4.96B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds8.8%
- Goldman Sachs ETF Tr7.9%
- Schwab Strategic Tr4.8%
- Ssga Active ETF Tr4.5%
- Ishares Tr4.5%
- World Gold Tr4.4%
- Other65.2%
Portfolio Holdings
645 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 989.4K | $432.17M | 8.8% | −36.5K | Reduced |
| 2 | Goldman Sachs ETF Tr | 3.10M | $388.39M | 7.9% | −2.22M | Reduced |
| 3 | Schwab Strategic Tr | 8.43M | $234.65M | 4.8% | +396.8K | Added |
| 4 | Ssga Active ETF Tr | 5.64M | $224.26M | 4.5% | +203.4K | Added |
| 5 | Ishares Tr | 1.86M | $220.20M | 4.5% | +10.4K | Added |
| 6 | World Gold Tr | 2.35M | $218.15M | 4.4% | +2.35M | New |
| 7 | Ishares Tr | 2.18M | $161.77M | 3.3% | +864.4K | Added |
| 8 | American Centy ETF Tr | 2.59M | $155.10M | 3.1% | +2.59M | New |
| 9 | Amazon Com Inc | 487.3K | $101.50M | 2.1% | +6.7K | Added |
| 10 | Capital Group Growth ETF | 2.49M | $100.13M | 2.0% | −142.3K | Reduced |
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