Institutional Fund
Signature Wealth Management Partners, LLC
Montvale, NJCIK 18246945 filings on record
Portfolio Value
$199.40M
Q1 2026
Holdings
116
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-1.4%
from $202.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.3%
- Janus Detroit Str Tr8.1%
- J P Morgan Exchange Traded F7.1%
- Apple Inc6.8%
- Ishares Tr6.7%
- Ishares Tr5.6%
- Other55.4%
Portfolio Holdings
116 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 96.8K | $20.44M | 10.3% | −204 | Reduced |
| 2 | Janus Detroit Str Tr | 320.0K | $16.12M | 8.1% | +9.0K | Added |
| 3 | J P Morgan Exchange Traded F | 248.1K | $14.06M | 7.1% | +368 | Added |
| 4 | Apple Inc | 53.7K | $13.62M | 6.8% | +4.0K | Added |
| 5 | Ishares Tr | 118.3K | $13.38M | 6.7% | +6.4K | Added |
| 6 | Ishares Tr | 62.0K | $11.25M | 5.6% | +486 | Added |
| 7 | Ametek Inc | 34.0K | $7.28M | 3.6% | 0 | Held |
| 8 | Spdr S&P 500 ETF Tr | 7.0K | $4.54M | 2.3% | −41 | Reduced |
| 9 | Amazon Com Inc | 21.7K | $4.52M | 2.3% | +148 | Added |
| 10 | Microsoft Corp | 11.8K | $4.38M | 2.2% | +463 | Added |
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