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
Other61.7%
Technology17.3%
Financial4.0%
ETF3.6%
Consumer3.5%
Healthcare2.5%
Industrial2.1%
Consumer Staples1.7%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022