Signature Wealth Management Partners, LLC
โขCIK: 1824694โขFiling: Q4 2025
**Signature Wealth Management Partners, LLC** manages $202M across a diversified portfolio of 120 positions. The fund exhibits a notable allocation to income-generating and broad market exposure, evidenced by top holdings including IVE ($20.6M) and JAAA ($15.7M). Significant weight is also placed on established technology and sector ETFs, with JEPI ($14.2M), IVW ($13.8M), and AAPL ($13.5M) anchoring core components. This structure suggests a disciplined approach balancing yield generation with exposure to major market indices.
Total AUM
$202.2M
QoQ Performance
+5.9%
Positions
101
Top 10 Concentration
55.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVE
JAAA
JEPI
IVW
AAPL
IYW
IVE10.2%
JAAA7.8%
JEPI7.0%
IVW6.8%
AAPL6.7%
IYW6.1%
AME3.4%
MSFT2.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other62.0%
Technology17.3%
Financial4.7%
ETF3.6%
Consumer3.5%
Healthcare2.5%
Industrial2.1%
Utilities1.4%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW11 new positions
โ36 increased
โ34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023